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 2026-05-30 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 | 6.93% | - | 1,114 | $769.97M | $691180.00 | |
| 2 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 6.35% | - | 1,531,971 | $705.1M | $460.26 | |
| 3 | BN | BROOKFIELD CORP | 4.17% | - | 8,715,741 | $463.24M | $53.15 | |
| 4 | GOOG | ALPHABET INC | 4.14% | - | 2,749,860 | $459.75M | $167.19 | |
| 5 | AMZN | AMAZON COM INC | 3.41% | - | 2,030,760 | $378.39M | $186.33 | |
| 6 | HD | HOME DEPOT INC | 3.36% | - | 920,000 | $372.78M | $405.20 | |
| 7 | DE | DEERE & CO | 3.26% | Add +2.8% | 869,100 | $362.7M | $417.33 | |
| 8 | WSO | WATSCO INC | 2.58% | Add +2.0% | 582,500 | $286.52M | $491.88 | |
| 9 | AAPL | APPLE INC | 2.57% | - | 1,227,290 | $285.96M | $233.00 | |
| 10 | V | VISA INC | 2.47% | - | 999,285 | $274.75M | $274.95 | |
| 11 | ADI | ANALOG DEVICES INC | 2.42% | - | 1,167,671 | $268.76M | $230.17 | |
| 12 | NVO | NOVO-NORDISK A S | 2.30% | - | 2,150,000 | $256M | $119.07 | |
| 13 | MSFT | MICROSOFT CORP | 1.99% | Add +1.5% | 514,980 | $221.6M | $430.30 | |
| 14 | BLK | BLACKROCK INC | 1.88% | - | 220,200 | $209.08M | $949.51 | |
| 15 | DIS | DISNEY WALT CO | 1.76% | - | 2,031,665 | $195.43M | $96.19 | |
| 16 | DEO | DIAGEO PLC | 1.73% | - | 1,366,708 | $191.8M | $140.34 | |
| 17 | PGR | PROGRESSIVE CORP | 1.72% | - | 753,750 | $191.27M | $253.76 | |
| 18 | KKR | KKR & CO INC | 1.71% | - | 1,451,800 | $189.58M | $130.58 | |
| 19 | BX | BLACKSTONE INC | 1.69% | - | 1,229,000 | $188.2M | $153.13 | |
| 20 | LOW | LOWES COS INC | 1.68% | Add +2.1% | 690,480 | $187.02M | $270.85 | |
| 21 | RLI | RLI CORP | 1.67% | - | 1,197,272 | $185.55M | $154.98 | |
| 22 | GS | GOLDMAN SACHS GROUP INC | 1.60% | - | 359,360 | $177.92M | $495.11 | |
| 23 | MMC | MARSH & MCLENNAN COS INC | 1.45% | Add +2.3% | 722,500 | $161.18M | No quote | No quote |
| 24 | META | META PLATFORMS INC | 1.42% | Add +1.6% | 275,231 | $157.55M | $572.44 | |
| 25 | TXN | TEXAS INSTRS INC | 1.35% | - | 724,000 | $149.56M | $206.57 | |
| 26 | AXP | AMERICAN EXPRESS CO | 1.18% | - | 484,250 | $131.33M | $271.20 | |
| 27 | APO | APOLLO GLOBAL MGMT INC | 1.14% | - | 1,012,500 | $126.47M | $124.91 | |
| 28 | CAT | CATERPILLAR INC | 1.12% | Add +2.3% | 318,750 | $124.67M | $391.12 | |
| 29 | LPLA | LPL FINL HLDGS INC | 1.09% | Add +8.0% | 520,404 | $121.06M | $232.63 | |
| 30 | GD | GENERAL DYNAMICS CORP | 1.06% | - | 391,000 | $118.16M | $302.20 | |
| 31 | NVR | NVR INC | 1.03% | Add +1.5% | 11,704 | $114.84M | $9811.80 | |
| 32 | BAM | BROOKFIELD ASSET MANAGMT LTD | 0.93% | - | 2,193,953 | $103.75M | $47.29 | |
| 33 | MA | MASTERCARD INCORPORATED | 0.92% | - | 207,540 | $102.48M | $493.80 | |
| 34 | MCO | MOODYS CORP | 0.91% | - | 213,890 | $101.51M | $474.59 | |
| 35 | JNJ | JOHNSON & JOHNSON | 0.89% | - | 610,800 | $98.99M | $162.06 | |
| 36 | GOOGL | ALPHABET INC | 0.83% | - | 555,000 | $92.05M | $165.85 | |
| 37 | SCHW | SCHWAB CHARLES CORP | 0.79% | Reduce -1.2% | 1,350,800 | $87.55M | $64.81 | |
| 38 | ADM | ARCHER DANIELS MIDLAND CO | 0.79% | - | 1,463,300 | $87.42M | $59.74 | |
| 39 | ITW | ILLINOIS TOOL WKS INC | 0.77% | - | 327,500 | $85.83M | $262.07 | |
| 40 | MSCI | MSCI INC | 0.75% | - | 142,850 | $83.27M | $582.93 | |
| 41 | SPGI | S&P GLOBAL INC | 0.70% | - | 150,690 | $77.85M | $516.62 | |
| 42 | HEI-A | HEICO CORP NEW | 0.70% | - | 379,644 | $77.36M | $203.76 | |
| 43 | LIN | LINDE PLC | 0.67% | Add +8.0% | 155,000 | $73.91M | $476.86 | |
| 44 | ROL | ROLLINS INC | 0.66% | Add +1.0% | 1,453,275 | $73.51M | $50.58 | |
| 45 | ECL | ECOLAB INC | 0.63% | - | 274,300 | $70.04M | $255.33 | |
| 46 | DG | DOLLAR GEN CORP NEW | 0.56% | Add +6.5% | 742,250 | $62.77M | $84.57 | |
| 47 | ODFL | OLD DOMINION FREIGHT LINE IN | 0.53% | Add +5.5% | 295,000 | $58.6M | $198.64 | |
| 48 | SBUX | STARBUCKS CORP | 0.53% | Add +5.6% | 600,318 | $58.53M | $97.49 | |
| 49 | CG | CARLYLE GROUP INC | 0.51% | - | 1,327,000 | $57.14M | $43.06 | |
| 50 | NSC | NORFOLK SOUTHN CORP | 0.51% | - | 229,500 | $57.03M | $248.50 | |
| 51 | ACN | ACCENTURE PLC IRELAND | 0.51% | - | 159,400 | $56.34M | $353.48 | |
| 52 | FDS | FACTSET RESH SYS INC | 0.48% | - | 116,720 | $53.67M | $459.85 | |
| 53 | FDX | FEDEX CORP | 0.48% | Add +7.7% | 195,000 | $53.37M | $273.68 | |
| 54 | JPM | JPMORGAN CHASE & CO. | 0.48% | - | 252,550 | $53.25M | $210.86 | |
| 55 | ITIC | INVESTORS TITLE CO NC | 0.44% | - | 213,300 | $49.02M | $229.80 | |
| 56 | TSN | TYSON FOODS INC | 0.42% | Add +0.5% | 789,500 | $47.02M | $59.56 | |
| 57 | CMCSA | COMCAST CORP NEW | 0.41% | - | 1,081,241 | $45.16M | $41.77 | |
| 58 | FNV | FRANCO NEV CORP | 0.39% | Add +41.0% | 345,500 | $42.93M | $124.25 | |
| 59 | ROK | ROCKWELL AUTOMATION INC | 0.37% | - | 154,900 | $41.58M | $268.46 | |
| 60 | AON | AON PLC | 0.37% | Add +5.4% | 120,150 | $41.57M | $345.99 | |
| 61 | BF-A | BROWN FORMAN CORP | 0.36% | - | 843,000 | $40.53M | $48.08 | |
| 62 | MMM | 3M CO | 0.36% | - | 293,750 | $40.16M | $136.70 | |
| 63 | VRSK | VERISK ANALYTICS INC | 0.35% | Add +8.4% | 144,950 | $38.84M | $267.96 | |
| 64 | NKE | NIKE INC | 0.34% | Add +10.3% | 428,900 | $37.91M | $88.40 | |
| 65 | THG | HANOVER INS GROUP INC | 0.34% | Add +5.8% | 254,000 | $37.62M | $148.11 | |
| 66 | SHW | SHERWIN WILLIAMS CO | 0.32% | - | 94,172 | $35.94M | $381.67 | |
| 67 | COST | COSTCO WHSL CORP NEW | 0.31% | - | 39,150 | $34.71M | $886.52 | |
| 68 | TROW | PRICE T ROWE GROUP INC | 0.31% | - | 314,000 | $34.2M | $108.93 | |
| 69 | LMT | LOCKHEED MARTIN CORP | 0.30% | - | 56,363 | $32.95M | $584.56 | |
| 70 | HGTY | HAGERTY INC | 0.27% | - | 3,000,000 | $30.51M | $10.17 | |
| 71 | ALL | ALLSTATE CORP | 0.26% | - | 154,550 | $29.31M | $189.65 | |
| 72 | - | RTX CORPORATIONCUSIP 755130000 | 0.24% | New | 224,000 | $27.14M | No quote | No quote |
| 73 | BF-B | BROWN FORMAN CORP | 0.21% | - | 474,187 | $23.33M | $49.20 | |
| 74 | TMO | THERMO FISHER SCIENTIFIC INC | 0.20% | Add +20.4% | 35,400 | $21.9M | $618.57 | |
| 75 | YUM | YUM BRANDS INC | 0.20% | Add +80.9% | 156,502 | $21.86M | $139.71 | |
| 76 | EFX | EQUIFAX INC | 0.19% | Reduce -25.6% | 72,850 | $21.41M | $293.86 | |
| 77 | UNP | UNION PAC CORP | 0.19% | - | 85,778 | $21.14M | $246.48 | |
| 78 | URI | UNITED RENTALS INC | 0.19% | Add +17.9% | 25,950 | $21.01M | $809.73 | |
| 79 | CABO | CABLE ONE INC | 0.19% | Add +11.6% | 60,050 | $21M | $349.79 | |
| 80 | TGT | TARGET CORP | 0.19% | - | 133,000 | $20.73M | $155.86 | |
| 81 | HCA | HCA HEALTHCARE INC | 0.19% | Add +45.1% | 50,930 | $20.7M | $406.43 | |
| 82 | PAYX | PAYCHEX INC | 0.18% | - | 150,000 | $20.13M | $134.19 | |
| 83 | RNR | RENAISSANCERE HLDGS LTD | 0.17% | - | 70,000 | $19.07M | $272.40 | |
| 84 | CARR | CARRIER GLOBAL CORPORATION | 0.17% | - | 235,000 | $18.92M | $80.49 | |
| 85 | CSCO | CISCO SYS INC | 0.16% | - | 342,000 | $18.2M | $53.22 | |
| 86 | CCK | CROWN HLDGS INC | 0.16% | - | 189,500 | $18.17M | $95.88 | |
| 87 | WHR | WHIRLPOOL CORP | 0.15% | Reduce -44.1% | 157,619 | $16.87M | $107.00 | |
| 88 | FERG | FERGUSON PLC NEW | 0.15% | New | 84,500 | $16.78M | $198.57 | |
| 89 | PEP | PEPSICO INC | 0.15% | - | 96,210 | $16.36M | $170.05 | |
| 90 | APD | AIR PRODS & CHEMS INC | 0.14% | Add +36.8% | 52,000 | $15.48M | $297.74 | |
| 91 | CHH | CHOICE HOTELS INTL INC | 0.14% | Add +4.5% | 115,500 | $15.05M | $130.30 | |
| 92 | LAMR | LAMAR ADVERTISING CO NEW | 0.13% | Add +18.1% | 111,000 | $14.83M | $133.60 | |
| 93 | SMG | SCOTTS MIRACLE-GRO CO | 0.13% | - | 168,000 | $14.57M | $86.70 | |
| 94 | UNH | UNITEDHEALTH GROUP INC | 0.13% | Add +15.6% | 24,064 | $14.07M | $584.68 | |
| 95 | IQV | IQVIA HLDGS INC | 0.13% | - | 58,726 | $13.92M | $236.97 | |
| 96 | PM | PHILIP MORRIS INTL INC | 0.13% | - | 114,500 | $13.9M | $121.40 | |
| 97 | COF | CAPITAL ONE FINL CORP | 0.12% | - | 91,000 | $13.63M | $149.73 | |
| 98 | AMT | AMERICAN TOWER CORP NEW | 0.11% | - | 51,910 | $12.07M | $232.56 | |
| 99 | SEIC | SEI INVTS CO | 0.11% | - | 173,200 | $11.98M | $69.19 | |
| 100 | OTIS | OTIS WORLDWIDE CORP | 0.11% | - | 114,620 | $11.91M | $103.94 | |
| 101 | HXL | HEXCEL CORP NEW | 0.11% | - | 189,000 | $11.69M | $61.83 | |
| 102 | GPK | GRAPHIC PACKAGING HLDG CO | 0.11% | Add +17.9% | 394,725 | $11.68M | $29.59 | |
| 103 | WFC | WELLS FARGO CO NEW | 0.10% | - | 204,450 | $11.55M | $56.49 | |
| 104 | OI | O-I GLASS INC | 0.10% | Add +20.8% | 814,100 | $10.68M | No quote | No quote |
| 105 | TRU | TRANSUNION | 0.10% | - | 101,050 | $10.58M | $104.70 | |
| 106 | CE | CELANESE CORP DEL | 0.10% | - | 77,800 | $10.58M | $135.96 | |
| 107 | KMX | CARMAX INC | 0.10% | - | 136,500 | $10.56M | $77.38 | |
| 108 | SPOT | SPOTIFY TECHNOLOGY S A | 0.09% | - | 25,900 | $9.54M | $368.53 | |
| 109 | MAR | MARRIOTT INTL INC NEW | 0.08% | Add +63.6% | 36,000 | $8.95M | $248.60 | |
| 110 | BK | BANK NEW YORK MELLON CORP | 0.08% | - | 121,500 | $8.73M | $71.86 | |
| 111 | EMN | EASTMAN CHEM CO | 0.08% | - | 74,950 | $8.39M | $111.95 | |
| 112 | SHOP | SHOPIFY INC | 0.07% | - | 102,750 | $8.23M | $80.14 | |
| 113 | HSY | HERSHEY CO | 0.06% | Add +67.4% | 36,000 | $6.9M | $191.78 | |
| 114 | UBER | UBER TECHNOLOGIES INC | 0.06% | Add +23.9% | 88,000 | $6.61M | $75.16 | |
| 115 | SONY | SONY GROUP CORP | 0.06% | - | 67,000 | $6.47M | $96.57 | |
| 116 | NSP | INSPERITY INC | 0.06% | Add +32.6% | 70,143 | $6.17M | $88.00 | |
| 117 | FIX | COMFORT SYS USA INC | 0.05% | - | 13,000 | $5.07M | $390.35 | |
| 118 | GHC | GRAHAM HLDGS CO | 0.04% | - | 5,200 | $4.27M | $821.72 | |
| 119 | BALL | BALL CORP | 0.03% | - | 51,000 | $3.46M | $67.91 | |
| 120 | WRB | BERKLEY W R CORP | 0.03% | -1.5:1 split | 60,750 | $3.45M | $56.73 | |
| 121 | IT | GARTNER INC | 0.03% | - | 5,700 | $2.89M | $506.76 | |
| 122 | WTW | WILLIS TOWERS WATSON PLC LTD | 0.02% | - | 8,627 | $2.54M | $294.53 | |
| 123 | ABNB | AIRBNB INC | 0.02% | New | 19,150 | $2.43M | $126.81 | |
| 124 | DPZ | DOMINOS PIZZA INC | 0.02% | New | 4,500 | $1.94M | $430.14 | |
| 125 | INTU | INTUIT | 0.02% | - | 2,720 | $1.69M | $621.00 | |
| 126 | CSGP | COSTAR GROUP INC | 0.01% | - | 18,600 | $1.4M | $75.44 | |
| 127 | EL | LAUDER ESTEE COS INC | 0.01% | New | 14,000 | $1.4M | $99.69 | |
| 128 | DNB | DUN & BRADSTREET HLDGS INC | 0.01% | - | 115,000 | $1.32M | No quote | No quote |
| 129 | BC | BRUNSWICK CORP | 0.01% | New | 14,000 | $1.17M | $83.82 | |
| 130 | ICE | INTERCONTINENTAL EXCHANGE IN | 0.01% | - | 5,120 | $822.48K | $160.64 | |
| 131 | BUD | ANHEUSER BUSCH INBEV SA/NV | 0.01% | - | 11,000 | $729.19K | $66.29 | |
| 132 | SOLV | SOLVENTUM CORP | 0.00% | Reduce -99.0% | 750 | $52.29K | $69.72 | |
| 140 | ULS | UL SOLUTIONS INC | - | Sold | 0 | $0 | No quote | No quote |
| 139 | RTX | RTX CORPORATION | - | Sold | 0 | $0 | No quote | No quote |
| 138 | HGTYWS | HAGERTY INC | - | Sold | 0 | $0 | No quote | No quote |
| 137 | FERG | FERGUSON PLC NEW | - | Sold | 0 | $0 | No quote | No quote |
| 136 | EA | ELECTRONIC ARTS INC | - | Sold | 0 | $0 | No quote | No quote |
| 135 | CVS | CVS HEALTH CORP | - | Sold | 0 | $0 | No quote | No quote |
| 134 | CBRL | CRACKER BARREL OLD CTRY STOR | - | Sold | 0 | $0 | No quote | No quote |
| 133 | BNRE | BROOKFIELD REINS LTD | - | Sold | 0 | $0 | No quote | No quote |