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 135 of 138 rows. Rows without a quote are marked unavailable.
| 1 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 6.86% | - | 1,114 | $811.88M | $728800.00 | |
| 2 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 6.29% | - | 1,531,971 | $744.19M | $485.77 | |
| 3 | BN | BROOKFIELD CORP | 4.56% | - | 8,715,741 | $539.07M | $61.85 | |
| 4 | GOOG | ALPHABET INC | 4.12% | - | 2,749,860 | $487.8M | $177.39 | |
| 5 | DE | DEERE & CO | 3.77% | Add +0.0% | 877,900 | $446.4M | $508.49 | |
| 6 | AMZN | AMAZON COM INC | 3.77% | - | 2,030,760 | $445.53M | $219.39 | |
| 7 | V | VISA INC | 3.00% | - | 999,285 | $354.8M | $355.05 | |
| 8 | HD | HOME DEPOT INC | 2.85% | - | 920,000 | $337.31M | $366.64 | |
| 9 | ADI | ANALOG DEVICES INC | 2.35% | - | 1,167,671 | $277.93M | $238.02 | |
| 10 | MSFT | MICROSOFT CORP | 2.22% | Add +0.9% | 527,480 | $262.37M | $497.41 | |
| 11 | GS | GOLDMAN SACHS GROUP INC | 2.15% | - | 359,360 | $254.34M | $707.75 | |
| 12 | DIS | DISNEY WALT CO | 2.13% | - | 2,031,665 | $251.95M | $124.01 | |
| 13 | AAPL | APPLE INC | 2.13% | - | 1,227,290 | $251.8M | $205.17 | |
| 14 | WSO | WATSCO INC | 2.11% | Reduce -4.3% | 565,169 | $249.59M | $441.62 | |
| 15 | BLK | BLACKROCK INC | 1.95% | - | 220,200 | $231.04M | $1049.25 | |
| 16 | META | META PLATFORMS INC | 1.75% | Add +0.1% | 280,281 | $206.87M | $738.09 | |
| 17 | LPLA | LPL FINL HLDGS INC | 1.73% | Add +1.0% | 544,604 | $204.21M | $374.97 | |
| 18 | PGR | PROGRESSIVE CORP | 1.70% | - | 753,750 | $201.15M | $266.86 | |
| 19 | KKR | KKR & CO INC | 1.63% | - | 1,451,800 | $193.13M | $133.03 | |
| 20 | BX | BLACKSTONE INC | 1.55% | - | 1,229,000 | $183.83M | $149.58 | |
| 21 | RLI | RLI CORP | 1.46% | - | 2,394,544 | $172.93M | $72.22 | |
| 22 | MMC | MARSH & MCLENNAN COS INC | 1.38% | Add +0.7% | 748,750 | $163.71M | No quote | No quote |
| 23 | LOW | LOWES COS INC | 1.35% | Add +1.3% | 717,230 | $159.13M | $221.87 | |
| 24 | NVO | NOVO-NORDISK A S | 1.32% | Add +5.0% | 2,258,588 | $155.89M | $69.02 | |
| 25 | AXP | AMERICAN EXPRESS CO | 1.31% | - | 484,250 | $154.47M | $318.98 | |
| 26 | TXN | TEXAS INSTRS INC | 1.27% | - | 724,000 | $150.32M | $207.62 | |
| 27 | APO | APOLLO GLOBAL MGMT INC | 1.21% | - | 1,012,500 | $143.64M | $141.87 | |
| 28 | DEO | DIAGEO PLC | 1.17% | - | 1,366,708 | $137.82M | $100.84 | |
| 29 | CAT | CATERPILLAR INC | 1.08% | Add +0.2% | 328,650 | $127.59M | $388.21 | |
| 30 | SCHW | SCHWAB CHARLES CORP | 1.05% | - | 1,364,800 | $124.52M | $91.24 | |
| 31 | BAM | BROOKFIELD ASSET MANAGMT LTD | 1.03% | - | 2,193,953 | $121.28M | $55.28 | |
| 32 | MA | MASTERCARD INCORPORATED | 0.99% | - | 207,540 | $116.63M | $561.94 | |
| 33 | GD | GENERAL DYNAMICS CORP | 0.96% | - | 391,000 | $114.04M | $291.66 | |
| 34 | MCO | MOODYS CORP | 0.91% | - | 213,890 | $107.29M | $501.59 | |
| 35 | GOOGL | ALPHABET INC | 0.85% | Add +2.7% | 572,000 | $100.8M | $176.23 | |
| 36 | DG | DOLLAR GEN CORP NEW | 0.84% | - | 869,250 | $99.42M | $114.38 | |
| 37 | HEI-A | HEICO CORP NEW | 0.83% | - | 379,644 | $98.23M | $258.75 | |
| 38 | FNV | FRANCO NEV CORP | 0.79% | Add +8.4% | 569,500 | $93.35M | $163.92 | |
| 39 | JNJ | JOHNSON & JOHNSON | 0.79% | - | 610,800 | $93.3M | $152.75 | |
| 40 | NVR | NVR INC | 0.74% | Add +0.1% | 11,897 | $87.87M | $7385.66 | |
| 41 | LIN | LINDE PLC | 0.74% | Add +3.1% | 186,600 | $87.55M | $469.18 | |
| 42 | ADM | ARCHER DANIELS MIDLAND CO | 0.70% | Add +1.4% | 1,573,800 | $83.07M | $52.78 | |
| 43 | ROL | ROLLINS INC | 0.70% | Add +0.5% | 1,469,275 | $82.9M | $56.42 | |
| 44 | MSCI | MSCI INC | 0.70% | - | 142,850 | $82.39M | $576.74 | |
| 45 | ITW | ILLINOIS TOOL WKS INC | 0.68% | - | 327,500 | $80.97M | $247.25 | |
| 46 | SPGI | S&P GLOBAL INC | 0.67% | - | 150,690 | $79.46M | $527.29 | |
| 47 | ECL | ECOLAB INC | 0.62% | - | 274,300 | $73.91M | $269.44 | |
| 48 | JPM | JPMORGAN CHASE & CO. | 0.62% | - | 252,550 | $73.22M | $289.91 | |
| 49 | CG | CARLYLE GROUP INC | 0.58% | - | 1,327,000 | $68.21M | $51.40 | |
| 50 | NSC | NORFOLK SOUTHN CORP | 0.51% | Add +3.0% | 236,500 | $60.54M | $255.97 | |
| 51 | SBUX | STARBUCKS CORP | 0.48% | - | 623,818 | $57.16M | $91.63 | |
| 52 | ODFL | OLD DOMINION FREIGHT LINE IN | 0.47% | Add +9.3% | 342,450 | $55.58M | $162.30 | |
| 53 | FDS | FACTSET RESH SYS INC | 0.44% | - | 116,720 | $52.21M | $447.28 | |
| 54 | ROK | ROCKWELL AUTOMATION INC | 0.43% | - | 154,900 | $51.45M | $332.17 | |
| 55 | VRSK | VERISK ANALYTICS INC | 0.41% | - | 155,950 | $48.58M | $311.50 | |
| 56 | FDX | FEDEX CORP | 0.41% | - | 213,000 | $48.42M | $227.31 | |
| 57 | THG | HANOVER INS GROUP INC | 0.40% | Add +0.4% | 281,000 | $47.73M | $169.87 | |
| 58 | ACN | ACCENTURE PLC IRELAND | 0.40% | - | 159,400 | $47.64M | $298.89 | |
| 59 | AON | AON PLC | 0.39% | Add +0.3% | 129,800 | $46.31M | $356.76 | |
| 60 | TSN | TYSON FOODS INC | 0.39% | Add +2.2% | 816,000 | $45.65M | $55.94 | |
| 61 | ITIC | INVESTORS TITLE CO NC | 0.38% | - | 213,300 | $45.07M | $211.30 | |
| 62 | COST | COSTCO WHSL CORP NEW | 0.33% | - | 39,150 | $38.76M | $989.94 | |
| 63 | CMCSA | COMCAST CORP NEW | 0.29% | - | 961,880 | $34.33M | $35.69 | |
| 64 | YUM | YUM BRANDS INC | 0.28% | Add +0.4% | 226,451 | $33.56M | $148.18 | |
| 65 | RTX | RTX CORPORATION | 0.28% | - | 224,000 | $32.71M | $146.02 | |
| 66 | SHW | SHERWIN WILLIAMS CO | 0.27% | - | 94,172 | $32.33M | $343.36 | |
| 67 | NKE | NIKE INC | 0.27% | Add +0.5% | 447,400 | $31.78M | $71.04 | |
| 68 | HGTY | HAGERTY INC | 0.27% | - | 3,108,000 | $31.42M | $10.11 | |
| 69 | ALL | ALLSTATE CORP | 0.26% | - | 154,550 | $31.11M | $201.31 | |
| 70 | TROW | PRICE T ROWE GROUP INC | 0.26% | - | 314,000 | $30.3M | $96.50 | |
| 71 | FERG | FERGUSON ENTERPRISES INC | 0.25% | Add +9.3% | 134,500 | $29.29M | $217.75 | |
| 72 | LMT | LOCKHEED MARTIN CORP | 0.24% | Add +1.3% | 62,263 | $28.84M | $463.14 | |
| 73 | ABNB | AIRBNB INC | 0.24% | Add +15.3% | 212,003 | $28.06M | $132.34 | |
| 74 | HCA | HCA HEALTHCARE INC | 0.22% | Add +11.2% | 68,963 | $26.42M | $383.10 | |
| 75 | CSCO | CISCO SYS INC | 0.20% | Add +2.2% | 349,500 | $24.25M | $69.38 | |
| 76 | URI | UNITED RENTALS INC | 0.20% | - | 31,150 | $23.47M | $753.40 | |
| 77 | BF-A | BROWN FORMAN CORP | 0.20% | - | 843,000 | $23.16M | $27.47 | |
| 78 | UNP | UNION PAC CORP | 0.19% | Add +13.4% | 97,278 | $22.38M | $230.08 | |
| 79 | PAYX | PAYCHEX INC | 0.18% | - | 150,000 | $21.82M | $145.46 | |
| 80 | PM | PHILIP MORRIS INTL INC | 0.18% | - | 114,500 | $20.85M | $182.13 | |
| 81 | TMO | THERMO FISHER SCIENTIFIC INC | 0.17% | Add +10.1% | 49,550 | $20.09M | $405.46 | |
| 82 | SPOT | SPOTIFY TECHNOLOGY S A | 0.17% | - | 25,900 | $19.87M | $767.34 | |
| 83 | CCK | CROWN HLDGS INC | 0.17% | - | 189,500 | $19.51M | $102.98 | |
| 84 | COF | CAPITAL ONE FINL CORP | 0.16% | - | 91,000 | $19.36M | $212.76 | |
| 85 | LAMR | LAMAR ADVERTISING CO NEW | 0.16% | Add +15.3% | 158,000 | $19.17M | $121.36 | |
| 86 | EFX | EQUIFAX INC | 0.16% | - | 72,850 | $18.9M | $259.37 | |
| 87 | APD | AIR PRODS & CHEMS INC | 0.15% | - | 65,000 | $18.33M | $282.06 | |
| 88 | MMM | 3M CO | 0.15% | Reduce -59.7% | 118,250 | $18M | $152.24 | |
| 89 | CARR | CARRIER GLOBAL CORPORATION | 0.15% | - | 235,000 | $17.2M | $73.19 | |
| 90 | RNR | RENAISSANCERE HLDGS LTD | 0.14% | - | 70,000 | $17M | $242.90 | |
| 91 | MAR | MARRIOTT INTL INC NEW | 0.14% | Add +15.9% | 60,250 | $16.46M | $273.21 | |
| 92 | WFC | WELLS FARGO CO NEW | 0.14% | - | 204,450 | $16.38M | $80.12 | |
| 93 | SEIC | SEI INVTS CO | 0.13% | - | 173,200 | $15.56M | $89.86 | |
| 94 | CHH | CHOICE HOTELS INTL INC | 0.12% | - | 115,500 | $14.65M | $126.88 | |
| 95 | TGT | TARGET CORP | 0.11% | - | 133,000 | $13.12M | $98.65 | |
| 96 | BF-B | BROWN FORMAN CORP | 0.11% | - | 474,187 | $12.76M | $26.91 | |
| 97 | PEP | PEPSICO INC | 0.11% | - | 96,210 | $12.7M | $132.04 | |
| 98 | SHOP | SHOPIFY INC | 0.10% | - | 102,750 | $11.85M | $115.35 | |
| 99 | UBER | UBER TECHNOLOGIES INC | 0.10% | Add +1.2% | 123,500 | $11.52M | $93.30 | |
| 100 | OTIS | OTIS WORLDWIDE CORP | 0.10% | - | 114,620 | $11.35M | $99.02 | |
| 101 | SMG | SCOTTS MIRACLE-GRO CO | 0.09% | - | 168,000 | $11.08M | $65.96 | |
| 102 | BK | BANK NEW YORK MELLON CORP | 0.09% | - | 121,500 | $11.07M | $91.11 | |
| 103 | HXL | HEXCEL CORP NEW | 0.09% | - | 189,000 | $10.68M | $56.49 | |
| 104 | KMX | CARMAX INC | 0.08% | - | 136,500 | $9.17M | $67.21 | |
| 105 | HSY | HERSHEY CO | 0.08% | - | 54,500 | $9.04M | $165.95 | |
| 106 | TRU | TRANSUNION | 0.08% | - | 101,050 | $8.89M | $88.00 | |
| 107 | SONY | SONY GROUP CORP | 0.07% | - | 335,000 | $8.72M | $26.03 | |
| 108 | UNH | UNITEDHEALTH GROUP INC | 0.07% | Reduce -5.4% | 26,500 | $8.27M | $311.97 | |
| 109 | NSP | INSPERITY INC | 0.07% | - | 131,728 | $7.92M | $60.12 | |
| 110 | IQV | IQVIA HLDGS INC | 0.07% | Reduce -15.5% | 49,642 | $7.82M | $157.59 | |
| 111 | OI | O-I GLASS INC | 0.06% | Reduce -45.8% | 473,700 | $6.98M | No quote | No quote |
| 112 | FIX | COMFORT SYS USA INC | 0.06% | - | 13,000 | $6.97M | $536.21 | |
| 113 | CME | CME GROUP INC | 0.05% | Add +136.8% | 22,500 | $6.2M | $275.62 | |
| 114 | EMN | EASTMAN CHEM CO | 0.05% | - | 74,950 | $5.6M | $74.66 | |
| 115 | ADBE | ADOBE INC | 0.05% | New | 14,000 | $5.42M | $386.88 | |
| 116 | HII | HUNTINGTON INGALLS INDS INC | 0.04% | Add +13.9% | 20,500 | $4.95M | $241.46 | |
| 117 | GHC | GRAHAM HLDGS CO | 0.04% | - | 5,200 | $4.92M | $946.17 | |
| 118 | CE | CELANESE CORP DEL | 0.04% | - | 81,300 | $4.5M | $55.33 | |
| 119 | WRB | BERKLEY W R CORP | 0.04% | - | 60,750 | $4.46M | $73.47 | |
| 120 | CBOE | CBOE GLOBAL MKTS INC | 0.04% | Add +216.7% | 19,000 | $4.43M | $233.21 | |
| 121 | GPK | GRAPHIC PACKAGING HLDG CO | 0.03% | Reduce -62.3% | 174,000 | $3.67M | $21.07 | |
| 122 | AMAT | APPLIED MATLS INC | 0.03% | New | 16,500 | $3.02M | $183.07 | |
| 123 | MGM | MGM RESORTS INTERNATIONAL | 0.03% | Add +2.3% | 87,500 | $3.01M | $34.39 | |
| 124 | AYI | ACUITY INC | 0.02% | - | 9,750 | $2.91M | $298.34 | |
| 125 | BALL | BALL CORP | 0.02% | - | 51,000 | $2.86M | $56.09 | |
| 126 | WTW | WILLIS TOWERS WATSON PLC LTD | 0.02% | - | 8,627 | $2.64M | $306.50 | |
| 127 | DPZ | DOMINOS PIZZA INC | 0.02% | - | 5,500 | $2.48M | $450.60 | |
| 128 | IT | GARTNER INC | 0.02% | - | 5,700 | $2.3M | $404.22 | |
| 129 | INTU | INTUIT | 0.02% | - | 2,720 | $2.14M | $787.63 | |
| 130 | CSX | CSX CORP | 0.02% | New | 65,000 | $2.12M | $32.63 | |
| 131 | EXP | EAGLE MATLS INC | 0.02% | Add +157.1% | 9,000 | $1.82M | $202.11 | |
| 132 | SYY | SYSCO CORP | 0.02% | Add +166.7% | 24,000 | $1.82M | $75.74 | |
| 133 | BC | BRUNSWICK CORP | 0.01% | - | 29,500 | $1.63M | $55.24 | |
| 134 | CSGP | COSTAR GROUP INC | 0.01% | - | 18,600 | $1.5M | $80.40 | |
| 135 | EL | LAUDER ESTEE COS INC | 0.01% | - | 15,000 | $1.21M | $80.80 | |
| 136 | ICE | INTERCONTINENTAL EXCHANGE IN | 0.01% | - | 5,120 | $939.37K | $183.47 | |
| 137 | BUD | ANHEUSER BUSCH INBEV SA/NV | 0.01% | - | 11,000 | $755.92K | $68.72 | |
| 138 | CABO | CABLE ONE INC | - | Sold | 0 | $0 | No quote | No quote |