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 2026-05-11 from SEC 13F data.
Live quotes available for 119 of 137 rows. Rows without a quote are marked unavailable.
| 1 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 6.60% | - | 1,114 | $518.68M | $465600.00 | |
| 2 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 6.02% | - | 1,531,971 | $473.03M | $308.77 | |
| 3 | DE | DEERE & CO | 3.97% | - | 755,800 | $312.05M | $412.88 | |
| 4 | GOOG | ALPHABET INC | 3.64% | - | 2,749,860 | $285.99M | $104.00 | |
| 5 | BN | BROOKFIELD CORP | 3.61% | - | 8,715,741 | $284.05M | $32.59 | |
| 6 | HD | HOME DEPOT INC | 3.45% | - | 920,000 | $271.51M | $295.12 | |
| 7 | DEO | DIAGEO PLC | 3.11% | - | 1,350,208 | $244.63M | $181.18 | |
| 8 | ADI | ANALOG DEVICES INC | 2.80% | Add +0.6% | 1,116,071 | $220.11M | $197.22 | |
| 9 | V | VISA INC | 2.77% | Add +0.1% | 964,320 | $217.42M | $225.46 | |
| 10 | AMZN | AMAZON COM INC | 2.64% | Add +0.6% | 2,009,360 | $207.55M | $103.29 | |
| 11 | DIS | DISNEY WALT CO | 2.57% | Add +0.7% | 2,018,665 | $202.13M | $100.13 | |
| 12 | AAPL | APPLE INC | 2.53% | - | 1,206,990 | $199.03M | $164.90 | |
| 13 | NVO | NOVO-NORDISK A S | 2.18% | - | 1,075,000 | $171.08M | $159.14 | |
| 14 | WSO | WATSCO INC | 2.14% | Add +5.7% | 528,750 | $168.23M | $318.16 | |
| 15 | RLI | RLI CORP | 2.02% | - | 1,197,272 | $159.13M | $132.91 | |
| 16 | BLK | BLACKROCK INC | 1.87% | - | 220,200 | $147.34M | $669.12 | |
| 17 | MSFT | MICROSOFT CORP | 1.76% | - | 479,980 | $138.38M | $288.30 | |
| 18 | TXN | TEXAS INSTRS INC | 1.71% | - | 724,000 | $134.67M | $186.01 | |
| 19 | LOW | LOWES COS INC | 1.58% | Add +2.1% | 619,480 | $123.88M | $199.97 | |
| 20 | GS | GOLDMAN SACHS GROUP INC | 1.50% | - | 359,360 | $117.55M | $327.11 | |
| 21 | ADM | ARCHER DANIELS MIDLAND CO | 1.48% | - | 1,463,300 | $116.57M | $79.66 | |
| 22 | MMC | MARSH & MCLENNAN COS INC | 1.38% | Add +1.6% | 650,500 | $108.34M | No quote | No quote |
| 23 | BX | BLACKSTONE INC | 1.37% | - | 1,229,000 | $107.96M | $87.84 | |
| 24 | PGR | PROGRESSIVE CORP | 1.37% | - | 753,750 | $107.83M | $143.06 | |
| 25 | JNJ | JOHNSON & JOHNSON | 1.20% | - | 610,800 | $94.67M | $155.00 | |
| 26 | GD | GENERAL DYNAMICS CORP | 1.14% | - | 391,000 | $89.23M | $228.21 | |
| 27 | MSCI | MSCI INC | 1.02% | - | 142,850 | $79.95M | $559.69 | |
| 28 | AXP | AMERICAN EXPRESS CO | 1.02% | - | 484,250 | $79.88M | $164.95 | |
| 29 | ITW | ILLINOIS TOOL WKS INC | 1.01% | - | 327,500 | $79.73M | $243.45 | |
| 30 | MA | MASTERCARD INCORPORATED | 0.96% | - | 207,540 | $75.42M | $363.41 | |
| 31 | KKR | KKR & CO INC | 0.95% | - | 1,427,023 | $74.95M | $52.52 | |
| 32 | BAM | BROOKFIELD ASSET MANAGMT LTD | 0.91% | - | 2,193,958 | $71.79M | $32.72 | |
| 33 | CAT | CATERPILLAR INC | 0.84% | - | 287,500 | $65.79M | $228.84 | |
| 34 | MCO | MOODYS CORP | 0.83% | - | 213,890 | $65.45M | $306.02 | |
| 35 | APO | APOLLO GLOBAL MGMT INC | 0.81% | - | 1,012,500 | $63.95M | $63.16 | |
| 36 | SCHW | SCHWAB CHARLES CORP | 0.78% | Add +2.8% | 1,166,672 | $61.11M | $52.38 | |
| 37 | DG | DOLLAR GEN CORP NEW | 0.75% | Add +50.7% | 279,250 | $58.77M | $210.46 | |
| 38 | NVR | NVR INC | 0.73% | Add +2.3% | 10,264 | $57.19M | $5572.19 | |
| 39 | ATVI | ACTIVISION BLIZZARD INC | 0.71% | Add +4.8% | 650,600 | $55.68M | No quote | No quote |
| 40 | SBUX | STARBUCKS CORP | 0.71% | - | 532,318 | $55.43M | $104.13 | |
| 41 | GOOGL | ALPHABET INC | 0.70% | Add +42.9% | 533,000 | $55.29M | $103.73 | |
| 42 | BF-A | BROWN FORMAN CORP | 0.70% | - | 843,000 | $54.96M | $65.19 | |
| 43 | SPGI | S&P GLOBAL INC | 0.66% | - | 150,690 | $51.95M | $344.77 | |
| 44 | META | META PLATFORMS INC | 0.65% | Add +6.3% | 242,281 | $51.35M | $211.94 | |
| 45 | HEI-A | HEICO CORP NEW | 0.64% | Add +4.5% | 370,644 | $50.37M | $135.90 | |
| 46 | ROL | ROLLINS INC | 0.63% | Add +1.8% | 1,321,275 | $49.59M | $37.53 | |
| 47 | NSC | NORFOLK SOUTHN CORP | 0.62% | - | 229,500 | $48.65M | $212.00 | |
| 48 | FDS | FACTSET RESH SYS INC | 0.62% | - | 116,720 | $48.45M | $415.09 | |
| 49 | ACN | ACCENTURE PLC IRELAND | 0.58% | - | 159,400 | $45.56M | $285.81 | |
| 50 | ROK | ROCKWELL AUTOMATION INC | 0.58% | - | 154,900 | $45.46M | $293.45 | |
| 51 | ECL | ECOLAB INC | 0.58% | - | 274,300 | $45.4M | $165.53 | |
| 52 | NKE | NIKE INC | 0.58% | - | 368,900 | $45.24M | $122.64 | |
| 53 | CG | CARLYLE GROUP INC | 0.52% | - | 1,327,000 | $41.22M | $31.06 | |
| 54 | CMCSA | COMCAST CORP NEW | 0.49% | Add +8.1% | 1,005,716 | $38.13M | $37.91 | |
| 55 | LIN | LINDE PLC | 0.47% | New | 104,900 | $37.29M | $355.44 | |
| 56 | WHR | WHIRLPOOL CORP | 0.47% | - | 282,049 | $37.24M | $132.02 | |
| 57 | TROW | PRICE T ROWE GROUP INC | 0.45% | - | 314,000 | $35.45M | $112.90 | |
| 58 | SEIC | SEI INVTS CO | 0.43% | - | 589,200 | $33.91M | $57.55 | |
| 59 | ITIC | INVESTORS TITLE CO NC | 0.41% | - | 213,300 | $32.21M | $151.00 | |
| 60 | MMM | 3M CO | 0.39% | Add +2.1% | 293,750 | $30.88M | $105.11 | |
| 61 | BF-B | BROWN FORMAN CORP | 0.39% | - | 474,187 | $30.48M | $64.27 | |
| 62 | SRCL | STERICYCLE INC | 0.37% | - | 671,071 | $29.27M | No quote | No quote |
| 63 | JPM | JPMORGAN CHASE & CO | 0.36% | - | 216,550 | $28.22M | $130.31 | |
| 64 | FDX | FEDEX CORP | 0.35% | Add +12.2% | 120,000 | $27.42M | $228.49 | |
| 65 | AON | AON PLC | 0.35% | Add +8.1% | 86,550 | $27.29M | $315.29 | |
| 66 | LMT | LOCKHEED MARTIN CORP | 0.34% | - | 56,363 | $26.64M | $472.73 | |
| 67 | - | HAGERTY INCCUSIP 405166909 | 0.33% | - | 3,000,000 | $26.22M | No quote | No quote |
| 68 | CVS | CVS HEALTH CORP | 0.31% | - | 332,000 | $24.67M | $74.31 | |
| 69 | TSN | TYSON FOODS INC | 0.31% | Add +6.7% | 413,000 | $24.5M | $59.32 | |
| 70 | RTX | RAYTHEON TECHNOLOGIES CORP | 0.28% | - | 224,000 | $21.94M | $97.93 | |
| 71 | SHW | SHERWIN WILLIAMS CO | 0.27% | - | 94,172 | $21.17M | $224.77 | |
| 72 | ESAB | ESAB CORPORATION | 0.26% | Reduce -7.9% | 348,356 | $20.58M | $59.07 | |
| 73 | VRSK | VERISK ANALYTICS INC | 0.25% | Add +6.8% | 102,500 | $19.67M | $191.86 | |
| 74 | COST | COSTCO WHSL CORP NEW | 0.25% | - | 39,150 | $19.45M | $496.87 | |
| 75 | CABO | CABLE ONE INC | 0.24% | - | 26,700 | $18.74M | $702.00 | |
| 76 | CSCO | CISCO SYS INC | 0.23% | - | 342,000 | $17.88M | $52.27 | |
| 77 | EFX | EQUIFAX INC | 0.23% | - | 87,850 | $17.82M | $202.84 | |
| 78 | THG | HANOVER INS GROUP INC | 0.23% | Add +14.1% | 138,000 | $17.73M | $128.50 | |
| 79 | PEP | PEPSICO INC | 0.22% | - | 96,210 | $17.54M | $182.30 | |
| 80 | UNP | UNION PAC CORP | 0.22% | - | 85,778 | $17.26M | $201.26 | |
| 81 | ODFL | OLD DOMINION FREIGHT LINE IN | 0.22% | Add +34.7% | 50,500 | $17.21M | $340.84 | |
| 82 | PAYX | PAYCHEX INC | 0.22% | - | 150,000 | $17.19M | $114.59 | |
| 83 | LBRDA | LIBERTY BROADBAND CORP | 0.21% | - | 205,250 | $16.86M | $82.12 | |
| 84 | BK | BANK NEW YORK MELLON CORP | 0.21% | - | 365,250 | $16.6M | $45.44 | |
| 85 | CCK | CROWN HLDGS INC | 0.20% | Add +5.6% | 188,000 | $15.55M | $82.71 | |
| 86 | LSXMK | LIBERTY MEDIA CORP DEL | 0.19% | - | 522,000 | $14.61M | No quote | No quote |
| 87 | ALL | ALLSTATE CORP | 0.18% | - | 128,550 | $14.24M | $110.81 | |
| 88 | LBRDK | LIBERTY BROADBAND CORP | 0.18% | - | 172,113 | $14.06M | $81.70 | |
| 89 | HXL | HEXCEL CORP NEW | 0.16% | - | 189,000 | $12.9M | $68.25 | |
| 90 | CBRL | CRACKER BARREL OLD CTRY STOR | 0.16% | Add +13.4% | 110,000 | $12.5M | $113.60 | |
| 91 | LSXMA | LIBERTY MEDIA CORP DEL | 0.15% | - | 426,000 | $11.97M | No quote | No quote |
| 92 | PM | PHILIP MORRIS INTL INC | 0.14% | - | 114,500 | $11.14M | $97.25 | |
| 93 | CARR | CARRIER GLOBAL CORPORATION | 0.14% | - | 235,000 | $10.75M | $45.75 | |
| 94 | OI | O-I GLASS INC | 0.14% | - | 468,900 | $10.65M | No quote | No quote |
| 95 | AMT | AMERICAN TOWER CORP NEW | 0.14% | - | 51,910 | $10.61M | $204.34 | |
| 96 | SMG | SCOTTS MIRACLE-GRO CO | 0.13% | Add +15.9% | 149,735 | $10.44M | $69.74 | |
| 97 | EA | ELECTRONIC ARTS INC | 0.12% | Add +32.9% | 80,800 | $9.73M | No quote | No quote |
| 98 | OTIS | OTIS WORLDWIDE CORP | 0.12% | - | 114,620 | $9.67M | $84.40 | |
| 99 | SONY | SONY GROUP CORPORATION | 0.12% | Add +5.5% | 105,121 | $9.53M | $90.65 | |
| 100 | WFC | WELLS FARGO CO NEW | 0.10% | - | 204,450 | $7.64M | $37.38 | |
| 101 | HCSG | HEALTHCARE SVCS GROUP INC | 0.09% | Reduce -57.7% | 508,000 | $7.05M | $13.87 | |
| 102 | MRVL | MARVELL TECHNOLOGY INC | 0.09% | - | 160,000 | $6.93M | $43.30 | |
| 103 | CE | CELANESE CORP DEL | 0.09% | Add +37.1% | 62,800 | $6.84M | $108.89 | |
| 104 | TRU | TRANSUNION | 0.08% | - | 101,050 | $6.28M | $62.14 | |
| 105 | TGT | TARGET CORP | 0.07% | Add +313.3% | 31,000 | $5.13M | $165.63 | |
| 106 | SHOP | SHOPIFY INC | 0.06% | - | 102,750 | $4.93M | $47.94 | |
| 107 | RNR | RENAISSANCERE HLDGS LTD | 0.06% | Add +71.4% | 24,000 | $4.81M | $200.34 | |
| 108 | TMO | THERMO FISHER SCIENTIFIC INC | 0.06% | - | 8,200 | $4.73M | $576.37 | |
| 109 | PYPL | PAYPAL HLDGS INC | 0.06% | Add +22.9% | 59,877 | $4.55M | $75.94 | |
| 110 | COF | CAPITAL ONE FINL CORP | 0.06% | Add +513.3% | 46,000 | $4.42M | $96.16 | |
| 111 | EMN | EASTMAN CHEM CO | 0.05% | Add +53.9% | 49,950 | $4.21M | $84.34 | |
| 112 | LPLA | LPL FINL HLDGS INC | 0.05% | Add +633.7% | 19,670 | $3.98M | $202.40 | |
| 113 | KMX | CARMAX INC | 0.05% | Add +60.0% | 56,000 | $3.6M | $64.28 | |
| 114 | LBTYA | LIBERTY GLOBAL PLC | 0.04% | - | 179,000 | $3.49M | $19.50 | |
| 115 | SPOT | SPOTIFY TECHNOLOGY S A | 0.04% | - | 25,900 | $3.46M | $133.62 | |
| 116 | ICE | INTERCONTINENTAL EXCHANGE IN | 0.04% | Add +87.3% | 33,077 | $3.45M | $104.29 | |
| 117 | GHC | GRAHAM HLDGS CO | 0.04% | - | 5,200 | $3.1M | $595.84 | |
| 118 | VNT | VONTIER CORPORATION | 0.04% | Add +12.0% | 110,853 | $3.03M | $27.34 | |
| 119 | IQV | IQVIA HLDGS INC | 0.04% | New | 14,659 | $2.92M | $198.89 | |
| 120 | BALL | BALL CORP | 0.04% | - | 51,000 | $2.81M | $55.11 | |
| 121 | WRB | BERKLEY W R CORP | 0.03% | - | 40,500 | $2.52M | $62.26 | |
| 122 | IFF | INTERNATIONAL FLAVORS&FRAGRA | 0.03% | - | 23,000 | $2.12M | $91.96 | |
| 123 | WTW | WILLIS TOWERS WATSON PLC LTD | 0.03% | Add +13.3% | 8,627 | $2M | $232.38 | |
| 124 | BNRE | BROOKFIELD REINS LTD | 0.03% | - | 60,101 | $1.98M | No quote | No quote |
| 125 | IT | GARTNER INC | 0.02% | - | 5,700 | $1.86M | $325.77 | |
| 126 | SKWD | SKYWARD SPECIALTY INS GROUP | 0.02% | New | 60,064 | $1.31M | No quote | No quote |
| 127 | CSGP | COSTAR GROUP INC | 0.02% | - | 18,600 | $1.28M | $68.85 | |
| 128 | HGTYWS | HAGERTY INC | 0.02% | - | 540,000 | $1.23M | No quote | No quote |
| 129 | INTU | INTUIT | 0.02% | - | 2,720 | $1.21M | $445.83 | |
| 130 | DNB | DUN & BRADSTREET HLDGS INC | 0.01% | Add +23.1% | 80,000 | $939.2K | No quote | No quote |
| 131 | LAMR | LAMAR ADVERTISING CO NEW | 0.01% | - | 8,500 | $849.07K | $99.89 | |
| 137 | REGN | REGENERON PHARMACEUTICALS | - | Sold | 0 | $0 | No quote | No quote |
| 136 | NFLX | NETFLIX INC | - | Sold | 0 | $0 | No quote | No quote |
| 135 | LIN | LINDE PLC | - | Sold | 0 | $0 | No quote | No quote |
| 134 | ENOV | ENOVIS CORPORATION | - | Sold | 0 | $0 | No quote | No quote |
| 133 | DCT | DUCK CREEK TECHNOLOGIES INC | - | Sold | 0 | $0 | No quote | No quote |
| 132 | AXTA | AXALTA COATING SYS LTD | - | Sold | 0 | $0 | No quote | No quote |