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 117 of 139 rows. Rows without a quote are marked unavailable.
| 1 | BRK/A | BERKSHIRE HATHAWAY INC DELCUSIP 084670108 | 7.00% | - | 1,114 | $522.14M | No quote | No quote |
| 2 | BRK/B | BERKSHIRE HATHAWAY INC DELCUSIP 084670702 | 6.34% | - | 1,531,971 | $473.23M | No quote | No quote |
| 3 | DE | DEERE & CO | 4.34% | - | 755,800 | $324.06M | $428.76 | |
| 4 | HD | HOME DEPOT INC | 3.90% | - | 920,000 | $290.59M | $315.86 | |
| 5 | BN | BROOKFIELD CORP | 3.68% | New | 8,715,741 | $274.2M | $31.46 | |
| 6 | GOOG | ALPHABET INC | 3.27% | - | 2,749,860 | $244M | $88.73 | |
| 7 | DEO | DIAGEO PLC | 3.23% | - | 1,350,208 | $240.59M | $178.19 | |
| 8 | V | VISA INC | 2.68% | Add +0.1% | 963,261 | $200.13M | $207.76 | |
| 9 | ADI | ANALOG DEVICES INC | 2.44% | Add +1.7% | 1,109,071 | $181.92M | $164.03 | |
| 10 | DIS | DISNEY WALT CO | 2.34% | Add +0.7% | 2,005,665 | $174.25M | $86.88 | |
| 11 | AMZN | AMAZON COM INC | 2.25% | Add +0.7% | 1,997,860 | $167.82M | $84.00 | |
| 12 | RLI | RLI CORP | 2.11% | - | 1,197,272 | $157.17M | $131.27 | |
| 13 | AAPL | APPLE INC | 2.10% | - | 1,206,990 | $156.82M | $129.93 | |
| 14 | BLK | BLACKROCK INC | 2.09% | - | 220,200 | $156.04M | $708.63 | |
| 15 | NVO | NOVO-NORDISK A S | 1.95% | - | 1,075,000 | $145.49M | $135.34 | |
| 16 | ADM | ARCHER DANIELS MIDLAND CO | 1.82% | - | 1,463,300 | $135.87M | $92.85 | |
| 17 | WSO | WATSCO INC | 1.67% | Add +8.2% | 500,250 | $124.76M | $249.40 | |
| 18 | GS | GOLDMAN SACHS GROUP INC | 1.65% | Add +0.6% | 359,360 | $123.4M | $343.38 | |
| 19 | LOW | LOWES COS INC | 1.62% | Add +1.6% | 606,480 | $120.84M | $199.24 | |
| 20 | TXN | TEXAS INSTRS INC | 1.60% | - | 724,000 | $119.62M | $165.22 | |
| 21 | MSFT | MICROSOFT CORP | 1.54% | - | 479,980 | $115.11M | $239.82 | |
| 22 | JNJ | JOHNSON & JOHNSON | 1.45% | - | 610,800 | $107.9M | $176.65 | |
| 23 | MMC | MARSH & MCLENNAN COS INC | 1.42% | Add +1.9% | 640,500 | $105.99M | No quote | No quote |
| 24 | PGR | PROGRESSIVE CORP | 1.31% | - | 753,750 | $97.77M | $129.71 | |
| 25 | GD | GENERAL DYNAMICS CORP | 1.30% | - | 391,000 | $97.01M | $248.11 | |
| 26 | SCHW | SCHWAB CHARLES CORP | 1.27% | Add +1.7% | 1,135,300 | $94.53M | $83.26 | |
| 27 | BX | BLACKSTONE INC | 1.22% | - | 1,229,000 | $91.18M | $74.19 | |
| 28 | MA | MASTERCARD INCORPORATED | 0.97% | - | 207,540 | $72.17M | $347.73 | |
| 29 | ITW | ILLINOIS TOOL WKS INC | 0.97% | - | 327,500 | $72.15M | $220.30 | |
| 30 | AXP | AMERICAN EXPRESS CO | 0.96% | - | 484,250 | $71.55M | $147.75 | |
| 31 | CAT | CATERPILLAR INC | 0.92% | - | 287,500 | $68.87M | $239.56 | |
| 32 | MSCI | MSCI INC | 0.89% | Add +0.3% | 142,850 | $66.45M | $465.17 | |
| 33 | KKR | KKR & CO INC | 0.89% | - | 1,427,023 | $66.24M | $46.42 | |
| 34 | APO | APOLLO GLOBAL MGMT INC | 0.87% | - | 1,012,500 | $64.59M | $63.79 | |
| 35 | BAM | BROOKFIELD ASSET MANAGMT LTD | 0.84% | New | 2,193,958 | $62.9M | $28.67 | |
| 36 | MCO | MOODYS CORP | 0.80% | Add +0.2% | 213,890 | $59.59M | $278.62 | |
| 37 | NSC | NORFOLK SOUTHN CORP | 0.76% | - | 229,500 | $56.55M | $246.42 | |
| 38 | BF/A | BROWN FORMAN CORPCUSIP 115637100 | 0.74% | - | 843,000 | $55.44M | No quote | No quote |
| 39 | SBUX | STARBUCKS CORP | 0.71% | - | 532,318 | $52.81M | $99.20 | |
| 40 | SPGI | S&P GLOBAL INC | 0.68% | Add +0.3% | 150,690 | $50.47M | $334.94 | |
| 41 | ATVI | ACTIVISION BLIZZARD INC | 0.64% | Add +36.8% | 620,600 | $47.51M | No quote | No quote |
| 42 | ROL | ROLLINS INC | 0.64% | Add +1.8% | 1,297,775 | $47.42M | $36.54 | |
| 43 | FDS | FACTSET RESH SYS INC | 0.63% | - | 116,720 | $46.83M | $401.21 | |
| 44 | NVR | NVR INC | 0.62% | Add +2.5% | 10,029 | $46.26M | $4612.58 | |
| 45 | DG | DOLLAR GEN CORP NEW | 0.61% | Add +8.8% | 185,250 | $45.62M | $246.25 | |
| 46 | NKE | NIKE INC | 0.58% | Add +0.8% | 368,900 | $43.16M | $117.01 | |
| 47 | ACN | ACCENTURE PLC IRELAND | 0.57% | - | 159,400 | $42.53M | $266.84 | |
| 48 | HEI/A | HEICO CORP NEWCUSIP 422806208 | 0.57% | Add +3.4% | 354,644 | $42.5M | No quote | No quote |
| 49 | ECL | ECOLAB INC | 0.54% | - | 274,300 | $39.93M | $145.56 | |
| 50 | WHR | WHIRLPOOL CORP | 0.54% | - | 282,049 | $39.9M | $141.46 | |
| 51 | ROK | ROCKWELL AUTOMATION INC | 0.53% | - | 154,900 | $39.9M | $257.57 | |
| 52 | CG | CARLYLE GROUP INC | 0.53% | Add +1.5% | 1,327,000 | $39.6M | $29.84 | |
| 53 | MMM | 3M CO | 0.46% | Add +6.7% | 287,750 | $34.51M | $119.92 | |
| 54 | SEIC | SEI INVTS CO | 0.46% | Add +5.4% | 589,200 | $34.35M | $58.30 | |
| 55 | TROW | PRICE T ROWE GROUP INC | 0.46% | - | 314,000 | $34.24M | $109.06 | |
| 56 | SRCL | STERICYCLE INC | 0.45% | Add +0.3% | 671,071 | $33.48M | No quote | No quote |
| 57 | GOOGL | ALPHABET INC | 0.44% | Add +4.6% | 373,000 | $32.91M | $88.23 | |
| 58 | CMCSA | COMCAST CORP NEW | 0.44% | Add +12.6% | 930,572 | $32.54M | $34.97 | |
| 59 | LIN | LINDE PLC | 0.43% | Add +4.2% | 98,400 | $32.1M | $326.18 | |
| 60 | ITIC | INVESTORS TITLE CO NC | 0.42% | - | 213,300 | $31.47M | $147.55 | |
| 61 | BF/B | BROWN FORMAN CORPCUSIP 115637209 | 0.42% | - | 474,187 | $31.14M | No quote | No quote |
| 62 | CVS | CVS HEALTH CORP | 0.41% | - | 332,000 | $30.94M | $93.19 | |
| 63 | JPM | JPMORGAN CHASE & CO | 0.39% | - | 216,550 | $29.04M | $134.10 | |
| 64 | META | META PLATFORMS INC | 0.37% | Add +15.3% | 228,017 | $27.44M | $120.34 | |
| 65 | LMT | LOCKHEED MARTIN CORP | 0.37% | Add +418.9% | 56,363 | $27.42M | $486.49 | |
| 66 | - | HAGERTY INCCUSIP 405166909 | 0.34% | - | 3,000,000 | $25.23M | No quote | No quote |
| 67 | TSN | TYSON FOODS INC | 0.32% | Add +0.7% | 387,000 | $24.09M | $62.25 | |
| 68 | AON | AON PLC | 0.32% | Add +8.1% | 80,050 | $24.03M | $300.14 | |
| 69 | RTX | RAYTHEON TECHNOLOGIES CORP | 0.30% | - | 224,000 | $22.61M | $100.92 | |
| 70 | SHW | SHERWIN WILLIAMS CO | 0.30% | - | 94,172 | $22.35M | $237.33 | |
| 71 | REGN | REGENERON PHARMACEUTICALS | 0.29% | Reduce -62.0% | 30,500 | $22.01M | $721.49 | |
| 72 | LSXMK | LIBERTY MEDIA CORP DEL | 0.27% | - | 522,000 | $20.43M | No quote | No quote |
| 73 | CABO | CABLE ONE INC | 0.25% | Add +128.2% | 26,700 | $19.01M | $711.86 | |
| 74 | FDX | FEDEX CORP | 0.25% | Add +22.3% | 107,000 | $18.53M | $173.20 | |
| 75 | COST | COSTCO WHSL CORP NEW | 0.24% | - | 39,150 | $17.87M | $456.50 | |
| 76 | UNP | UNION PAC CORP | 0.24% | - | 85,778 | $17.76M | $207.07 | |
| 77 | ESAB | ESAB CORPORATION | 0.24% | Add +0.0% | 378,357 | $17.75M | $46.92 | |
| 78 | ALL | ALLSTATE CORP | 0.23% | - | 128,550 | $17.43M | $135.60 | |
| 79 | PEP | PEPSICO INC | 0.23% | - | 96,210 | $17.38M | $180.66 | |
| 80 | PAYX | PAYCHEX INC | 0.23% | - | 150,000 | $17.33M | $115.56 | |
| 81 | EFX | EQUIFAX INC | 0.23% | Add +24.0% | 87,850 | $17.07M | $194.36 | |
| 82 | VRSK | VERISK ANALYTICS INC | 0.23% | Add +6.7% | 96,000 | $16.94M | $176.42 | |
| 83 | LSXMA | LIBERTY MEDIA CORP DEL | 0.22% | - | 426,000 | $16.75M | No quote | No quote |
| 84 | BK | BANK NEW YORK MELLON CORP | 0.22% | Add +1.1% | 365,250 | $16.63M | $45.52 | |
| 85 | THG | HANOVER INS GROUP INC | 0.22% | Add +18.6% | 121,000 | $16.35M | $135.13 | |
| 86 | CSCO | CISCO SYS INC | 0.22% | - | 342,000 | $16.29M | $47.64 | |
| 87 | LBRDA | LIBERTY BROADBAND CORP | 0.21% | - | 205,250 | $15.57M | $75.85 | |
| 88 | CCK | CROWN HLDGS INC | 0.20% | Add +47.1% | 178,000 | $14.63M | $82.21 | |
| 89 | HCSG | HEALTHCARE SVCS GROUP INC | 0.19% | - | 1,200,500 | $14.41M | $12.00 | |
| 90 | LBRDK | LIBERTY BROADBAND CORP | 0.18% | - | 172,113 | $13.13M | $76.27 | |
| 91 | NFLX | NETFLIX INC | 0.17% | - | 43,000 | $12.68M | $294.88 | |
| 92 | PM | PHILIP MORRIS INTL INC | 0.16% | - | 114,500 | $11.59M | $101.21 | |
| 93 | HXL | HEXCEL CORP NEW | 0.15% | - | 189,000 | $11.12M | $58.85 | |
| 94 | AMT | AMERICAN TOWER CORP NEW | 0.15% | - | 51,910 | $11M | $211.86 | |
| 95 | ODFL | OLD DOMINION FREIGHT LINE IN | 0.14% | Add +92.3% | 37,500 | $10.64M | $283.78 | |
| 96 | CARR | CARRIER GLOBAL CORPORATION | 0.13% | - | 235,000 | $9.69M | $41.25 | |
| 97 | ENOV | ENOVIS CORPORATION | 0.13% | Reduce -52.9% | 178,356 | $9.55M | $53.52 | |
| 98 | CBRL | CRACKER BARREL OLD CTRY STOR | 0.12% | Add +12.1% | 97,000 | $9.19M | $94.74 | |
| 99 | OTIS | OTIS WORLDWIDE CORP | 0.12% | - | 114,620 | $8.98M | $78.31 | |
| 100 | WFC | WELLS FARGO CO NEW | 0.11% | Add +2.0% | 204,450 | $8.44M | $41.29 | |
| 101 | OI | O-I GLASS INC | 0.10% | Add +0.0% | 468,900 | $7.77M | No quote | No quote |
| 102 | SONY | SONY GROUP CORPORATION | 0.10% | Add +25.2% | 99,649 | $7.6M | $76.28 | |
| 103 | EA | ELECTRONIC ARTS INC | 0.10% | - | 60,800 | $7.43M | No quote | No quote |
| 104 | SMG | SCOTTS MIRACLE-GRO CO | 0.08% | Add +124.8% | 129,235 | $6.28M | $48.59 | |
| 105 | MRVL | MARVELL TECHNOLOGY INC | 0.08% | Add +23.1% | 160,000 | $5.93M | $37.04 | |
| 106 | TRU | TRANSUNION | 0.08% | Add +2.0% | 101,050 | $5.73M | $56.75 | |
| 107 | CE | CELANESE CORP DEL | 0.06% | Add +172.6% | 45,800 | $4.68M | $102.24 | |
| 108 | TMO | THERMO FISHER SCIENTIFIC INC | 0.06% | Add +5.1% | 8,200 | $4.52M | $550.69 | |
| 109 | SHOP | SHOPIFY INC | 0.05% | Add +10.8% | 102,750 | $3.57M | $34.71 | |
| 110 | PYPL | PAYPAL HLDGS INC | 0.05% | Add +40.8% | 48,713 | $3.47M | $71.22 | |
| 111 | LBTYA | LIBERTY GLOBAL PLC | 0.05% | - | 179,000 | $3.39M | $18.93 | |
| 112 | GHC | GRAHAM HLDGS CO | 0.04% | - | 5,200 | $3.14M | $604.21 | |
| 113 | WRB | BERKLEY W R CORP | 0.04% | - | 40,500 | $2.94M | $72.57 | |
| 114 | EMN | EASTMAN CHEM CO | 0.04% | Add +86.0% | 32,450 | $2.64M | $81.44 | |
| 115 | BALL | BALL CORP | 0.04% | Add +8.5% | 51,000 | $2.61M | $51.14 | |
| 116 | RNR | RENAISSANCERE HLDGS LTD | 0.03% | Add +600.0% | 14,000 | $2.58M | $184.23 | |
| 117 | IFF | INTERNATIONAL FLAVORS&FRAGRA | 0.03% | - | 23,000 | $2.41M | $104.84 | |
| 118 | KMX | CARMAX INC | 0.03% | New | 35,000 | $2.13M | $60.89 | |
| 119 | SPOT | SPOTIFY TECHNOLOGY S A | 0.03% | - | 25,900 | $2.04M | $78.95 | |
| 120 | IT | GARTNER INC | 0.03% | Add +26.7% | 5,700 | $1.92M | $336.14 | |
| 121 | VNT | VONTIER CORPORATION | 0.03% | Add +14.4% | 98,971 | $1.91M | $19.33 | |
| 122 | BNRE | BROOKFIELD REINS LTD | 0.03% | New | 60,101 | $1.88M | No quote | No quote |
| 123 | WTW | WILLIS TOWERS WATSON PLC LTD | 0.03% | Add +17.0% | 7,615 | $1.86M | $244.58 | |
| 124 | ICE | INTERCONTINENTAL EXCHANGE IN | 0.02% | Add +9.2% | 17,665 | $1.81M | $102.59 | |
| 125 | CSGP | COSTAR GROUP INC | 0.02% | - | 18,600 | $1.44M | $77.28 | |
| 126 | HGTYWS | HAGERTY INC | 0.02% | - | 540,000 | $1.21M | No quote | No quote |
| 127 | TGT | TARGET CORP | 0.01% | New | 7,500 | $1.12M | $149.04 | |
| 128 | INTU | INTUIT | 0.01% | - | 2,720 | $1.06M | $389.22 | |
| 129 | LAMR | LAMAR ADVERTISING CO NEW | 0.01% | - | 8,500 | $802.4K | $94.40 | |
| 130 | DNB | DUN & BRADSTREET HLDGS INC | 0.01% | New | 65,000 | $796.9K | No quote | No quote |
| 131 | AXTA | AXALTA COATING SYS LTD | 0.01% | - | 28,442 | $724.42K | $25.47 | |
| 132 | COF | CAPITAL ONE FINL CORP | 0.01% | New | 7,500 | $697.2K | $92.96 | |
| 133 | LPLA | LPL FINL HLDGS INC | 0.01% | New | 2,681 | $579.55K | $216.17 | |
| 134 | DCT | DUCK CREEK TECHNOLOGIES INC | 0.00% | Add +18.8% | 25,250 | $304.26K | No quote | No quote |
| 139 | UA | UNDER ARMOUR INC | - | Sold | 0 | $0 | No quote | No quote |
| 138 | TRUP | TRUPANION INC | - | Sold | 0 | $0 | No quote | No quote |
| 137 | TPL | TEXAS PACIFIC LAND CORPORATI | - | Sold | 0 | $0 | No quote | No quote |
| 136 | BAMR | BROOKFIELD ASSET MGMT REINS | - | Sold | 0 | $0 | No quote | No quote |
| 135 | BAM | BROOKFIELD ASSET MGMT INC | - | Sold | 0 | $0 | No quote | No quote |