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 2026-05-10 from SEC 13F data.
Live quotes available for 125 of 137 rows. Rows without a quote are marked unavailable.
| 1 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 7.15% | - | 1,114 | $592.07M | $531477.00 | |
| 2 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 6.48% | - | 1,531,971 | $536.65M | $350.30 | |
| 3 | GOOG | ALPHABET INC | 4.38% | - | 2,749,860 | $362.57M | $131.85 | |
| 4 | DE | DEERE & CO | 3.46% | Add +0.4% | 758,800 | $286.36M | $377.38 | |
| 5 | HD | HOME DEPOT INC | 3.36% | - | 920,000 | $277.99M | $302.16 | |
| 6 | BN | BROOKFIELD CORP | 3.29% | - | 8,715,741 | $272.54M | $31.27 | |
| 7 | AMZN | AMAZON COM INC | 3.11% | Add +0.3% | 2,024,960 | $257.41M | $127.12 | |
| 8 | V | VISA INC | 2.77% | Add +1.0% | 999,285 | $229.85M | $230.01 | |
| 9 | AAPL | APPLE INC | 2.53% | Add +0.5% | 1,221,890 | $209.2M | $171.21 | |
| 10 | WSO | WATSCO INC | 2.49% | Add +1.2% | 545,750 | $206.14M | $377.72 | |
| 11 | DEO | DIAGEO PLC | 2.43% | - | 1,350,208 | $201.42M | $149.18 | |
| 12 | ADI | ANALOG DEVICES INC | 2.39% | Add +0.5% | 1,128,671 | $197.62M | $175.09 | |
| 13 | NVO | NOVO-NORDISK A S | 2.36% | -2:1 split | 2,150,000 | $195.52M | $90.94 | |
| 14 | DIS | DISNEY WALT CO | 1.99% | Add +0.5% | 2,029,665 | $164.5M | $81.05 | |
| 15 | RLI | RLI CORP | 1.96% | - | 1,197,272 | $162.7M | $135.89 | |
| 16 | MSFT | MICROSOFT CORP | 1.88% | Add +1.3% | 492,480 | $155.5M | $315.75 | |
| 17 | BLK | BLACKROCK INC | 1.72% | - | 220,200 | $142.36M | $646.49 | |
| 18 | LOW | LOWES COS INC | 1.62% | Add +2.1% | 645,480 | $134.16M | $207.84 | |
| 19 | BX | BLACKSTONE INC | 1.59% | - | 1,229,000 | $131.68M | $107.14 | |
| 20 | MMC | MARSH & MCLENNAN COS INC | 1.54% | Add +2.0% | 672,500 | $127.98M | No quote | No quote |
| 21 | GS | GOLDMAN SACHS GROUP INC | 1.40% | - | 359,360 | $116.28M | $323.57 | |
| 22 | TXN | TEXAS INSTRS INC | 1.39% | - | 724,000 | $115.12M | $159.01 | |
| 23 | ADM | ARCHER DANIELS MIDLAND CO | 1.33% | - | 1,463,300 | $110.36M | $75.42 | |
| 24 | PGR | PROGRESSIVE CORP | 1.27% | - | 753,750 | $105M | $139.30 | |
| 25 | JNJ | JOHNSON & JOHNSON | 1.15% | - | 610,800 | $95.13M | $155.75 | |
| 26 | APO | APOLLO GLOBAL MGMT INC | 1.10% | - | 1,012,500 | $90.88M | $89.76 | |
| 27 | KKR | KKR & CO INC | 1.08% | Add +0.2% | 1,451,800 | $89.43M | $61.60 | |
| 28 | GD | GENERAL DYNAMICS CORP | 1.04% | - | 391,000 | $86.4M | $220.97 | |
| 29 | MA | MASTERCARD INCORPORATED | 0.99% | - | 207,540 | $82.17M | $395.91 | |
| 30 | CAT | CATERPILLAR INC | 0.99% | Add +2.1% | 299,100 | $81.65M | $273.00 | |
| 31 | META | META PLATFORMS INC | 0.94% | Add +2.4% | 258,881 | $77.72M | $300.21 | |
| 32 | ITW | ILLINOIS TOOL WKS INC | 0.91% | - | 327,500 | $75.43M | $230.31 | |
| 33 | MSCI | MSCI INC | 0.88% | - | 142,850 | $73.29M | $513.08 | |
| 34 | BAM | BROOKFIELD ASSET MANAGMT LTD | 0.88% | - | 2,193,953 | $73.15M | $33.34 | |
| 35 | GOOGL | ALPHABET INC | 0.88% | Add +0.9% | 555,000 | $72.63M | $130.86 | |
| 36 | AXP | AMERICAN EXPRESS CO | 0.87% | - | 484,250 | $72.25M | $149.19 | |
| 37 | LPLA | LPL FINL HLDGS INC | 0.86% | Add +137.1% | 301,264 | $71.6M | $237.65 | |
| 38 | SCHW | SCHWAB CHARLES CORP | 0.85% | Add +2.5% | 1,276,766 | $70.09M | $54.90 | |
| 39 | MCO | MOODYS CORP | 0.82% | - | 213,890 | $67.63M | $316.17 | |
| 40 | NVR | NVR INC | 0.78% | Add +2.9% | 10,824 | $64.55M | $5963.30 | |
| 41 | DG | DOLLAR GEN CORP NEW | 0.75% | Add +15.9% | 590,250 | $62.45M | $105.80 | |
| 42 | ATVI | ACTIVISION BLIZZARD INC | 0.74% | - | 650,600 | $60.92M | No quote | No quote |
| 43 | SPGI | S&P GLOBAL INC | 0.66% | - | 150,690 | $55.06M | $365.41 | |
| 44 | ROL | ROLLINS INC | 0.62% | Add +2.0% | 1,383,275 | $51.64M | $37.33 | |
| 45 | FDS | FACTSET RESH SYS INC | 0.62% | - | 116,720 | $51.04M | $437.26 | |
| 46 | HEI-A | HEICO CORP NEW | 0.59% | - | 379,644 | $49.06M | $129.22 | |
| 47 | BF-A | BROWN FORMAN CORP | 0.59% | - | 843,000 | $48.98M | $58.10 | |
| 48 | ACN | ACCENTURE PLC IRELAND | 0.59% | - | 159,400 | $48.95M | $307.11 | |
| 49 | SBUX | STARBUCKS CORP | 0.59% | - | 532,318 | $48.58M | $91.27 | |
| 50 | CMCSA | COMCAST CORP NEW | 0.57% | Add +0.1% | 1,060,741 | $47.03M | $44.34 | |
| 51 | ECL | ECOLAB INC | 0.56% | - | 274,300 | $46.47M | $169.40 | |
| 52 | NSC | NORFOLK SOUTHN CORP | 0.55% | - | 229,500 | $45.2M | $196.93 | |
| 53 | LIN | LINDE PLC | 0.54% | Add +5.3% | 120,500 | $44.87M | $372.35 | |
| 54 | ROK | ROCKWELL AUTOMATION INC | 0.53% | - | 154,900 | $44.28M | $285.87 | |
| 55 | CG | CARLYLE GROUP INC | 0.48% | - | 1,327,000 | $40.02M | $30.16 | |
| 56 | FDX | FEDEX CORP | 0.46% | Add +9.0% | 145,000 | $38.41M | $264.92 | |
| 57 | WHR | WHIRLPOOL CORP | 0.46% | - | 282,049 | $37.71M | $133.70 | |
| 58 | NKE | NIKE INC | 0.43% | - | 368,900 | $35.27M | $95.62 | |
| 59 | JPM | JPMORGAN CHASE & CO | 0.42% | Add +5.7% | 241,550 | $35.03M | $145.02 | |
| 60 | TROW | PRICE T ROWE GROUP INC | 0.40% | - | 314,000 | $32.93M | $104.87 | |
| 61 | ODFL | OLD DOMINION FREIGHT LINE IN | 0.39% | Add +17.8% | 79,500 | $32.53M | $409.14 | |
| 62 | AON | AON PLC | 0.39% | Add +7.0% | 99,550 | $32.28M | $324.22 | |
| 63 | ITIC | INVESTORS TITLE CO NC | 0.38% | - | 213,300 | $31.59M | $148.09 | |
| 64 | SRCL | STERICYCLE INC | 0.36% | - | 668,700 | $29.9M | No quote | No quote |
| 65 | TSN | TYSON FOODS INC | 0.35% | Add +28.3% | 577,500 | $29.16M | $50.49 | |
| 66 | MMM | 3M CO | 0.33% | - | 293,750 | $27.5M | $93.62 | |
| 67 | BF-B | BROWN FORMAN CORP | 0.33% | - | 474,187 | $27.36M | $57.69 | |
| 68 | VRSK | VERISK ANALYTICS INC | 0.33% | Add +5.2% | 114,700 | $27.1M | $236.24 | |
| 69 | HGTY | HAGERTY INC | 0.30% | - | 3,000,000 | $24.51M | $8.17 | |
| 70 | SHW | SHERWIN WILLIAMS CO | 0.29% | - | 94,172 | $24.02M | $255.05 | |
| 71 | CABO | CABLE ONE INC | 0.28% | Add +41.2% | 37,700 | $23.21M | $615.64 | |
| 72 | CVS | CVS HEALTH CORP | 0.28% | - | 332,000 | $23.18M | $69.82 | |
| 73 | LMT | LOCKHEED MARTIN CORP | 0.28% | - | 56,363 | $23.05M | $408.96 | |
| 74 | COST | COSTCO WHSL CORP NEW | 0.27% | - | 39,150 | $22.12M | $564.96 | |
| 75 | THG | HANOVER INS GROUP INC | 0.25% | Add +19.6% | 189,000 | $20.98M | $110.98 | |
| 76 | CSCO | CISCO SYS INC | 0.22% | - | 342,000 | $18.39M | $53.76 | |
| 77 | LBRDA | LIBERTY BROADBAND CORP | 0.22% | Reduce -4.1% | 196,750 | $17.89M | $90.91 | |
| 78 | UNP | UNION PAC CORP | 0.21% | - | 85,778 | $17.47M | $203.63 | |
| 79 | PAYX | PAYCHEX INC | 0.21% | - | 150,000 | $17.3M | $115.33 | |
| 80 | CCK | CROWN HLDGS INC | 0.20% | - | 189,500 | $16.77M | $88.48 | |
| 81 | PEP | PEPSICO INC | 0.20% | - | 96,210 | $16.3M | $169.44 | |
| 82 | RTX | RAYTHEON TECHNOLOGIES CORP | 0.19% | - | 224,000 | $16.12M | $71.97 | |
| 83 | EFX | EQUIFAX INC | 0.19% | - | 87,850 | $16.09M | $183.18 | |
| 84 | ALL | ALLSTATE CORP | 0.19% | Add +10.1% | 141,550 | $15.77M | $111.41 | |
| 85 | BK | BANK NEW YORK MELLON CORP | 0.19% | - | 365,250 | $15.58M | $42.65 | |
| 86 | LBRDK | LIBERTY BROADBAND CORP | 0.17% | Reduce -12.9% | 149,859 | $13.69M | $91.32 | |
| 87 | CARR | CARRIER GLOBAL CORPORATION | 0.16% | - | 235,000 | $12.97M | $55.20 | |
| 88 | HXL | HEXCEL CORP NEW | 0.15% | - | 189,000 | $12.31M | $65.14 | |
| 89 | PM | PHILIP MORRIS INTL INC | 0.13% | - | 114,500 | $10.6M | $92.58 | |
| 90 | SEIC | SEI INVTS CO | 0.13% | - | 173,200 | $10.43M | $60.23 | |
| 91 | EA | ELECTRONIC ARTS INC | 0.12% | - | 80,800 | $9.73M | No quote | No quote |
| 92 | RNR | RENAISSANCERE HLDGS LTD | 0.12% | Add +36.1% | 49,000 | $9.7M | $197.92 | |
| 93 | CE | CELANESE CORP DEL | 0.12% | Add +17.6% | 76,800 | $9.64M | $125.52 | |
| 94 | OTIS | OTIS WORLDWIDE CORP | 0.11% | - | 114,620 | $9.21M | $80.31 | |
| 95 | TGT | TARGET CORP | 0.11% | Add +53.7% | 83,000 | $9.18M | $110.57 | |
| 96 | COF | CAPITAL ONE FINL CORP | 0.11% | Add +16.9% | 90,000 | $8.73M | $97.05 | |
| 97 | IQV | IQVIA HLDGS INC | 0.10% | Add +37.7% | 43,826 | $8.62M | $196.75 | |
| 98 | AMT | AMERICAN TOWER CORP NEW | 0.10% | - | 51,910 | $8.54M | $164.45 | |
| 99 | WFC | WELLS FARGO CO NEW | 0.10% | - | 204,450 | $8.35M | $40.86 | |
| 100 | SMG | SCOTTS MIRACLE-GRO CO | 0.10% | Add +4.2% | 156,000 | $8.06M | $51.68 | |
| 101 | OI | O-I GLASS INC | 0.09% | Add +0.0% | 469,100 | $7.85M | No quote | No quote |
| 102 | CBRL | CRACKER BARREL OLD CTRY STOR | 0.09% | - | 111,000 | $7.46M | $67.20 | |
| 103 | TRU | TRANSUNION | 0.09% | - | 101,050 | $7.25M | $71.79 | |
| 104 | TMO | THERMO FISHER SCIENTIFIC INC | 0.08% | Add +65.8% | 13,600 | $6.88M | $506.17 | |
| 105 | KMX | CARMAX INC | 0.07% | Add +21.7% | 84,000 | $5.94M | $70.73 | |
| 106 | SHOP | SHOPIFY INC | 0.07% | - | 102,750 | $5.61M | $54.57 | |
| 107 | EMN | EASTMAN CHEM CO | 0.07% | Add +21.7% | 72,950 | $5.6M | $76.72 | |
| 108 | SONY | SONY GROUP CORPORATION | 0.07% | Reduce -41.7% | 67,000 | $5.52M | $82.41 | |
| 109 | LAMR | LAMAR ADVERTISING CO NEW | 0.05% | Add +46.4% | 50,500 | $4.22M | $83.47 | |
| 110 | CHH | CHOICE HOTELS INTL INC | 0.05% | Add +560.0% | 33,000 | $4.04M | $122.51 | |
| 111 | SPOT | SPOTIFY TECHNOLOGY S A | 0.05% | - | 25,900 | $4.01M | $154.64 | |
| 112 | ICE | INTERCONTINENTAL EXCHANGE IN | 0.04% | - | 33,077 | $3.64M | $110.02 | |
| 113 | VNT | VONTIER CORPORATION | 0.04% | - | 110,853 | $3.43M | $30.92 | |
| 114 | LLYVA | LIBERTY MEDIA CORP DEL | 0.04% | New | 98,000 | $3.13M | $31.92 | |
| 115 | GHC | GRAHAM HLDGS CO | 0.04% | - | 5,200 | $3.03M | $583.00 | |
| 116 | LBTYA | LIBERTY GLOBAL PLC | 0.03% | Reduce -6.2% | 168,000 | $2.88M | $17.12 | |
| 117 | WRB | BERKLEY W R CORP | 0.03% | - | 40,500 | $2.57M | $63.49 | |
| 118 | LLYVK | LIBERTY MEDIA CORP DEL | 0.03% | New | 80,000 | $2.57M | $32.10 | |
| 119 | BALL | BALL CORP | 0.03% | - | 51,000 | $2.54M | $49.78 | |
| 120 | UNH | UNITEDHEALTH GROUP INC | 0.03% | New | 5,000 | $2.52M | $504.19 | |
| 121 | HCA | HCA HEALTHCARE INC | 0.02% | New | 8,050 | $1.98M | $245.98 | |
| 122 | IT | GARTNER INC | 0.02% | - | 5,700 | $1.96M | $343.61 | |
| 123 | BNRE | BROOKFIELD REINS LTD | 0.02% | - | 60,101 | $1.89M | No quote | No quote |
| 124 | WTW | WILLIS TOWERS WATSON PLC LTD | 0.02% | - | 8,627 | $1.8M | $208.96 | |
| 125 | IFF | INTERNATIONAL FLAVORS&FRAGRA | 0.02% | - | 23,000 | $1.57M | $68.17 | |
| 126 | CSGP | COSTAR GROUP INC | 0.02% | - | 18,600 | $1.43M | $76.89 | |
| 127 | INTU | INTUIT | 0.02% | - | 2,720 | $1.39M | $510.94 | |
| 128 | URI | UNITED RENTALS INC | 0.02% | New | 3,000 | $1.33M | $444.57 | |
| 129 | HGTYWS | HAGERTY INC | 0.01% | - | 540,000 | $1.24M | No quote | No quote |
| 130 | DNB | DUN & BRADSTREET HLDGS INC | 0.01% | - | 115,000 | $1.15M | No quote | No quote |
| 131 | FERG | FERGUSON PLC NEW | 0.01% | New | 6,000 | $986.82K | $164.47 | |
| 132 | UBER | UBER TECHNOLOGIES INC | 0.01% | Add +200.0% | 21,000 | $965.79K | $45.99 | |
| 133 | BUD | ANHEUSER BUSCH INBEV SA/NV | 0.01% | Add +22.2% | 11,000 | $608.3K | $55.30 | |
| 137 | SKWD | SKYWARD SPECIALTY INS GROUP | - | Sold | 0 | $0 | No quote | No quote |
| 136 | LSXMK | LIBERTY MEDIA CORP DEL | - | Sold | 0 | $0 | No quote | No quote |
| 135 | LSXMA | LIBERTY MEDIA CORP DEL | - | Sold | 0 | $0 | No quote | No quote |
| 134 | HCSG | HEALTHCARE SVCS GROUP INC | - | Sold | 0 | $0 | No quote | No quote |