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 2026-06-06 from SEC 13F data.
Live quotes available for 130 of 138 rows. Rows without a quote are marked unavailable.
| 1 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 6.69% | - | 1,114 | $758.54M | $680920.00 | |
| 2 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 6.12% | - | 1,531,971 | $694.41M | $453.28 | |
| 3 | GOOG | ALPHABET INC | 4.62% | - | 2,749,860 | $523.68M | $190.44 | |
| 4 | BN | BROOKFIELD CORP | 4.41% | - | 8,715,741 | $500.72M | $57.45 | |
| 5 | AMZN | AMAZON COM INC | 3.93% | - | 2,030,760 | $445.53M | $219.39 | |
| 6 | DE | DEERE & CO | 3.27% | Add +0.7% | 874,950 | $370.72M | $423.70 | |
| 7 | HD | HOME DEPOT INC | 3.15% | - | 920,000 | $357.87M | $388.99 | |
| 8 | V | VISA INC | 2.78% | - | 999,285 | $315.81M | $316.04 | |
| 9 | AAPL | APPLE INC | 2.71% | - | 1,227,290 | $307.34M | $250.42 | |
| 10 | WSO | WATSCO INC | 2.47% | Add +1.4% | 590,500 | $279.83M | $473.89 | |
| 11 | ADI | ANALOG DEVICES INC | 2.19% | - | 1,167,671 | $248.08M | $212.46 | |
| 12 | DIS | DISNEY WALT CO | 1.99% | - | 2,031,665 | $226.23M | $111.35 | |
| 13 | BLK | BLACKROCK ORD | 1.99% | New | 220,200 | $225.73M | $1025.11 | |
| 14 | MSFT | MICROSOFT CORP | 1.93% | Add +0.9% | 519,480 | $218.96M | $421.50 | |
| 15 | KKR | KKR & CO INC | 1.89% | - | 1,451,800 | $214.74M | $147.91 | |
| 16 | BX | BLACKSTONE INC | 1.87% | - | 1,229,000 | $211.9M | $172.42 | |
| 17 | GS | GOLDMAN SACHS GROUP INC | 1.81% | - | 359,360 | $205.78M | $572.62 | |
| 18 | RLI | RLI CORP | 1.74% | - | 1,197,272 | $197.35M | $164.83 | |
| 19 | NVO | NOVO-NORDISK A S | 1.63% | - | 2,150,000 | $184.94M | $86.02 | |
| 20 | PGR | PROGRESSIVE CORP | 1.59% | - | 753,750 | $180.61M | $239.61 | |
| 21 | LPLA | LPL FINL HLDGS INC | 1.53% | Add +2.3% | 532,404 | $173.84M | $326.51 | |
| 22 | DEO | DIAGEO PLC | 1.53% | - | 1,366,708 | $173.75M | $127.13 | |
| 23 | LOW | LOWES COS INC | 1.53% | Add +1.6% | 701,480 | $173.13M | $246.80 | |
| 24 | APO | APOLLO GLOBAL MGMT INC | 1.47% | - | 1,012,500 | $167.22M | $165.16 | |
| 25 | META | META PLATFORMS INC | 1.44% | Add +1.1% | 278,381 | $162.99M | $585.51 | |
| 26 | MMC | MARSH & MCLENNAN COS INC | 1.38% | Add +1.8% | 735,500 | $156.23M | No quote | No quote |
| 27 | AXP | AMERICAN EXPRESS CO | 1.27% | - | 484,250 | $143.72M | $296.79 | |
| 28 | TXN | TEXAS INSTRS INC | 1.20% | - | 724,000 | $135.76M | $187.51 | |
| 29 | BAM | BROOKFIELD ASSET MANAGMT LTD | 1.05% | - | 2,193,953 | $118.89M | $54.19 | |
| 30 | CAT | CATERPILLAR INC | 1.04% | Add +1.9% | 324,800 | $117.82M | $362.76 | |
| 31 | MA | MASTERCARD INCORPORATED | 0.96% | - | 207,540 | $109.28M | $526.57 | |
| 32 | GOOGL | ALPHABET INC | 0.93% | - | 555,000 | $105.06M | $189.30 | |
| 33 | GD | GENERAL DYNAMICS CORP | 0.91% | - | 391,000 | $103.02M | $263.49 | |
| 34 | MCO | MOODYS CORP | 0.89% | - | 213,890 | $101.25M | $473.37 | |
| 35 | SCHW | SCHWAB CHARLES CORP | 0.89% | Add +1.0% | 1,363,800 | $100.93M | $74.01 | |
| 36 | NVR | NVR INC | 0.85% | Add +0.9% | 11,814 | $96.63M | $8178.90 | |
| 37 | JNJ | JOHNSON & JOHNSON | 0.78% | - | 610,800 | $88.33M | $144.62 | |
| 38 | MSCI | MSCI INC | 0.76% | - | 142,850 | $85.71M | $600.01 | |
| 39 | ITW | ILLINOIS TOOL WKS INC | 0.73% | - | 327,500 | $83.04M | $253.56 | |
| 40 | SPGI | S&P GLOBAL INC | 0.66% | - | 150,690 | $75.05M | $498.03 | |
| 41 | ADM | ARCHER DANIELS MIDLAND CO | 0.66% | Add +0.8% | 1,474,300 | $74.48M | $50.52 | |
| 42 | HEI-A | HEICO CORP NEW | 0.62% | - | 379,644 | $70.64M | $186.08 | |
| 43 | LIN | LINDE PLC | 0.62% | Add +8.4% | 168,000 | $70.34M | $418.67 | |
| 44 | ROL | ROLLINS INC | 0.60% | Add +0.6% | 1,462,275 | $67.78M | $46.35 | |
| 45 | CG | CARLYLE GROUP INC | 0.59% | - | 1,327,000 | $67M | $50.49 | |
| 46 | ECL | ECOLAB INC | 0.57% | - | 274,300 | $64.27M | $234.32 | |
| 47 | DG | DOLLAR GEN CORP NEW | 0.56% | Add +12.6% | 835,750 | $63.37M | $75.82 | |
| 48 | JPM | JPMORGAN CHASE & CO. | 0.53% | - | 252,550 | $60.54M | $239.71 | |
| 49 | FDX | FEDEX CORP | 0.51% | Add +5.9% | 206,500 | $58.09M | $281.33 | |
| 50 | FNV | FRANCO NEV CORP | 0.50% | Add +39.9% | 483,250 | $56.83M | $117.59 | |
| 51 | SBUX | STARBUCKS CORP | 0.50% | Add +2.8% | 617,318 | $56.33M | $91.25 | |
| 52 | ACN | ACCENTURE PLC IRELAND | 0.49% | - | 159,400 | $56.08M | $351.79 | |
| 53 | FDS | FACTSET RESH SYS INC | 0.49% | - | 116,720 | $56.06M | $480.28 | |
| 54 | NSC | NORFOLK SOUTHN CORP | 0.47% | - | 229,500 | $53.86M | $234.70 | |
| 55 | ODFL | OLD DOMINION FREIGHT LINE IN | 0.47% | Add +1.9% | 300,700 | $53.04M | $176.40 | |
| 56 | ITIC | INVESTORS TITLE CO NC | 0.45% | - | 213,300 | $50.5M | $236.76 | |
| 57 | TSN | TYSON FOODS INC | 0.40% | Add +1.1% | 798,500 | $45.87M | $57.44 | |
| 58 | AON | AON PLC | 0.40% | Add +5.0% | 126,200 | $45.33M | $359.16 | |
| 59 | ROK | ROCKWELL AUTOMATION INC | 0.39% | - | 154,900 | $44.27M | $285.79 | |
| 60 | VRSK | VERISK ANALYTICS INC | 0.38% | Add +7.6% | 155,950 | $42.95M | $275.43 | |
| 61 | THG | HANOVER INS GROUP INC | 0.36% | Add +5.1% | 267,000 | $41.29M | $154.66 | |
| 62 | MMM | 3M CO | 0.33% | - | 293,750 | $37.92M | $129.09 | |
| 63 | CMCSA | COMCAST CORP NEW | 0.32% | Reduce -11.0% | 961,880 | $36.1M | $37.53 | |
| 64 | COST | COSTCO WHSL CORP NEW | 0.32% | - | 39,150 | $35.87M | $916.27 | |
| 65 | TROW | PRICE T ROWE GROUP INC | 0.31% | - | 314,000 | $35.51M | $113.09 | |
| 66 | NKE | NIKE INC | 0.29% | Add +0.8% | 432,400 | $32.72M | $75.67 | |
| 67 | SHW | SHERWIN WILLIAMS CO | 0.28% | - | 94,172 | $32.01M | $339.93 | |
| 68 | BF-A | BROWN FORMAN CORP | 0.28% | - | 843,000 | $31.77M | $37.69 | |
| 69 | HGTY | HAGERTY INC | 0.26% | Add +3.6% | 3,108,000 | $29.99M | $9.65 | |
| 70 | ALL | ALLSTATE CORP | 0.26% | - | 154,550 | $29.8M | $192.79 | |
| 71 | YUM | YUM BRANDS INC | 0.24% | Add +31.3% | 205,502 | $27.57M | $134.16 | |
| 72 | LMT | LOCKHEED MARTIN CORP | 0.24% | - | 56,363 | $27.39M | $485.94 | |
| 73 | RTX | RTX CORPORATION | 0.23% | New | 224,000 | $25.92M | $115.72 | |
| 74 | TMO | THERMO FISHER SCIENTIFIC INC | 0.19% | Add +16.1% | 41,100 | $21.38M | $520.23 | |
| 75 | PAYX | PAYCHEX INC | 0.19% | - | 150,000 | $21.03M | $140.22 | |
| 76 | URI | UNITED RENTALS INC | 0.18% | Add +14.3% | 29,650 | $20.89M | $704.44 | |
| 77 | CSCO | CISCO SYS INC | 0.18% | - | 342,000 | $20.25M | $59.20 | |
| 78 | UNP | UNION PAC CORP | 0.17% | - | 85,778 | $19.56M | $228.04 | |
| 79 | APD | AIR PRODS & CHEMS INC | 0.16% | Add +24.0% | 64,500 | $18.71M | $290.04 | |
| 80 | EFX | EQUIFAX INC | 0.16% | - | 72,850 | $18.57M | $254.85 | |
| 81 | CABO | CABLE ONE INC | 0.16% | Reduce -15.2% | 50,900 | $18.43M | $362.12 | |
| 82 | FERG | FERGUSON ENTERPRISES INC | 0.16% | Add +25.4% | 106,000 | $18.4M | $173.57 | |
| 83 | BF-B | BROWN FORMAN CORP | 0.16% | - | 474,187 | $18.01M | $37.98 | |
| 84 | TGT | TARGET CORP | 0.16% | - | 133,000 | $17.98M | $135.18 | |
| 85 | RNR | RENAISSANCERE HLDGS LTD | 0.15% | - | 70,000 | $17.42M | $248.81 | |
| 86 | HCA | HCA HEALTHCARE INC | 0.15% | Add +11.1% | 56,580 | $16.98M | $300.15 | |
| 87 | CHH | CHOICE HOTELS INTL INC | 0.14% | - | 115,500 | $16.4M | $141.98 | |
| 88 | COF | CAPITAL ONE FINL CORP | 0.14% | - | 91,000 | $16.23M | $178.32 | |
| 89 | CARR | CARRIER GLOBAL CORPORATION | 0.14% | - | 235,000 | $16.04M | $68.26 | |
| 90 | CCK | CROWN HLDGS INC | 0.14% | - | 189,500 | $15.67M | $82.69 | |
| 91 | ABNB | AIRBNB INC | 0.13% | Add +502.1% | 115,310 | $15.15M | $131.41 | |
| 92 | LAMR | LAMAR ADVERTISING CO NEW | 0.13% | Add +11.7% | 124,000 | $15.1M | $121.74 | |
| 93 | PEP | PEPSICO INC | 0.13% | - | 96,210 | $14.63M | $152.06 | |
| 94 | WFC | WELLS FARGO CO NEW | 0.13% | - | 204,450 | $14.36M | $70.24 | |
| 95 | SEIC | SEI INVTS CO | 0.13% | - | 173,200 | $14.29M | $82.48 | |
| 96 | PM | PHILIP MORRIS INTL INC | 0.12% | - | 114,500 | $13.78M | $120.35 | |
| 97 | UNH | UNITEDHEALTH GROUP INC | 0.12% | Add +11.0% | 26,714 | $13.51M | $505.86 | |
| 98 | MAR | MARRIOTT INTL INC NEW | 0.12% | Add +30.6% | 47,000 | $13.11M | $278.94 | |
| 99 | HXL | HEXCEL CORP NEW | 0.10% | - | 189,000 | $11.85M | $62.70 | |
| 100 | GPK | GRAPHIC PACKAGING HLDG CO | 0.10% | Add +8.2% | 427,225 | $11.6M | $27.16 | |
| 101 | SPOT | SPOTIFY TECHNOLOGY S A | 0.10% | - | 25,900 | $11.59M | $447.38 | |
| 102 | IQV | IQVIA HLDGS INC | 0.10% | - | 58,726 | $11.54M | $196.51 | |
| 103 | KMX | CARMAX INC | 0.10% | - | 136,500 | $11.16M | $81.76 | |
| 104 | SMG | SCOTTS MIRACLE-GRO CO | 0.10% | - | 168,000 | $11.15M | $66.34 | |
| 105 | SHOP | SHOPIFY INC | 0.10% | - | 102,750 | $10.93M | $106.33 | |
| 106 | OTIS | OTIS WORLDWIDE CORP | 0.09% | - | 114,620 | $10.61M | $92.61 | |
| 107 | NSP | INSPERITY INC | 0.09% | Add +87.8% | 131,728 | $10.21M | $77.51 | |
| 108 | TRU | TRANSUNION | 0.08% | - | 101,050 | $9.37M | $92.71 | |
| 109 | BK | BANK NEW YORK MELLON CORP | 0.08% | - | 121,500 | $9.33M | $76.83 | |
| 110 | OI | O-I GLASS INC | 0.08% | Add +1.2% | 824,100 | $8.93M | No quote | No quote |
| 111 | HSY | HERSHEY CO | 0.07% | Add +25.0% | 45,000 | $7.62M | $169.35 | |
| 112 | SONY | SONY GROUP CORP | 0.06% | -5:1 split | 335,000 | $7.09M | $21.16 | |
| 113 | EMN | EASTMAN CHEM CO | 0.06% | - | 74,950 | $6.84M | $91.32 | |
| 114 | UBER | UBER TECHNOLOGIES INC | 0.06% | Add +23.9% | 109,000 | $6.57M | $60.32 | |
| 115 | CE | CELANESE CORP DEL | 0.05% | Add +4.5% | 81,300 | $5.63M | $69.21 | |
| 116 | FIX | COMFORT SYS USA INC | 0.05% | - | 13,000 | $5.51M | $424.06 | |
| 117 | GHC | GRAHAM HLDGS CO | 0.04% | - | 5,200 | $4.53M | $871.92 | |
| 118 | WRB | BERKLEY W R CORP | 0.03% | - | 60,750 | $3.56M | $58.52 | |
| 119 | BALL | BALL CORP | 0.02% | - | 51,000 | $2.81M | $55.13 | |
| 120 | IT | GARTNER INC | 0.02% | - | 5,700 | $2.76M | $484.47 | |
| 121 | WTW | WILLIS TOWERS WATSON PLC LTD | 0.02% | - | 8,627 | $2.7M | $313.24 | |
| 122 | DPZ | DOMINOS PIZZA INC | 0.02% | Add +22.2% | 5,500 | $2.31M | $419.76 | |
| 123 | INTU | INTUIT | 0.02% | - | 2,720 | $1.71M | $628.50 | |
| 124 | MGM | MGM RESORTS INTERNATIONAL | 0.01% | New | 40,000 | $1.39M | $34.65 | |
| 125 | CSGP | COSTAR GROUP INC | 0.01% | - | 18,600 | $1.33M | $71.59 | |
| 126 | EL | LAUDER ESTEE COS INC | 0.01% | Add +7.1% | 15,000 | $1.12M | $74.98 | |
| 127 | BC | BRUNSWICK CORP | 0.01% | Add +7.1% | 15,000 | $970.2K | $64.68 | |
| 128 | AYI | ACUITY BRANDS INC | 0.01% | New | 3,000 | $876.39K | $292.13 | |
| 129 | ICE | INTERCONTINENTAL EXCHANGE IN | 0.01% | - | 5,120 | $762.93K | $149.01 | |
| 130 | HII | HUNTINGTON INGALLS INDS INC | 0.01% | New | 4,000 | $755.88K | $188.97 | |
| 131 | CME | CME GROUP INC | 0.01% | New | 3,000 | $696.69K | $232.23 | |
| 132 | BUD | ANHEUSER BUSCH INBEV SA/NV | 0.00% | - | 11,000 | $550.77K | $50.07 | |
| 138 | WHR | WHIRLPOOL CORP | - | Sold | 0 | $0 | No quote | No quote |
| 137 | SOLV | SOLVENTUM CORP | - | Sold | 0 | $0 | No quote | No quote |
| 136 | - | RTX CORPORATIONCUSIP 755130000 | - | Sold | 0 | $0 | No quote | No quote |
| 135 | DNB | DUN & BRADSTREET HLDGS INC | - | Sold | 0 | $0 | No quote | No quote |
| 134 | BLK | BLACKROCK INC | - | Sold | 0 | $0 | No quote | No quote |
| 133 | AMT | AMERICAN TOWER CORP NEW | - | Sold | 0 | $0 | No quote | No quote |