Markel Corp Thomas Gayner
Top positions activity
Value History
Quarterly report: Q3 2025
Total portfolio value: $12.3B
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
BRK.A
|
Berkshire Hathaway Inc. - Class A | 840.2M 6.81% | 1.1K | = | |
|
BRK.B
|
Berkshire Hathaway Inc. - Class B | 770.2M 6.25% | 1.5M | = | |
|
GOOG
|
Alphabet Inc - Class C | 669.7M 5.43% | 2.7M | = | |
|
AMZN
|
Amazon.com Inc. | 445.9M 3.61% | 2.0M | = | |
|
DE
|
Deere & Co. | 401.4M 3.25% | 877.9K | = | |
|
HD
|
Home Depot, Inc. | 372.8M 3.02% | 920.0K | = | |
|
V
|
Visa Inc - Class A | 341.1M 2.76% | 999.3K | = | |
|
AAPL
|
Apple Inc | 312.5M 2.53% | 1.2M | = | |
|
ADI
|
Analog Devices Inc. | 286.9M 2.32% | 1.2M | = | |
|
GS
|
Goldman Sachs Group, Inc. | 286.2M 2.32% | 359.4K | = | |
|
MSFT
|
Microsoft Corporation | 275.6M 2.23% | 532.1K | +4.6K ↑0.87% | |
|
BLK
|
Blackrock Inc. | 256.7M 2.08% | 220.2K | = | |
|
DIS
|
Walt Disney Co (The) | 232.6M 1.88% | 2.0M | = | |
|
WSO
|
Watsco Inc. - Class A | 228.5M 1.85% | 565.2K | = | |
|
BX
|
Blackstone Inc | 210.0M 1.7% | 1.2M | = | |
|
FB
|
Meta Platforms Inc - Class A | 205.8M 1.67% | 280.3K | = | |
|
KKR
|
KKR & Co. Inc. | 188.7M 1.53% | 1.5M | = | |
|
PGR
|
Progressive Corp. | 186.1M 1.51% | 753.8K | = | |
|
LPLA
|
LPL Financial Holdings Inc | 184.1M 1.49% | 553.3K | +8.7K ↑1.60% | |
|
LOW
|
Lowe`s Cos., Inc. | 182.6M 1.48% | 726.7K | +9.5K ↑1.32% | |
|
AXP
|
American Express Co. | 160.8M 1.3% | 484.2K | = | |
|
CAT
|
Caterpillar Inc. | 156.8M 1.27% | 328.6K | = | |
|
RLI
|
RLI Corp. | 156.2M 1.26% | 2.4M | = | |
|
MMC
|
Marsh & McLennan Cos., Inc. | 152.2M 1.23% | 755.0K | +6.2K ↑0.83% | |
|
GOOGL
|
Alphabet Inc - Class A | 139.1M 1.12% | 572.0K | = | |
|
FNV
|
Franco-Nevada Corporation | 135.0M 1.09% | 605.5K | +36.0K ↑6.32% | |
|
APO
|
Apollo Global Management Inc - Class A (New) | 134.9M 1.09% | 1.0M | = | |
|
GD
|
General Dynamics Corp. | 133.3M 1.08% | 391.0K | = | |
|
TXN
|
Texas Instruments Inc. | 133.0M 1.07% | 724.0K | = | |
|
NVO
|
Novo Nordisk - ADR | 131.4M 1.06% | 2.4M | +110.1K ↑4.87% | |
|
DEO
|
Diageo plc - ADR | 130.4M 1.05% | 1.4M | = | |
|
SCHW
|
Charles Schwab Corp. | 130.3M 1.05% | 1.4M | = | |
|
BAM
|
Brookfield Asset Management Inc. - Class A | 124.9M 1.01% | 2.2M | = | |
|
MA
|
Mastercard Incorporated - Class A | 118.1M 0.95% | 207.5K | = | |
|
JNJ
|
Johnson & Johnson | 113.3M 0.91% | 610.8K | = | |
|
MCO
|
Moody`s Corp. | 101.9M 0.82% | 213.9K | = | |
|
HEI.A
|
Heico Corp. - Class A | 96.5M 0.78% | 379.6K | = | |
|
NVR
|
NVR Inc. | 95.6M 0.77% | 11.9K | = | |
|
ADM
|
Archer Daniels Midland Co. | 90.0M 0.73% | 1.5M | -68.0K ↓4.32% | |
|
DG
|
Dollar General Corp. | 89.8M 0.72% | 869.2K | = | |
|
ROL
|
Rollins, Inc. | 86.7M 0.7% | 1.5M | +6.5K ↑0.44% | |
|
ITW
|
Illinois Tool Works, Inc. | 85.4M 0.69% | 327.5K | = | |
|
CG
|
Carlyle Group Inc (The) | 83.2M 0.67% | 1.3M | = | |
|
MSCI
|
MSCI Inc | 81.1M 0.65% | 142.8K | = | |
|
JPM
|
JPMorgan Chase & Co. | 79.7M 0.64% | 252.6K | = | |
|
NSC
|
Norfolk Southern Corp. | 77.1M 0.62% | 256.5K | +20.0K ↑8.46% | |
|
ECL
|
Ecolab, Inc. | 75.1M 0.6% | 274.3K | = | |
|
SPGI
|
S&P Global Inc | 73.3M 0.59% | 150.7K | = |