Markel Corp Thomas Gayner
Top positions activity
Value History
Quarterly report: Q2 2026
Total portfolio value: $13.1B
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
GOOG
|
Alphabet Inc - Class C | 971.6M 7.39% | 2.7M | = | |
|
BRK.A
|
Berkshire Hathaway Inc. - Class A | 834.2M 6.35% | 1.1K | = | |
|
BRK.B
|
Berkshire Hathaway Inc. - Class B | 766.6M 5.83% | 1.5M | = | |
|
DE
|
Deere & Co. | 556.9M 4.24% | 877.9K | = | |
|
AMZN
|
Amazon.com Inc. | 484.0M 3.68% | 2.0M | = | |
|
ADI
|
Analog Devices Inc. | 397.0M 3.02% | 999.7K | -23.6K ↓2.30% | |
|
GS
|
Goldman Sachs Group, Inc. | 363.4M 2.76% | 359.4K | = | |
|
AAPL
|
Apple Inc | 355.1M 2.7% | 1.2M | = | |
|
CAT
|
Caterpillar Inc. | 350.0M 2.66% | 328.6K | = | |
|
V
|
Visa Inc - Class A | 347.9M 2.64% | 1.0M | +9.6K ↑0.95% | |
|
HD
|
Home Depot, Inc. | 325.3M 2.47% | 922.5K | +2.5K ↑0.27% | |
|
WSO
|
Watsco Inc. - Class A | 249.1M 1.89% | 597.8K | +15.6K ↑2.68% | |
|
TXN
|
Texas Instruments Inc. | 215.8M 1.64% | 724.0K | = | |
|
BLK
|
Blackrock Inc. | 211.7M 1.61% | 220.2K | = | |
|
GOOGL
|
Alphabet Inc - Class A | 204.4M 1.55% | 572.0K | = | |
|
MSFT
|
Microsoft Corporation | 200.5M 1.52% | 537.6K | = | |
|
DIS
|
Walt Disney Co (The) | 195.5M 1.48% | 2.0M | = | |
|
AXP
|
American Express Co. | 165.9M 1.26% | 490.4K | = | |
|
LOW
|
Lowe`s Cos., Inc. | 165.8M 1.26% | 752.0K | +13.5K ↑1.83% | |
|
PGR
|
Progressive Corp. | 164.7M 1.25% | 753.8K | = | |
|
FNV
|
Franco-Nevada Corporation | 161.2M 1.22% | 773.5K | +65.0K ↑9.17% | |
|
LPLA
|
LPL Financial Holdings Inc | 157.7M 1.2% | 560.0K | = | |
|
JNJ
|
Johnson & Johnson | 155.1M 1.18% | 610.8K | = | |
|
BX
|
Blackstone Inc | 144.6M 1.1% | 1.2M | = | |
|
RLI
|
RLI Corp. | 141.4M 1.07% | 2.4M | = | |
|
GD
|
General Dynamics Corp. | 138.5M 1.05% | 391.0K | = | |
|
NVO
|
Novo Nordisk - ADR | 137.6M 1.04% | 2.9M | = | |
|
KKR
|
KKR & Co. Inc. | 133.2M 1.01% | 1.5M | = | |
|
FB
|
Meta Platforms Inc - Class A | 131.9M 1% | 234.2K | -14.1K ↓5.69% | |
|
SCHW
|
Charles Schwab Corp. | 128.7M 0.98% | 1.4M | +11.0K ↑0.79% | |
|
MMC
|
Marsh & McLennan Cos., Inc. | 127.3M 0.96% | 763.5K | = | |
|
APO
|
Apollo Global Management Inc - Class A (New) | 119.8M 0.91% | 1.0M | = | |
|
ADM
|
Archer Daniels Midland Co. | 115.0M 0.87% | 1.5M | = | |
|
DEO
|
Diageo plc - ADR | 110.3M 0.84% | 1.4M | = | |
|
MA
|
Mastercard Incorporated - Class A | 106.6M 0.81% | 207.5K | = | |
|
DG
|
Dollar General Corp. | 100.1M 0.76% | 869.2K | = | |
|
BAM
|
Brookfield Asset Management Inc. - Class A | 98.4M 0.74% | 2.2M | = | |
|
HEI.A
|
Heico Corp. - Class A | 97.9M 0.74% | 379.6K | = | |
|
MCO
|
Moody`s Corp. | 96.9M 0.73% | 213.9K | = | |
|
ODFL
|
Old Dominion Freight Line, Inc. | 93.0M 0.7% | 429.1K | = | |
|
NSC
|
Norfolk Southern Corp. | 88.9M 0.67% | 282.5K | = | |
|
ITW
|
Illinois Tool Works, Inc. | 88.6M 0.67% | 327.5K | = | |
|
JPM
|
JPMorgan Chase & Co. | 82.7M 0.62% | 252.6K | = | |
|
NVR
|
NVR Inc. | 82.4M 0.62% | 12.1K | +10 ↑0.08% | |
|
MSCI
|
MSCI Inc | 80.0M 0.6% | 142.8K | = | |
|
ROK
|
Rockwell Automation Inc | 76.7M 0.58% | 154.9K | = | |
|
ECL
|
Ecolab, Inc. | 76.4M 0.58% | 274.3K | = |
Sold Out Positions
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