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 125 of 133 rows. Rows without a quote are marked unavailable.
| 1 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 6.97% | - | 1,114 | $706.77M | $634440.00 | |
| 2 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 6.35% | - | 1,531,971 | $644.22M | $420.52 | |
| 3 | GOOG | ALPHABET INC | 4.13% | - | 2,749,860 | $418.69M | $152.26 | |
| 4 | AMZN | AMAZON COM INC | 3.61% | - | 2,030,760 | $366.31M | $180.38 | |
| 5 | BN | BROOKFIELD CORP | 3.60% | - | 8,715,741 | $364.93M | $41.87 | |
| 6 | HD | HOME DEPOT INC | 3.48% | - | 920,000 | $352.91M | $383.60 | |
| 7 | DE | DEERE & CO | 3.34% | Add +3.3% | 823,800 | $338.37M | $410.74 | |
| 8 | V | VISA INC | 2.75% | - | 999,285 | $278.88M | $279.08 | |
| 9 | NVO | NOVO-NORDISK A S | 2.72% | - | 2,150,000 | $276.06M | $128.40 | |
| 10 | DIS | DISNEY WALT CO | 2.45% | - | 2,031,665 | $248.59M | $122.36 | |
| 11 | WSO | WATSCO INC | 2.41% | Add +1.7% | 566,250 | $244.6M | $431.97 | |
| 12 | ADI | ANALOG DEVICES INC | 2.28% | Add +0.3% | 1,167,471 | $230.91M | $197.79 | |
| 13 | MSFT | MICROSOFT CORP | 2.09% | Add +0.9% | 502,830 | $211.55M | $420.72 | |
| 14 | AAPL | APPLE INC | 2.08% | Add +0.1% | 1,227,190 | $210.44M | $171.48 | |
| 15 | DEO | DIAGEO PLC | 2.00% | Add +0.4% | 1,360,408 | $202.35M | $148.74 | |
| 16 | BLK | BLACKROCK INC | 1.81% | - | 220,200 | $183.58M | $833.70 | |
| 17 | RLI | RLI CORP | 1.75% | - | 1,197,272 | $177.76M | $148.47 | |
| 18 | LOW | LOWES COS INC | 1.67% | Add +1.0% | 663,480 | $169.01M | $254.73 | |
| 19 | BX | BLACKSTONE INC | 1.59% | - | 1,229,000 | $161.45M | $131.37 | |
| 20 | PGR | PROGRESSIVE CORP | 1.54% | - | 753,750 | $155.89M | $206.82 | |
| 21 | GS | GOLDMAN SACHS GROUP INC | 1.48% | - | 359,360 | $150.1M | $417.69 | |
| 22 | KKR | KKR & CO INC | 1.44% | - | 1,451,800 | $146.02M | $100.58 | |
| 23 | MMC | MARSH & MCLENNAN COS INC | 1.41% | Add +1.4% | 694,000 | $142.95M | No quote | No quote |
| 24 | META | META PLATFORMS INC | 1.28% | Add +1.1% | 267,681 | $129.98M | $485.58 | |
| 25 | TXN | TEXAS INSTRS INC | 1.24% | - | 724,000 | $126.13M | $174.21 | |
| 26 | LPLA | LPL FINL HLDGS INC | 1.18% | Add +6.5% | 454,291 | $120.02M | $264.20 | |
| 27 | APO | APOLLO GLOBAL MGMT INC | 1.12% | - | 1,012,500 | $113.86M | $112.45 | |
| 28 | CAT | CATERPILLAR INC | 1.11% | Add +1.5% | 307,600 | $112.71M | $366.43 | |
| 29 | GD | GENERAL DYNAMICS CORP | 1.09% | - | 391,000 | $110.45M | $282.49 | |
| 30 | AXP | AMERICAN EXPRESS CO | 1.09% | - | 484,250 | $110.26M | $227.69 | |
| 31 | DG | DOLLAR GEN CORP NEW | 1.04% | Add +3.2% | 675,250 | $105.38M | $156.06 | |
| 32 | MA | MASTERCARD INCORPORATED | 0.99% | - | 207,540 | $99.95M | $481.57 | |
| 33 | SCHW | SCHWAB CHARLES CORP | 0.97% | Add +1.4% | 1,353,766 | $97.93M | $72.34 | |
| 34 | JNJ | JOHNSON & JOHNSON | 0.95% | - | 610,800 | $96.62M | $158.19 | |
| 35 | BAM | BROOKFIELD ASSET MANAGMT LTD | 0.91% | - | 2,193,953 | $92.19M | $42.02 | |
| 36 | NVR | NVR INC | 0.91% | Add +2.0% | 11,349 | $91.93M | $8099.96 | |
| 37 | ADM | ARCHER DANIELS MIDLAND CO | 0.91% | - | 1,463,300 | $91.91M | $62.81 | |
| 38 | ITW | ILLINOIS TOOL WKS INC | 0.87% | - | 327,500 | $87.88M | $268.33 | |
| 39 | MCO | MOODYS CORP | 0.83% | - | 213,890 | $84.07M | $393.03 | |
| 40 | GOOGL | ALPHABET INC | 0.83% | - | 555,000 | $83.77M | $150.93 | |
| 41 | MSCI | MSCI INC | 0.79% | - | 142,850 | $80.06M | $560.45 | |
| 42 | ROL | ROLLINS INC | 0.65% | Add +1.4% | 1,426,275 | $65.99M | $46.27 | |
| 43 | SPGI | S&P GLOBAL INC | 0.63% | - | 150,690 | $64.11M | $425.45 | |
| 44 | ECL | ECOLAB INC | 0.62% | - | 274,300 | $63.34M | $230.90 | |
| 45 | CG | CARLYLE GROUP INC | 0.61% | - | 1,327,000 | $62.25M | $46.91 | |
| 46 | LIN | LINDE PLC | 0.60% | Add +4.2% | 131,500 | $61.06M | $464.32 | |
| 47 | NSC | NORFOLK SOUTHN CORP | 0.58% | - | 229,500 | $58.49M | $254.87 | |
| 48 | HEI-A | HEICO CORP NEW | 0.58% | - | 379,644 | $58.44M | $153.94 | |
| 49 | ACN | ACCENTURE PLC IRELAND | 0.54% | - | 159,400 | $55.25M | $346.61 | |
| 50 | FDS | FACTSET RESH SYS INC | 0.52% | - | 116,720 | $53.04M | $454.39 | |
| 51 | JPM | JPMORGAN CHASE & CO | 0.50% | - | 252,550 | $50.59M | $200.30 | |
| 52 | SBUX | STARBUCKS CORP | 0.49% | Add +1.7% | 541,318 | $49.47M | $91.39 | |
| 53 | FDX | FEDEX CORP | 0.48% | Add +7.3% | 168,000 | $48.68M | $289.74 | |
| 54 | CMCSA | COMCAST CORP NEW | 0.46% | Add +1.1% | 1,072,241 | $46.48M | $43.35 | |
| 55 | TSN | TYSON FOODS INC | 0.45% | Add +11.5% | 777,500 | $45.66M | $58.73 | |
| 56 | ROK | ROCKWELL AUTOMATION INC | 0.45% | - | 154,900 | $45.13M | $291.33 | |
| 57 | BF-A | BROWN FORMAN CORP | 0.44% | - | 843,000 | $44.64M | $52.95 | |
| 58 | ODFL | OLD DOMINION FREIGHT LINE IN | 0.42% | Add +7.1%2:1 split | 195,000 | $42.77M | $219.31 | |
| 59 | TROW | PRICE T ROWE GROUP INC | 0.38% | - | 314,000 | $38.28M | $121.92 | |
| 60 | AON | AON PLC | 0.36% | Add +4.5% | 110,050 | $36.73M | $333.72 | |
| 61 | NKE | NIKE INC | 0.35% | Add +1.9% | 375,900 | $35.33M | $93.98 | |
| 62 | ITIC | INVESTORS TITLE CO NC | 0.34% | - | 213,300 | $34.81M | $163.19 | |
| 63 | WHR | WHIRLPOOL CORP | 0.33% | - | 282,049 | $33.74M | $119.63 | |
| 64 | SHW | SHERWIN WILLIAMS CO | 0.32% | - | 94,172 | $32.71M | $347.33 | |
| 65 | MMM | 3M CO | 0.31% | - | 293,750 | $31.16M | $106.07 | |
| 66 | THG | HANOVER INS GROUP INC | 0.30% | Add +6.1% | 227,000 | $30.91M | $136.17 | |
| 67 | VRSK | VERISK ANALYTICS INC | 0.30% | Add +5.4% | 127,200 | $29.98M | $235.73 | |
| 68 | COST | COSTCO WHSL CORP NEW | 0.28% | - | 39,150 | $28.68M | $732.63 | |
| 69 | HGTY | HAGERTY INC | 0.27% | - | 3,000,000 | $27.45M | $9.15 | |
| 70 | ALL | ALLSTATE CORP | 0.26% | - | 154,550 | $26.74M | $173.01 | |
| 71 | CVS | CVS HEALTH CORP | 0.26% | - | 332,000 | $26.48M | $79.76 | |
| 72 | EFX | EQUIFAX INC | 0.26% | - | 97,850 | $26.18M | $267.52 | |
| 73 | LMT | LOCKHEED MARTIN CORP | 0.25% | - | 56,363 | $25.64M | $454.87 | |
| 74 | BF-B | BROWN FORMAN CORP | 0.24% | - | 474,187 | $24.48M | $51.62 | |
| 75 | TGT | TARGET CORP | 0.23% | Add +9.9% | 133,000 | $23.57M | $177.21 | |
| 76 | RTX | RTX CORPORATION | 0.22% | - | 224,000 | $21.85M | $97.53 | |
| 77 | UNP | UNION PAC CORP | 0.21% | - | 85,778 | $21.1M | $245.93 | |
| 78 | CABO | CABLE ONE INC | 0.20% | Add +8.8% | 48,100 | $20.35M | $423.13 | |
| 79 | PAYX | PAYCHEX INC | 0.18% | - | 150,000 | $18.42M | $122.80 | |
| 80 | CSCO | CISCO SYS INC | 0.17% | - | 342,000 | $17.07M | $49.91 | |
| 81 | PEP | PEPSICO INC | 0.17% | - | 96,210 | $16.84M | $175.01 | |
| 82 | RNR | RENAISSANCERE HLDGS LTD | 0.16% | Add +15.7% | 70,000 | $16.45M | $235.03 | |
| 83 | CCK | CROWN HLDGS INC | 0.15% | - | 189,500 | $15.02M | $79.26 | |
| 84 | TMO | THERMO FISHER SCIENTIFIC INC | 0.14% | Add +26.0% | 24,700 | $14.36M | $581.21 | |
| 85 | IQV | IQVIA HLDGS INC | 0.14% | Add +10.1% | 55,726 | $14.09M | $252.89 | |
| 86 | HXL | HEXCEL CORP NEW | 0.14% | - | 189,000 | $13.77M | $72.85 | |
| 87 | CARR | CARRIER GLOBAL CORPORATION | 0.13% | - | 235,000 | $13.66M | $58.13 | |
| 88 | COF | CAPITAL ONE FINL CORP | 0.13% | - | 91,000 | $13.55M | $148.89 | |
| 89 | CE | CELANESE CORP DEL | 0.13% | - | 77,800 | $13.37M | $171.86 | |
| 90 | FERG | FERGUSON PLC NEW | 0.12% | Add +49.4% | 57,500 | $12.56M | $218.43 | |
| 91 | SMG | SCOTTS MIRACLE-GRO CO | 0.12% | Add +7.7% | 168,000 | $12.53M | $74.59 | |
| 92 | SEIC | SEI INVTS CO | 0.12% | - | 173,200 | $12.45M | $71.90 | |
| 93 | WFC | WELLS FARGO CO NEW | 0.12% | - | 204,450 | $11.85M | $57.96 | |
| 94 | OTIS | OTIS WORLDWIDE CORP | 0.11% | - | 114,620 | $11.38M | $99.27 | |
| 95 | URI | UNITED RENTALS INC | 0.11% | Add +72.2% | 15,500 | $11.18M | $721.11 | |
| 96 | KMX | CARMAX INC | 0.11% | Add +11.8% | 123,500 | $10.76M | $87.11 | |
| 97 | EA | ELECTRONIC ARTS INC | 0.11% | - | 80,800 | $10.72M | No quote | No quote |
| 98 | CHH | CHOICE HOTELS INTL INC | 0.11% | Add +37.4% | 84,500 | $10.68M | $126.35 | |
| 99 | PM | PHILIP MORRIS INTL INC | 0.10% | - | 114,500 | $10.49M | $91.62 | |
| 100 | AMT | AMERICAN TOWER CORP NEW | 0.10% | - | 51,910 | $10.26M | $197.59 | |
| 101 | LAMR | LAMAR ADVERTISING CO NEW | 0.09% | Add +24.2% | 77,000 | $9.19M | $119.41 | |
| 102 | OI | O-I GLASS INC | 0.09% | Add +14.9% | 539,100 | $8.94M | No quote | No quote |
| 103 | CBRL | CRACKER BARREL OLD CTRY STOR | 0.08% | - | 111,000 | $8.07M | $72.73 | |
| 104 | TRU | TRANSUNION | 0.08% | - | 101,050 | $8.06M | $79.80 | |
| 105 | UNH | UNITEDHEALTH GROUP INC | 0.08% | Add +46.4% | 16,100 | $7.96M | $494.70 | |
| 106 | SHOP | SHOPIFY INC | 0.08% | - | 102,750 | $7.93M | $77.17 | |
| 107 | EMN | EASTMAN CHEM CO | 0.07% | - | 74,950 | $7.51M | $100.22 | |
| 108 | HCA | HCA HEALTHCARE INC | 0.07% | Add +51.6% | 21,432 | $7.15M | $333.53 | |
| 109 | GPK | GRAPHIC PACKAGING HLDG CO | 0.07% | Add +98.0% | 240,824 | $7.03M | $29.18 | |
| 110 | BK | BANK NEW YORK MELLON CORP | 0.07% | - | 121,500 | $7M | $57.62 | |
| 111 | SPOT | SPOTIFY TECHNOLOGY S A | 0.07% | - | 25,900 | $6.84M | $263.90 | |
| 112 | SONY | SONY GROUP CORP | 0.06% | - | 67,000 | $5.74M | $85.74 | |
| 113 | UBER | UBER TECHNOLOGIES INC | 0.04% | Add +28.9% | 58,000 | $4.47M | $76.99 | |
| 114 | FIX | COMFORT SYS USA INC | 0.04% | Add +1200.0% | 13,000 | $4.13M | $317.71 | |
| 115 | GHC | GRAHAM HLDGS CO | 0.04% | - | 5,200 | $3.99M | $767.68 | |
| 116 | APD | AIR PRODS & CHEMS INC | 0.04% | New | 15,000 | $3.63M | $242.27 | |
| 117 | WRB | BERKLEY W R CORP | 0.04% | - | 40,500 | $3.58M | $88.44 | |
| 118 | BALL | BALL CORP | 0.03% | - | 51,000 | $3.44M | $67.36 | |
| 119 | IT | GARTNER INC | 0.03% | - | 5,700 | $2.72M | $476.67 | |
| 120 | BNRE | BROOKFIELD REINS LTD | 0.02% | - | 60,101 | $2.51M | No quote | No quote |
| 121 | WTW | WILLIS TOWERS WATSON PLC LTD | 0.02% | - | 8,627 | $2.37M | $275.00 | |
| 122 | MAR | MARRIOTT INTL INC NEW | 0.02% | New | 9,000 | $2.27M | $252.31 | |
| 123 | YUM | YUM BRANDS INC | 0.02% | New | 16,152 | $2.24M | $138.65 | |
| 124 | SRCL | STERICYCLE INC | 0.02% | Reduce -94.3% | 38,000 | $2M | No quote | No quote |
| 125 | NSP | INSPERITY INC | 0.02% | New | 16,876 | $1.85M | $109.61 | |
| 126 | HSY | HERSHEY CO | 0.02% | New | 9,500 | $1.85M | $194.50 | |
| 127 | CSGP | COSTAR GROUP INC | 0.02% | - | 18,600 | $1.8M | $96.60 | |
| 128 | INTU | INTUIT | 0.02% | - | 2,720 | $1.77M | $650.00 | |
| 129 | DNB | DUN & BRADSTREET HLDGS INC | 0.01% | - | 115,000 | $1.15M | No quote | No quote |
| 130 | HGTYWS | HAGERTY INC | 0.01% | - | 540,000 | $1.05M | No quote | No quote |
| 131 | ICE | INTERCONTINENTAL EXCHANGE IN | 0.01% | - | 5,120 | $703.64K | $137.43 | |
| 132 | BUD | ANHEUSER BUSCH INBEV SA/NV | 0.01% | - | 11,000 | $668.58K | $60.78 | |
| 133 | IFF | INTERNATIONAL FLAVORS&FRAGRA | - | Sold | 0 | $0 | No quote | No quote |