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Built from publicly disclosed institutional and insider activity. Informational purposes only - not investment advice.OpenStocks · v0.1
Logos by elbstream.com
  1. Home/
  2. Super Investors/
  3. Tom Gayner (Markel Group)
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  • Portfolio128
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Conglomerate · CIK 0001096343

Tom Gayner

Markel Group
Share
  • Financials-Focused
  • Large Fund

Tom Gayner runs Markel Group, a conglomerate overseeing $12.54B in disclosed equity holdings (SEC CIK 0001096343). The latest portfolio (2025Q4) discloses 128 positions across 10 sectors, with the largest positions in GOOG, BRK.A and BRK.B. On a mark-to-market basis the tracked portfolio has returned 13.0% over the past year. OpenStocks tracks 40 consecutive quarterly snapshots for this manager — every position change, new entry, and exit is logged below.

Track Tom's filingsView holdings↓
Portfolio
$12.54B
Positions
128
Quarter
2025Q4
Filings tracked
40
1Y+13.0%Since filing+141.8%Full performance →
Quarter
2025Q42025Q32025Q22025Q12024Q42024Q32024Q22024Q12023Q42023Q32023Q22023Q1

Holdings

Sorted by value · 2023Q1
1 / 2
75 of 131
1
BRK.ABERKSHIRE HATHAWAY INC DEL
6.60%
of portfolio
Number of shares
1,114 sh
Holdings current value
$518.68M
Avg closing price
$215657
+229.9%
Last action
New holding
2022Q2
Current $711559
2
BRK.BBERKSHIRE HATHAWAY INC DEL
6.02%
of portfolio
Number of shares
1,531,971 sh
Holdings current value
$473.03M
Avg closing price
$142.65
+232.7%
Last action
New holding
2022Q2
Current $474.58
3
DEDEERE & CO
Industrials·Farm & Heavy Construction Machinery
3.97%
of portfolio
Number of shares
755,800 sh
Holdings current value
$312.05M
Avg closing price
$122.39
+382.4%
Last action
Added 0.0%
2025Q2
Current $590.46
4
GOOGALPHABET INC
Communication Services·Internet Content & Information
3.64%
of portfolio
Number of shares
2,749,860 sh
Holdings current value
$285.99M
Avg closing price
$136.47
+148.7%
Last action
Added 1900.0%
2022Q3
Current $339.40
5
BNBROOKFIELD CORP
Financial Services·Asset Management
3.61%
of portfolio
Number of shares
8,715,741 sh
Holdings current value
$284.05M
Avg closing price
$36.27
+28.5%
Last action
Added 100.0%
2025Q4
Current $46.59
6
HDHOME DEPOT INC
Consumer Cyclical·Home Improvement Retail
3.45%
of portfolio
Number of shares
920,000 sh
Holdings current value
$271.51M
Avg closing price
$133.43
+161.9%
Last action
New holding
2022Q2
Current $349.40
7
DEODIAGEO PLCADR
Consumer Defensive·Beverages - Wineries & Distilleries
3.11%
of portfolio
Number of shares
1,350,208 sh
Holdings current value
$244.63M
Avg closing price
$108.47
-24.5%
Last action
Added 0.4%
2025Q4
Current $81.88
8
ADIANALOG DEVICES INC
Technology·Semiconductors
2.80%
of portfolio
Number of shares
1,116,071 sh
Holdings current value
$220.11M
Avg closing price
$102.11
+263.8%
Last action
Trimmed 11.5%
2025Q4
Current $371.45
9
VVISA INC
Financial Services·Credit Services
2.77%
of portfolio
Number of shares
964,320 sh
Holdings current value
$217.42M
Avg closing price
$87.28
+263.2%
Last action
Added 1.0%
2023Q3
Current $317.02
10
AMZNAMAZON COM INC
Consumer Cyclical·Internet Retail
2.64%
of portfolio
Number of shares
2,009,360 sh
Holdings current value
$207.55M
Avg closing price
$149.25
+67.9%
Last action
Added 0.3%
2023Q4
Current $250.56
11
DISDISNEY WALT CO
Communication Services·Entertainment
2.57%
of portfolio
Number of shares
2,018,665 sh
Holdings current value
$202.13M
Avg closing price
$100.40
+5.9%
Last action
Added 0.1%
2023Q4
Current $106.29
12
AAPLAPPLE INC
Technology·Consumer Electronics
2.53%
of portfolio
Number of shares
1,206,990 sh
Holdings current value
$199.03M
Avg closing price
$129.19
+109.2%
Last action
Added 0.0%
2024Q2
Current $270.23
13
NVONOVO-NORDISK A SADR
Healthcare·Drug Manufacturers - General
2.18%
of portfolio
Number of shares
1,075,000 sh
Holdings current value
$171.08M
Avg closing price
$67.99
-40.4%
Last action
Added 87.3%
2025Q4
Current $40.52
14
WSOWATSCO INC
Industrials·Industrial Distribution
2.14%
of portfolio
Number of shares
528,750 sh
Holdings current value
$168.23M
Avg closing price
$208.92
+105.9%
Last action
Added 2.4%
2025Q4
Current $430.26
15
RLIRLI CORP
Financial Services·Insurance - Property & Casualty
2.02%
of portfolio
Number of shares
1,197,272 sh
Holdings current value
$159.13M
Avg closing price
$73.60
-19.8%
Last action
Added
2025Q1
Current $59.02
16
BLKCHFBLACKROCK INC
1.87%
of portfolio
Number of shares
220,200 sh
Holdings current value
$147.34M
Avg closing price
$372.36
Last action
Exited
2024Q4
Current —
17
MSFTMICROSOFT CORP
Technology·Software - Infrastructure
1.76%
of portfolio
Number of shares
479,980 sh
Holdings current value
$138.38M
Avg closing price
$115.47
+266.1%
Last action
Added 0.8%
2025Q4
Current $422.79
18
TXNTEXAS INSTRS INC
Technology·Semiconductors
1.71%
of portfolio
Number of shares
724,000 sh
Holdings current value
$134.67M
Avg closing price
$80.83
+184.3%
Last action
New holding
2022Q2
Current $229.82
19
LOWLOWES COS INC
Consumer Cyclical·Home Improvement Retail
1.58%
of portfolio
Number of shares
619,480 sh
Holdings current value
$123.88M
Avg closing price
$106.80
+135.7%
Last action
Added 1.3%
2025Q4
Current $251.72
20
GSGOLDMAN SACHS GROUP INC
Financial Services·Capital Markets
1.50%
of portfolio
Number of shares
359,360 sh
Holdings current value
$117.55M
Avg closing price
$213.38
+333.9%
Last action
Added 0.6%
2022Q4
Current $925.95
21
ADMARCHER DANIELS MIDLAND CO
Consumer Defensive·Farm Products
1.48%
of portfolio
Number of shares
1,463,300 sh
Holdings current value
$116.57M
Avg closing price
$37.34
+79.5%
Last action
Trimmed 4.4%
2025Q3
Current $67.04
22
MRSHMARSH & MCLENNAN COS INC
Financial Services·Insurance Brokers
1.38%
of portfolio
Number of shares
650,500 sh
Holdings current value
$108.34M
Avg closing price
$87.64
+100.6%
Last action
Added 1.0%
2025Q4
Current $175.80
23
BXBLACKSTONE INC
Financial Services·Asset Management
1.37%
of portfolio
Number of shares
1,229,000 sh
Holdings current value
$107.96M
Avg closing price
$48.92
+163.8%
Last action
New holding
2022Q2
Current $129.08
24
PGRPROGRESSIVE CORP
Financial Services·Insurance - Property & Casualty
1.37%
of portfolio
Number of shares
753,750 sh
Holdings current value
$107.83M
Avg closing price
$71.90
+181.8%
Last action
New holding
2022Q2
Current $202.58
25
JNJJOHNSON & JOHNSON
Healthcare·Drug Manufacturers - General
1.20%
of portfolio
Number of shares
610,800 sh
Holdings current value
$94.67M
Avg closing price
$108.20
+116.4%
Last action
New holding
2022Q2
Current $234.18
26
GDGENERAL DYNAMICS CORP
Industrials·Aerospace & Defense
1.14%
of portfolio
Number of shares
391,000 sh
Holdings current value
$89.23M
Avg closing price
$132.29
+154.2%
Last action
New holding
2022Q2
Current $336.29
27
MSCIMSCI INC
Financial Services·Financial Data & Stock Exchanges
1.02%
of portfolio
Number of shares
142,850 sh
Holdings current value
$79.95M
Avg closing price
$88.11
+545.3%
Last action
Added 0.3%
2022Q4
Current $568.55
28
AXPAMERICAN EXPRESS CO
Financial Services·Credit Services
1.02%
of portfolio
Number of shares
484,250 sh
Holdings current value
$79.88M
Avg closing price
$76.00
+336.4%
Last action
Added 0.9%
2025Q4
Current $331.69
29
ITWILLINOIS TOOL WKS INC
Industrials·Specialty Industrial Machinery
1.01%
of portfolio
Number of shares
327,500 sh
Holdings current value
$79.73M
Avg closing price
$120.12
+126.6%
Last action
New holding
2022Q2
Current $272.26
30
MAMASTERCARD INCORPORATED
Financial Services·Credit Services
0.96%
of portfolio
Number of shares
207,540 sh
Holdings current value
$75.42M
Avg closing price
$119.68
+335.6%
Last action
New holding
2022Q2
Current $521.30
31
KKRKKR & CO INC
Financial Services·Asset Management
0.95%
of portfolio
Number of shares
1,427,023 sh
Holdings current value
$74.95M
Avg closing price
$28.35
+265.4%
Last action
Added 0.2%
2023Q3
Current $103.60
32
BAMBROOKFIELD ASSET MANAGMT LTD
Financial Services·Asset Management
0.91%
of portfolio
Number of shares
2,193,958 sh
Holdings current value
$71.79M
Avg closing price
$28.67
+72.0%
Last action
Trimmed 0.0%
2023Q2
Current $49.32
33
CATCATERPILLAR INC
Industrials·Farm & Heavy Construction Machinery
0.84%
of portfolio
Number of shares
287,500 sh
Holdings current value
$65.79M
Avg closing price
$109.71
+624.4%
Last action
Added 0.2%
2025Q2
Current $794.65
34
MCOMOODYS CORP
Financial Services·Financial Data & Stock Exchanges
0.83%
of portfolio
Number of shares
213,890 sh
Holdings current value
$65.45M
Avg closing price
$104.87
+334.2%
Last action
Added 0.2%
2022Q4
Current $455.35
35
APOAPOLLO GLOBAL MGMT INC
Financial Services·Asset Management
0.81%
of portfolio
Number of shares
1,012,500 sh
Holdings current value
$63.95M
Avg closing price
$48.48
+157.1%
Last action
New holding
2022Q2
Current $124.62
36
SCHWSCHWAB CHARLES CORP
Financial Services·Capital Markets
0.78%
of portfolio
Number of shares
1,166,672 sh
Holdings current value
$61.11M
Avg closing price
$36.30
+154.2%
Last action
Added 1.0%
2025Q4
Current $92.28
37
DGDOLLAR GEN CORP NEW
Consumer Defensive·Discount Stores
0.75%
of portfolio
Number of shares
279,250 sh
Holdings current value
$58.77M
Avg closing price
$161.37
-21.5%
Last action
Added 13.6%
2025Q1
Current $126.68
38
NVRNVR INC
Consumer Cyclical·Residential Construction
0.73%
of portfolio
Number of shares
10,264 sh
Holdings current value
$57.19M
Avg closing price
$3890
+80.0%
Last action
Added 1.1%
2025Q4
Current $7001
39
ATVIEURACTIVISION BLIZZARD INC
0.71%
of portfolio
Number of shares
650,600 sh
Holdings current value
$55.68M
Avg closing price
$67.34
Last action
Exited
2023Q4
Current —
40
SBUXSTARBUCKS CORP
Consumer Cyclical·Restaurants
0.71%
of portfolio
Number of shares
532,318 sh
Holdings current value
$55.43M
Avg closing price
$64.81
+54.3%
Last action
Added 1.2%
2025Q1
Current $100.00
41
GOOGLALPHABET INC
Communication Services·Internet Content & Information
0.70%
of portfolio
Number of shares
533,000 sh
Holdings current value
$55.29M
Avg closing price
$130.74
+161.4%
Last action
Added 2.9%
2025Q2
Current $341.68
42
BF/ABROWN FORMAN CORP
0.70%
of portfolio
Number of shares
843,000 sh
Holdings current value
$54.96M
Avg closing price
$78.22
Last action
New holding
2022Q2
Current —
43
SPGIS&P GLOBAL INC
Financial Services·Financial Data & Stock Exchanges
0.66%
of portfolio
Number of shares
150,690 sh
Holdings current value
$51.95M
Avg closing price
$113.01
+291.6%
Last action
Added 0.3%
2022Q4
Current $442.57
44
METAMETA PLATFORMS INC
Communication Services·Internet Content & Information
0.65%
of portfolio
Number of shares
242,281 sh
Holdings current value
$51.35M
Avg closing price
$182.85
+276.6%
Last action
Trimmed 11.7%
2025Q4
Current $688.55
45
HEI/AHEICO CORP NEW
0.64%
of portfolio
Number of shares
370,644 sh
Holdings current value
$50.37M
Avg closing price
$76.32
Last action
Added 2.5%
2023Q2
Current —
46
ROLROLLINS INC
Consumer Cyclical·Personal Services
0.63%
of portfolio
Number of shares
1,321,275 sh
Holdings current value
$49.59M
Avg closing price
$37.29
+47.5%
Last action
Added 1.0%
2025Q4
Current $55.00
47
NOCNORFOLK SOUTHN CORP
Industrials·Railroads
0.62%
of portfolio
Number of shares
229,500 sh
Holdings current value
$48.65M
Avg closing price
$116.47
+471.2%
Last action
Added 8.0%
2025Q4
Current $665.26
48
FDSFACTSET RESH SYS INC
Financial Services·Financial Data & Stock Exchanges
0.62%
of portfolio
Number of shares
116,720 sh
Holdings current value
$48.45M
Avg closing price
$158.07
+47.2%
Last action
Added 4.6%
2025Q4
Current $232.73
49
G1151C101ACCENTURE PLC IRELAND
0.58%
of portfolio
Number of shares
159,400 sh
Holdings current value
$45.56M
Avg closing price
$116.68
Last action
New holding
2022Q2
Current —
50
ROKROCKWELL AUTOMATION INC
Industrials·Specialty Industrial Machinery
0.58%
of portfolio
Number of shares
154,900 sh
Holdings current value
$45.46M
Avg closing price
$144.80
+187.1%
Last action
New holding
2022Q2
Current $415.73
51
ECLECOLAB INC
Basic Materials·Specialty Chemicals
0.58%
of portfolio
Number of shares
274,300 sh
Holdings current value
$45.40M
Avg closing price
$128.50
+113.9%
Last action
New holding
2022Q2
Current $274.80
52
NKENIKE INC
Consumer Cyclical·Footwear & Accessories
0.58%
of portfolio
Number of shares
368,900 sh
Holdings current value
$45.24M
Avg closing price
$64.78
-28.9%
Last action
Added 0.5%
2025Q2
Current $46.03
53
CGCARLYLE GROUP INC
Financial Services·Asset Management
0.52%
of portfolio
Number of shares
1,327,000 sh
Holdings current value
$41.22M
Avg closing price
$22.26
+136.7%
Last action
Added 1.5%
2022Q4
Current $52.68
54
CMCSACOMCAST CORP NEW
Communication Services·Telecom Services
0.49%
of portfolio
Number of shares
1,005,716 sh
Holdings current value
$38.13M
Avg closing price
$39.58
-25.1%
Last action
Trimmed 10.6%
2024Q4
Current $29.63
55
G54950103LINDE PLC
0.47%
of portfolio
Number of shares
104,900 sh
Holdings current value
$37.29M
Avg closing price
$394.36
Last action
Added 7.4%
2025Q4
Current —
56
WHRWHIRLPOOL CORP
Consumer Cyclical·Furnishings, Fixtures & Appliances
0.47%
of portfolio
Number of shares
282,049 sh
Holdings current value
$37.24M
Avg closing price
$131.31
-56.7%
Last action
Exited
2024Q4
Current $56.83
57
TROWPRICE T ROWE GROUP INC
Financial Services·Asset Management
0.45%
of portfolio
Number of shares
314,000 sh
Holdings current value
$35.45M
Avg closing price
$73.37
+32.2%
Last action
New holding
2022Q2
Current $96.98
58
SEICSEI INVTS CO
Financial Services·Asset Management
0.43%
of portfolio
Number of shares
589,200 sh
Holdings current value
$33.91M
Avg closing price
$49.17
+62.3%
Last action
Trimmed 41.4%
2023Q2
Current $79.79
59
ITICINVESTORS TITLE CO NC
Financial Services·Insurance - Specialty
0.41%
of portfolio
Number of shares
213,300 sh
Holdings current value
$32.21M
Avg closing price
$91.07
+164.9%
Last action
New holding
2022Q2
Current $241.27
60
MMM3M CO
Industrials·Conglomerates
0.39%
of portfolio
Number of shares
293,750 sh
Holdings current value
$30.88M
Avg closing price
$160.06
-3.4%
Last action
Exited
2025Q3
Current $154.55
61
BF/BBROWN FORMAN CORP
0.39%
of portfolio
Number of shares
474,187 sh
Holdings current value
$30.48M
Avg closing price
$62.65
Last action
New holding
2022Q2
Current —
62
SRCLEURSTERICYCLE INC
0.37%
of portfolio
Number of shares
671,071 sh
Holdings current value
$29.27M
Avg closing price
$61.60
Last action
Exited
2024Q2
Current —
63
JPMJPMORGAN CHASE & CO
Financial Services·Banks - Diversified
0.36%
of portfolio
Number of shares
216,550 sh
Holdings current value
$28.22M
Avg closing price
$80.60
+285.0%
Last action
Added 5.4%
2023Q4
Current $310.29
64
FDXFEDEX CORP
Industrials·Integrated Freight & Logistics
0.35%
of portfolio
Number of shares
120,000 sh
Holdings current value
$27.42M
Avg closing price
$235.88
+66.3%
Last action
Exited
2025Q4
Current $392.38
65
G0403H108AON PLC
0.35%
of portfolio
Number of shares
86,550 sh
Holdings current value
$27.29M
Avg closing price
$279.50
Last action
Added 5.2%
2025Q4
Current —
66
LMTLOCKHEED MARTIN CORP
Industrials·Aerospace & Defense
0.34%
of portfolio
Number of shares
56,363 sh
Holdings current value
$26.64M
Avg closing price
$465.09
+27.3%
Last action
Added 4.2%
2025Q4
Current $592.19
67
405166909HAGERTY INC
0.33%
of portfolio
Number of shares
3,000,000 sh
Holdings current value
$26.22M
Avg closing price
$14.18
Last action
Exited
2023Q2
Current —
68
CVSCVS HEALTH CORP
Healthcare·Healthcare Plans
0.31%
of portfolio
Number of shares
332,000 sh
Holdings current value
$24.67M
Avg closing price
$94.55
-18.2%
Last action
Exited
2024Q3
Current $77.30
69
TSNTYSON FOODS INC
Consumer Defensive·Farm Products
0.31%
of portfolio
Number of shares
413,000 sh
Holdings current value
$24.50M
Avg closing price
$61.20
+5.9%
Last action
Added 9.5%
2025Q4
Current $64.82
70
RTXRAYTHEON TECHNOLOGIES CORP
Industrials·Aerospace & Defense
0.28%
of portfolio
Number of shares
224,000 sh
Holdings current value
$21.94M
Avg closing price
$61.62
+218.8%
Last action
New holding
2024Q4
Current $196.42
71
SHWSHERWIN WILLIAMS CO
Basic Materials·Specialty Chemicals
0.27%
of portfolio
Number of shares
94,172 sh
Holdings current value
$21.17M
Avg closing price
$321.50
+7.5%
Last action
New holding
2022Q2
Current $345.55
72
ESABESAB CORPORATION
Industrials·Metal Fabrication
0.26%
of portfolio
Number of shares
348,356 sh
Holdings current value
$20.58M
Avg closing price
$43.75
+150.4%
Last action
Exited
2023Q2
Current $109.55
73
VRSKVERISK ANALYTICS INC
Industrials·Consulting Services
0.25%
of portfolio
Number of shares
102,500 sh
Holdings current value
$19.67M
Avg closing price
$157.77
+12.9%
Last action
Added 12.0%
2024Q4
Current $178.07
74
COSTCOSTCO WHSL CORP NEW
Consumer Defensive·Discount Stores
0.25%
of portfolio
Number of shares
39,150 sh
Holdings current value
$19.45M
Avg closing price
$158.00
+532.8%
Last action
New holding
2022Q2
Current $999.89
75
CABOCABLE ONE INC
Communication Services·Telecom Services
0.24%
of portfolio
Number of shares
26,700 sh
Holdings current value
$18.74M
Avg closing price
$614.85
-82.5%
Last action
Exited
2025Q2
Current $107.52

Portfolio heatmap

Box size = % of portfolio · color = return since filing
BRK.A
6.60% · +52.8%
BRK.B
6.02% · +53.7%
DE
3.97% · +43.0%
GOOG
3.64% · +226.3%
BN
3.61% · +43.0%
HD
3.45% · +18.4%
DEO
3.11% · -54.8%
ADI
2.80% · +88.3%
V
2.77% · +40.6%
AMZN
2.64% · +142.6%
DIS
2.57% · +6.2%
AAPL
2.53% · +63.9%
NVO
2.18% · -74.5%
WSO
2.14% · +35.2%
RLI
2.02% · -55.6%
BLKCHF
1.87%
MSFT
1.76% · +46.6%
TXN
1.71% · +23.6%
LOW
1.58% · +25.9%
GS
1.50% · +183.1%
ADM
1.48% · -15.8%
MRSH
1.38% · +5.6%
BX
1.37% · +46.9%
PGR
1.37% · +41.6%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Financial Services33 pos$2.03B32.1%
  • Industrials19 pos$1.04B16.5%
  • Consumer Cyclical13 pos$892.7M14.1%
  • Technology12 pos$754.7M11.9%
  • Communication Services10 pos$695.7M11.0%
  • Consumer Defensive9 pos$500.8M7.9%
  • Healthcare6 pos$305.1M4.8%
  • Basic Materials6 pos$90.2M1.4%
  • Real Estate3 pos$12.7M0.2%
(19.6% unclassified, excluded from %)