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 128 of 140 rows. Rows without a quote are marked unavailable.
| 1 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 6.82% | - | 1,114 | $840.18M | $754200.00 | |
| 2 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 6.25% | - | 1,531,971 | $770.18M | $502.74 | |
| 3 | GOOG | ALPHABET INC | 5.44% | - | 2,749,860 | $669.73M | $243.55 | |
| 4 | BN | BROOKFIELD CORP | 4.85% | - | 8,715,741 | $597.73M | $68.58 | |
| 5 | AMZN | AMAZON COM INC | 3.62% | - | 2,030,760 | $445.89M | $219.57 | |
| 6 | DE | DEERE & CO | 3.26% | - | 877,900 | $401.43M | $457.26 | |
| 7 | HD | HOME DEPOT INC | 3.03% | - | 920,000 | $372.77M | $405.19 | |
| 8 | V | VISA INC | 2.77% | - | 999,285 | $341.14M | $341.38 | |
| 9 | AAPL | APPLE INC | 2.54% | - | 1,227,290 | $312.5M | $254.63 | |
| 10 | ADI | ANALOG DEVICES INC | 2.33% | - | 1,167,671 | $286.9M | $245.70 | |
| 11 | GS | GOLDMAN SACHS GROUP INC | 2.32% | - | 359,360 | $286.18M | $796.35 | |
| 12 | MSFT | MICROSOFT CORP | 2.24% | Add +0.9% | 532,080 | $275.59M | $517.95 | |
| 13 | BLK | BLACKROCK INC | 2.08% | - | 220,200 | $256.72M | $1165.87 | |
| 14 | DIS | DISNEY WALT CO | 1.89% | - | 2,031,665 | $232.63M | $114.50 | |
| 15 | WSO | WATSCO INC | 1.85% | - | 565,169 | $228.5M | $404.30 | |
| 16 | BX | BLACKSTONE INC | 1.70% | - | 1,229,000 | $209.97M | $170.85 | |
| 17 | META | META PLATFORMS INC | 1.67% | - | 280,281 | $205.83M | $734.38 | |
| 18 | KKR | KKR & CO INC | 1.53% | - | 1,451,800 | $188.66M | $129.95 | |
| 19 | PGR | PROGRESSIVE CORP | 1.51% | - | 753,750 | $186.14M | $246.95 | |
| 20 | LPLA | LPL FINL HLDGS INC | 1.49% | Add +1.6% | 553,321 | $184.08M | $332.69 | |
| 21 | LOW | LOWES COS INC | 1.48% | Add +1.3% | 726,730 | $182.63M | $251.31 | |
| 22 | AXP | AMERICAN EXPRESS CO | 1.31% | - | 484,250 | $160.85M | $332.16 | |
| 23 | CAT | CATERPILLAR INC | 1.27% | - | 328,650 | $156.82M | $477.15 | |
| 24 | RLI | RLI CORP | 1.27% | - | 2,394,544 | $156.17M | $65.22 | |
| 25 | MMC | MARSH & MCLENNAN COS INC | 1.23% | Add +0.8% | 755,000 | $152.16M | No quote | No quote |
| 26 | GOOGL | ALPHABET INC | 1.13% | - | 572,000 | $139.05M | $243.10 | |
| 27 | FNV | FRANCO NEV CORP | 1.10% | Add +6.3% | 605,500 | $134.97M | $222.91 | |
| 28 | APO | APOLLO GLOBAL MGMT INC | 1.10% | - | 1,012,500 | $134.94M | $133.27 | |
| 29 | GD | GENERAL DYNAMICS CORP | 1.08% | - | 391,000 | $133.33M | $341.00 | |
| 30 | TXN | TEXAS INSTRS INC | 1.08% | - | 724,000 | $133.02M | $183.73 | |
| 31 | NVO | NOVO-NORDISK A S | 1.07% | Add +4.9% | 2,368,649 | $131.44M | $55.49 | |
| 32 | DEO | DIAGEO PLC | 1.06% | - | 1,366,708 | $130.42M | $95.43 | |
| 33 | SCHW | SCHWAB CHARLES CORP | 1.06% | - | 1,364,800 | $130.3M | $95.47 | |
| 34 | BAM | BROOKFIELD ASSET MANAGMT LTD | 1.01% | - | 2,193,953 | $124.92M | $56.94 | |
| 35 | MA | MASTERCARD INCORPORATED | 0.96% | - | 207,540 | $118.05M | $568.81 | |
| 36 | JNJ | JOHNSON & JOHNSON | 0.92% | - | 610,800 | $113.25M | $185.42 | |
| 37 | MCO | MOODYS CORP | 0.83% | - | 213,890 | $101.91M | $476.48 | |
| 38 | HEI-A | HEICO CORP NEW | 0.78% | - | 379,644 | $96.46M | $254.09 | |
| 39 | NVR | NVR INC | 0.78% | - | 11,897 | $95.59M | $8034.66 | |
| 40 | LIN | LINDE PLC | 0.74% | Add +3.4% | 192,850 | $91.6M | $475.00 | |
| 41 | ADM | ARCHER DANIELS MIDLAND CO | 0.73% | Reduce -4.3% | 1,505,800 | $89.96M | $59.74 | |
| 42 | DG | DOLLAR GEN CORP NEW | 0.73% | - | 869,250 | $89.84M | $103.35 | |
| 43 | ROL | ROLLINS INC | 0.70% | Add +0.4% | 1,475,775 | $86.69M | $58.74 | |
| 44 | ITW | ILLINOIS TOOL WKS INC | 0.69% | - | 327,500 | $85.4M | $260.76 | |
| 45 | CG | CARLYLE GROUP INC | 0.68% | - | 1,327,000 | $83.2M | $62.70 | |
| 46 | MSCI | MSCI INC | 0.66% | - | 142,850 | $81.05M | $567.41 | |
| 47 | JPM | JPMORGAN CHASE & CO. | 0.65% | - | 252,550 | $79.66M | $315.43 | |
| 48 | NSC | NORFOLK SOUTHN CORP | 0.63% | Add +8.5% | 256,500 | $77.06M | $300.41 | |
| 49 | ECL | ECOLAB INC | 0.61% | - | 274,300 | $75.12M | $273.86 | |
| 50 | SPGI | S&P GLOBAL INC | 0.60% | - | 150,690 | $73.34M | $486.71 | |
| 51 | ITIC | INVESTORS TITLE CO NC | 0.46% | - | 213,300 | $57.13M | $267.83 | |
| 52 | ROK | ROCKWELL AUTOMATION INC | 0.44% | - | 154,900 | $54.14M | $349.53 | |
| 53 | SBUX | STARBUCKS CORP | 0.43% | - | 623,818 | $52.78M | $84.60 | |
| 54 | THG | HANOVER INS GROUP INC | 0.41% | - | 281,000 | $51.04M | $181.63 | |
| 55 | ODFL | OLD DOMINION FREIGHT LINE IN | 0.41% | Add +4.8% | 358,750 | $50.5M | $140.78 | |
| 56 | FDX | FEDEX CORP | 0.41% | - | 213,000 | $50.23M | $235.81 | |
| 57 | AON | AON PLC | 0.38% | - | 129,800 | $46.28M | $356.58 | |
| 58 | TSN | TYSON FOODS INC | 0.37% | Add +4.0% | 848,500 | $46.07M | $54.30 | |
| 59 | ACN | ACCENTURE PLC IRELAND | 0.32% | - | 159,400 | $39.31M | $246.60 | |
| 60 | VRSK | VERISK ANALYTICS INC | 0.32% | - | 155,950 | $39.22M | $251.51 | |
| 61 | RTX | RTX CORPORATION | 0.30% | - | 224,000 | $37.48M | $167.33 | |
| 62 | HGTY | HAGERTY INC | 0.30% | - | 3,108,000 | $37.45M | $12.05 | |
| 63 | COST | COSTCO WHSL CORP NEW | 0.29% | - | 39,150 | $36.24M | $925.63 | |
| 64 | YUM | YUM BRANDS INC | 0.28% | - | 226,451 | $34.42M | $152.00 | |
| 65 | FDS | FACTSET RESH SYS INC | 0.27% | - | 116,720 | $33.44M | $286.49 | |
| 66 | ALL | ALLSTATE CORP | 0.27% | - | 154,550 | $33.17M | $214.65 | |
| 67 | FERG | FERGUSON ENTERPRISES INC | 0.27% | Add +9.3% | 147,000 | $33.01M | $224.58 | |
| 68 | SHW | SHERWIN WILLIAMS CO | 0.26% | - | 94,172 | $32.61M | $346.26 | |
| 69 | TROW | PRICE T ROWE GROUP INC | 0.26% | - | 314,000 | $32.23M | $102.64 | |
| 70 | HCA | HCA HEALTHCARE INC | 0.26% | Add +9.1% | 75,213 | $32.06M | $426.20 | |
| 71 | NKE | NIKE INC | 0.25% | - | 447,400 | $31.2M | $69.73 | |
| 72 | LMT | LOCKHEED MARTIN CORP | 0.25% | - | 62,263 | $31.08M | $499.21 | |
| 73 | CMCSA | COMCAST CORP NEW | 0.25% | - | 961,880 | $30.22M | $31.42 | |
| 74 | UNP | UNION PAC CORP | 0.24% | Add +30.3% | 126,778 | $29.97M | $236.37 | |
| 75 | URI | UNITED RENTALS INC | 0.24% | - | 31,150 | $29.74M | $954.66 | |
| 76 | ABNB | AIRBNB INC | 0.22% | Add +7.1% | 227,133 | $27.58M | $121.42 | |
| 77 | TMO | THERMO FISHER SCIENTIFIC INC | 0.22% | Add +12.6% | 55,800 | $27.06M | $485.02 | |
| 78 | CSCO | CISCO SYS INC | 0.20% | Add +1.7% | 355,500 | $24.32M | $68.42 | |
| 79 | BF-A | BROWN FORMAN CORP | 0.18% | - | 843,000 | $22.69M | $26.91 | |
| 80 | LAMR | LAMAR ADVERTISING CO NEW | 0.17% | Add +7.6% | 170,000 | $20.81M | $122.42 | |
| 81 | COF | CAPITAL ONE FINL CORP | 0.16% | - | 91,000 | $19.34M | $212.58 | |
| 82 | MAR | MARRIOTT INTL INC NEW | 0.15% | Add +21.6% | 73,250 | $19.08M | $260.44 | |
| 83 | PAYX | PAYCHEX INC | 0.15% | - | 150,000 | $19.01M | $126.76 | |
| 84 | EFX | EQUIFAX INC | 0.15% | - | 72,850 | $18.69M | $256.53 | |
| 85 | PM | PHILIP MORRIS INTL INC | 0.15% | - | 114,500 | $18.57M | $162.20 | |
| 86 | CCK | CROWN HLDGS INC | 0.15% | - | 189,500 | $18.3M | $96.59 | |
| 87 | SPOT | SPOTIFY TECHNOLOGY S A | 0.15% | - | 25,900 | $18.08M | $698.00 | |
| 88 | RNR | RENAISSANCERE HLDGS LTD | 0.14% | - | 70,000 | $17.78M | $253.93 | |
| 89 | APD | AIR PRODS & CHEMS INC | 0.14% | - | 65,000 | $17.73M | $272.72 | |
| 90 | WFC | WELLS FARGO CO NEW | 0.14% | - | 204,450 | $17.14M | $83.82 | |
| 91 | SHOP | SHOPIFY INC | 0.12% | - | 102,750 | $15.27M | $148.61 | |
| 92 | SEIC | SEI INVTS CO | 0.12% | - | 173,200 | $14.7M | $84.85 | |
| 93 | CARR | CARRIER GLOBAL CORPORATION | 0.11% | - | 235,000 | $14.03M | $59.70 | |
| 94 | PEP | PEPSICO INC | 0.11% | - | 96,210 | $13.51M | $140.44 | |
| 95 | BK | BANK NEW YORK MELLON CORP | 0.11% | - | 121,500 | $13.24M | $108.96 | |
| 96 | BF-B | BROWN FORMAN CORP | 0.10% | - | 474,187 | $12.84M | $27.08 | |
| 97 | CHH | CHOICE HOTELS INTL INC | 0.10% | - | 115,500 | $12.35M | $106.91 | |
| 98 | UBER | UBER TECHNOLOGIES INC | 0.10% | - | 123,500 | $12.1M | $97.97 | |
| 99 | TGT | TARGET CORP | 0.10% | - | 133,000 | $11.93M | $89.70 | |
| 100 | HXL | HEXCEL CORP NEW | 0.10% | - | 189,000 | $11.85M | $62.70 | |
| 101 | FIX | COMFORT SYS USA INC | 0.09% | - | 13,000 | $10.73M | $825.18 | |
| 102 | OTIS | OTIS WORLDWIDE CORP | 0.09% | - | 114,620 | $10.48M | $91.43 | |
| 103 | HSY | HERSHEY CO | 0.08% | - | 54,500 | $10.19M | $187.05 | |
| 104 | CSX | CSX CORP | 0.08% | Add +338.5% | 285,000 | $10.12M | $35.51 | |
| 105 | SONY | SONY GROUP CORP | 0.08% | - | 335,000 | $9.64M | $28.79 | |
| 106 | SMG | SCOTTS MIRACLE-GRO CO | 0.08% | - | 168,000 | $9.57M | $56.95 | |
| 107 | UNH | UNITEDHEALTH GROUP INC | 0.07% | - | 26,500 | $9.15M | $345.30 | |
| 108 | IQV | IQVIA HLDGS INC | 0.07% | Reduce -5.5% | 46,900 | $8.91M | $189.94 | |
| 109 | CME | CME GROUP INC | 0.07% | Add +42.2% | 32,000 | $8.65M | $270.19 | |
| 110 | TRU | TRANSUNION | 0.07% | - | 101,050 | $8.47M | $83.78 | |
| 111 | CBOE | CBOE GLOBAL MKTS INC | 0.06% | Add +50.0% | 28,500 | $6.99M | $245.25 | |
| 112 | NSP | INSPERITY INC | 0.05% | - | 131,728 | $6.48M | $49.20 | |
| 113 | KMX | CARMAX INC | 0.05% | - | 136,500 | $6.12M | $44.87 | |
| 114 | GHC | GRAHAM HLDGS CO | 0.05% | - | 5,200 | $6.12M | $1177.31 | |
| 115 | HII | HUNTINGTON INGALLS INDS INC | 0.05% | - | 20,500 | $5.9M | $287.91 | |
| 116 | AMAT | APPLIED MATLS INC | 0.04% | Add +59.1% | 26,250 | $5.37M | $204.74 | |
| 117 | ADBE | ADOBE INC | 0.04% | - | 14,000 | $4.94M | $352.75 | |
| 118 | EMN | EASTMAN CHEM CO | 0.04% | - | 74,950 | $4.73M | $63.05 | |
| 119 | WRB | BERKLEY W R CORP | 0.04% | - | 60,750 | $4.65M | $76.62 | |
| 120 | EXP | EAGLE MATLS INC | 0.03% | Add +63.9% | 14,750 | $3.44M | $233.04 | |
| 121 | AYI | ACUITY INC | 0.03% | - | 9,750 | $3.36M | $344.39 | |
| 122 | MGM | MGM RESORTS INTERNATIONAL | 0.02% | - | 87,500 | $3.03M | $34.66 | |
| 123 | SYY | SYSCO CORP | 0.02% | Add +27.1% | 30,500 | $2.51M | $82.34 | |
| 124 | DPZ | DOMINOS PIZZA INC | 0.02% | - | 5,500 | $2.37M | $431.71 | |
| 125 | CNI | CANADIAN NATL RY CO | 0.02% | New | 25,000 | $2.36M | $94.30 | |
| 126 | CP | CANADIAN PACIFIC KANSAS CITY | 0.02% | New | 31,000 | $2.31M | $74.49 | |
| 127 | BC | BRUNSWICK CORP | 0.02% | Add +13.6% | 33,500 | $2.12M | $63.24 | |
| 128 | ICE | INTERCONTINENTAL EXCHANGE IN | 0.01% | Add +9.8% | 5,620 | $946.86K | $168.48 | |
| 129 | XOM | EXXON MOBIL CORP | 0.00% | New | 3,000 | $338.25K | $112.75 | |
| 140 | WTW | WILLIS TOWERS WATSON PLC LTD | - | Sold | 0 | $0 | No quote | No quote |
| 139 | OI | O-I GLASS INC | - | Sold | 0 | $0 | No quote | No quote |
| 138 | EL | LAUDER ESTEE COS INC | - | Sold | 0 | $0 | No quote | No quote |
| 137 | INTU | INTUIT | - | Sold | 0 | $0 | No quote | No quote |
| 136 | GPK | GRAPHIC PACKAGING HLDG CO | - | Sold | 0 | $0 | No quote | No quote |
| 135 | IT | GARTNER INC | - | Sold | 0 | $0 | No quote | No quote |
| 134 | CSGP | COSTAR GROUP INC | - | Sold | 0 | $0 | No quote | No quote |
| 133 | CE | CELANESE CORP DEL | - | Sold | 0 | $0 | No quote | No quote |
| 132 | BALL | BALL CORP | - | Sold | 0 | $0 | No quote | No quote |
| 131 | BUD | ANHEUSER BUSCH INBEV SA/NV | - | Sold | 0 | $0 | No quote | No quote |
| 130 | MMM | 3M CO | - | Sold | 0 | $0 | No quote | No quote |