Tom Gayner's portfolio
Tom Gayner's Markel Group portfolio: $13.1B across 130 stocks as of Q2 2026. Top holdings BRK-B, GOOGL, DE, BN, AMZN. Latest buys and sells from the 13F filed Jul 31, 2026.
Top holdings
| Stock | % of portfolio | Value | Shares | Change |
|---|---|---|---|---|
| BRK-B BERKSHIRE HATHAWAY INC DEL | 12.2% | $1.6B | 1.5M | Held |
| GOOGL ALPHABET INC | 9.0% | $1.2B | 3.3M | Held |
| DE DEERE & CO | 4.2% | $556.9M | 877,900 | Held |
| BN BROOKFIELD CORP | 4.2% | $556.8M | 13.1M | Held |
| AMZN AMAZON COM INC | 3.7% | $484.0M | 2.0M | Held |
| ADI ANALOG DEVICES INC | 3.0% | $397.0M | 999,671 | Trimmed |
| GS GOLDMAN SACHS GROUP INC | 2.8% | $363.4M | 359,360 | Held |
| AAPL APPLE INC | 2.7% | $355.1M | 1.2M | Held |
| CAT CATERPILLAR INC | 2.7% | $350.0M | 328,650 | Held |
| V VISA INC | 2.6% | $347.9M | 1.0M | Added |
| HD HOME DEPOT INC | 2.5% | $325.3M | 922,500 | Held |
| WSO WATSCO INC | 1.9% | $249.1M | 597,750 | Added |
| TXN TEXAS INSTRS INC | 1.6% | $215.8M | 724,000 | Held |
| BLK BLACKROCK INC | 1.6% | $211.7M | 220,200 | Held |
| MSFT MICROSOFT CORP | 1.5% | $200.5M | 537,630 | Held |
| DIS DISNEY WALT CO | 1.5% | $195.5M | 2.0M | Held |
| AXP AMERICAN EXPRESS CO | 1.3% | $165.9M | 490,450 | Held |
| LOW LOWES COS INC | 1.3% | $165.8M | 751,980 | Added |
| PGR PROGRESSIVE CORP | 1.3% | $164.7M | 753,750 | Held |
| FNV FRANCO NEV CORP | 1.2% | $161.2M | 773,500 | Added |
| LPLA LPL FINL HLDGS INC | 1.2% | $157.7M | 559,951 | Held |
| JNJ JOHNSON & JOHNSON | 1.2% | $155.1M | 610,800 | Held |
| BX BLACKSTONE INC | 1.1% | $144.6M | 1.2M | Held |
| RLI RLI CORP | 1.1% | $141.4M | 2.4M | Held |
| GD GENERAL DYNAMICS CORP | 1.1% | $138.5M | 391,000 | Held |
| NVO NOVO-NORDISK A S | 1.0% | $137.6M | 2.9M | Held |
| KKR KKR & CO INC | 1.0% | $133.2M | 1.5M | Held |
| META META PLATFORMS INC | 1.0% | $131.9M | 234,163 | Trimmed |
| SCHW SCHWAB CHARLES CORP | 1.0% | $128.7M | 1.4M | Added |
| MRSH MARSH & MCLENNAN COS INC | 1.0% | $127.3M | 763,500 | Held |
| APO APOLLO GLOBAL MGMT INC | 0.9% | $119.8M | 1.0M | Held |
| ADM ARCHER DANIELS MIDLAND CO | 0.9% | $115.0M | 1.5M | Held |
| LINDE PLC | 0.9% | $111.9M | 215,600 | Added |
| DEO DIAGEO PLC | 0.8% | $110.3M | 1.4M | Held |
| MA MASTERCARD INCORPORATED | 0.8% | $106.6M | 207,540 | Held |
| DG DOLLAR GEN CORP | 0.8% | $100.1M | 869,250 | Held |
| BAM BROOKFIELD ASSET MANAGMT LTD | 0.7% | $98.4M | 2.2M | Held |
| HEI-A HEICO CORP NEW | 0.7% | $97.9M | 379,644 | Held |
| MCO MOODYS CORP | 0.7% | $96.9M | 213,890 | Held |
| ODFL OLD DOMINION FREIGHT LINE IN | 0.7% | $93.0M | 429,150 | Held |
Biggest buys (Q2 2026)
| Stock | Action | Trade value | Shares now | Weight |
|---|---|---|---|---|
| MELI MERCADOLIBRE INC | Added | $31.5M | 24,000 | 0.3% |
| FNV FRANCO NEV CORP | Added | $13.5M | 773,500 | 1.2% |
| EPD ENTERPRISE PRODS PARTNERS L | Added | $13.5M | 569,000 | 0.2% |
| WSO WATSCO INC | Added | $6.5M | 597,750 | 1.9% |
| LINDE PLC | Added | $5.7M | 215,600 | 0.9% |
| ZTS ZOETIS INC | New | $4.8M | 66,195 | 0.0% |
| APD AIR PRODUCTS AND CHEMICALS I | Added | $3.8M | 88,500 | 0.2% |
| V VISA INC | Added | $3.3M | 1.0M | 2.6% |
| TMO THERMO FISHER SCIENTIFIC INC | Added | $3.0M | 73,100 | 0.3% |
| LOW LOWES COS INC | Added | $3.0M | 751,980 | 1.3% |
| UNP UNION PAC CORP | Added | $2.9M | 161,028 | 0.3% |
| NFLX NETFLIX INC. | New | $2.9M | 40,000 | 0.0% |
| CSX CSX CORP | Added | $2.6M | 584,500 | 0.2% |
| WY WEYERHAEUSER CO | Added | $2.5M | 120,000 | 0.0% |
| FERG FERGUSON ENTERPRISES INC | Added | $2.3M | 180,200 | 0.3% |
| MAR MARRIOTT INTL INC NEW | Added | $2.1M | 99,500 | 0.3% |
| TSN TYSON FOODS INC | Added | $1.4M | 913,500 | 0.4% |
| OTIS OTIS WORLDWIDE CORP | Added | $1.4M | 133,620 | 0.1% |
| EXXON MOBIL CORP | Added | $1.2M | 56,100 | 0.1% |
| CP CANADIAN PACIFIC KANSAS CITY | Added | $1.2M | 73,000 | 0.0% |
| SCHW SCHWAB CHARLES CORP | Added | $1.0M | 1.4M | 1.0% |
| SUNB SUNBELT RENTALS HOLDINGS INC | Added | $822.9K | 974,361 | 0.6% |
| ROL ROLLINS INC | Added | $772.2K | 1.5M | 0.5% |
| HCA HCA HEALTHCARE INC | Added | $754.8K | 84,366 | 0.3% |
| UFPI UFP INDUSTRIES INC | New | $363.0K | 4,000 | 0.0% |
Biggest sells (Q2 2026)
| Stock | Action | Trade value | Shares now | Weight |
|---|---|---|---|---|
| ADI ANALOG DEVICES INC | Trimmed | $9.4M | 999,671 | 3.0% |
| META META PLATFORMS INC | Trimmed | $8.0M | 234,163 | 1.0% |
| CMCSA COMCAST CORP NEW | Trimmed | $3.9M | 802,074 | 0.1% |
Source: SEC Form 13F-HR for the quarter ending June 30, 2026, filed July 31, 2026; compared with Q1 2026. Long US equity positions only.
Frequently asked questions
What does Tom Gayner own?
As of Q2 2026, Markel Group's largest holdings are BRK-B (12.2%), GOOGL (9.0%), DE (4.2%), BN (4.2%), AMZN (3.7%). The top 10 positions make up 43% of the $13.1B portfolio.
What did Tom Gayner buy last quarter?
In Q2 2026, Markel Group's largest purchases were MELI (added, $31.5M), FNV (added, $13.5M), EPD (added, $13.5M), WSO (added, $6.5M).
What did Tom Gayner sell last quarter?
Markel Group's largest sales in Q2 2026 were ADI (trimmed, $9.4M), META (trimmed, $8.0M), CMCSA (trimmed, $3.9M).
When is Tom Gayner's next 13F filing?
13F reports are due 45 days after each quarter ends. The latest filing, for Q2 2026, was filed on July 31, 2026.