Thomas Gayner
Markel Corp | CIK: 0001096343
Filing Date
Jul 31, 2026
Market Value
$13.14B
Holdings
130
Turnover
N/A
Avg. Hold (Top 20)
46.4 Qtrs
Buys
0
Sells
0
Q2 2026 Holdings
| Holding | Asset Type | Portfolio % | Recent Activity | Shares | Market Value | AVG Price Paid | Current Price | Performance | |
|---|---|---|---|---|---|---|---|---|---|
| GOOG Alphabet | Stock | 7.21% | Unchanged | 2.75M | $947.08M | $44.10 | $344.41 | +681.05% | |
| BRK-A Berkshire Hathaway | Stock | 6.48% | Unchanged | 1.11K | $850.65M | $169295.73 | $763600.00 | +351.05% | |
| BRK-B Berkshire Hathaway | Stock | 5.95% | Unchanged | 1.53M | $780.95M | $111.54 | $509.77 | +357.02% | |
| BN Brookfield | Stock | 3.73% | Unchanged | 13.07M | $490.39M | $22.33 | $37.51 | +68.01% | |
| AMZN Amazon.com | Stock | 3.92% | Unchanged | 2.03M | $515.22M | $50.32 | $253.71 | +404.22% | |
| DE Deere & Company | Stock | 4.57% | Unchanged | 877.9K | $600.47M | $127.27 | $683.99 | +437.42% | |
| AAPL Apple | Stock | 3.14% | Unchanged | 1.23M | $412.53M | $42.18 | $336.13 | +696.90% | |
| V Visa | Stock | 2.84% | Added 0.95% | 1.01M | $373.41M | $68.06 | $368.29 | +441.10% | |
| ADI Analog Devices | Stock | 2.86% | Reduced 2.30% | 999.67K | $375.6M | $100.47 | $375.72 | +273.97% | |
| GS The Goldman Sachs | Stock | 2.58% | Unchanged | 359.36K | $338.52M | $214.84 | $942.00 | +338.46% | |
| HD The Home Depot | Stock | 2.11% | Added 0.27% | 922.5K | $276.73M | $75.98 | $299.98 | +294.79% | |
| CAT Caterpillar | Stock | 2.02% | Unchanged | 328.65K | $265.87M | $113.78 | $808.99 | +611.00% | |
| MSFT Microsoft | Stock | 2.02% | Unchanged | 537.63K | $265.47M | $113.45 | $493.78 | +335.23% | |
| BLK BlackRock | Stock | 1.79% | Unchanged | 220.2K | $235.57M | $350.28 | $1069.78 | +205.41% | |
| GOOGL Alphabet | Stock | 1.52% | Unchanged | 572K | $199.94M | $72.37 | $349.54 | +382.97% | |
| TXN Texas Instruments Incorporated | Stock | 1.47% | Unchanged | 724K | $193.05M | $78.75 | $266.64 | +238.58% | |
| LPLA L Financial | Stock | 1.40% | Unchanged | 559.95K | $183.71M | $232.78 | $328.09 | +40.95% | |
| DIS The Walt Disney Company | Stock | 1.59% | Unchanged | 2.03M | $208.59M | $76.16 | $102.67 | +34.80% | |
| WSO Watsco | Stock | 1.42% | Added 2.68% | 597.75K | $186.36M | $210.73 | $311.77 | +47.95% | |
| AXP American Express Company | Stock | 1.16% | Unchanged | 490.45K | $152.8M | $84.65 | $311.56 | +268.07% | |
| FNV Franco-Nevada | Stock | 1.57% | Added 9.17% | 773.5K | $205.7M | $149.65 | $265.93 | +77.70% | |
| PGR The Progressive | Stock | 1.23% | Unchanged | 753.75K | $160.91M | $68.75 | $213.48 | +210.52% | |
| BX Blackstone | Stock | 1.17% | Unchanged | 1.23M | $153.58M | $30.65 | $124.96 | +307.66% | |
| JNJ Johnson & Johnson | Stock | 1.26% | Unchanged | 610.8K | $164.91M | $85.70 | $269.99 | +215.05% | |
| LOW Lowe's Companies | Stock | 1.10% | Added 1.83% | 751.98K | $144.7M | $83.71 | $192.43 | +129.87% | |
| GD General Dynamics | Stock | 1.05% | Unchanged | 391K | $138.04M | $75.27 | $353.05 | +369.05% | |
| KKR KKR & | Stock | 1.09% | Unchanged | 1.45M | $143.45M | $28.09 | $98.81 | +251.70% | |
| SCHW The Charles Schwab | Stock | 1.12% | Added 0.79% | 1.39M | $146.8M | $29.88 | $105.25 | +252.26% | |
| RLI RLI | Stock | 1.08% | Unchanged | 2.39M | $142.21M | $18.44 | $59.39 | +222.15% | |
| MRSH Marsh & McLennan Companies | Stock | 1.02% | Unchanged | 763.5K | $133.62M | $179.25 | $175.01 | -2.36% | |
| NVO Novo Nordisk A/S | Stock | 0.94% | Unchanged | 2.87M | $124.09M | $25.84 | $43.24 | +67.36% | |
| META Meta Platforms | Stock | 1.19% | Reduced 5.69% | 234.16K | $155.89M | $183.82 | $665.75 | +262.17% | |
| APO Apollo Global Management | Stock | 0.97% | Unchanged | 1.01M | $127.48M | $65.81 | $125.91 | +91.31% | |
| DEO Diageo plc | Stock | 0.89% | Unchanged | 1.37M | $117.45M | $119.97 | $85.59 | -28.66% | |
| ADM Archer-Daniels-Midland Company | Stock | 0.98% | Unchanged | 1.51M | $128.26M | $34.80 | $85.18 | +144.80% | |
| MA Mastercard Incorporated | Stock | 0.89% | Unchanged | 207.54K | $117.31M | $101.93 | $565.24 | +454.55% | |
| DG Dollar General | Stock | 0.81% | Unchanged | 869.25K | $106.4M | $165.84 | $122.40 | -26.19% | |
| BAM Brookfield Asset Management | Stock | 0.77% | Unchanged | 2.19M | $101.05M | - | - | - | |
| LIN Linde plc | Stock | 0.76% | Added 5.38% | 215.6K | $99.26M | $313.69 | $460.40 | +46.77% | |
| MCO Moody's | Stock | 0.76% | Unchanged | 213.89K | $100.23M | $83.69 | $468.59 | +459.93% | |
| HEI-A Heico Corp New | Stock | 0.64% | Unchanged | 379.64K | $84.24M | - | - | - | |
| NSC Norfolk Southern | Stock | 0.68% | Unchanged | 282.5K | $88.75M | $118.43 | $314.16 | +165.26% | |
| ITW Illinois Tool Works | Stock | 0.67% | Unchanged | 327.5K | $88.24M | $93.93 | $269.42 | +186.83% | |
| ODFL Old Dominion Freight Line | Stock | 0.57% | Unchanged | 429.15K | $74.24M | $167.79 | $173.00 | +3.10% | |
| JPM JPMorgan Chase & | Stock | 0.67% | Unchanged | 252.55K | $88.31M | $83.32 | $349.67 | +319.68% | |
| MSCI MSCI | Stock | 0.60% | Unchanged | 142.85K | $78.98M | $67.13 | $552.87 | +723.55% | |
| ECL Ecolab | Stock | 0.56% | Unchanged | 274.3K | $73.91M | $122.77 | $269.46 | +119.48% | |
| ROK Rockwell Automation | Stock | 0.49% | Unchanged | 154.9K | $64.38M | $145.21 | $415.62 | +186.22% | |
| NVR NVR | Stock | 0.57% | Added 0.08% | 12.1K | $74.45M | $3789.25 | $6154.26 | +62.41% | |
| SUNB Sunbelt Rentals Inc | Stock | 0.55% | Added 1.14% | 974.36K | $71.7M | $69.82 | $73.59 | +5.40% |
Page 1 of 3
Sector Breakdown
| Sector | Weight |
|---|---|
Financial Services | 41.26% |
Industrials | 15.04% |
Communication Services | 11.77% |
Technology | 10.58% |
Consumer Cyclical | 9.73% |
Consumer Defensive | 3.78% |
Basic Materials | 3.37% |
Healthcare | 2.97% |
Energy | 0.24% |
Real Estate | 0.24% |
Industry Breakdown
| Industry | Weight |
|---|---|
Insurance - Diversified | 12.42% |
Asset Management | 10.32% |
Internet Content & Information | 10.02% |
Agricultural - Machinery | 6.60% |
Financial - Capital Markets | 5.09% |
Financial - Credit Services | 5.04% |
Semiconductors | 4.45% |
Specialty Retail | 4.25% |
Insurance - Property & Casualty | 3.45% |
Home Improvement | 3.21% |
Consumer Electronics | 3.20% |
Drug Manufacturers - General | 2.20% |
Financial - Data & Stock Exchanges | 2.16% |
Software - Infrastructure | 2.02% |
Aerospace & Defense | 1.83% |
Chemicals - Specialty | 1.78% |
Industrial - Distribution | 1.71% |
Entertainment | 1.61% |
Gold | 1.57% |
Agricultural Farm Products | 1.34% |
Insurance - Brokers | 1.33% |
Industrial - Machinery | 1.33% |
Railroads | 1.32% |
Discount Stores | 1.08% |
Beverages - Alcoholic | 0.89% |
Banks - Diversified | 0.81% |
Rental & Leasing Services | 0.79% |
Restaurants | 0.72% |
Residential Construction | 0.57% |
Trucking | 0.57% |
Insurance - Specialty | 0.47% |
Medical - Diagnostics & Research | 0.46% |
Specialty Business Services | 0.37% |
Travel Services | 0.31% |
Communication Equipment | 0.30% |
Medical - Care Facilities | 0.27% |
Travel Lodging | 0.26% |
REIT - Specialty | 0.24% |
Information Technology Services | 0.22% |
Software - Services | 0.21% |
Staffing & Employment Services | 0.20% |
Packaging & Containers | 0.18% |
Software - Application | 0.18% |
Insurance - Reinsurance | 0.17% |
Oil & Gas Midstream | 0.17% |
Tobacco | 0.16% |
Engineering & Construction | 0.16% |
Telecommunications Services | 0.14% |
Apparel - Footwear & Accessories | 0.12% |
Food Confectioners | 0.10% |
Beverages - Non-Alcoholic | 0.10% |
Beverages - Wineries & Distilleries | 0.09% |
Consulting Services | 0.09% |
Oil & Gas Integrated | 0.07% |
Auto - Dealerships | 0.06% |
Conglomerates | 0.05% |
Drug Manufacturers - Specialty & Generic | 0.04% |
Auto - Recreational Vehicles | 0.03% |
Gambling, Resorts & Casinos | 0.03% |
Electrical Equipment & Parts | 0.02% |
Construction Materials | 0.02% |
Food Distribution | 0.02% |
Paper, Lumber & Forest Products | 0.00% |