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Built from publicly disclosed institutional and insider activity. Informational purposes only - not investment advice.OpenStocks · v0.1
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  1. Home/
  2. Super Investors/
  3. Tom Gayner (Markel Group)
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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 · 2023Q2
1 / 2
75 of 131
1
BRK.ABERKSHIRE HATHAWAY INC DEL
6.87%
of portfolio
Number of shares
1,114 sh
Holdings current value
$576.84M
Avg closing price
$215657
+229.9%
Last action
New holding
2022Q2
Current $711559
2
BRK.BBERKSHIRE HATHAWAY INC DEL
6.22%
of portfolio
Number of shares
1,531,971 sh
Holdings current value
$522.40M
Avg closing price
$142.65
+232.7%
Last action
New holding
2022Q2
Current $474.58
3
GOOGALPHABET INC
Communication Services·Internet Content & Information
3.96%
of portfolio
Number of shares
2,749,860 sh
Holdings current value
$332.65M
Avg closing price
$136.47
+148.7%
Last action
Added 1900.0%
2022Q3
Current $339.40
4
DEDEERE & CO
Industrials·Farm & Heavy Construction Machinery
3.65%
of portfolio
Number of shares
755,800 sh
Holdings current value
$306.24M
Avg closing price
$122.39
+382.4%
Last action
Added 0.0%
2025Q2
Current $590.46
5
BNBROOKFIELD CORP
Financial Services·Asset Management
3.49%
of portfolio
Number of shares
8,715,741 sh
Holdings current value
$293.28M
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
3.40%
of portfolio
Number of shares
920,000 sh
Holdings current value
$285.79M
Avg closing price
$133.43
+161.9%
Last action
New holding
2022Q2
Current $349.40
7
AMZNAMAZON COM INC
Consumer Cyclical·Internet Retail
3.13%
of portfolio
Number of shares
2,018,860 sh
Holdings current value
$263.18M
Avg closing price
$149.25
+67.9%
Last action
Added 0.3%
2023Q4
Current $250.56
8
AAPLAPPLE INC
Technology·Consumer Electronics
2.81%
of portfolio
Number of shares
1,215,990 sh
Holdings current value
$235.87M
Avg closing price
$129.19
+109.2%
Last action
Added 0.0%
2024Q2
Current $270.23
9
VVISA INC
Financial Services·Credit Services
2.80%
of portfolio
Number of shares
989,270 sh
Holdings current value
$234.93M
Avg closing price
$87.28
+263.2%
Last action
Added 1.0%
2023Q3
Current $317.02
10
DEODIAGEO PLCADR
Consumer Defensive·Beverages - Wineries & Distilleries
2.79%
of portfolio
Number of shares
1,350,208 sh
Holdings current value
$234.23M
Avg closing price
$108.47
-24.5%
Last action
Added 0.4%
2025Q4
Current $81.88
11
ADIANALOG DEVICES INC
Technology·Semiconductors
2.60%
of portfolio
Number of shares
1,122,571 sh
Holdings current value
$218.69M
Avg closing price
$102.11
+263.8%
Last action
Trimmed 11.4%
2025Q4
Current $371.45
12
WSOWATSCO INC
Industrials·Industrial Distribution
2.45%
of portfolio
Number of shares
539,250 sh
Holdings current value
$205.71M
Avg closing price
$208.92
+105.9%
Last action
Added 2.4%
2025Q4
Current $430.26
13
DISDISNEY WALT CO
Communication Services·Entertainment
2.15%
of portfolio
Number of shares
2,020,665 sh
Holdings current value
$180.40M
Avg closing price
$100.40
+5.9%
Last action
Added 0.1%
2023Q4
Current $106.29
14
NVONOVO-NORDISK A SADR
Healthcare·Drug Manufacturers - General
2.07%
of portfolio
Number of shares
1,075,000 sh
Holdings current value
$173.97M
Avg closing price
$67.99
-40.4%
Last action
Added 87.3%
2025Q4
Current $40.52
15
MSFTMICROSOFT CORP
Technology·Software - Infrastructure
1.97%
of portfolio
Number of shares
485,980 sh
Holdings current value
$165.50M
Avg closing price
$115.47
+266.1%
Last action
Added 0.7%
2025Q4
Current $422.79
16
RLIRLI CORP
Financial Services·Insurance - Property & Casualty
1.95%
of portfolio
Number of shares
1,197,272 sh
Holdings current value
$163.39M
Avg closing price
$73.60
-19.8%
Last action
Added
2025Q1
Current $59.02
17
BLKCHFBLACKROCK INC
1.81%
of portfolio
Number of shares
220,200 sh
Holdings current value
$152.19M
Avg closing price
$372.36
Last action
Exited
2024Q4
Current —
18
LOWLOWES COS INC
Consumer Cyclical·Home Improvement Retail
1.70%
of portfolio
Number of shares
632,480 sh
Holdings current value
$142.75M
Avg closing price
$106.80
+135.7%
Last action
Added 1.2%
2025Q4
Current $251.72
19
TXNTEXAS INSTRS INC
Technology·Semiconductors
1.55%
of portfolio
Number of shares
724,000 sh
Holdings current value
$130.33M
Avg closing price
$80.83
+184.3%
Last action
New holding
2022Q2
Current $229.82
20
MRSHMARSH & MCLENNAN COS INC
Financial Services·Insurance Brokers
1.48%
of portfolio
Number of shares
659,500 sh
Holdings current value
$124.04M
Avg closing price
$87.64
+100.6%
Last action
Added 1.0%
2025Q4
Current $175.80
21
GSGOLDMAN SACHS GROUP INC
Financial Services·Capital Markets
1.38%
of portfolio
Number of shares
359,360 sh
Holdings current value
$115.91M
Avg closing price
$213.38
+333.9%
Last action
Added 0.6%
2022Q4
Current $925.95
22
BXBLACKSTONE INC
Financial Services·Asset Management
1.36%
of portfolio
Number of shares
1,229,000 sh
Holdings current value
$114.26M
Avg closing price
$48.92
+163.8%
Last action
New holding
2022Q2
Current $129.08
23
ADMARCHER DANIELS MIDLAND CO
Consumer Defensive·Farm Products
1.32%
of portfolio
Number of shares
1,463,300 sh
Holdings current value
$110.57M
Avg closing price
$37.34
+79.5%
Last action
Trimmed 4.4%
2025Q3
Current $67.04
24
JNJJOHNSON & JOHNSON
Healthcare·Drug Manufacturers - General
1.20%
of portfolio
Number of shares
610,800 sh
Holdings current value
$101.10M
Avg closing price
$108.20
+116.4%
Last action
New holding
2022Q2
Current $234.18
25
PGRPROGRESSIVE CORP
Financial Services·Insurance - Property & Casualty
1.19%
of portfolio
Number of shares
753,750 sh
Holdings current value
$99.77M
Avg closing price
$71.90
+181.8%
Last action
New holding
2022Q2
Current $202.58
26
DGDOLLAR GEN CORP NEW
Consumer Defensive·Discount Stores
1.03%
of portfolio
Number of shares
509,250 sh
Holdings current value
$86.46M
Avg closing price
$161.37
-21.5%
Last action
Added 7.0%
2025Q1
Current $126.68
27
AXPAMERICAN EXPRESS CO
Financial Services·Credit Services
1.00%
of portfolio
Number of shares
484,250 sh
Holdings current value
$84.36M
Avg closing price
$76.00
+336.4%
Last action
Added 0.9%
2025Q4
Current $331.69
28
GDGENERAL DYNAMICS CORP
Industrials·Aerospace & Defense
1.00%
of portfolio
Number of shares
391,000 sh
Holdings current value
$84.12M
Avg closing price
$132.29
+154.2%
Last action
New holding
2022Q2
Current $336.29
29
ITWILLINOIS TOOL WKS INC
Industrials·Specialty Industrial Machinery
0.98%
of portfolio
Number of shares
327,500 sh
Holdings current value
$81.93M
Avg closing price
$120.12
+126.6%
Last action
New holding
2022Q2
Current $272.26
30
MAMASTERCARD INCORPORATED
Financial Services·Credit Services
0.97%
of portfolio
Number of shares
207,540 sh
Holdings current value
$81.63M
Avg closing price
$119.68
+335.6%
Last action
New holding
2022Q2
Current $521.30
31
KKRKKR & CO INC
Financial Services·Asset Management
0.97%
of portfolio
Number of shares
1,449,023 sh
Holdings current value
$81.15M
Avg closing price
$28.35
+265.4%
Last action
Added 0.2%
2023Q3
Current $103.60
32
APOAPOLLO GLOBAL MGMT INC
Financial Services·Asset Management
0.93%
of portfolio
Number of shares
1,012,500 sh
Holdings current value
$77.77M
Avg closing price
$48.48
+157.1%
Last action
New holding
2022Q2
Current $124.62
33
MCOMOODYS CORP
Financial Services·Financial Data & Stock Exchanges
0.89%
of portfolio
Number of shares
213,890 sh
Holdings current value
$74.37M
Avg closing price
$104.87
+334.2%
Last action
Added 0.2%
2022Q4
Current $455.35
34
METAMETA PLATFORMS INC
Communication Services·Internet Content & Information
0.86%
of portfolio
Number of shares
252,781 sh
Holdings current value
$72.54M
Avg closing price
$182.85
+276.6%
Last action
Trimmed 11.2%
2025Q4
Current $688.55
35
CATCATERPILLAR INC
Industrials·Farm & Heavy Construction Machinery
0.86%
of portfolio
Number of shares
293,000 sh
Holdings current value
$72.09M
Avg closing price
$109.71
+624.4%
Last action
Added 0.2%
2025Q2
Current $794.65
36
BAMBROOKFIELD ASSET MANAGMT LTD
Financial Services·Asset Management
0.85%
of portfolio
Number of shares
2,193,953 sh
Holdings current value
$71.59M
Avg closing price
$28.67
+72.0%
Last action
Trimmed 0.0%
2023Q2
Current $49.32
37
SCHWSCHWAB CHARLES CORP
Financial Services·Capital Markets
0.84%
of portfolio
Number of shares
1,246,266 sh
Holdings current value
$70.64M
Avg closing price
$36.30
+154.2%
Last action
Added 0.9%
2025Q4
Current $92.28
38
MSCIMSCI INC
Financial Services·Financial Data & Stock Exchanges
0.80%
of portfolio
Number of shares
142,850 sh
Holdings current value
$67.04M
Avg closing price
$88.11
+545.3%
Last action
Added 0.3%
2022Q4
Current $568.55
39
NVRNVR INC
Consumer Cyclical·Residential Construction
0.80%
of portfolio
Number of shares
10,519 sh
Holdings current value
$66.80M
Avg closing price
$3890
+80.0%
Last action
Added 1.1%
2025Q4
Current $7001
40
GOOGLALPHABET INC
Communication Services·Internet Content & Information
0.78%
of portfolio
Number of shares
550,000 sh
Holdings current value
$65.83M
Avg closing price
$130.74
+161.4%
Last action
Added 2.8%
2025Q2
Current $341.68
41
SPGIS&P GLOBAL INC
Financial Services·Financial Data & Stock Exchanges
0.72%
of portfolio
Number of shares
150,690 sh
Holdings current value
$60.41M
Avg closing price
$113.01
+291.6%
Last action
Added 0.3%
2022Q4
Current $442.57
42
ROLROLLINS INC
Consumer Cyclical·Personal Services
0.69%
of portfolio
Number of shares
1,356,275 sh
Holdings current value
$58.09M
Avg closing price
$37.29
+47.5%
Last action
Added 1.0%
2025Q4
Current $55.00
43
BF/ABROWN FORMAN CORP
0.68%
of portfolio
Number of shares
843,000 sh
Holdings current value
$57.38M
Avg closing price
$78.22
Last action
New holding
2022Q2
Current —
44
ATVIEURACTIVISION BLIZZARD INC
0.65%
of portfolio
Number of shares
650,600 sh
Holdings current value
$54.85M
Avg closing price
$67.34
Last action
Exited
2023Q4
Current —
45
HEI/AHEICO CORP NEW
0.64%
of portfolio
Number of shares
379,644 sh
Holdings current value
$53.38M
Avg closing price
$76.32
Last action
Added 2.4%
2023Q2
Current —
46
SBUXSTARBUCKS CORP
Consumer Cyclical·Restaurants
0.63%
of portfolio
Number of shares
532,318 sh
Holdings current value
$52.73M
Avg closing price
$64.81
+54.3%
Last action
Added 1.2%
2025Q1
Current $100.00
47
NOCNORFOLK SOUTHN CORP
Industrials·Railroads
0.62%
of portfolio
Number of shares
229,500 sh
Holdings current value
$52.04M
Avg closing price
$116.47
+471.2%
Last action
Added 8.0%
2025Q4
Current $665.26
48
ECLECOLAB INC
Basic Materials·Specialty Chemicals
0.61%
of portfolio
Number of shares
274,300 sh
Holdings current value
$51.21M
Avg closing price
$128.50
+113.9%
Last action
New holding
2022Q2
Current $274.80
49
ROKROCKWELL AUTOMATION INC
Industrials·Specialty Industrial Machinery
0.61%
of portfolio
Number of shares
154,900 sh
Holdings current value
$51.03M
Avg closing price
$144.80
+187.1%
Last action
New holding
2022Q2
Current $415.73
50
G1151C101ACCENTURE PLC IRELAND
0.59%
of portfolio
Number of shares
159,400 sh
Holdings current value
$49.19M
Avg closing price
$116.68
Last action
New holding
2022Q2
Current —
51
FDSFACTSET RESH SYS INC
Financial Services·Financial Data & Stock Exchanges
0.56%
of portfolio
Number of shares
116,720 sh
Holdings current value
$46.76M
Avg closing price
$158.07
+47.2%
Last action
Added 4.6%
2025Q4
Current $232.73
52
CMCSACOMCAST CORP NEW
Communication Services·Telecom Services
0.52%
of portfolio
Number of shares
1,059,741 sh
Holdings current value
$44.03M
Avg closing price
$39.58
-25.1%
Last action
Trimmed 10.1%
2024Q4
Current $29.63
53
G54950103LINDE PLC
0.52%
of portfolio
Number of shares
114,400 sh
Holdings current value
$43.60M
Avg closing price
$394.36
Last action
Added 6.8%
2025Q4
Current —
54
CGCARLYLE GROUP INC
Financial Services·Asset Management
0.50%
of portfolio
Number of shares
1,327,000 sh
Holdings current value
$42.40M
Avg closing price
$22.26
+136.7%
Last action
Added 1.5%
2022Q4
Current $52.68
55
WHRWHIRLPOOL CORP
Consumer Cyclical·Furnishings, Fixtures & Appliances
0.50%
of portfolio
Number of shares
282,049 sh
Holdings current value
$41.97M
Avg closing price
$131.31
-56.7%
Last action
Exited
2024Q4
Current $56.83
56
NKENIKE INC
Consumer Cyclical·Footwear & Accessories
0.48%
of portfolio
Number of shares
368,900 sh
Holdings current value
$40.72M
Avg closing price
$64.78
-28.9%
Last action
Added 0.5%
2025Q2
Current $46.03
57
TROWPRICE T ROWE GROUP INC
Financial Services·Asset Management
0.42%
of portfolio
Number of shares
314,000 sh
Holdings current value
$35.17M
Avg closing price
$73.37
+32.2%
Last action
New holding
2022Q2
Current $96.98
58
JPMJPMORGAN CHASE & CO
Financial Services·Banks - Diversified
0.40%
of portfolio
Number of shares
228,550 sh
Holdings current value
$33.24M
Avg closing price
$80.60
+285.0%
Last action
Added 5.1%
2023Q4
Current $310.29
59
FDXFEDEX CORP
Industrials·Integrated Freight & Logistics
0.39%
of portfolio
Number of shares
133,000 sh
Holdings current value
$32.97M
Avg closing price
$235.88
+66.3%
Last action
Exited
2025Q4
Current $392.38
60
G0403H108AON PLC
0.38%
of portfolio
Number of shares
93,050 sh
Holdings current value
$32.12M
Avg closing price
$279.50
Last action
Added 4.8%
2025Q4
Current —
61
BF/BBROWN FORMAN CORP
0.38%
of portfolio
Number of shares
474,187 sh
Holdings current value
$31.67M
Avg closing price
$62.65
Last action
New holding
2022Q2
Current —
62
ITICINVESTORS TITLE CO NC
Financial Services·Insurance - Specialty
0.37%
of portfolio
Number of shares
213,300 sh
Holdings current value
$31.14M
Avg closing price
$91.07
+164.9%
Last action
New holding
2022Q2
Current $241.27
63
SRCLEURSTERICYCLE INC
0.37%
of portfolio
Number of shares
668,700 sh
Holdings current value
$31.05M
Avg closing price
$61.60
Last action
Exited
2024Q2
Current —
64
MMM3M CO
Industrials·Conglomerates
0.35%
of portfolio
Number of shares
293,750 sh
Holdings current value
$29.40M
Avg closing price
$160.06
-3.4%
Last action
Exited
2025Q3
Current $154.55
65
HGTYHAGERTY INC
Financial Services·Insurance - Property & Casualty
0.33%
of portfolio
Number of shares
3,000,000 sh
Holdings current value
$28.08M
Avg closing price
$9.37
+15.6%
Last action
Added 3.7%
2024Q4
Current $10.83
66
LPLALPL FINL HLDGS INC
Financial Services·Capital Markets
0.33%
of portfolio
Number of shares
127,059 sh
Holdings current value
$27.63M
Avg closing price
$240.60
+31.9%
Last action
Added 5.5%
2025Q4
Current $317.41
67
LMTLOCKHEED MARTIN CORP
Industrials·Aerospace & Defense
0.31%
of portfolio
Number of shares
56,363 sh
Holdings current value
$25.95M
Avg closing price
$465.09
+27.3%
Last action
Added 4.2%
2025Q4
Current $592.19
68
SHWSHERWIN WILLIAMS CO
Basic Materials·Specialty Chemicals
0.30%
of portfolio
Number of shares
94,172 sh
Holdings current value
$25.00M
Avg closing price
$321.50
+7.5%
Last action
New holding
2022Q2
Current $345.55
69
ODFLOLD DOMINION FREIGHT LINE IN
Industrials·Trucking
0.30%
of portfolio
Number of shares
67,500 sh
Holdings current value
$24.96M
Avg closing price
$216.04
+0.8%
Last action
Added 1367.4%
2025Q4
Current $217.76
70
VRSKVERISK ANALYTICS INC
Industrials·Consulting Services
0.29%
of portfolio
Number of shares
109,000 sh
Holdings current value
$24.64M
Avg closing price
$157.77
+12.9%
Last action
Added 11.2%
2024Q4
Current $178.07
71
TSNTYSON FOODS INC
Consumer Defensive·Farm Products
0.27%
of portfolio
Number of shares
450,000 sh
Holdings current value
$22.97M
Avg closing price
$61.20
+5.9%
Last action
Added 8.7%
2025Q4
Current $64.82
72
CVSCVS HEALTH CORP
Healthcare·Healthcare Plans
0.27%
of portfolio
Number of shares
332,000 sh
Holdings current value
$22.95M
Avg closing price
$94.55
-18.2%
Last action
Exited
2024Q3
Current $77.30
73
RTXRAYTHEON TECHNOLOGIES CORP
Industrials·Aerospace & Defense
0.26%
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
74
COSTCOSTCO WHSL CORP NEW
Consumer Defensive·Discount Stores
0.25%
of portfolio
Number of shares
39,150 sh
Holdings current value
$21.08M
Avg closing price
$158.00
+532.8%
Last action
New holding
2022Q2
Current $999.89
75
EFXEQUIFAX INC
Industrials·Consulting Services
0.25%
of portfolio
Number of shares
87,850 sh
Holdings current value
$20.67M
Avg closing price
$156.66
+25.3%
Last action
Trimmed 22.2%
2024Q3
Current $196.22

Portfolio heatmap

Box size = % of portfolio · color = return since filing
BRK.A
6.87% · +37.4%
BRK.B
6.22% · +39.2%
GOOG
3.96% · +180.6%
DE
3.65% · +45.7%
BN
3.49% · +38.5%
HD
3.40% · +12.5%
AMZN
3.13% · +92.2%
AAPL
2.81% · +39.3%
V
2.80% · +33.5%
DEO
2.79% · -52.8%
ADI
2.60% · +90.7%
WSO
2.45% · +12.8%
DIS
2.15% · +19.1%
NVO
2.07% · -75.0%
MSFT
1.97% · +24.2%
RLI
1.95% · -56.8%
BLKCHF
1.81%
LOW
1.70% · +11.5%
TXN
1.55% · +27.7%
MRSH
1.48% · -6.5%
GS
1.38% · +187.1%
BX
1.36% · +38.8%
ADM
1.32% · -11.3%
JNJ
1.20% · +41.5%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Financial Services33 pos$2.15B31.9%
  • Industrials18 pos$1.09B16.1%
  • Consumer Cyclical14 pos$998.2M14.8%
  • Technology12 pos$809.0M12.0%
  • Communication Services10 pos$757.8M11.2%
  • Consumer Defensive10 pos$514.9M7.6%
  • Healthcare6 pos$314.0M4.7%
  • Basic Materials6 pos$100.0M1.5%
  • Real Estate3 pos$15.1M0.2%
(19.7% unclassified, excluded from %)