Markel Corp Thomas Gayner
Top positions activity
Value History
Quarterly report: Q1 2026
Total portfolio value: $11.9B
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
BRK.A
|
Berkshire Hathaway Inc. - Class A | 800.0M 6.7% | 1.1K | = | |
|
GOOG
|
Alphabet Inc - Class C | 788.8M 6.6% | 2.7M | = | |
|
BRK.B
|
Berkshire Hathaway Inc. - Class B | 734.1M 6.14% | 1.5M | = | |
|
DE
|
Deere & Co. | 494.5M 4.14% | 877.9K | = | |
|
AMZN
|
Amazon.com Inc. | 422.9M 3.54% | 2.0M | = | |
|
ADI
|
Analog Devices Inc. | 325.5M 2.72% | 1.0M | = | |
|
AAPL
|
Apple Inc | 311.5M 2.6% | 1.2M | = | |
|
GS
|
Goldman Sachs Group, Inc. | 304.0M 2.54% | 359.4K | = | |
|
V
|
Visa Inc - Class A | 303.5M 2.54% | 1.0M | +5.0K ↑0.50% | |
|
HD
|
Home Depot, Inc. | 302.6M 2.53% | 920.0K | = | |
|
CAT
|
Caterpillar Inc. | 232.8M 1.95% | 328.6K | = | |
|
WSO
|
Watsco Inc. - Class A | 211.8M 1.77% | 582.2K | +4.5K ↑0.78% | |
|
BLK
|
Blackrock Inc. | 211.8M 1.77% | 220.2K | = | |
|
MSFT
|
Microsoft Corporation | 199.0M 1.66% | 537.6K | +1.9K ↑0.36% | |
|
DIS
|
Walt Disney Co (The) | 195.8M 1.64% | 2.0M | = | |
|
FNV
|
Franco-Nevada Corporation | 175.0M 1.46% | 708.5K | +25.0K ↑3.66% | |
|
LOW
|
Lowe`s Cos., Inc. | 174.5M 1.46% | 738.5K | +4.0K ↑0.54% | |
|
LPLA
|
LPL Financial Holdings Inc | 168.5M 1.41% | 560.0K | = | |
|
GOOGL
|
Alphabet Inc - Class A | 164.5M 1.37% | 572.0K | = | |
|
PGR
|
Progressive Corp. | 149.4M 1.25% | 753.8K | = | |
|
JNJ
|
Johnson & Johnson | 149.3M 1.25% | 610.8K | = | |
|
AXP
|
American Express Co. | 148.4M 1.24% | 490.4K | +1.9K ↑0.40% | |
|
FB
|
Meta Platforms Inc - Class A | 142.1M 1.18% | 248.3K | = | |
|
BX
|
Blackstone Inc | 141.3M 1.18% | 1.2M | = | |
|
TXN
|
Texas Instruments Inc. | 140.6M 1.17% | 724.0K | = | |
|
RLI
|
RLI Corp. | 136.6M 1.14% | 2.4M | = | |
|
KKR
|
KKR & Co. Inc. | 134.3M 1.12% | 1.5M | = | |
|
GD
|
General Dynamics Corp. | 134.2M 1.12% | 391.0K | = | |
|
MMC
|
Marsh & McLennan Cos., Inc. | 132.4M 1.1% | 763.5K | +1.8K ↑0.23% | |
|
SCHW
|
Charles Schwab Corp. | 130.0M 1.08% | 1.4M | +8.0K ↑0.58% | |
|
APO
|
Apollo Global Management Inc - Class A (New) | 112.8M 0.94% | 1.0M | = | |
|
ADM
|
Archer Daniels Midland Co. | 109.5M 0.91% | 1.5M | = | |
|
NVO
|
Novo Nordisk - ADR | 105.5M 0.88% | 2.9M | = | |
|
MA
|
Mastercard Incorporated - Class A | 103.7M 0.86% | 207.5K | = | |
|
DG
|
Dollar General Corp. | 103.2M 0.86% | 869.2K | = | |
|
DEO
|
Diageo plc - ADR | 102.2M 0.85% | 1.4M | +500 ↑0.04% | |
|
BAM
|
Brookfield Asset Management Inc. - Class A | 97.5M 0.81% | 2.2M | = | |
|
MCO
|
Moody`s Corp. | 93.3M 0.78% | 213.9K | = | |
|
ITW
|
Illinois Tool Works, Inc. | 85.2M 0.71% | 327.5K | = | |
|
ODFL
|
Old Dominion Freight Line, Inc. | 83.9M 0.7% | 429.1K | +7.5K ↑1.78% | |
|
NSC
|
Norfolk Southern Corp. | 81.1M 0.67% | 282.5K | +9.0K ↑3.29% | |
|
HEI.A
|
Heico Corp. - Class A | 80.1M 0.67% | 379.6K | = | |
|
ROL
|
Rollins, Inc. | 80.0M 0.67% | 1.5M | +9.0K ↑0.60% | |
|
NVR
|
NVR Inc. | 79.7M 0.66% | 12.1K | +80 ↑0.67% | |
|
MSCI
|
MSCI Inc | 77.0M 0.64% | 142.8K | = | |
|
JPM
|
JPMorgan Chase & Co. | 74.3M 0.62% | 252.6K | = | |
|
ECL
|
Ecolab, Inc. | 73.0M 0.61% | 274.3K | = | |
|
CG
|
Carlyle Group Inc (The) | 64.2M 0.53% | 1.3M | = |
Sold Out Positions
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