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 128 of 135 rows. Rows without a quote are marked unavailable.
| 1 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 6.71% | - | 1,114 | $682.04M | $612241.00 | |
| 2 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 6.13% | - | 1,531,971 | $623.21M | $406.80 | |
| 3 | GOOG | ALPHABET INC | 4.96% | - | 2,749,860 | $504.38M | $183.42 | |
| 4 | AMZN | AMAZON COM INC | 3.86% | - | 2,030,760 | $392.44M | $193.25 | |
| 5 | BN | BROOKFIELD CORP | 3.56% | - | 8,715,741 | $362.05M | $41.54 | |
| 6 | HD | HOME DEPOT INC | 3.12% | - | 920,000 | $316.7M | $344.24 | |
| 7 | DE | DEERE & CO | 3.11% | Add +2.6% | 845,350 | $315.85M | $373.63 | |
| 8 | NVO | NOVO-NORDISK A S | 3.02% | - | 2,150,000 | $306.89M | $142.74 | |
| 9 | ADI | ANALOG DEVICES INC | 2.62% | Add +0.0% | 1,167,671 | $266.53M | $228.26 | |
| 10 | WSO | WATSCO INC | 2.60% | Add +0.9% | 571,250 | $264.63M | $463.24 | |
| 11 | V | VISA INC | 2.58% | - | 999,285 | $262.28M | $262.47 | |
| 12 | AAPL | APPLE INC | 2.54% | Add +0.0% | 1,227,290 | $258.49M | $210.62 | |
| 13 | MSFT | MICROSOFT CORP | 2.23% | Add +0.9% | 507,480 | $226.82M | $446.95 | |
| 14 | DIS | DISNEY WALT CO | 1.98% | - | 2,031,665 | $201.72M | $99.29 | |
| 15 | BLK | BLACKROCK INC | 1.71% | - | 220,200 | $173.37M | $787.32 | |
| 16 | DEO | DIAGEO PLC | 1.70% | Add +0.5% | 1,366,708 | $172.31M | $126.08 | |
| 17 | RLI | RLI CORP | 1.66% | - | 1,197,272 | $168.44M | $140.69 | |
| 18 | GS | GOLDMAN SACHS GROUP INC | 1.60% | - | 359,360 | $162.55M | $452.32 | |
| 19 | PGR | PROGRESSIVE CORP | 1.54% | - | 753,750 | $156.56M | $207.71 | |
| 20 | KKR | KKR & CO INC | 1.50% | - | 1,451,800 | $152.79M | $105.24 | |
| 21 | BX | BLACKSTONE INC | 1.50% | - | 1,229,000 | $152.15M | $123.80 | |
| 22 | LOW | LOWES COS INC | 1.47% | Add +1.9% | 675,980 | $149.03M | $220.46 | |
| 23 | MMC | MARSH & MCLENNAN COS INC | 1.46% | Add +1.8% | 706,500 | $148.87M | No quote | No quote |
| 24 | TXN | TEXAS INSTRS INC | 1.39% | - | 724,000 | $140.84M | $194.53 | |
| 25 | META | META PLATFORMS INC | 1.34% | Add +1.2% | 270,981 | $136.63M | $504.22 | |
| 26 | LPLA | LPL FINL HLDGS INC | 1.32% | Add +6.0% | 481,791 | $134.56M | $279.30 | |
| 27 | APO | APOLLO GLOBAL MGMT INC | 1.18% | - | 1,012,500 | $119.55M | $118.07 | |
| 28 | GD | GENERAL DYNAMICS CORP | 1.12% | - | 391,000 | $113.44M | $290.14 | |
| 29 | AXP | AMERICAN EXPRESS CO | 1.10% | - | 484,250 | $112.13M | $231.55 | |
| 30 | CAT | CATERPILLAR INC | 1.02% | Add +1.3% | 311,500 | $103.76M | $333.10 | |
| 31 | GOOGL | ALPHABET INC | 0.99% | - | 555,000 | $101.09M | $182.15 | |
| 32 | SCHW | SCHWAB CHARLES CORP | 0.99% | Add +1.0% | 1,366,766 | $100.72M | $73.69 | |
| 33 | DG | DOLLAR GEN CORP NEW | 0.91% | Add +3.3% | 697,250 | $92.2M | $132.23 | |
| 34 | MA | MASTERCARD INCORPORATED | 0.90% | - | 207,540 | $91.56M | $441.16 | |
| 35 | MCO | MOODYS CORP | 0.89% | - | 213,890 | $90.03M | $420.93 | |
| 36 | JNJ | JOHNSON & JOHNSON | 0.88% | - | 610,800 | $89.27M | $146.16 | |
| 37 | ADM | ARCHER DANIELS MIDLAND CO | 0.87% | - | 1,463,300 | $88.46M | $60.45 | |
| 38 | NVR | NVR INC | 0.86% | Add +1.6% | 11,529 | $87.49M | $7588.56 | |
| 39 | BAM | BROOKFIELD ASSET MANAGMT LTD | 0.82% | - | 2,193,953 | $83.48M | $38.05 | |
| 40 | ITW | ILLINOIS TOOL WKS INC | 0.76% | - | 327,500 | $77.6M | $236.96 | |
| 41 | ROL | ROLLINS INC | 0.69% | Add +0.9% | 1,439,275 | $70.22M | $48.79 | |
| 42 | MSCI | MSCI INC | 0.68% | - | 142,850 | $68.82M | $481.75 | |
| 43 | HEI-A | HEICO CORP NEW | 0.66% | - | 379,644 | $67.39M | $177.52 | |
| 44 | SPGI | S&P GLOBAL INC | 0.66% | - | 150,690 | $67.21M | $446.00 | |
| 45 | ECL | ECOLAB INC | 0.64% | - | 274,300 | $65.28M | $238.00 | |
| 46 | LIN | LINDE PLC | 0.62% | Add +9.1% | 143,500 | $62.97M | $438.81 | |
| 47 | FDX | FEDEX CORP | 0.53% | Add +7.7% | 181,000 | $54.27M | $299.84 | |
| 48 | CG | CARLYLE GROUP INC | 0.52% | - | 1,327,000 | $53.28M | $40.15 | |
| 49 | JPM | JPMORGAN CHASE & CO | 0.50% | - | 252,550 | $51.08M | $202.26 | |
| 50 | ODFL | OLD DOMINION FREIGHT LINE IN | 0.49% | Add +43.3% | 279,500 | $49.36M | $176.60 | |
| 51 | NSC | NORFOLK SOUTHN CORP | 0.48% | - | 229,500 | $49.27M | $214.69 | |
| 52 | ACN | ACCENTURE PLC IRELAND | 0.48% | - | 159,400 | $48.36M | $303.41 | |
| 53 | FDS | FACTSET RESH SYS INC | 0.47% | - | 116,720 | $47.65M | $408.27 | |
| 54 | TSN | TYSON FOODS INC | 0.44% | Add +1.0% | 785,500 | $44.88M | $57.14 | |
| 55 | SBUX | STARBUCKS CORP | 0.44% | Add +5.0% | 568,318 | $44.24M | $77.85 | |
| 56 | ROK | ROCKWELL AUTOMATION INC | 0.42% | - | 154,900 | $42.64M | $275.28 | |
| 57 | CMCSA | COMCAST CORP NEW | 0.42% | Add +0.8% | 1,081,241 | $42.34M | $39.16 | |
| 58 | ITIC | INVESTORS TITLE CO NC | 0.38% | - | 213,300 | $38.42M | $180.13 | |
| 59 | BF-A | BROWN FORMAN CORP | 0.37% | - | 843,000 | $37.2M | $44.13 | |
| 60 | TROW | PRICE T ROWE GROUP INC | 0.36% | - | 314,000 | $36.21M | $115.31 | |
| 61 | VRSK | VERISK ANALYTICS INC | 0.35% | Add +5.1% | 133,700 | $36.04M | $269.55 | |
| 62 | AON | AON PLC | 0.33% | Add +3.5% | 113,950 | $33.45M | $293.58 | |
| 63 | COST | COSTCO WHSL CORP NEW | 0.33% | - | 39,150 | $33.28M | $849.99 | |
| 64 | HGTY | HAGERTY INC | 0.31% | - | 3,000,000 | $31.2M | $10.40 | |
| 65 | THG | HANOVER INS GROUP INC | 0.30% | Add +5.7% | 240,000 | $30.11M | $125.44 | |
| 66 | MMM | 3M CO | 0.30% | Reduce -16.4%1.196:1 split | 293,750 | $30.02M | $102.19 | |
| 67 | NKE | NIKE INC | 0.29% | Add +3.5% | 388,900 | $29.31M | $75.37 | |
| 68 | FNV | FRANCO NEV CORP | 0.29% | New | 245,000 | $29.04M | $118.52 | |
| 69 | WHR | WHIRLPOOL CORP | 0.28% | - | 282,049 | $28.83M | $102.20 | |
| 70 | SHW | SHERWIN WILLIAMS CO | 0.28% | - | 94,172 | $28.1M | $298.43 | |
| 71 | LMT | LOCKHEED MARTIN CORP | 0.26% | - | 56,363 | $26.33M | $467.10 | |
| 72 | ALL | ALLSTATE CORP | 0.24% | - | 154,550 | $24.68M | $159.66 | |
| 73 | EFX | EQUIFAX INC | 0.23% | - | 97,850 | $23.72M | $242.46 | |
| 74 | RTX | RTX CORPORATION | 0.22% | - | 224,000 | $22.49M | $100.39 | |
| 75 | BF-B | BROWN FORMAN CORP | 0.20% | - | 474,187 | $20.48M | $43.19 | |
| 76 | TGT | TARGET CORP | 0.19% | - | 133,000 | $19.69M | $148.04 | |
| 77 | UNP | UNION PAC CORP | 0.19% | - | 85,778 | $19.41M | $226.26 | |
| 78 | CABO | CABLE ONE INC | 0.19% | Add +11.8% | 53,800 | $19.05M | $354.00 | |
| 79 | PAYX | PAYCHEX INC | 0.17% | - | 150,000 | $17.78M | $118.56 | |
| 80 | TMO | THERMO FISHER SCIENTIFIC INC | 0.16% | Add +19.0% | 29,400 | $16.26M | $553.00 | |
| 81 | CSCO | CISCO SYS INC | 0.16% | - | 342,000 | $16.25M | $47.51 | |
| 82 | PEP | PEPSICO INC | 0.16% | - | 96,210 | $15.87M | $164.93 | |
| 83 | RNR | RENAISSANCERE HLDGS LTD | 0.15% | - | 70,000 | $15.65M | $223.51 | |
| 84 | CARR | CARRIER GLOBAL CORPORATION | 0.15% | - | 235,000 | $14.82M | $63.08 | |
| 85 | URI | UNITED RENTALS INC | 0.14% | Add +41.9% | 22,000 | $14.23M | $646.73 | |
| 86 | CCK | CROWN HLDGS INC | 0.14% | - | 189,500 | $14.1M | $74.39 | |
| 87 | FERG | FERGUSON PLC NEW | 0.13% | Add +22.6% | 70,500 | $13.65M | $193.65 | |
| 88 | CHH | CHOICE HOTELS INTL INC | 0.13% | Add +30.8% | 110,500 | $13.15M | $119.00 | |
| 89 | COF | CAPITAL ONE FINL CORP | 0.12% | - | 91,000 | $12.6M | $138.45 | |
| 90 | IQV | IQVIA HLDGS INC | 0.12% | Add +5.4% | 58,726 | $12.42M | $211.44 | |
| 91 | WFC | WELLS FARGO CO NEW | 0.12% | - | 204,450 | $12.14M | $59.39 | |
| 92 | HXL | HEXCEL CORP NEW | 0.12% | - | 189,000 | $11.8M | $62.45 | |
| 93 | PM | PHILIP MORRIS INTL INC | 0.11% | - | 114,500 | $11.6M | $101.33 | |
| 94 | YUM | YUM BRANDS INC | 0.11% | Add +435.6% | 86,502 | $11.46M | $132.46 | |
| 95 | HCA | HCA HEALTHCARE INC | 0.11% | Add +63.8% | 35,105 | $11.28M | $321.28 | |
| 96 | LAMR | LAMAR ADVERTISING CO NEW | 0.11% | Add +22.1% | 94,000 | $11.24M | $119.53 | |
| 97 | SEIC | SEI INVTS CO | 0.11% | - | 173,200 | $11.2M | $64.69 | |
| 98 | OTIS | OTIS WORLDWIDE CORP | 0.11% | - | 114,620 | $11.03M | $96.26 | |
| 99 | SMG | SCOTTS MIRACLE-GRO CO | 0.11% | - | 168,000 | $10.93M | $65.06 | |
| 100 | UNH | UNITEDHEALTH GROUP INC | 0.10% | Add +29.3% | 20,814 | $10.6M | $509.26 | |
| 101 | CE | CELANESE CORP DEL | 0.10% | - | 77,800 | $10.49M | $134.89 | |
| 102 | AMT | AMERICAN TOWER CORP NEW | 0.10% | - | 51,910 | $10.09M | $194.38 | |
| 103 | KMX | CARMAX INC | 0.10% | Add +10.5% | 136,500 | $10.01M | $73.34 | |
| 104 | APD | AIR PRODS & CHEMS INC | 0.10% | Add +153.3% | 38,000 | $9.81M | $258.05 | |
| 105 | GPK | GRAPHIC PACKAGING HLDG CO | 0.09% | Add +39.0% | 334,725 | $8.77M | $26.21 | |
| 106 | SPOT | SPOTIFY TECHNOLOGY S A | 0.08% | - | 25,900 | $8.13M | $313.79 | |
| 107 | OI | O-I GLASS INC | 0.07% | Add +25.0% | 674,100 | $7.5M | No quote | No quote |
| 108 | TRU | TRANSUNION | 0.07% | - | 101,050 | $7.49M | $74.16 | |
| 109 | EMN | EASTMAN CHEM CO | 0.07% | - | 74,950 | $7.34M | $97.97 | |
| 110 | BK | BANK NEW YORK MELLON CORP | 0.07% | - | 121,500 | $7.28M | $59.89 | |
| 111 | EA | ELECTRONIC ARTS INC | 0.07% | Reduce -38.4% | 49,800 | $6.94M | No quote | No quote |
| 112 | SHOP | SHOPIFY INC | 0.07% | - | 102,750 | $6.79M | $66.05 | |
| 113 | SONY | SONY GROUP CORP | 0.06% | - | 67,000 | $5.69M | $84.95 | |
| 114 | MAR | MARRIOTT INTL INC NEW | 0.05% | Add +144.4% | 22,000 | $5.32M | $241.77 | |
| 115 | UBER | UBER TECHNOLOGIES INC | 0.05% | Add +22.4% | 71,000 | $5.16M | $72.68 | |
| 116 | NSP | INSPERITY INC | 0.05% | Add +213.5% | 52,906 | $4.83M | $91.21 | |
| 117 | CBRL | CRACKER BARREL OLD CTRY STOR | 0.05% | - | 111,000 | $4.68M | $42.16 | |
| 118 | FIX | COMFORT SYS USA INC | 0.04% | - | 13,000 | $3.95M | $304.12 | |
| 119 | HSY | HERSHEY CO | 0.04% | Add +126.3% | 21,500 | $3.95M | $183.83 | |
| 120 | SOLV | SOLVENTUM CORP | 0.04% | New | 73,437 | $3.88M | $52.88 | |
| 121 | GHC | GRAHAM HLDGS CO | 0.04% | - | 5,200 | $3.64M | $699.55 | |
| 122 | WRB | BERKLEY W R CORP | 0.03% | - | 40,500 | $3.18M | $78.58 | |
| 123 | BALL | BALL CORP | 0.03% | - | 51,000 | $3.06M | $60.02 | |
| 124 | CVS | CVS HEALTH CORP | 0.03% | Reduce -85.8% | 47,000 | $2.78M | $59.06 | |
| 125 | IT | GARTNER INC | 0.03% | - | 5,700 | $2.56M | $449.06 | |
| 126 | BNRE | BROOKFIELD REINS LTD | 0.02% | - | 60,101 | $2.5M | No quote | No quote |
| 127 | WTW | WILLIS TOWERS WATSON PLC LTD | 0.02% | - | 8,627 | $2.26M | $262.14 | |
| 128 | INTU | INTUIT | 0.02% | - | 2,720 | $1.79M | $657.21 | |
| 129 | ULS | UL SOLUTIONS INC | 0.01% | New | 36,000 | $1.52M | $42.19 | |
| 130 | CSGP | COSTAR GROUP INC | 0.01% | - | 18,600 | $1.38M | $74.14 | |
| 131 | HGTYWS | HAGERTY INC | 0.01% | - | 540,000 | $1.11M | No quote | No quote |
| 132 | DNB | DUN & BRADSTREET HLDGS INC | 0.01% | - | 115,000 | $1.06M | No quote | No quote |
| 133 | ICE | INTERCONTINENTAL EXCHANGE IN | 0.01% | - | 5,120 | $700.88K | $136.89 | |
| 134 | BUD | ANHEUSER BUSCH INBEV SA/NV | 0.01% | - | 11,000 | $639.65K | $58.15 | |
| 135 | SRCL | STERICYCLE INC | - | Sold | 0 | $0 | No quote | No quote |