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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 · 2023Q3
1 / 2
75 of 133
1
BRK.ABERKSHIRE HATHAWAY INC DEL
7.15%
of portfolio
Number of shares
1,114 sh
Holdings current value
$592.07M
Avg closing price
$215657
+229.9%
Last action
New holding
2022Q2
Current $711559
2
BRK.BBERKSHIRE HATHAWAY INC DEL
6.48%
of portfolio
Number of shares
1,531,971 sh
Holdings current value
$536.65M
Avg closing price
$142.65
+232.7%
Last action
New holding
2022Q2
Current $474.58
3
GOOGALPHABET INC
Communication Services·Internet Content & Information
4.38%
of portfolio
Number of shares
2,749,860 sh
Holdings current value
$362.57M
Avg closing price
$136.47
+148.7%
Last action
Added 1900.0%
2022Q3
Current $339.40
4
DEDEERE & CO
Industrials·Farm & Heavy Construction Machinery
3.46%
of portfolio
Number of shares
758,800 sh
Holdings current value
$286.36M
Avg closing price
$122.39
+382.4%
Last action
Added 0.0%
2025Q2
Current $590.46
5
HDHOME DEPOT INC
Consumer Cyclical·Home Improvement Retail
3.36%
of portfolio
Number of shares
920,000 sh
Holdings current value
$277.99M
Avg closing price
$133.43
+161.9%
Last action
New holding
2022Q2
Current $349.40
6
BNBROOKFIELD CORP
Financial Services·Asset Management
3.29%
of portfolio
Number of shares
8,715,741 sh
Holdings current value
$272.54M
Avg closing price
$36.27
+28.5%
Last action
Added 100.0%
2025Q4
Current $46.59
7
AMZNAMAZON COM INC
Consumer Cyclical·Internet Retail
3.11%
of portfolio
Number of shares
2,024,960 sh
Holdings current value
$257.41M
Avg closing price
$149.25
+67.9%
Last action
Added 0.3%
2023Q4
Current $250.56
8
VVISA INC
Financial Services·Credit Services
2.77%
of portfolio
Number of shares
999,285 sh
Holdings current value
$229.85M
Avg closing price
$87.28
+263.2%
Last action
Added 1.0%
2023Q3
Current $317.02
9
AAPLAPPLE INC
Technology·Consumer Electronics
2.53%
of portfolio
Number of shares
1,221,890 sh
Holdings current value
$209.20M
Avg closing price
$129.19
+109.2%
Last action
Added 0.0%
2024Q2
Current $270.23
10
WSOWATSCO INC
Industrials·Industrial Distribution
2.49%
of portfolio
Number of shares
545,750 sh
Holdings current value
$206.14M
Avg closing price
$208.92
+105.9%
Last action
Added 2.3%
2025Q4
Current $430.26
11
DEODIAGEO PLCADR
Consumer Defensive·Beverages - Wineries & Distilleries
2.43%
of portfolio
Number of shares
1,350,208 sh
Holdings current value
$201.42M
Avg closing price
$108.47
-24.5%
Last action
Added 0.4%
2025Q4
Current $81.88
12
ADIANALOG DEVICES INC
Technology·Semiconductors
2.39%
of portfolio
Number of shares
1,128,671 sh
Holdings current value
$197.62M
Avg closing price
$102.11
+263.8%
Last action
Trimmed 11.3%
2025Q4
Current $371.45
13
NVONOVO-NORDISK A SADR
Healthcare·Drug Manufacturers - General
2.36%
of portfolio
Number of shares
2,150,000 sh
Holdings current value
$195.52M
Avg closing price
$67.99
-40.4%
Last action
Added 30.4%
2025Q4
Current $40.52
14
DISDISNEY WALT CO
Communication Services·Entertainment
1.99%
of portfolio
Number of shares
2,029,665 sh
Holdings current value
$164.50M
Avg closing price
$100.40
+5.9%
Last action
Added 0.1%
2023Q4
Current $106.29
15
RLIRLI CORP
Financial Services·Insurance - Property & Casualty
1.96%
of portfolio
Number of shares
1,197,272 sh
Holdings current value
$162.70M
Avg closing price
$73.60
-19.8%
Last action
Added
2025Q1
Current $59.02
16
MSFTMICROSOFT CORP
Technology·Software - Infrastructure
1.88%
of portfolio
Number of shares
492,480 sh
Holdings current value
$155.50M
Avg closing price
$115.47
+266.1%
Last action
Added 0.7%
2025Q4
Current $422.79
17
BLKCHFBLACKROCK INC
1.72%
of portfolio
Number of shares
220,200 sh
Holdings current value
$142.36M
Avg closing price
$372.36
Last action
Exited
2024Q4
Current —
18
LOWLOWES COS INC
Consumer Cyclical·Home Improvement Retail
1.62%
of portfolio
Number of shares
645,480 sh
Holdings current value
$134.16M
Avg closing price
$106.80
+135.7%
Last action
Added 1.2%
2025Q4
Current $251.72
19
BXBLACKSTONE INC
Financial Services·Asset Management
1.59%
of portfolio
Number of shares
1,229,000 sh
Holdings current value
$131.68M
Avg closing price
$48.92
+163.8%
Last action
New holding
2022Q2
Current $129.08
20
MRSHMARSH & MCLENNAN COS INC
Financial Services·Insurance Brokers
1.54%
of portfolio
Number of shares
672,500 sh
Holdings current value
$127.98M
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
1.40%
of portfolio
Number of shares
359,360 sh
Holdings current value
$116.28M
Avg closing price
$213.38
+333.9%
Last action
Added 0.6%
2022Q4
Current $925.95
22
TXNTEXAS INSTRS INC
Technology·Semiconductors
1.39%
of portfolio
Number of shares
724,000 sh
Holdings current value
$115.12M
Avg closing price
$80.83
+184.3%
Last action
New holding
2022Q2
Current $229.82
23
ADMARCHER DANIELS MIDLAND CO
Consumer Defensive·Farm Products
1.33%
of portfolio
Number of shares
1,463,300 sh
Holdings current value
$110.36M
Avg closing price
$37.34
+79.5%
Last action
Trimmed 4.4%
2025Q3
Current $67.04
24
PGRPROGRESSIVE CORP
Financial Services·Insurance - Property & Casualty
1.27%
of portfolio
Number of shares
753,750 sh
Holdings current value
$105.00M
Avg closing price
$71.90
+181.8%
Last action
New holding
2022Q2
Current $202.58
25
JNJJOHNSON & JOHNSON
Healthcare·Drug Manufacturers - General
1.15%
of portfolio
Number of shares
610,800 sh
Holdings current value
$95.13M
Avg closing price
$108.20
+116.4%
Last action
New holding
2022Q2
Current $234.18
26
APOAPOLLO GLOBAL MGMT INC
Financial Services·Asset Management
1.10%
of portfolio
Number of shares
1,012,500 sh
Holdings current value
$90.88M
Avg closing price
$48.48
+157.1%
Last action
New holding
2022Q2
Current $124.62
27
KKRKKR & CO INC
Financial Services·Asset Management
1.08%
of portfolio
Number of shares
1,451,800 sh
Holdings current value
$89.43M
Avg closing price
$28.35
+265.4%
Last action
Added 0.2%
2023Q3
Current $103.60
28
GDGENERAL DYNAMICS CORP
Industrials·Aerospace & Defense
1.04%
of portfolio
Number of shares
391,000 sh
Holdings current value
$86.40M
Avg closing price
$132.29
+154.2%
Last action
New holding
2022Q2
Current $336.29
29
MAMASTERCARD INCORPORATED
Financial Services·Credit Services
0.99%
of portfolio
Number of shares
207,540 sh
Holdings current value
$82.17M
Avg closing price
$119.68
+335.6%
Last action
New holding
2022Q2
Current $521.30
30
CATCATERPILLAR INC
Industrials·Farm & Heavy Construction Machinery
0.99%
of portfolio
Number of shares
299,100 sh
Holdings current value
$81.65M
Avg closing price
$109.71
+624.4%
Last action
Added 0.2%
2025Q2
Current $794.65
31
METAMETA PLATFORMS INC
Communication Services·Internet Content & Information
0.94%
of portfolio
Number of shares
258,881 sh
Holdings current value
$77.72M
Avg closing price
$182.85
+276.6%
Last action
Trimmed 11.0%
2025Q4
Current $688.55
32
ITWILLINOIS TOOL WKS INC
Industrials·Specialty Industrial Machinery
0.91%
of portfolio
Number of shares
327,500 sh
Holdings current value
$75.43M
Avg closing price
$120.12
+126.6%
Last action
New holding
2022Q2
Current $272.26
33
MSCIMSCI INC
Financial Services·Financial Data & Stock Exchanges
0.88%
of portfolio
Number of shares
142,850 sh
Holdings current value
$73.29M
Avg closing price
$88.11
+545.3%
Last action
Added 0.3%
2022Q4
Current $568.55
34
BAMBROOKFIELD ASSET MANAGMT LTD
Financial Services·Asset Management
0.88%
of portfolio
Number of shares
2,193,953 sh
Holdings current value
$73.15M
Avg closing price
$28.67
+72.0%
Last action
Trimmed 0.0%
2023Q2
Current $49.32
35
GOOGLALPHABET INC
Communication Services·Internet Content & Information
0.88%
of portfolio
Number of shares
555,000 sh
Holdings current value
$72.63M
Avg closing price
$130.74
+161.4%
Last action
Added 2.8%
2025Q2
Current $341.68
36
AXPAMERICAN EXPRESS CO
Financial Services·Credit Services
0.87%
of portfolio
Number of shares
484,250 sh
Holdings current value
$72.25M
Avg closing price
$76.00
+336.4%
Last action
Added 0.9%
2025Q4
Current $331.69
37
LPLALPL FINL HLDGS INC
Financial Services·Capital Markets
0.86%
of portfolio
Number of shares
301,264 sh
Holdings current value
$71.60M
Avg closing price
$240.60
+31.9%
Last action
Added 2.3%
2025Q4
Current $317.41
38
SCHWSCHWAB CHARLES CORP
Financial Services·Capital Markets
0.85%
of portfolio
Number of shares
1,276,766 sh
Holdings current value
$70.09M
Avg closing price
$36.30
+154.2%
Last action
Added 0.9%
2025Q4
Current $92.28
39
MCOMOODYS CORP
Financial Services·Financial Data & Stock Exchanges
0.82%
of portfolio
Number of shares
213,890 sh
Holdings current value
$67.63M
Avg closing price
$104.87
+334.2%
Last action
Added 0.2%
2022Q4
Current $455.35
40
NVRNVR INC
Consumer Cyclical·Residential Construction
0.78%
of portfolio
Number of shares
10,824 sh
Holdings current value
$64.55M
Avg closing price
$3890
+80.0%
Last action
Added 1.0%
2025Q4
Current $7001
41
DGDOLLAR GEN CORP NEW
Consumer Defensive·Discount Stores
0.75%
of portfolio
Number of shares
590,250 sh
Holdings current value
$62.45M
Avg closing price
$161.37
-21.5%
Last action
Added 6.0%
2025Q1
Current $126.68
42
ATVIEURACTIVISION BLIZZARD INC
0.74%
of portfolio
Number of shares
650,600 sh
Holdings current value
$60.92M
Avg closing price
$67.34
Last action
Exited
2023Q4
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
$55.06M
Avg closing price
$113.01
+291.6%
Last action
Added 0.3%
2022Q4
Current $442.57
44
ROLROLLINS INC
Consumer Cyclical·Personal Services
0.62%
of portfolio
Number of shares
1,383,275 sh
Holdings current value
$51.64M
Avg closing price
$37.29
+47.5%
Last action
Added 1.0%
2025Q4
Current $55.00
45
FDSFACTSET RESH SYS INC
Financial Services·Financial Data & Stock Exchanges
0.62%
of portfolio
Number of shares
116,720 sh
Holdings current value
$51.04M
Avg closing price
$158.07
+47.2%
Last action
Added 4.6%
2025Q4
Current $232.73
46
HEI/AHEICO CORP NEW
0.59%
of portfolio
Number of shares
379,644 sh
Holdings current value
$49.06M
Avg closing price
$76.32
Last action
Added 2.4%
2023Q2
Current —
47
BF/ABROWN FORMAN CORP
0.59%
of portfolio
Number of shares
843,000 sh
Holdings current value
$48.98M
Avg closing price
$78.22
Last action
New holding
2022Q2
Current —
48
G1151C101ACCENTURE PLC IRELAND
0.59%
of portfolio
Number of shares
159,400 sh
Holdings current value
$48.95M
Avg closing price
$116.68
Last action
New holding
2022Q2
Current —
49
SBUXSTARBUCKS CORP
Consumer Cyclical·Restaurants
0.59%
of portfolio
Number of shares
532,318 sh
Holdings current value
$48.58M
Avg closing price
$64.81
+54.3%
Last action
Added 1.2%
2025Q1
Current $100.00
50
CMCSACOMCAST CORP NEW
Communication Services·Telecom Services
0.57%
of portfolio
Number of shares
1,060,741 sh
Holdings current value
$47.03M
Avg closing price
$39.58
-25.1%
Last action
Trimmed 10.1%
2024Q4
Current $29.63
51
ECLECOLAB INC
Basic Materials·Specialty Chemicals
0.56%
of portfolio
Number of shares
274,300 sh
Holdings current value
$46.47M
Avg closing price
$128.50
+113.9%
Last action
New holding
2022Q2
Current $274.80
52
NOCNORFOLK SOUTHN CORP
Industrials·Railroads
0.55%
of portfolio
Number of shares
229,500 sh
Holdings current value
$45.20M
Avg closing price
$116.47
+471.2%
Last action
Added 8.0%
2025Q4
Current $665.26
53
G54950103LINDE PLC
0.54%
of portfolio
Number of shares
120,500 sh
Holdings current value
$44.87M
Avg closing price
$394.36
Last action
Added 6.4%
2025Q4
Current —
54
ROKROCKWELL AUTOMATION INC
Industrials·Specialty Industrial Machinery
0.53%
of portfolio
Number of shares
154,900 sh
Holdings current value
$44.28M
Avg closing price
$144.80
+187.1%
Last action
New holding
2022Q2
Current $415.73
55
CGCARLYLE GROUP INC
Financial Services·Asset Management
0.48%
of portfolio
Number of shares
1,327,000 sh
Holdings current value
$40.02M
Avg closing price
$22.26
+136.7%
Last action
Added 1.5%
2022Q4
Current $52.68
56
FDXFEDEX CORP
Industrials·Integrated Freight & Logistics
0.46%
of portfolio
Number of shares
145,000 sh
Holdings current value
$38.41M
Avg closing price
$235.88
+66.3%
Last action
Exited
2025Q4
Current $392.38
57
WHRWHIRLPOOL CORP
Consumer Cyclical·Furnishings, Fixtures & Appliances
0.46%
of portfolio
Number of shares
282,049 sh
Holdings current value
$37.71M
Avg closing price
$131.31
-56.7%
Last action
Exited
2024Q4
Current $56.83
58
NKENIKE INC
Consumer Cyclical·Footwear & Accessories
0.43%
of portfolio
Number of shares
368,900 sh
Holdings current value
$35.27M
Avg closing price
$64.78
-28.9%
Last action
Added 0.5%
2025Q2
Current $46.03
59
JPMJPMORGAN CHASE & CO
Financial Services·Banks - Diversified
0.42%
of portfolio
Number of shares
241,550 sh
Holdings current value
$35.03M
Avg closing price
$80.60
+285.0%
Last action
Added 4.8%
2023Q4
Current $310.29
60
TROWPRICE T ROWE GROUP INC
Financial Services·Asset Management
0.40%
of portfolio
Number of shares
314,000 sh
Holdings current value
$32.93M
Avg closing price
$73.37
+32.2%
Last action
New holding
2022Q2
Current $96.98
61
ODFLOLD DOMINION FREIGHT LINE IN
Industrials·Trucking
0.39%
of portfolio
Number of shares
79,500 sh
Holdings current value
$32.53M
Avg closing price
$216.04
+0.8%
Last action
Added 378.9%
2025Q4
Current $217.76
62
G0403H108AON PLC
0.39%
of portfolio
Number of shares
99,550 sh
Holdings current value
$32.28M
Avg closing price
$279.50
Last action
Added 4.5%
2025Q4
Current —
63
ITICINVESTORS TITLE CO NC
Financial Services·Insurance - Specialty
0.38%
of portfolio
Number of shares
213,300 sh
Holdings current value
$31.59M
Avg closing price
$91.07
+164.9%
Last action
New holding
2022Q2
Current $241.27
64
SRCLEURSTERICYCLE INC
0.36%
of portfolio
Number of shares
668,700 sh
Holdings current value
$29.90M
Avg closing price
$61.60
Last action
Exited
2024Q2
Current —
65
TSNTYSON FOODS INC
Consumer Defensive·Farm Products
0.35%
of portfolio
Number of shares
577,500 sh
Holdings current value
$29.16M
Avg closing price
$61.20
+5.9%
Last action
Added 6.6%
2025Q4
Current $64.82
66
MMM3M CO
Industrials·Conglomerates
0.33%
of portfolio
Number of shares
293,750 sh
Holdings current value
$27.50M
Avg closing price
$160.06
-3.4%
Last action
Exited
2025Q3
Current $154.55
67
BF/BBROWN FORMAN CORP
0.33%
of portfolio
Number of shares
474,187 sh
Holdings current value
$27.36M
Avg closing price
$62.65
Last action
New holding
2022Q2
Current —
68
VRSKVERISK ANALYTICS INC
Industrials·Consulting Services
0.33%
of portfolio
Number of shares
114,700 sh
Holdings current value
$27.10M
Avg closing price
$157.77
+12.9%
Last action
Added 10.6%
2024Q4
Current $178.07
69
HGTYHAGERTY INC
Financial Services·Insurance - Property & Casualty
0.30%
of portfolio
Number of shares
3,000,000 sh
Holdings current value
$24.51M
Avg closing price
$9.37
+15.6%
Last action
Added 3.7%
2024Q4
Current $10.83
70
SHWSHERWIN WILLIAMS CO
Basic Materials·Specialty Chemicals
0.29%
of portfolio
Number of shares
94,172 sh
Holdings current value
$24.02M
Avg closing price
$321.50
+7.5%
Last action
New holding
2022Q2
Current $345.55
71
CABOCABLE ONE INC
Communication Services·Telecom Services
0.28%
of portfolio
Number of shares
37,700 sh
Holdings current value
$23.21M
Avg closing price
$614.85
-82.5%
Last action
Exited
2025Q2
Current $107.52
72
CVSCVS HEALTH CORP
Healthcare·Healthcare Plans
0.28%
of portfolio
Number of shares
332,000 sh
Holdings current value
$23.18M
Avg closing price
$94.55
-18.2%
Last action
Exited
2024Q3
Current $77.30
73
LMTLOCKHEED MARTIN CORP
Industrials·Aerospace & Defense
0.28%
of portfolio
Number of shares
56,363 sh
Holdings current value
$23.05M
Avg closing price
$465.09
+27.3%
Last action
Added 4.2%
2025Q4
Current $592.19
74
COSTCOSTCO WHSL CORP NEW
Consumer Defensive·Discount Stores
0.27%
of portfolio
Number of shares
39,150 sh
Holdings current value
$22.12M
Avg closing price
$158.00
+532.8%
Last action
New holding
2022Q2
Current $999.89
75
THGHANOVER INS GROUP INC
Financial Services·Insurance - Property & Casualty
0.25%
of portfolio
Number of shares
189,000 sh
Holdings current value
$20.98M
Avg closing price
$134.71
+35.0%
Last action
Added 0.5%
2025Q2
Current $181.85

Portfolio heatmap

Box size = % of portfolio · color = return since filing
BRK.A
7.15% · +33.9%
BRK.B
6.48% · +35.5%
GOOG
4.38% · +157.4%
DE
3.46% · +56.5%
HD
3.36% · +15.6%
BN
3.29% · +49.0%
AMZN
3.11% · +97.1%
V
2.77% · +37.8%
AAPL
2.53% · +57.8%
WSO
2.49% · +13.9%
DEO
2.43% · -45.1%
ADI
2.39% · +112.1%
NVO
2.36% · -55.4%
DIS
1.99% · +31.1%
RLI
1.96% · -56.6%
MSFT
1.88% · +33.9%
BLKCHF
1.72%
LOW
1.62% · +21.1%
BX
1.59% · +20.5%
MRSH
1.54% · -7.6%
GS
1.40% · +186.2%
TXN
1.39% · +44.5%
ADM
1.33% · -11.1%
PGR
1.27% · +45.4%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Financial Services32 pos$2.20B33.1%
  • Industrials19 pos$1.06B15.9%
  • Consumer Cyclical14 pos$951.9M14.3%
  • Communication Services10 pos$793.0M11.9%
  • Technology12 pos$732.0M11.0%
  • Consumer Defensive10 pos$465.2M7.0%
  • Healthcare7 pos$333.8M5.0%
  • Basic Materials6 pos$95.4M1.4%
  • Real Estate3 pos$14.2M0.2%
(19.8% unclassified, excluded from %)