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 2026-05-10 from SEC 13F data.
Live quotes available for 120 of 135 rows. Rows without a quote are marked unavailable.
| 1 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 6.87% | - | 1,114 | $576.84M | $517810.00 | |
| 2 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 6.22% | - | 1,531,971 | $522.4M | $341.00 | |
| 3 | GOOG | ALPHABET INC | 3.96% | - | 2,749,860 | $332.65M | $120.97 | |
| 4 | DE | DEERE & CO | 3.65% | - | 755,800 | $306.24M | $405.19 | |
| 5 | BN | BROOKFIELD CORP | 3.49% | - | 8,715,741 | $293.28M | $33.65 | |
| 6 | HD | HOME DEPOT INC | 3.40% | - | 920,000 | $285.79M | $310.64 | |
| 7 | AMZN | AMAZON COM INC | 3.13% | Add +0.5% | 2,018,860 | $263.18M | $130.36 | |
| 8 | AAPL | APPLE INC | 2.81% | Add +0.8% | 1,215,990 | $235.87M | $193.97 | |
| 9 | V | VISA INC | 2.80% | Add +2.6% | 989,270 | $234.93M | $237.48 | |
| 10 | DEO | DIAGEO PLC | 2.79% | - | 1,350,208 | $234.23M | $173.48 | |
| 11 | ADI | ANALOG DEVICES INC | 2.60% | Add +0.6% | 1,122,571 | $218.69M | $194.81 | |
| 12 | WSO | WATSCO INC | 2.45% | Add +2.0% | 539,250 | $205.71M | $381.47 | |
| 13 | DIS | DISNEY WALT CO | 2.15% | Add +0.1% | 2,020,665 | $180.4M | $89.28 | |
| 14 | NVO | NOVO-NORDISK A S | 2.07% | - | 1,075,000 | $173.97M | $161.83 | |
| 15 | MSFT | MICROSOFT CORP | 1.97% | Add +1.3% | 485,980 | $165.5M | $340.54 | |
| 16 | RLI | RLI CORP | 1.95% | - | 1,197,272 | $163.39M | $136.47 | |
| 17 | BLK | BLACKROCK INC | 1.81% | - | 220,200 | $152.19M | $691.14 | |
| 18 | LOW | LOWES COS INC | 1.70% | Add +2.1% | 632,480 | $142.75M | $225.70 | |
| 19 | TXN | TEXAS INSTRS INC | 1.55% | - | 724,000 | $130.33M | $180.02 | |
| 20 | MMC | MARSH & MCLENNAN COS INC | 1.48% | Add +1.4% | 659,500 | $124.04M | No quote | No quote |
| 21 | GS | GOLDMAN SACHS GROUP INC | 1.38% | - | 359,360 | $115.91M | $322.54 | |
| 22 | BX | BLACKSTONE INC | 1.36% | - | 1,229,000 | $114.26M | $92.97 | |
| 23 | ADM | ARCHER DANIELS MIDLAND CO | 1.32% | - | 1,463,300 | $110.57M | $75.56 | |
| 24 | JNJ | JOHNSON & JOHNSON | 1.20% | - | 610,800 | $101.1M | $165.52 | |
| 25 | PGR | PROGRESSIVE CORP | 1.19% | - | 753,750 | $99.77M | $132.37 | |
| 26 | DG | DOLLAR GEN CORP NEW | 1.03% | Add +82.4% | 509,250 | $86.46M | $169.78 | |
| 27 | AXP | AMERICAN EXPRESS CO | 1.00% | - | 484,250 | $84.36M | $174.20 | |
| 28 | GD | GENERAL DYNAMICS CORP | 1.00% | - | 391,000 | $84.12M | $215.15 | |
| 29 | ITW | ILLINOIS TOOL WKS INC | 0.98% | - | 327,500 | $81.93M | $250.16 | |
| 30 | MA | MASTERCARD INCORPORATED | 0.97% | - | 207,540 | $81.63M | $393.30 | |
| 31 | KKR | KKR & CO INC | 0.97% | Add +1.5% | 1,449,023 | $81.15M | $56.00 | |
| 32 | APO | APOLLO GLOBAL MGMT INC | 0.93% | - | 1,012,500 | $77.77M | $76.81 | |
| 33 | MCO | MOODYS CORP | 0.89% | - | 213,890 | $74.37M | $347.72 | |
| 34 | META | META PLATFORMS INC | 0.86% | Add +4.3% | 252,781 | $72.54M | $286.98 | |
| 35 | CAT | CATERPILLAR INC | 0.86% | Add +1.9% | 293,000 | $72.09M | $246.05 | |
| 36 | BAM | BROOKFIELD ASSET MANAGMT LTD | 0.85% | Reduce 0.0% | 2,193,953 | $71.59M | $32.63 | |
| 37 | SCHW | SCHWAB CHARLES CORP | 0.84% | Add +6.8% | 1,246,266 | $70.64M | $56.68 | |
| 38 | MSCI | MSCI INC | 0.80% | - | 142,850 | $67.04M | $469.29 | |
| 39 | NVR | NVR INC | 0.80% | Add +2.5% | 10,519 | $66.8M | $6350.62 | |
| 40 | GOOGL | ALPHABET INC | 0.78% | Add +3.2% | 550,000 | $65.84M | $119.70 | |
| 41 | SPGI | S&P GLOBAL INC | 0.72% | - | 150,690 | $60.41M | $400.89 | |
| 42 | ROL | ROLLINS INC | 0.69% | Add +2.6% | 1,356,275 | $58.09M | $42.83 | |
| 43 | BF-A | BROWN FORMAN CORP | 0.68% | - | 843,000 | $57.38M | $68.07 | |
| 44 | ATVI | ACTIVISION BLIZZARD INC | 0.65% | - | 650,600 | $54.85M | No quote | No quote |
| 45 | HEI-A | HEICO CORP NEW | 0.64% | Add +2.4% | 379,644 | $53.38M | $140.60 | |
| 46 | SBUX | STARBUCKS CORP | 0.63% | - | 532,318 | $52.73M | $99.06 | |
| 47 | NSC | NORFOLK SOUTHN CORP | 0.62% | - | 229,500 | $52.04M | $226.76 | |
| 48 | ECL | ECOLAB INC | 0.61% | - | 274,300 | $51.21M | $186.69 | |
| 49 | ROK | ROCKWELL AUTOMATION INC | 0.61% | - | 154,900 | $51.03M | $329.45 | |
| 50 | ACN | ACCENTURE PLC IRELAND | 0.59% | - | 159,400 | $49.19M | $308.58 | |
| 51 | FDS | FACTSET RESH SYS INC | 0.56% | - | 116,720 | $46.76M | $400.65 | |
| 52 | CMCSA | COMCAST CORP NEW | 0.52% | Add +5.4% | 1,059,741 | $44.03M | $41.55 | |
| 53 | LIN | LINDE PLC | 0.52% | Add +9.1% | 114,400 | $43.6M | $381.08 | |
| 54 | CG | CARLYLE GROUP INC | 0.50% | - | 1,327,000 | $42.4M | $31.95 | |
| 55 | WHR | WHIRLPOOL CORP | 0.50% | - | 282,049 | $41.97M | $148.79 | |
| 56 | NKE | NIKE INC | 0.48% | - | 368,900 | $40.72M | $110.37 | |
| 57 | TROW | PRICE T ROWE GROUP INC | 0.42% | - | 314,000 | $35.17M | $112.02 | |
| 58 | JPM | JPMORGAN CHASE & CO | 0.40% | Add +5.5% | 228,550 | $33.24M | $145.44 | |
| 59 | FDX | FEDEX CORP | 0.39% | Add +10.8% | 133,000 | $32.97M | $247.90 | |
| 60 | AON | AON PLC | 0.38% | Add +7.5% | 93,050 | $32.12M | $345.20 | |
| 61 | BF-B | BROWN FORMAN CORP | 0.38% | - | 474,187 | $31.67M | $66.78 | |
| 62 | ITIC | INVESTORS TITLE CO NC | 0.37% | - | 213,300 | $31.14M | $146.00 | |
| 63 | SRCL | STERICYCLE INC | 0.37% | Reduce -0.3% | 668,700 | $31.05M | No quote | No quote |
| 64 | MMM | 3M CO | 0.35% | - | 293,750 | $29.4M | $100.09 | |
| 65 | HGTY | HAGERTY INC | 0.33% | New | 3,000,000 | $28.08M | $9.36 | |
| 66 | LPLA | LPL FINL HLDGS INC | 0.33% | Add +546.0% | 127,059 | $27.63M | $217.43 | |
| 67 | LMT | LOCKHEED MARTIN CORP | 0.31% | - | 56,363 | $25.95M | $460.38 | |
| 68 | SHW | SHERWIN WILLIAMS CO | 0.30% | - | 94,172 | $25M | $265.52 | |
| 69 | ODFL | OLD DOMINION FREIGHT LINE IN | 0.30% | Add +33.7% | 67,500 | $24.96M | $369.75 | |
| 70 | VRSK | VERISK ANALYTICS INC | 0.29% | Add +6.3% | 109,000 | $24.64M | $226.03 | |
| 71 | TSN | TYSON FOODS INC | 0.27% | Add +9.0% | 450,000 | $22.97M | $51.04 | |
| 72 | CVS | CVS HEALTH CORP | 0.27% | - | 332,000 | $22.95M | $69.13 | |
| 73 | RTX | RAYTHEON TECHNOLOGIES CORP | 0.26% | - | 224,000 | $21.94M | $97.96 | |
| 74 | COST | COSTCO WHSL CORP NEW | 0.25% | - | 39,150 | $21.08M | $538.38 | |
| 75 | EFX | EQUIFAX INC | 0.25% | - | 87,850 | $20.67M | $235.30 | |
| 76 | THG | HANOVER INS GROUP INC | 0.21% | Add +14.5% | 158,000 | $17.86M | $113.03 | |
| 77 | PEP | PEPSICO INC | 0.21% | - | 96,210 | $17.82M | $185.22 | |
| 78 | CSCO | CISCO SYS INC | 0.21% | - | 342,000 | $17.7M | $51.74 | |
| 79 | UNP | UNION PAC CORP | 0.21% | - | 85,778 | $17.55M | $204.62 | |
| 80 | CABO | CABLE ONE INC | 0.21% | - | 26,700 | $17.54M | $657.08 | |
| 81 | LSXMK | LIBERTY MEDIA CORP DEL | 0.20% | - | 522,000 | $17.09M | No quote | No quote |
| 82 | PAYX | PAYCHEX INC | 0.20% | - | 150,000 | $16.78M | $111.87 | |
| 83 | CCK | CROWN HLDGS INC | 0.20% | Add +0.8% | 189,500 | $16.46M | $86.87 | |
| 84 | LBRDA | LIBERTY BROADBAND CORP | 0.19% | - | 205,250 | $16.36M | $79.73 | |
| 85 | BK | BANK NEW YORK MELLON CORP | 0.19% | - | 365,250 | $16.26M | $44.52 | |
| 86 | HXL | HEXCEL CORP NEW | 0.17% | - | 189,000 | $14.37M | $76.02 | |
| 87 | ALL | ALLSTATE CORP | 0.17% | - | 128,550 | $14.02M | $109.04 | |
| 88 | LSXMA | LIBERTY MEDIA CORP DEL | 0.17% | - | 426,000 | $13.98M | No quote | No quote |
| 89 | LBRDK | LIBERTY BROADBAND CORP | 0.16% | - | 172,113 | $13.79M | $80.11 | |
| 90 | CARR | CARRIER GLOBAL CORPORATION | 0.14% | - | 235,000 | $11.68M | $49.71 | |
| 91 | PM | PHILIP MORRIS INTL INC | 0.13% | - | 114,500 | $11.18M | $97.62 | |
| 92 | EA | ELECTRONIC ARTS INC | 0.12% | - | 80,800 | $10.48M | No quote | No quote |
| 93 | SONY | SONY GROUP CORPORATION | 0.12% | Add +9.4% | 114,996 | $10.35M | $90.04 | |
| 94 | CBRL | CRACKER BARREL OLD CTRY STOR | 0.12% | Add +0.9% | 111,000 | $10.34M | $93.18 | |
| 95 | SEIC | SEI INVTS CO | 0.12% | Reduce -70.6% | 173,200 | $10.33M | $59.62 | |
| 96 | OTIS | OTIS WORLDWIDE CORP | 0.12% | - | 114,620 | $10.2M | $89.01 | |
| 97 | AMT | AMERICAN TOWER CORP NEW | 0.12% | - | 51,910 | $10.07M | $193.94 | |
| 98 | OI | O-I GLASS INC | 0.12% | Add +0.0% | 469,000 | $10M | No quote | No quote |
| 99 | SMG | SCOTTS MIRACLE-GRO CO | 0.11% | - | 149,735 | $9.39M | $62.69 | |
| 100 | WFC | WELLS FARGO CO NEW | 0.10% | - | 204,450 | $8.73M | $42.68 | |
| 101 | COF | CAPITAL ONE FINL CORP | 0.10% | Add +67.4% | 77,000 | $8.42M | $109.37 | |
| 102 | TRU | TRANSUNION | 0.09% | - | 101,050 | $7.92M | $78.33 | |
| 103 | CE | CELANESE CORP DEL | 0.09% | Add +4.0% | 65,300 | $7.56M | $115.80 | |
| 104 | IQV | IQVIA HLDGS INC | 0.09% | Add +117.1% | 31,826 | $7.15M | $224.77 | |
| 105 | TGT | TARGET CORP | 0.08% | Add +74.2% | 54,000 | $7.12M | $131.90 | |
| 106 | RNR | RENAISSANCERE HLDGS LTD | 0.08% | Add +50.0% | 36,000 | $6.71M | $186.52 | |
| 107 | SHOP | SHOPIFY INC | 0.08% | - | 102,750 | $6.64M | $64.60 | |
| 108 | KMX | CARMAX INC | 0.07% | Add +23.2% | 69,000 | $5.78M | $83.70 | |
| 109 | EMN | EASTMAN CHEM CO | 0.06% | Add +20.0% | 59,950 | $5.02M | $83.72 | |
| 110 | HCSG | HEALTHCARE SVCS GROUP INC | 0.05% | Reduce -39.4% | 308,000 | $4.6M | $14.93 | |
| 111 | TMO | THERMO FISHER SCIENTIFIC INC | 0.05% | - | 8,200 | $4.28M | $521.75 | |
| 112 | SPOT | SPOTIFY TECHNOLOGY S A | 0.05% | - | 25,900 | $4.16M | $160.55 | |
| 113 | ICE | INTERCONTINENTAL EXCHANGE IN | 0.04% | - | 33,077 | $3.74M | $113.08 | |
| 114 | VNT | VONTIER CORPORATION | 0.04% | - | 110,853 | $3.57M | $32.21 | |
| 115 | LAMR | LAMAR ADVERTISING CO NEW | 0.04% | Add +305.9% | 34,500 | $3.42M | $99.25 | |
| 116 | LBTYA | LIBERTY GLOBAL PLC | 0.04% | - | 179,000 | $3.02M | $16.86 | |
| 117 | GHC | GRAHAM HLDGS CO | 0.04% | - | 5,200 | $2.97M | $571.48 | |
| 118 | BALL | BALL CORP | 0.04% | - | 51,000 | $2.97M | $58.21 | |
| 119 | WRB | BERKLEY W R CORP | 0.03% | - | 40,500 | $2.41M | $59.56 | |
| 120 | BNRE | BROOKFIELD REINS LTD | 0.02% | - | 60,101 | $2.04M | No quote | No quote |
| 121 | WTW | WILLIS TOWERS WATSON PLC LTD | 0.02% | - | 8,627 | $2.03M | $235.50 | |
| 122 | IT | GARTNER INC | 0.02% | - | 5,700 | $2M | $350.31 | |
| 123 | IFF | INTERNATIONAL FLAVORS&FRAGRA | 0.02% | - | 23,000 | $1.83M | $79.59 | |
| 124 | CSGP | COSTAR GROUP INC | 0.02% | - | 18,600 | $1.66M | $89.00 | |
| 125 | SKWD | SKYWARD SPECIALTY INS GROUP | 0.02% | - | 60,064 | $1.53M | No quote | No quote |
| 126 | DNB | DUN & BRADSTREET HLDGS INC | 0.02% | Add +43.8% | 115,000 | $1.33M | No quote | No quote |
| 127 | HGTYWS | HAGERTY INC | 0.02% | - | 540,000 | $1.27M | No quote | No quote |
| 128 | INTU | INTUIT | 0.01% | - | 2,720 | $1.25M | $458.19 | |
| 129 | CHH | CHOICE HOTELS INTL INC | 0.01% | New | 5,000 | $587.6K | $117.52 | |
| 130 | BUD | ANHEUSER BUSCH INBEV SA/NV | 0.01% | New | 9,000 | $510.48K | $56.72 | |
| 131 | UBER | UBER TECHNOLOGIES INC | 0.00% | New | 7,000 | $302.19K | $43.17 | |
| 135 | PYPL | PAYPAL HLDGS INC | - | Sold | 0 | $0 | No quote | No quote |
| 134 | MRVL | MARVELL TECHNOLOGY INC | - | Sold | 0 | $0 | No quote | No quote |
| 133 | - | HAGERTY INCCUSIP 405166909 | - | Sold | 0 | $0 | No quote | No quote |
| 132 | ESAB | ESAB CORPORATION | - | Sold | 0 | $0 | No quote | No quote |