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 133 of 135 rows. Rows without a quote are marked unavailable.
| 1 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 7.90% | - | 1,114 | $889.46M | $798441.60 | |
| 2 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 7.25% | - | 1,531,971 | $815.9M | $532.58 | |
| 3 | BN | BROOKFIELD CORP | 4.06% | - | 8,715,741 | $456.79M | $52.41 | |
| 4 | GOOG | ALPHABET INC | 3.81% | - | 2,749,860 | $429.61M | $156.23 | |
| 5 | DE | DEERE & CO | 3.66% | Add +0.3% | 877,700 | $411.95M | $469.35 | |
| 6 | AMZN | AMAZON COM INC | 3.43% | - | 2,030,760 | $386.37M | $190.26 | |
| 7 | V | VISA INC | 3.11% | - | 999,285 | $350.21M | $350.46 | |
| 8 | HD | HOME DEPOT INC | 2.99% | - | 920,000 | $337.17M | $366.49 | |
| 9 | WSO | WATSCO INC | 2.67% | - | 590,500 | $300.15M | $508.30 | |
| 10 | AAPL | APPLE INC | 2.42% | - | 1,227,290 | $272.62M | $222.13 | |
| 11 | ADI | ANALOG DEVICES INC | 2.09% | - | 1,167,671 | $235.48M | $201.67 | |
| 12 | PGR | PROGRESSIVE CORP | 1.89% | - | 753,750 | $213.32M | $283.01 | |
| 13 | BLK | BLACKROCK INC | 1.85% | - | 220,200 | $208.41M | $946.48 | |
| 14 | DIS | DISNEY WALT CO | 1.78% | - | 2,031,665 | $200.53M | $98.70 | |
| 15 | GS | GOLDMAN SACHS GROUP INC | 1.74% | - | 359,360 | $196.31M | $546.29 | |
| 16 | MSFT | MICROSOFT CORP | 1.74% | Add +0.6% | 522,730 | $196.23M | $375.39 | |
| 17 | RLI | RLI CORP | 1.71% | -2:1 split | 2,394,544 | $192.35M | $80.33 | |
| 18 | MMC | MARSH & MCLENNAN COS INC | 1.61% | Add +1.1% | 743,500 | $181.44M | No quote | No quote |
| 19 | LPLA | LPL FINL HLDGS INC | 1.57% | Add +1.3% | 539,104 | $176.36M | $327.14 | |
| 20 | BX | BLACKSTONE INC | 1.53% | - | 1,229,000 | $171.79M | $139.78 | |
| 21 | KKR | KKR & CO INC | 1.49% | - | 1,451,800 | $167.84M | $115.61 | |
| 22 | LOW | LOWES COS INC | 1.47% | Add +1.0% | 708,230 | $165.18M | $233.23 | |
| 23 | META | META PLATFORMS INC | 1.43% | Add +0.6% | 280,081 | $161.43M | $576.36 | |
| 24 | NVO | NOVO-NORDISK A S | 1.33% | - | 2,150,000 | $149.3M | $69.44 | |
| 25 | DEO | DIAGEO PLC | 1.27% | - | 1,366,708 | $143.22M | $104.79 | |
| 26 | APO | APOLLO GLOBAL MGMT INC | 1.23% | - | 1,012,500 | $138.65M | $136.94 | |
| 27 | AXP | AMERICAN EXPRESS CO | 1.16% | - | 484,250 | $130.29M | $269.05 | |
| 28 | TXN | TEXAS INSTRS INC | 1.16% | - | 724,000 | $130.1M | $179.70 | |
| 29 | MA | MASTERCARD INCORPORATED | 1.01% | - | 207,540 | $113.76M | $548.12 | |
| 30 | CAT | CATERPILLAR INC | 0.96% | Add +1.0% | 328,050 | $108.19M | $329.80 | |
| 31 | SCHW | SCHWAB CHARLES CORP | 0.95% | Add +0.1% | 1,364,800 | $106.84M | $78.28 | |
| 32 | GD | GENERAL DYNAMICS CORP | 0.95% | - | 391,000 | $106.58M | $272.58 | |
| 33 | BAM | BROOKFIELD ASSET MANAGMT LTD | 0.94% | - | 2,193,953 | $106.3M | $48.45 | |
| 34 | JNJ | JOHNSON & JOHNSON | 0.90% | - | 610,800 | $101.3M | $165.84 | |
| 35 | MCO | MOODYS CORP | 0.88% | - | 213,890 | $99.61M | $465.69 | |
| 36 | GOOGL | ALPHABET INC | 0.76% | Add +0.4% | 557,000 | $86.13M | $154.64 | |
| 37 | NVR | NVR INC | 0.76% | Add +0.6% | 11,884 | $86.09M | $7244.39 | |
| 38 | LIN | LINDE PLC | 0.75% | Add +7.7% | 181,000 | $84.28M | $465.64 | |
| 39 | FNV | FRANCO NEV CORP | 0.73% | Add +8.7% | 525,250 | $82.76M | $157.56 | |
| 40 | ITW | ILLINOIS TOOL WKS INC | 0.72% | - | 327,500 | $81.22M | $248.01 | |
| 41 | MSCI | MSCI INC | 0.72% | - | 142,850 | $80.78M | $565.50 | |
| 42 | HEI-A | HEICO CORP NEW | 0.71% | - | 379,644 | $80.09M | $210.97 | |
| 43 | ROL | ROLLINS INC | 0.70% | - | 1,462,275 | $79.01M | $54.03 | |
| 44 | SPGI | S&P GLOBAL INC | 0.68% | - | 150,690 | $76.57M | $508.10 | |
| 45 | DG | DOLLAR GEN CORP NEW | 0.68% | Add +4.0% | 869,250 | $76.43M | $87.93 | |
| 46 | ADM | ARCHER DANIELS MIDLAND CO | 0.66% | Add +5.2% | 1,551,300 | $74.48M | $48.01 | |
| 47 | ECL | ECOLAB INC | 0.62% | - | 274,300 | $69.54M | $253.52 | |
| 48 | JPM | JPMORGAN CHASE & CO. | 0.55% | - | 252,550 | $61.95M | $245.30 | |
| 49 | SBUX | STARBUCKS CORP | 0.54% | Add +1.1% | 623,818 | $61.19M | $98.09 | |
| 50 | CG | CARLYLE GROUP INC | 0.51% | - | 1,327,000 | $57.84M | $43.59 | |
| 51 | NSC | NORFOLK SOUTHN CORP | 0.48% | - | 229,500 | $54.36M | $236.85 | |
| 52 | FDS | FACTSET RESH SYS INC | 0.47% | - | 116,720 | $53.07M | $454.64 | |
| 53 | FDX | FEDEX CORP | 0.46% | Add +3.1% | 213,000 | $51.93M | $243.78 | |
| 54 | ODFL | OLD DOMINION FREIGHT LINE IN | 0.46% | Add +4.2% | 313,200 | $51.82M | $165.45 | |
| 55 | AON | AON PLC | 0.46% | Add +2.6% | 129,450 | $51.66M | $399.09 | |
| 56 | ITIC | INVESTORS TITLE CO NC | 0.46% | - | 213,300 | $51.42M | $241.08 | |
| 57 | TSN | TYSON FOODS INC | 0.45% | - | 798,500 | $50.95M | $63.81 | |
| 58 | ACN | ACCENTURE PLC IRELAND | 0.44% | - | 159,400 | $49.74M | $312.04 | |
| 59 | THG | HANOVER INS GROUP INC | 0.43% | Add +4.9% | 280,000 | $48.71M | $173.95 | |
| 60 | VRSK | VERISK ANALYTICS INC | 0.41% | - | 155,950 | $46.41M | $297.62 | |
| 61 | MMM | 3M CO | 0.38% | - | 293,750 | $43.14M | $146.86 | |
| 62 | ROK | ROCKWELL AUTOMATION INC | 0.36% | - | 154,900 | $40.02M | $258.38 | |
| 63 | COST | COSTCO WHSL CORP NEW | 0.33% | - | 39,150 | $37.03M | $945.78 | |
| 64 | CMCSA | COMCAST CORP NEW | 0.32% | - | 961,880 | $35.49M | $36.90 | |
| 65 | YUM | YUM BRANDS INC | 0.32% | Add +9.7% | 225,451 | $35.48M | $157.36 | |
| 66 | SHW | SHERWIN WILLIAMS CO | 0.29% | - | 94,172 | $32.88M | $349.19 | |
| 67 | ALL | ALLSTATE CORP | 0.28% | - | 154,550 | $32M | $207.07 | |
| 68 | RTX | RTX CORPORATION | 0.26% | - | 224,000 | $29.67M | $132.46 | |
| 69 | TROW | PRICE T ROWE GROUP INC | 0.26% | - | 314,000 | $28.85M | $91.87 | |
| 70 | NKE | NIKE INC | 0.25% | Add +3.0% | 445,400 | $28.27M | $63.48 | |
| 71 | BF-A | BROWN FORMAN CORP | 0.25% | - | 843,000 | $28.22M | $33.47 | |
| 72 | HGTY | HAGERTY INC | 0.25% | - | 3,108,000 | $28.1M | $9.04 | |
| 73 | LMT | LOCKHEED MARTIN CORP | 0.24% | Add +9.1% | 61,463 | $27.46M | $446.71 | |
| 74 | PAYX | PAYCHEX INC | 0.21% | - | 150,000 | $23.14M | $154.28 | |
| 75 | TMO | THERMO FISHER SCIENTIFIC INC | 0.20% | Add +9.5% | 45,000 | $22.39M | $497.60 | |
| 76 | ABNB | AIRBNB INC | 0.20% | Add +59.4% | 183,820 | $21.96M | $119.46 | |
| 77 | HCA | HCA HEALTHCARE INC | 0.19% | Add +9.6% | 62,001 | $21.42M | $345.55 | |
| 78 | CSCO | CISCO SYS INC | 0.19% | - | 342,000 | $21.1M | $61.71 | |
| 79 | UNP | UNION PAC CORP | 0.18% | - | 85,778 | $20.26M | $236.24 | |
| 80 | FERG | FERGUSON ENTERPRISES INC | 0.17% | Add +16.0% | 123,000 | $19.71M | $160.23 | |
| 81 | URI | UNITED RENTALS INC | 0.17% | Add +5.1% | 31,150 | $19.52M | $626.70 | |
| 82 | APD | AIR PRODS & CHEMS INC | 0.17% | Add +0.8% | 65,000 | $19.17M | $294.92 | |
| 83 | PM | PHILIP MORRIS INTL INC | 0.16% | - | 114,500 | $18.17M | $158.73 | |
| 84 | EFX | EQUIFAX INC | 0.16% | - | 72,850 | $17.74M | $243.56 | |
| 85 | CCK | CROWN HLDGS INC | 0.15% | - | 189,500 | $16.91M | $89.26 | |
| 86 | RNR | RENAISSANCERE HLDGS LTD | 0.15% | - | 70,000 | $16.8M | $240.00 | |
| 87 | COF | CAPITAL ONE FINL CORP | 0.14% | - | 91,000 | $16.32M | $179.30 | |
| 88 | BF-B | BROWN FORMAN CORP | 0.14% | - | 474,187 | $16.09M | $33.94 | |
| 89 | LAMR | LAMAR ADVERTISING CO NEW | 0.14% | Add +10.5% | 137,000 | $15.59M | $113.78 | |
| 90 | CHH | CHOICE HOTELS INTL INC | 0.14% | - | 115,500 | $15.34M | $132.78 | |
| 91 | CARR | CARRIER GLOBAL CORPORATION | 0.13% | - | 235,000 | $14.9M | $63.40 | |
| 92 | WFC | WELLS FARGO CO NEW | 0.13% | - | 204,450 | $14.68M | $71.79 | |
| 93 | UNH | UNITEDHEALTH GROUP INC | 0.13% | Add +4.9% | 28,014 | $14.67M | $523.75 | |
| 94 | PEP | PEPSICO INC | 0.13% | - | 96,210 | $14.43M | $149.94 | |
| 95 | SPOT | SPOTIFY TECHNOLOGY S A | 0.13% | - | 25,900 | $14.25M | $550.03 | |
| 96 | TGT | TARGET CORP | 0.12% | - | 133,000 | $13.88M | $104.36 | |
| 97 | SEIC | SEI INVTS CO | 0.12% | - | 173,200 | $13.45M | $77.63 | |
| 98 | MAR | MARRIOTT INTL INC NEW | 0.11% | Add +10.6% | 52,000 | $12.39M | $238.20 | |
| 99 | GPK | GRAPHIC PACKAGING HLDG CO | 0.11% | Add +8.0% | 461,225 | $11.97M | $25.96 | |
| 100 | OTIS | OTIS WORLDWIDE CORP | 0.10% | - | 114,620 | $11.83M | $103.20 | |
| 101 | NSP | INSPERITY INC | 0.10% | - | 131,728 | $11.75M | $89.23 | |
| 102 | KMX | CARMAX INC | 0.09% | - | 136,500 | $10.64M | $77.92 | |
| 103 | IQV | IQVIA HLDGS INC | 0.09% | - | 58,726 | $10.35M | $176.30 | |
| 104 | HXL | HEXCEL CORP NEW | 0.09% | - | 189,000 | $10.35M | $54.76 | |
| 105 | BK | BANK NEW YORK MELLON CORP | 0.09% | - | 121,500 | $10.19M | $83.87 | |
| 106 | OI | O-I GLASS INC | 0.09% | Add +6.1% | 874,100 | $10.03M | No quote | No quote |
| 107 | SHOP | SHOPIFY INC | 0.09% | - | 102,750 | $9.81M | $95.48 | |
| 108 | HSY | HERSHEY CO | 0.08% | Add +21.1% | 54,500 | $9.32M | $171.03 | |
| 109 | SMG | SCOTTS MIRACLE-GRO CO | 0.08% | - | 168,000 | $9.22M | $54.89 | |
| 110 | UBER | UBER TECHNOLOGIES INC | 0.08% | Add +11.9% | 122,000 | $8.89M | $72.86 | |
| 111 | SONY | SONY GROUP CORP | 0.08% | - | 335,000 | $8.51M | $25.39 | |
| 112 | TRU | TRANSUNION | 0.07% | - | 101,050 | $8.39M | $82.99 | |
| 113 | EMN | EASTMAN CHEM CO | 0.06% | - | 74,950 | $6.6M | $88.11 | |
| 114 | GHC | GRAHAM HLDGS CO | 0.04% | - | 5,200 | $5M | $960.86 | |
| 115 | CE | CELANESE CORP DEL | 0.04% | - | 81,300 | $4.62M | $56.77 | |
| 116 | WRB | BERKLEY W R CORP | 0.04% | - | 60,750 | $4.32M | $71.16 | |
| 117 | FIX | COMFORT SYS USA INC | 0.04% | - | 13,000 | $4.19M | $322.33 | |
| 118 | HII | HUNTINGTON INGALLS INDS INC | 0.03% | Add +350.0% | 18,000 | $3.67M | $204.04 | |
| 119 | CABO | CABLE ONE INC | 0.03% | Reduce -76.6% | 11,900 | $3.16M | $265.77 | |
| 120 | WTW | WILLIS TOWERS WATSON PLC LTD | 0.03% | - | 8,627 | $2.92M | $337.95 | |
| 121 | BALL | BALL CORP | 0.02% | - | 51,000 | $2.66M | $52.07 | |
| 122 | AYI | ACUITY BRANDS INC | 0.02% | Add +225.0% | 9,750 | $2.57M | $263.35 | |
| 123 | MGM | MGM RESORTS INTERNATIONAL | 0.02% | Add +113.8% | 85,500 | $2.53M | $29.64 | |
| 124 | DPZ | DOMINOS PIZZA INC | 0.02% | - | 5,500 | $2.53M | $459.45 | |
| 125 | CME | CME GROUP INC | 0.02% | Add +216.7% | 9,500 | $2.52M | $265.29 | |
| 126 | IT | GARTNER INC | 0.02% | - | 5,700 | $2.39M | $419.74 | |
| 127 | INTU | INTUIT | 0.01% | - | 2,720 | $1.67M | $613.99 | |
| 128 | BC | BRUNSWICK CORP | 0.01% | Add +96.7% | 29,500 | $1.59M | $53.85 | |
| 129 | CSGP | COSTAR GROUP INC | 0.01% | - | 18,600 | $1.47M | $79.23 | |
| 130 | CBOE | CBOE GLOBAL MKTS INC | 0.01% | New | 6,000 | $1.36M | $226.29 | |
| 131 | EL | LAUDER ESTEE COS INC | 0.01% | - | 15,000 | $990K | $66.00 | |
| 132 | ICE | INTERCONTINENTAL EXCHANGE IN | 0.01% | - | 5,120 | $883.2K | $172.50 | |
| 133 | EXP | EAGLE MATLS INC | 0.01% | New | 3,500 | $776.76K | $221.93 | |
| 134 | BUD | ANHEUSER BUSCH INBEV SA/NV | 0.01% | - | 11,000 | $677.16K | $61.56 | |
| 135 | SYY | SYSCO CORP | 0.01% | New | 9,000 | $675.36K | $75.04 |