Thomas Gayner - Markel Asset Management
As of Q1 2026, this manager reported 129 long-equity positions worth $11.94B in aggregate.
As of Q1 2026, Thomas Gayner's Markel Asset Management held 129 long-equity positions with a reported value of $11.94B.
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Updated 2026-06-06 from SEC 13F data.
Live quotes available for 128 of 132 rows. Rows without a quote are marked unavailable.
| 1 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 6.70% | - | 1,114 | $800.01M | $718140.00 | |
| 2 | GOOG | ALPHABET INC | 6.61% | - | 2,749,860 | $788.82M | $286.86 | |
| 3 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 6.15% | - | 1,531,971 | $734.12M | $479.20 | |
| 4 | BN | BROOKFIELD CORP | 4.43% | - | 13,073,609 | $529.09M | $40.47 | |
| 5 | DE | DEERE & CO | 4.14% | - | 877,900 | $494.52M | $563.30 | |
| 6 | AMZN | AMAZON COM INC | 3.54% | - | 2,030,760 | $422.95M | $208.27 | |
| 7 | ADI | ANALOG DEVICES INC | 2.73% | - | 1,023,245 | $325.54M | $318.14 | |
| 8 | AAPL | APPLE INC | 2.61% | - | 1,227,290 | $311.47M | $253.79 | |
| 9 | GS | GOLDMAN SACHS GROUP INC | 2.55% | - | 359,360 | $304.01M | $845.99 | |
| 10 | V | VISA INC | 2.54% | Add +0.5% | 1,004,331 | $303.55M | $302.24 | |
| 11 | HD | HOME DEPOT INC | 2.53% | - | 920,000 | $302.58M | $328.89 | |
| 12 | CAT | CATERPILLAR INC | 1.95% | - | 328,650 | $232.84M | $708.46 | |
| 13 | WSO | WATSCO INC | 1.77% | Add +0.8% | 582,169 | $211.79M | $363.79 | |
| 14 | BLK | BLACKROCK INC | 1.77% | - | 220,200 | $211.77M | $961.71 | |
| 15 | MSFT | MICROSOFT CORP | 1.67% | Add +0.4% | 537,630 | $199.01M | $370.17 | |
| 16 | DIS | DISNEY WALT CO | 1.64% | - | 2,031,665 | $195.81M | $96.38 | |
| 17 | FNV | FRANCO NEV CORP | 1.47% | Add +3.7% | 708,500 | $175.03M | $247.05 | |
| 18 | LOW | LOWES COS INC | 1.46% | Add +0.5% | 738,480 | $174.49M | $236.28 | |
| 19 | LPLA | LPL FINL HLDGS INC | 1.41% | - | 559,951 | $168.45M | $300.83 | |
| 20 | GOOGL | ALPHABET INC | 1.38% | - | 572,000 | $164.48M | $287.56 | |
| 21 | PGR | PROGRESSIVE CORP | 1.25% | - | 753,750 | $149.42M | $198.24 | |
| 22 | JNJ | JOHNSON & JOHNSON | 1.25% | - | 610,800 | $149.3M | $244.44 | |
| 23 | AXP | AMERICAN EXPRESS CO | 1.24% | Add +0.4% | 490,450 | $148.35M | $302.48 | |
| 24 | META | META PLATFORMS INC | 1.19% | - | 248,303 | $142.06M | $572.13 | |
| 25 | BX | BLACKSTONE INC | 1.18% | - | 1,229,000 | $141.32M | $114.99 | |
| 26 | TXN | TEXAS INSTRS INC | 1.18% | - | 724,000 | $140.56M | $194.14 | |
| 27 | RLI | RLI CORP | 1.14% | - | 2,394,544 | $136.58M | $57.04 | |
| 28 | KKR | KKR & CO INC | 1.12% | - | 1,451,800 | $134.29M | $92.50 | |
| 29 | GD | GENERAL DYNAMICS CORP | 1.12% | - | 391,000 | $134.2M | $343.22 | |
| 30 | MMC | MARSH & MCLENNAN COS INC | 1.11% | Add +0.2% | 763,500 | $132.43M | No quote | No quote |
| 31 | SCHW | SCHWAB CHARLES CORP | 1.09% | Add +0.6% | 1,383,800 | $130.05M | $93.98 | |
| 32 | APO | APOLLO GLOBAL MGMT INC | 0.94% | - | 1,012,500 | $112.81M | $111.42 | |
| 33 | ADM | ARCHER DANIELS MIDLAND CO | 0.92% | - | 1,505,800 | $109.46M | $72.69 | |
| 34 | NVO | NOVO-NORDISK A S | 0.88% | - | 2,869,774 | $105.46M | $36.75 | |
| 35 | MA | MASTERCARD INCORPORATED | 0.87% | - | 207,540 | $103.7M | $499.66 | |
| 36 | DG | DOLLAR GEN CORP NEW | 0.86% | - | 869,250 | $103.21M | $118.73 | |
| 37 | DEO | DIAGEO PLC | 0.86% | Add +0.0% | 1,372,208 | $102.16M | $74.45 | |
| 38 | LIN | LINDE PLC | 0.85% | Add +2.3% | 204,600 | $101.43M | $495.76 | |
| 39 | BAM | BROOKFIELD ASSET MANAGMT LTD | 0.82% | - | 2,193,953 | $97.52M | $44.45 | |
| 40 | MCO | MOODYS CORP | 0.78% | - | 213,890 | $93.31M | $436.25 | |
| 41 | ITW | ILLINOIS TOOL WKS INC | 0.71% | - | 327,500 | $85.24M | $260.29 | |
| 42 | ODFL | OLD DOMINION FREIGHT LINE IN | 0.70% | Add +1.8% | 429,150 | $83.86M | $195.40 | |
| 43 | NSC | NORFOLK SOUTHN CORP | 0.68% | Add +3.3% | 282,500 | $81.08M | $287.00 | |
| 44 | HEI-A | HEICO CORP NEW | 0.67% | - | 379,644 | $80.14M | $211.09 | |
| 45 | ROL | ROLLINS INC | 0.67% | Add +0.6% | 1,498,025 | $80.01M | $53.41 | |
| 46 | NVR | NVR INC | 0.67% | Add +0.7% | 12,087 | $79.65M | $6589.83 | |
| 47 | MSCI | MSCI INC | 0.64% | - | 142,850 | $77M | $539.01 | |
| 48 | JPM | JPMORGAN CHASE & CO. | 0.62% | - | 252,550 | $74.29M | $294.16 | |
| 49 | ECL | ECOLAB INC | 0.61% | - | 274,300 | $72.97M | $266.02 | |
| 50 | CG | CARLYLE GROUP INC | 0.54% | - | 1,327,000 | $64.21M | $48.39 | |
| 51 | SUNB | SUNBELT RENTALS HOLDINGS INC | 0.53% | New | 963,361 | $62.71M | $65.09 | |
| 52 | TSN | TYSON FOODS INC | 0.48% | Add +0.6% | 889,500 | $56.99M | $64.07 | |
| 53 | SBUX | STARBUCKS CORP | 0.47% | - | 623,818 | $55.89M | $89.59 | |
| 54 | ROK | ROCKWELL AUTOMATION INC | 0.47% | - | 154,900 | $55.59M | $358.88 | |
| 55 | SPGI | S&P GLOBAL INC | 0.42% | Reduce -21.9% | 117,690 | $50.06M | $425.34 | |
| 56 | THG | HANOVER INS GROUP INC | 0.41% | - | 281,000 | $48.71M | $173.35 | |
| 57 | ITIC | INVESTORS TITLE CO NC | 0.39% | - | 213,300 | $46.36M | $217.34 | |
| 58 | AON | AON PLC | 0.37% | Add +1.3% | 135,800 | $43.83M | $322.78 | |
| 59 | RTX | RTX CORPORATION | 0.36% | - | 224,000 | $43.21M | $192.90 | |
| 60 | FERG | FERGUSON ENTERPRISES INC | 0.33% | Add +4.4% | 170,700 | $39.82M | $233.26 | |
| 61 | LMT | LOCKHEED MARTIN CORP | 0.33% | Add +1.1% | 65,213 | $39.41M | $604.39 | |
| 62 | COST | COSTCO WHSL CORP NEW | 0.33% | - | 39,150 | $39.01M | $996.43 | |
| 63 | HCA | HCA HEALTHCARE INC | 0.33% | Add +2.2% | 82,430 | $39.01M | $473.24 | |
| 64 | YUM | YUM BRANDS INC | 0.32% | Add +8.3% | 245,213 | $38.13M | $155.48 | |
| 65 | UNP | UNION PAC CORP | 0.31% | Add +6.4% | 150,278 | $36.46M | $242.62 | |
| 66 | TMO | THERMO FISHER SCIENTIFIC INC | 0.28% | Add +6.8% | 67,100 | $32.98M | $491.53 | |
| 67 | HGTY | HAGERTY INC | 0.27% | - | 3,108,000 | $32.73M | $10.53 | |
| 68 | ALL | ALLSTATE CORP | 0.27% | - | 154,550 | $32.04M | $207.34 | |
| 69 | ACN | ACCENTURE PLC IRELAND | 0.26% | - | 159,400 | $31.61M | $198.29 | |
| 70 | MAR | MARRIOTT INTL INC NEW | 0.26% | Add +4.5% | 93,750 | $30.66M | $327.07 | |
| 71 | ABNB | AIRBNB INC | 0.26% | Add +0.9% | 242,389 | $30.61M | $126.28 | |
| 72 | SHW | SHERWIN WILLIAMS CO | 0.25% | - | 94,172 | $30.19M | $320.55 | |
| 73 | VRSK | VERISK ANALYTICS INC | 0.25% | - | 155,950 | $29.59M | $189.75 | |
| 74 | FDS | FACTSET RESH SYS INC | 0.25% | Add +11.1% | 135,376 | $29.38M | $216.99 | |
| 75 | TROW | PRICE T ROWE GROUP INC | 0.24% | - | 314,000 | $28.3M | $90.14 | |
| 76 | CMCSA | COMCAST CORP NEW | 0.23% | Reduce -6.3%1.067:1 split | 961,880 | $27.62M | $28.71 | |
| 77 | CSCO | CISCO SYS INC | 0.23% | - | 355,500 | $27.58M | $77.59 | |
| 78 | LAMR | LAMAR ADVERTISING CO NEW | 0.20% | Add +4.3% | 193,000 | $24.45M | $126.66 | |
| 79 | NKE | NIKE INC | 0.20% | - | 447,400 | $23.63M | $52.82 | |
| 80 | URI | UNITED RENTALS INC | 0.19% | - | 31,150 | $22.69M | $728.56 | |
| 81 | BF-A | BROWN FORMAN CORP | 0.19% | - | 843,000 | $22.58M | $26.79 | |
| 82 | CCK | CROWN HLDGS INC | 0.18% | Add +3.8% | 220,000 | $22.06M | $100.25 | |
| 83 | APD | AIR PRODS & CHEMS INC | 0.18% | Add +5.6% | 75,500 | $21.93M | $290.49 | |
| 84 | CSX | CSX CORP | 0.18% | Add +20.4% | 530,000 | $21.76M | $41.05 | |
| 85 | RNR | RENAISSANCERE HLDGS LTD | 0.17% | - | 70,000 | $20.81M | $297.23 | |
| 86 | PM | PHILIP MORRIS INTL INC | 0.16% | - | 114,500 | $18.93M | $165.34 | |
| 87 | FIX | COMFORT SYS USA INC | 0.15% | - | 13,000 | $17.93M | $1378.99 | |
| 88 | COF | CAPITAL ONE FINL CORP | 0.14% | - | 91,000 | $16.6M | $182.43 | |
| 89 | WFC | WELLS FARGO CO NEW | 0.14% | - | 204,450 | $16.28M | $79.61 | |
| 90 | HSY | HERSHEY CO | 0.13% | Add +11.1% | 75,000 | $15.59M | $207.89 | |
| 91 | HXL | HEXCEL CORP NEW | 0.13% | - | 189,000 | $15.3M | $80.93 | |
| 92 | PEP | PEPSICO INC | 0.13% | - | 96,210 | $14.94M | $155.29 | |
| 93 | BK | BANK NEW YORK MELLON CORP | 0.12% | Add +2.5% | 124,500 | $14.77M | $118.63 | |
| 94 | CME | CME GROUP INC | 0.12% | Add +8.7% | 49,750 | $14.69M | $295.35 | |
| 95 | PAYX | PAYCHEX INC | 0.12% | - | 150,000 | $13.82M | $92.12 | |
| 96 | SEIC | SEI INVTS CO | 0.11% | - | 173,200 | $13.59M | $78.47 | |
| 97 | CARR | CARRIER GLOBAL CORPORATION | 0.11% | - | 235,000 | $13.23M | $56.31 | |
| 98 | EFX | EQUIFAX INC | 0.11% | - | 72,850 | $13.12M | $180.07 | |
| 99 | SPOT | SPOTIFY TECHNOLOGY S A | 0.11% | - | 25,900 | $12.56M | $484.91 | |
| 100 | BF-B | BROWN FORMAN CORP | 0.10% | - | 474,187 | $12.54M | $26.44 | |
| 101 | AMAT | APPLIED MATLS INC | 0.10% | Add +6.6% | 36,350 | $12.42M | $341.79 | |
| 102 | CBOE | CBOE GLOBAL MKTS INC | 0.10% | Add +4.7% | 43,700 | $12.28M | $281.07 | |
| 103 | SHOP | SHOPIFY INC | 0.10% | - | 102,750 | $12.19M | $118.62 | |
| 104 | HII | HUNTINGTON INGALLS INDS INC | 0.09% | Add +7.8% | 27,500 | $10.45M | $379.90 | |
| 105 | UBER | UBER TECHNOLOGIES INC | 0.09% | Add +1.8% | 142,500 | $10.25M | $71.93 | |
| 106 | SMG | SCOTTS MIRACLE-GRO CO | 0.09% | - | 168,000 | $10.22M | $60.81 | |
| 107 | MELI | MERCADOLIBRE INC | 0.08% | New | 5,450 | $9.42M | $1729.02 | |
| 108 | OTIS | OTIS WORLDWIDE CORP | 0.07% | - | 114,620 | $8.83M | $77.08 | |
| 109 | IQV | IQVIA HLDGS INC | 0.07% | - | 46,900 | $8M | $170.54 | |
| 110 | XOM | EXXON MOBIL CORP | 0.07% | Add +23.7% | 47,000 | $7.97M | $169.66 | |
| 111 | EPD | ENTERPRISE PRODS PARTNERS L | 0.06% | New | 202,000 | $7.64M | $37.84 | |
| 112 | SONY | SONY GROUP CORP | 0.06% | - | 335,000 | $6.93M | $20.70 | |
| 113 | EMN | EASTMAN CHEM CO | 0.05% | - | 74,950 | $5.72M | $76.32 | |
| 114 | KMX | CARMAX INC | 0.05% | - | 136,500 | $5.68M | $41.58 | |
| 115 | CNI | CANADIAN NATL RY CO | 0.05% | Add +20.2% | 53,500 | $5.5M | $102.77 | |
| 116 | GHC | GRAHAM HLDGS CO | 0.05% | - | 5,200 | $5.5M | $1057.26 | |
| 117 | UNH | UNITEDHEALTH GROUP INC | 0.04% | Reduce -29.4% | 18,700 | $5.06M | $270.59 | |
| 118 | NSP | INSPERITY INC | 0.04% | Add +18.6% | 181,336 | $4.9M | $27.04 | |
| 119 | CP | CANADIAN PACIFIC KANSAS CITY | 0.04% | Add +17.8% | 59,500 | $4.68M | $78.66 | |
| 120 | ICE | INTERCONTINENTAL EXCHANGE IN | 0.04% | Add +38.3% | 28,870 | $4.54M | $157.28 | |
| 121 | WRB | BERKLEY W R CORP | 0.03% | - | 60,750 | $4.03M | $66.28 | |
| 122 | BC | BRUNSWICK CORP | 0.03% | Add +7.3% | 51,250 | $3.73M | $72.76 | |
| 123 | MGM | MGM RESORTS INTERNATIONAL | 0.03% | - | 87,500 | $3.24M | $37.01 | |
| 124 | EXP | EAGLE MATLS INC | 0.02% | - | 14,750 | $2.79M | $189.45 | |
| 125 | AYI | ACUITY INC | 0.02% | - | 9,750 | $2.73M | $280.22 | |
| 126 | SYY | SYSCO CORP | 0.02% | - | 30,500 | $2.18M | $71.33 | |
| 127 | DPZ | DOMINOS PIZZA INC | 0.02% | - | 5,500 | $1.97M | $358.79 | |
| 128 | BRO | BROWN & BROWN INC | 0.01% | Add +27.3% | 14,000 | $912.94K | $65.21 | |
| 129 | WY | WEYERHAEUSER CO MTN BE | 0.00% | New | 17,500 | $427.53K | $24.43 | |
| 132 | TRU | TRANSUNION | - | Sold | 0 | $0 | No quote | No quote |
| 131 | TGT | TARGET CORP | - | Sold | 0 | $0 | No quote | No quote |
| 130 | CHH | CHOICE HOTELS INTL INC | - | Sold | 0 | $0 | No quote | No quote |