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 2026-05-30 from SEC 13F data.
Live quotes available for 121 of 135 rows. Rows without a quote are marked unavailable.
| 1 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 6.57% | - | 1,114 | $604.48M | $542625.03 | |
| 2 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 5.94% | - | 1,531,971 | $546.39M | $356.66 | |
| 3 | GOOG | ALPHABET INC | 4.21% | - | 2,749,860 | $387.54M | $140.93 | |
| 4 | BN | BROOKFIELD CORP | 3.80% | - | 8,715,741 | $349.68M | $40.12 | |
| 5 | DE | DEERE & CO | 3.47% | Add +5.1% | 797,800 | $319.02M | $399.87 | |
| 6 | HD | HOME DEPOT INC | 3.47% | - | 920,000 | $318.83M | $346.55 | |
| 7 | AMZN | AMAZON COM INC | 3.35% | Add +0.3% | 2,030,760 | $308.55M | $151.94 | |
| 8 | V | VISA INC | 2.83% | - | 999,285 | $260.16M | $260.35 | |
| 9 | WSO | WATSCO INC | 2.59% | Add +2.0% | 556,750 | $238.55M | $428.47 | |
| 10 | AAPL | APPLE INC | 2.57% | Add +0.3% | 1,225,890 | $236.02M | $192.53 | |
| 11 | ADI | ANALOG DEVICES INC | 2.51% | Add +3.1% | 1,163,971 | $231.12M | $198.56 | |
| 12 | NVO | NOVO-NORDISK A S | 2.42% | - | 2,150,000 | $222.42M | $103.45 | |
| 13 | DEO | DIAGEO PLC | 2.15% | Add +0.3% | 1,354,708 | $197.33M | $145.66 | |
| 14 | MSFT | MICROSOFT CORP | 2.04% | Add +1.2% | 498,480 | $187.45M | $376.04 | |
| 15 | DIS | DISNEY WALT CO | 1.99% | Add +0.1% | 2,031,665 | $183.44M | $90.29 | |
| 16 | BLK | BLACKROCK INC | 1.94% | - | 220,200 | $178.76M | $811.80 | |
| 17 | BX | BLACKSTONE INC | 1.75% | - | 1,229,000 | $160.9M | $130.92 | |
| 18 | RLI | RLI CORP | 1.73% | - | 1,197,272 | $159.38M | $133.12 | |
| 19 | LOW | LOWES COS INC | 1.59% | Add +1.8% | 656,980 | $146.21M | $222.55 | |
| 20 | GS | GOLDMAN SACHS GROUP INC | 1.51% | - | 359,360 | $138.63M | $385.77 | |
| 21 | MMC | MARSH & MCLENNAN COS INC | 1.41% | Add +1.8% | 684,500 | $129.69M | No quote | No quote |
| 22 | TXN | TEXAS INSTRS INC | 1.34% | - | 724,000 | $123.41M | $170.46 | |
| 23 | KKR | KKR & CO INC | 1.31% | - | 1,451,800 | $120.28M | $82.85 | |
| 24 | PGR | PROGRESSIVE CORP | 1.31% | - | 753,750 | $120.06M | $159.28 | |
| 25 | ADM | ARCHER DANIELS MIDLAND CO | 1.15% | - | 1,463,300 | $105.68M | $72.22 | |
| 26 | GD | GENERAL DYNAMICS CORP | 1.10% | - | 391,000 | $101.53M | $259.67 | |
| 27 | LPLA | LPL FINL HLDGS INC | 1.06% | Add +41.5% | 426,386 | $97.05M | $227.62 | |
| 28 | JNJ | JOHNSON & JOHNSON | 1.04% | - | 610,800 | $95.74M | $156.74 | |
| 29 | APO | APOLLO GLOBAL MGMT INC | 1.03% | - | 1,012,500 | $94.35M | $93.19 | |
| 30 | META | META PLATFORMS INC | 1.02% | Add +2.2% | 264,681 | $93.69M | $353.96 | |
| 31 | SCHW | SCHWAB CHARLES CORP | 1.00% | Add +4.5% | 1,334,766 | $91.83M | $68.80 | |
| 32 | AXP | AMERICAN EXPRESS CO | 0.99% | - | 484,250 | $90.72M | $187.34 | |
| 33 | CAT | CATERPILLAR INC | 0.97% | Add +1.3% | 303,100 | $89.62M | $295.67 | |
| 34 | DG | DOLLAR GEN CORP NEW | 0.97% | Add +10.8% | 654,250 | $88.95M | $135.95 | |
| 35 | MA | MASTERCARD INCORPORATED | 0.96% | - | 207,540 | $88.52M | $426.51 | |
| 36 | BAM | BROOKFIELD ASSET MANAGMT LTD | 0.96% | - | 2,193,953 | $88.13M | $40.17 | |
| 37 | ITW | ILLINOIS TOOL WKS INC | 0.93% | - | 327,500 | $85.79M | $261.94 | |
| 38 | MCO | MOODYS CORP | 0.91% | - | 213,890 | $83.54M | $390.56 | |
| 39 | MSCI | MSCI INC | 0.88% | - | 142,850 | $80.8M | $565.65 | |
| 40 | NVR | NVR INC | 0.85% | Add +2.8% | 11,124 | $77.87M | $7000.45 | |
| 41 | GOOGL | ALPHABET INC | 0.84% | - | 555,000 | $77.53M | $139.69 | |
| 42 | SPGI | S&P GLOBAL INC | 0.72% | - | 150,690 | $66.38M | $440.52 | |
| 43 | ROL | ROLLINS INC | 0.67% | Add +1.7% | 1,407,275 | $61.46M | $43.67 | |
| 44 | ACN | ACCENTURE PLC IRELAND | 0.61% | - | 159,400 | $55.94M | $350.91 | |
| 45 | FDS | FACTSET RESH SYS INC | 0.61% | - | 116,720 | $55.68M | $477.05 | |
| 46 | ECL | ECOLAB INC | 0.59% | - | 274,300 | $54.41M | $198.35 | |
| 47 | NSC | NORFOLK SOUTHN CORP | 0.59% | - | 229,500 | $54.25M | $236.38 | |
| 48 | HEI-A | HEICO CORP NEW | 0.59% | - | 379,644 | $54.08M | $142.44 | |
| 49 | CG | CARLYLE GROUP INC | 0.59% | - | 1,327,000 | $54M | $40.69 | |
| 50 | LIN | LINDE PLC | 0.56% | Add +4.7% | 126,200 | $51.83M | $410.71 | |
| 51 | SBUX | STARBUCKS CORP | 0.56% | - | 532,318 | $51.11M | $96.01 | |
| 52 | BF-A | BROWN FORMAN CORP | 0.55% | - | 843,000 | $50.23M | $59.59 | |
| 53 | ROK | ROCKWELL AUTOMATION INC | 0.52% | - | 154,900 | $48.09M | $310.48 | |
| 54 | CMCSA | COMCAST CORP NEW | 0.51% | - | 1,060,741 | $46.51M | $43.85 | |
| 55 | JPM | JPMORGAN CHASE & CO | 0.47% | Add +4.5% | 252,550 | $42.96M | $170.10 | |
| 56 | NKE | NIKE INC | 0.44% | - | 368,900 | $40.05M | $108.57 | |
| 57 | FDX | FEDEX CORP | 0.43% | Add +7.9% | 156,500 | $39.59M | $252.97 | |
| 58 | TSN | TYSON FOODS INC | 0.41% | Add +20.8% | 697,500 | $37.49M | $53.75 | |
| 59 | ODFL | OLD DOMINION FREIGHT LINE IN | 0.40% | Add +14.5% | 91,000 | $36.89M | $405.33 | |
| 60 | ITIC | INVESTORS TITLE CO NC | 0.38% | - | 213,300 | $34.58M | $162.14 | |
| 61 | WHR | WHIRLPOOL CORP | 0.37% | - | 282,049 | $34.35M | $121.77 | |
| 62 | TROW | PRICE T ROWE GROUP INC | 0.37% | - | 314,000 | $33.81M | $107.69 | |
| 63 | SRCL | STERICYCLE INC | 0.36% | - | 668,700 | $33.14M | No quote | No quote |
| 64 | MMM | 3M CO | 0.35% | - | 293,750 | $32.11M | $109.32 | |
| 65 | AON | AON PLC | 0.33% | Add +5.8% | 105,350 | $30.66M | $291.02 | |
| 66 | SHW | SHERWIN WILLIAMS CO | 0.32% | - | 94,172 | $29.37M | $311.90 | |
| 67 | VRSK | VERISK ANALYTICS INC | 0.31% | Add +5.2% | 120,700 | $28.83M | $238.86 | |
| 68 | BF-B | BROWN FORMAN CORP | 0.29% | - | 474,187 | $27.08M | $57.10 | |
| 69 | CVS | CVS HEALTH CORP | 0.28% | - | 332,000 | $26.21M | $78.96 | |
| 70 | THG | HANOVER INS GROUP INC | 0.28% | Add +13.2% | 214,000 | $25.98M | $121.42 | |
| 71 | COST | COSTCO WHSL CORP NEW | 0.28% | - | 39,150 | $25.84M | $660.08 | |
| 72 | LMT | LOCKHEED MARTIN CORP | 0.28% | - | 56,363 | $25.55M | $453.24 | |
| 73 | CABO | CABLE ONE INC | 0.27% | Add +17.2% | 44,200 | $24.6M | $556.59 | |
| 74 | EFX | EQUIFAX INC | 0.26% | Add +11.4% | 97,850 | $24.2M | $247.29 | |
| 75 | HGTY | HAGERTY INC | 0.25% | - | 3,000,000 | $23.4M | $7.80 | |
| 76 | ALL | ALLSTATE CORP | 0.24% | Add +9.2% | 154,550 | $21.63M | $139.98 | |
| 77 | UNP | UNION PAC CORP | 0.23% | - | 85,778 | $21.07M | $245.62 | |
| 78 | RTX | RTX CORPORATION | 0.20% | - | 224,000 | $18.85M | $84.14 | |
| 79 | PAYX | PAYCHEX INC | 0.19% | - | 150,000 | $17.87M | $119.11 | |
| 80 | CCK | CROWN HLDGS INC | 0.19% | - | 189,500 | $17.45M | $92.09 | |
| 81 | CSCO | CISCO SYS INC | 0.19% | - | 342,000 | $17.28M | $50.52 | |
| 82 | TGT | TARGET CORP | 0.19% | Add +45.8% | 121,000 | $17.23M | $142.42 | |
| 83 | PEP | PEPSICO INC | 0.18% | - | 96,210 | $16.34M | $169.84 | |
| 84 | HXL | HEXCEL CORP NEW | 0.15% | - | 189,000 | $13.94M | $73.75 | |
| 85 | CARR | CARRIER GLOBAL CORPORATION | 0.15% | - | 235,000 | $13.5M | $57.45 | |
| 86 | CE | CELANESE CORP DEL | 0.13% | Add +1.3% | 77,800 | $12.09M | $155.37 | |
| 87 | COF | CAPITAL ONE FINL CORP | 0.13% | Add +1.1% | 91,000 | $11.93M | $131.12 | |
| 88 | RNR | RENAISSANCERE HLDGS LTD | 0.13% | Add +23.5% | 60,500 | $11.86M | $196.00 | |
| 89 | IQV | IQVIA HLDGS INC | 0.13% | Add +15.5% | 50,626 | $11.71M | $231.38 | |
| 90 | AMT | AMERICAN TOWER CORP NEW | 0.12% | - | 51,910 | $11.21M | $215.88 | |
| 91 | EA | ELECTRONIC ARTS INC | 0.12% | - | 80,800 | $11.05M | No quote | No quote |
| 92 | SEIC | SEI INVTS CO | 0.12% | - | 173,200 | $11.01M | $63.55 | |
| 93 | PM | PHILIP MORRIS INTL INC | 0.12% | - | 114,500 | $10.77M | $94.08 | |
| 94 | TMO | THERMO FISHER SCIENTIFIC INC | 0.11% | Add +44.1% | 19,600 | $10.4M | $530.79 | |
| 95 | OTIS | OTIS WORLDWIDE CORP | 0.11% | - | 114,620 | $10.26M | $89.47 | |
| 96 | WFC | WELLS FARGO CO NEW | 0.11% | - | 204,450 | $10.06M | $49.22 | |
| 97 | SMG | SCOTTS MIRACLE-GRO CO | 0.11% | - | 156,000 | $9.95M | $63.75 | |
| 98 | CBRL | CRACKER BARREL OLD CTRY STOR | 0.09% | - | 111,000 | $8.56M | $77.08 | |
| 99 | KMX | CARMAX INC | 0.09% | Add +31.6% | 110,500 | $8.48M | $76.74 | |
| 100 | SHOP | SHOPIFY INC | 0.09% | - | 102,750 | $8M | $77.90 | |
| 101 | OI | O-I GLASS INC | 0.08% | - | 469,100 | $7.68M | No quote | No quote |
| 102 | FERG | FERGUSON PLC NEW | 0.08% | Add +541.7% | 38,500 | $7.43M | $193.07 | |
| 103 | CHH | CHOICE HOTELS INTL INC | 0.08% | Add +86.4% | 61,500 | $6.97M | $113.30 | |
| 104 | TRU | TRANSUNION | 0.08% | - | 101,050 | $6.94M | $68.71 | |
| 105 | EMN | EASTMAN CHEM CO | 0.07% | Add +2.7% | 74,950 | $6.73M | $89.82 | |
| 106 | LAMR | LAMAR ADVERTISING CO NEW | 0.07% | Add +22.8% | 62,000 | $6.59M | $106.28 | |
| 107 | SONY | SONY GROUP CORP | 0.07% | - | 67,000 | $6.34M | $94.69 | |
| 108 | BK | BANK NEW YORK MELLON CORP | 0.07% | Reduce -66.7% | 121,500 | $6.32M | $52.05 | |
| 109 | UNH | UNITEDHEALTH GROUP INC | 0.06% | Add +120.0% | 11,000 | $5.79M | $526.47 | |
| 110 | URI | UNITED RENTALS INC | 0.06% | Add +200.0% | 9,000 | $5.16M | $573.42 | |
| 111 | SPOT | SPOTIFY TECHNOLOGY S A | 0.05% | - | 25,900 | $4.87M | $187.91 | |
| 112 | HCA | HCA HEALTHCARE INC | 0.04% | Add +75.7% | 14,141 | $3.83M | $270.68 | |
| 113 | GHC | GRAHAM HLDGS CO | 0.04% | - | 5,200 | $3.62M | $696.52 | |
| 114 | GPK | GRAPHIC PACKAGING HLDG CO | 0.03% | New | 121,601 | $3M | $24.65 | |
| 115 | BALL | BALL CORP | 0.03% | - | 51,000 | $2.93M | $57.52 | |
| 116 | WRB | BERKLEY W R CORP | 0.03% | - | 40,500 | $2.86M | $70.72 | |
| 117 | UBER | UBER TECHNOLOGIES INC | 0.03% | Add +114.3% | 45,000 | $2.77M | $61.57 | |
| 118 | IT | GARTNER INC | 0.03% | - | 5,700 | $2.57M | $451.11 | |
| 119 | BNRE | BROOKFIELD REINS LTD | 0.03% | - | 60,101 | $2.43M | No quote | No quote |
| 120 | WTW | WILLIS TOWERS WATSON PLC LTD | 0.02% | - | 8,627 | $2.08M | $241.20 | |
| 121 | IFF | INTERNATIONAL FLAVORS&FRAGRA | 0.02% | - | 23,000 | $1.86M | $80.97 | |
| 122 | INTU | INTUIT | 0.02% | - | 2,720 | $1.7M | $625.03 | |
| 123 | CSGP | COSTAR GROUP INC | 0.02% | - | 18,600 | $1.63M | $87.39 | |
| 124 | DNB | DUN & BRADSTREET HLDGS INC | 0.01% | - | 115,000 | $1.35M | No quote | No quote |
| 125 | HGTYWS | HAGERTY INC | 0.01% | - | 540,000 | $891K | No quote | No quote |
| 126 | BUD | ANHEUSER BUSCH INBEV SA/NV | 0.01% | - | 11,000 | $710.82K | $64.62 | |
| 127 | ICE | INTERCONTINENTAL EXCHANGE IN | 0.01% | Reduce -84.5% | 5,120 | $657.56K | $128.43 | |
| 128 | FIX | COMFORT SYS USA INC | 0.00% | New | 1,000 | $205.67K | $205.67 | |
| 135 | VNT | VONTIER CORPORATION | - | Sold | 0 | $0 | No quote | No quote |
| 134 | LLYVA | LIBERTY MEDIA CORP DEL | - | Sold | 0 | $0 | No quote | No quote |
| 133 | LLYVK | LIBERTY MEDIA CORP DEL | - | Sold | 0 | $0 | No quote | No quote |
| 132 | LBTYA | LIBERTY GLOBAL PLC | - | Sold | 0 | $0 | No quote | No quote |
| 131 | LBRDK | LIBERTY BROADBAND CORP | - | Sold | 0 | $0 | No quote | No quote |
| 130 | LBRDA | LIBERTY BROADBAND CORP | - | Sold | 0 | $0 | No quote | No quote |
| 129 | ATVI | ACTIVISION BLIZZARD INC | - | Sold | 0 | $0 | No quote | No quote |