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 127 of 130 rows. Rows without a quote are marked unavailable.
| 1 | GOOG | ALPHABET INC | 6.88% | - | 2,749,860 | $862.91M | $313.80 | |
| 2 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 6.70% | - | 1,114 | $840.85M | $754800.00 | |
| 3 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 6.14% | - | 1,531,971 | $770.05M | $502.65 | |
| 4 | BN | BROOKFIELD CORP | 4.78% | Reduce 0.0%1.5:1 split | 13,073,609 | $599.95M | $45.89 | |
| 5 | AMZN | AMAZON COM INC | 3.74% | - | 2,030,760 | $468.74M | $230.82 | |
| 6 | DE | DEERE & CO | 3.26% | - | 877,900 | $408.72M | $465.57 | |
| 7 | V | VISA INC | 2.79% | - | 999,285 | $350.46M | $350.71 | |
| 8 | AAPL | APPLE INC | 2.66% | - | 1,227,290 | $333.65M | $271.86 | |
| 9 | HD | HOME DEPOT INC | 2.52% | - | 920,000 | $316.57M | $344.10 | |
| 10 | GS | GOLDMAN SACHS GROUP INC | 2.52% | - | 359,360 | $315.88M | $879.00 | |
| 11 | ADI | ANALOG DEVICES INC | 2.21% | Reduce -12.4% | 1,023,245 | $277.5M | $271.20 | |
| 12 | MSFT | MICROSOFT CORP | 2.07% | Add +0.7% | 535,680 | $259.07M | $483.62 | |
| 13 | BLK | BLACKROCK INC | 1.88% | - | 220,200 | $235.69M | $1070.34 | |
| 14 | DIS | DISNEY WALT CO | 1.84% | - | 2,031,665 | $231.14M | $113.77 | |
| 15 | LPLA | LPL FINL HLDGS INC | 1.59% | Add +1.2% | 559,951 | $200M | $357.17 | |
| 16 | WSO | WATSCO INC | 1.55% | Add +2.2% | 577,669 | $194.65M | $336.95 | |
| 17 | BX | BLACKSTONE INC | 1.51% | - | 1,229,000 | $189.44M | $154.14 | |
| 18 | CAT | CATERPILLAR INC | 1.50% | - | 328,650 | $188.27M | $572.87 | |
| 19 | KKR | KKR & CO INC | 1.48% | - | 1,451,800 | $185.08M | $127.48 | |
| 20 | AXP | AMERICAN EXPRESS CO | 1.44% | Add +0.9% | 488,500 | $180.72M | $369.95 | |
| 21 | GOOGL | ALPHABET INC | 1.43% | - | 572,000 | $179.04M | $313.00 | |
| 22 | LOW | LOWES COS INC | 1.41% | Add +1.1% | 734,480 | $177.13M | $241.16 | |
| 23 | PGR | PROGRESSIVE CORP | 1.37% | - | 753,750 | $171.64M | $227.72 | |
| 24 | META | META PLATFORMS INC | 1.31% | Reduce -11.4% | 248,303 | $163.9M | $660.09 | |
| 25 | RLI | RLI CORP | 1.22% | - | 2,394,544 | $153.2M | $63.98 | |
| 26 | APO | APOLLO GLOBAL MGMT INC | 1.17% | - | 1,012,500 | $146.57M | $144.76 | |
| 27 | NVO | NOVO-NORDISK A S | 1.16% | Add +21.2% | 2,869,774 | $146.01M | $50.88 | |
| 28 | FNV | FRANCO NEV CORP | 1.13% | Add +12.9% | 683,500 | $141.68M | $207.28 | |
| 29 | MMC | MARSH & MCLENNAN COS INC | 1.13% | Add +0.9% | 761,750 | $141.32M | No quote | No quote |
| 30 | SCHW | SCHWAB CHARLES CORP | 1.10% | Add +0.8% | 1,375,800 | $137.46M | $99.91 | |
| 31 | GD | GENERAL DYNAMICS CORP | 1.05% | - | 391,000 | $131.63M | $336.66 | |
| 32 | JNJ | JOHNSON & JOHNSON | 1.01% | - | 610,800 | $126.41M | $206.95 | |
| 33 | TXN | TEXAS INSTRS INC | 1.00% | - | 724,000 | $125.61M | $173.49 | |
| 34 | MA | MASTERCARD INCORPORATED | 0.94% | - | 207,540 | $118.48M | $570.88 | |
| 35 | DEO | DIAGEO PLC | 0.94% | Add +0.4% | 1,371,708 | $118.34M | $86.27 | |
| 36 | DG | DOLLAR GEN CORP NEW | 0.92% | - | 869,250 | $115.41M | $132.77 | |
| 37 | BAM | BROOKFIELD ASSET MANAGMT LTD | 0.92% | - | 2,193,953 | $114.94M | $52.39 | |
| 38 | MCO | MOODYS CORP | 0.87% | - | 213,890 | $109.27M | $510.85 | |
| 39 | HEI-A | HEICO CORP NEW | 0.76% | - | 379,644 | $95.83M | $252.43 | |
| 40 | ROL | ROLLINS INC | 0.71% | Add +0.9% | 1,489,025 | $89.37M | $60.02 | |
| 41 | NVR | NVR INC | 0.70% | Add +0.9% | 12,007 | $87.56M | $7292.77 | |
| 42 | ADM | ARCHER DANIELS MIDLAND CO | 0.69% | - | 1,505,800 | $86.57M | $57.49 | |
| 43 | LIN | LINDE PLC | 0.68% | Add +3.8% | 200,100 | $85.32M | $426.39 | |
| 44 | MSCI | MSCI INC | 0.65% | - | 142,850 | $81.96M | $573.73 | |
| 45 | JPM | JPMORGAN CHASE & CO. | 0.65% | - | 252,550 | $81.38M | $322.22 | |
| 46 | ITW | ILLINOIS TOOL WKS INC | 0.64% | - | 327,500 | $80.66M | $246.30 | |
| 47 | NSC | NORFOLK SOUTHN CORP | 0.63% | Add +6.6% | 273,500 | $78.96M | $288.72 | |
| 48 | SPGI | S&P GLOBAL INC | 0.63% | - | 150,690 | $78.75M | $522.59 | |
| 49 | CG | CARLYLE GROUP INC | 0.63% | - | 1,327,000 | $78.44M | $59.11 | |
| 50 | ECL | ECOLAB INC | 0.57% | - | 274,300 | $72.01M | $262.52 | |
| 51 | ODFL | OLD DOMINION FREIGHT LINE IN | 0.53% | Add +17.5% | 421,650 | $66.11M | $156.80 | |
| 52 | ROK | ROCKWELL AUTOMATION INC | 0.48% | - | 154,900 | $60.27M | $389.07 | |
| 53 | ITIC | INVESTORS TITLE CO NC | 0.42% | - | 213,300 | $53.25M | $249.64 | |
| 54 | SBUX | STARBUCKS CORP | 0.42% | - | 623,818 | $52.53M | $84.21 | |
| 55 | TSN | TYSON FOODS INC | 0.41% | Add +4.2% | 884,500 | $51.85M | $58.62 | |
| 56 | THG | HANOVER INS GROUP INC | 0.41% | - | 281,000 | $51.36M | $182.77 | |
| 57 | AON | AON PLC | 0.38% | Add +3.3% | 134,050 | $47.3M | $352.88 | |
| 58 | ACN | ACCENTURE PLC IRELAND | 0.34% | - | 159,400 | $42.77M | $268.30 | |
| 59 | HGTY | HAGERTY INC | 0.33% | - | 3,108,000 | $41.77M | $13.44 | |
| 60 | RTX | RTX CORPORATION | 0.33% | - | 224,000 | $41.08M | $183.40 | |
| 61 | HCA | HCA HEALTHCARE INC | 0.30% | Add +7.3% | 80,680 | $37.67M | $466.86 | |
| 62 | FERG | FERGUSON ENTERPRISES INC | 0.29% | Add +11.2% | 163,500 | $36.4M | $222.63 | |
| 63 | TMO | THERMO FISHER SCIENTIFIC INC | 0.29% | Add +12.5% | 62,800 | $36.39M | $579.45 | |
| 64 | FDS | FACTSET RESH SYS INC | 0.28% | Add +4.4% | 121,873 | $35.37M | $290.19 | |
| 65 | VRSK | VERISK ANALYTICS INC | 0.28% | - | 155,950 | $34.88M | $223.69 | |
| 66 | YUM | YUM BRANDS INC | 0.27% | - | 226,451 | $34.26M | $151.28 | |
| 67 | COST | COSTCO WHSL CORP NEW | 0.27% | - | 39,150 | $33.76M | $862.34 | |
| 68 | UNP | UNION PAC CORP | 0.26% | Add +11.4% | 141,278 | $32.68M | $231.32 | |
| 69 | ABNB | AIRBNB INC | 0.26% | Add +5.8% | 240,289 | $32.61M | $135.72 | |
| 70 | ALL | ALLSTATE CORP | 0.26% | - | 154,550 | $32.17M | $208.15 | |
| 71 | TROW | PRICE T ROWE GROUP INC | 0.26% | - | 314,000 | $32.15M | $102.38 | |
| 72 | LMT | LOCKHEED MARTIN CORP | 0.25% | Add +3.6% | 64,513 | $31.2M | $483.67 | |
| 73 | SHW | SHERWIN WILLIAMS CO | 0.24% | - | 94,172 | $30.51M | $324.03 | |
| 74 | CMCSA | COMCAST CORP NEW | 0.23% | - | 961,880 | $28.75M | $29.89 | |
| 75 | NKE | NIKE INC | 0.23% | - | 447,400 | $28.5M | $63.71 | |
| 76 | MAR | MARRIOTT INTL INC NEW | 0.22% | Add +22.5% | 89,750 | $27.84M | $310.24 | |
| 77 | CSCO | CISCO SYS INC | 0.22% | - | 355,500 | $27.38M | $77.03 | |
| 78 | URI | UNITED RENTALS INC | 0.20% | - | 31,150 | $25.21M | $809.32 | |
| 79 | LAMR | LAMAR ADVERTISING CO NEW | 0.19% | Add +8.8% | 185,000 | $23.42M | $126.58 | |
| 80 | BF-A | BROWN FORMAN CORP | 0.18% | - | 843,000 | $22.18M | $26.31 | |
| 81 | COF | CAPITAL ONE FINL CORP | 0.18% | - | 91,000 | $22.05M | $242.36 | |
| 82 | CCK | CROWN HLDGS INC | 0.17% | Add +11.9% | 212,000 | $21.83M | $102.97 | |
| 83 | RNR | RENAISSANCERE HLDGS LTD | 0.16% | - | 70,000 | $19.68M | $281.16 | |
| 84 | WFC | WELLS FARGO CO NEW | 0.15% | - | 204,450 | $19.05M | $93.20 | |
| 85 | PM | PHILIP MORRIS INTL INC | 0.15% | - | 114,500 | $18.37M | $160.40 | |
| 86 | APD | AIR PRODS & CHEMS INC | 0.14% | Add +10.0% | 71,500 | $17.66M | $247.02 | |
| 87 | PAYX | PAYCHEX INC | 0.13% | - | 150,000 | $16.83M | $112.18 | |
| 88 | SHOP | SHOPIFY INC | 0.13% | - | 102,750 | $16.54M | $160.97 | |
| 89 | CSX | CSX CORP | 0.13% | Add +54.4% | 440,000 | $15.95M | $36.25 | |
| 90 | EFX | EQUIFAX INC | 0.13% | - | 72,850 | $15.81M | $216.98 | |
| 91 | SPOT | SPOTIFY TECHNOLOGY S A | 0.12% | - | 25,900 | $15.04M | $580.71 | |
| 92 | SEIC | SEI INVTS CO | 0.11% | - | 173,200 | $14.21M | $82.02 | |
| 93 | BK | BANK NEW YORK MELLON CORP | 0.11% | - | 121,500 | $14.1M | $116.09 | |
| 94 | HXL | HEXCEL CORP NEW | 0.11% | - | 189,000 | $13.97M | $73.90 | |
| 95 | PEP | PEPSICO INC | 0.11% | - | 96,210 | $13.81M | $143.52 | |
| 96 | TGT | TARGET CORP | 0.10% | - | 133,000 | $13M | $97.75 | |
| 97 | CME | CME GROUP INC | 0.10% | Add +43.0% | 45,750 | $12.49M | $273.08 | |
| 98 | CARR | CARRIER GLOBAL CORPORATION | 0.10% | - | 235,000 | $12.42M | $52.84 | |
| 99 | BF-B | BROWN FORMAN CORP | 0.10% | - | 474,187 | $12.36M | $26.06 | |
| 100 | HSY | HERSHEY CO | 0.10% | Add +23.9% | 67,500 | $12.28M | $181.98 | |
| 101 | FIX | COMFORT SYS USA INC | 0.10% | - | 13,000 | $12.13M | $933.29 | |
| 102 | UBER | UBER TECHNOLOGIES INC | 0.09% | Add +13.4% | 140,000 | $11.44M | $81.71 | |
| 103 | CHH | CHOICE HOTELS INTL INC | 0.09% | - | 115,500 | $11M | $95.26 | |
| 104 | IQV | IQVIA HLDGS INC | 0.08% | - | 46,900 | $10.57M | $225.41 | |
| 105 | CBOE | CBOE GLOBAL MKTS INC | 0.08% | Add +46.5% | 41,750 | $10.48M | $251.00 | |
| 106 | OTIS | OTIS WORLDWIDE CORP | 0.08% | - | 114,620 | $10.01M | $87.35 | |
| 107 | SMG | SCOTTS MIRACLE-GRO CO | 0.08% | - | 168,000 | $9.8M | $58.35 | |
| 108 | AMAT | APPLIED MATLS INC | 0.07% | Add +29.9% | 34,100 | $8.76M | $256.99 | |
| 109 | UNH | UNITEDHEALTH GROUP INC | 0.07% | - | 26,500 | $8.75M | $330.11 | |
| 110 | HII | HUNTINGTON INGALLS INDS INC | 0.07% | Add +24.4% | 25,500 | $8.67M | $340.07 | |
| 111 | SONY | SONY GROUP CORP | 0.07% | - | 335,000 | $8.58M | $25.60 | |
| 112 | NSP | INSPERITY INC | 0.05% | Add +16.1% | 152,873 | $5.92M | $38.72 | |
| 113 | GHC | GRAHAM HLDGS CO | 0.05% | - | 5,200 | $5.71M | $1098.60 | |
| 114 | KMX | CARMAX INC | 0.04% | - | 136,500 | $5.27M | $38.64 | |
| 115 | EMN | EASTMAN CHEM CO | 0.04% | - | 74,950 | $4.78M | $63.83 | |
| 116 | XOM | EXXON MOBIL CORP | 0.04% | Add +1166.7% | 38,000 | $4.57M | $120.34 | |
| 117 | CNI | CANADIAN NATL RY CO | 0.04% | Add +78.0% | 44,500 | $4.4M | $98.85 | |
| 118 | WRB | BERKLEY W R CORP | 0.03% | - | 60,750 | $4.26M | $70.12 | |
| 119 | CP | CANADIAN PACIFIC KANSAS CITY | 0.03% | Add +62.9% | 50,500 | $3.72M | $73.63 | |
| 120 | BC | BRUNSWICK CORP | 0.03% | Add +42.5% | 47,750 | $3.54M | $74.24 | |
| 121 | AYI | ACUITY INC | 0.03% | - | 9,750 | $3.51M | $360.04 | |
| 122 | ICE | INTERCONTINENTAL EXCHANGE IN | 0.03% | Add +271.4% | 20,870 | $3.38M | $161.96 | |
| 123 | MGM | MGM RESORTS INTERNATIONAL | 0.03% | - | 87,500 | $3.19M | $36.49 | |
| 124 | EXP | EAGLE MATLS INC | 0.02% | - | 14,750 | $3.05M | $206.68 | |
| 125 | DPZ | DOMINOS PIZZA INC | 0.02% | - | 5,500 | $2.29M | $416.82 | |
| 126 | SYY | SYSCO CORP | 0.02% | - | 30,500 | $2.25M | $73.69 | |
| 127 | BRO | BROWN & BROWN INC | 0.01% | New | 11,000 | $876.7K | $79.70 | |
| 128 | TRU | TRANSUNION | 0.00% | Reduce -98.0% | 2,000 | $171.5K | $85.75 | |
| 130 | FDX | FEDEX CORP | - | Sold | 0 | $0 | No quote | No quote |
| 129 | ADBE | ADOBE INC | - | Sold | 0 | $0 | No quote | No quote |