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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 · 2023Q4
1 / 2
75 of 128
1
BRK.ABERKSHIRE HATHAWAY INC DEL
6.57%
of portfolio
Number of shares
1,114 sh
Holdings current value
$604.48M
Avg closing price
$215657
+229.9%
Last action
New holding
2022Q2
Current $711559
2
BRK.BBERKSHIRE HATHAWAY INC DEL
5.94%
of portfolio
Number of shares
1,531,971 sh
Holdings current value
$546.39M
Avg closing price
$142.65
+232.7%
Last action
New holding
2022Q2
Current $474.58
3
GOOGALPHABET INC
Communication Services·Internet Content & Information
4.21%
of portfolio
Number of shares
2,749,860 sh
Holdings current value
$387.54M
Avg closing price
$136.47
+148.7%
Last action
Added 1900.0%
2022Q3
Current $339.40
4
BNBROOKFIELD CORP
Financial Services·Asset Management
3.80%
of portfolio
Number of shares
8,715,741 sh
Holdings current value
$349.68M
Avg closing price
$36.27
+28.5%
Last action
Added 100.0%
2025Q4
Current $46.59
5
DEDEERE & CO
Industrials·Farm & Heavy Construction Machinery
3.47%
of portfolio
Number of shares
797,800 sh
Holdings current value
$319.02M
Avg closing price
$122.39
+382.4%
Last action
Added 0.0%
2025Q2
Current $590.46
6
HDHOME DEPOT INC
Consumer Cyclical·Home Improvement Retail
3.47%
of portfolio
Number of shares
920,000 sh
Holdings current value
$318.83M
Avg closing price
$133.43
+161.9%
Last action
New holding
2022Q2
Current $349.40
7
AMZNAMAZON COM INC
Consumer Cyclical·Internet Retail
3.35%
of portfolio
Number of shares
2,030,760 sh
Holdings current value
$308.55M
Avg closing price
$149.25
+67.9%
Last action
Added 0.3%
2023Q4
Current $250.56
8
VVISA INC
Financial Services·Credit Services
2.83%
of portfolio
Number of shares
999,285 sh
Holdings current value
$260.16M
Avg closing price
$87.28
+263.2%
Last action
Added 1.0%
2023Q3
Current $317.02
9
WSOWATSCO INC
Industrials·Industrial Distribution
2.59%
of portfolio
Number of shares
556,750 sh
Holdings current value
$238.55M
Avg closing price
$208.92
+105.9%
Last action
Added 2.3%
2025Q4
Current $430.26
10
AAPLAPPLE INC
Technology·Consumer Electronics
2.57%
of portfolio
Number of shares
1,225,890 sh
Holdings current value
$236.02M
Avg closing price
$129.19
+109.2%
Last action
Added 0.0%
2024Q2
Current $270.23
11
ADIANALOG DEVICES INC
Technology·Semiconductors
2.51%
of portfolio
Number of shares
1,163,971 sh
Holdings current value
$231.12M
Avg closing price
$102.11
+263.8%
Last action
Trimmed 11.0%
2025Q4
Current $371.45
12
NVONOVO-NORDISK A SADR
Healthcare·Drug Manufacturers - General
2.42%
of portfolio
Number of shares
2,150,000 sh
Holdings current value
$222.42M
Avg closing price
$67.99
-40.4%
Last action
Added 30.4%
2025Q4
Current $40.52
13
DEODIAGEO PLCADR
Consumer Defensive·Beverages - Wineries & Distilleries
2.15%
of portfolio
Number of shares
1,354,708 sh
Holdings current value
$197.33M
Avg closing price
$108.47
-24.5%
Last action
Added 0.4%
2025Q4
Current $81.88
14
MSFTMICROSOFT CORP
Technology·Software - Infrastructure
2.04%
of portfolio
Number of shares
498,480 sh
Holdings current value
$187.45M
Avg closing price
$115.47
+266.1%
Last action
Added 0.7%
2025Q4
Current $422.79
15
DISDISNEY WALT CO
Communication Services·Entertainment
1.99%
of portfolio
Number of shares
2,031,665 sh
Holdings current value
$183.44M
Avg closing price
$100.40
+5.9%
Last action
Added 0.1%
2023Q4
Current $106.29
16
BLKCHFBLACKROCK INC
1.94%
of portfolio
Number of shares
220,200 sh
Holdings current value
$178.76M
Avg closing price
$372.36
Last action
Exited
2024Q4
Current —
17
BXBLACKSTONE INC
Financial Services·Asset Management
1.75%
of portfolio
Number of shares
1,229,000 sh
Holdings current value
$160.90M
Avg closing price
$48.92
+163.8%
Last action
New holding
2022Q2
Current $129.08
18
RLIRLI CORP
Financial Services·Insurance - Property & Casualty
1.73%
of portfolio
Number of shares
1,197,272 sh
Holdings current value
$159.38M
Avg closing price
$73.60
-19.8%
Last action
Added
2025Q1
Current $59.02
19
LOWLOWES COS INC
Consumer Cyclical·Home Improvement Retail
1.59%
of portfolio
Number of shares
656,980 sh
Holdings current value
$146.21M
Avg closing price
$106.80
+135.7%
Last action
Added 1.2%
2025Q4
Current $251.72
20
GSGOLDMAN SACHS GROUP INC
Financial Services·Capital Markets
1.51%
of portfolio
Number of shares
359,360 sh
Holdings current value
$138.63M
Avg closing price
$213.38
+333.9%
Last action
Added 0.6%
2022Q4
Current $925.95
21
MRSHMARSH & MCLENNAN COS INC
Financial Services·Insurance Brokers
1.41%
of portfolio
Number of shares
684,500 sh
Holdings current value
$129.69M
Avg closing price
$87.64
+100.6%
Last action
Added 1.0%
2025Q4
Current $175.80
22
TXNTEXAS INSTRS INC
Technology·Semiconductors
1.34%
of portfolio
Number of shares
724,000 sh
Holdings current value
$123.41M
Avg closing price
$80.83
+184.3%
Last action
New holding
2022Q2
Current $229.82
23
KKRKKR & CO INC
Financial Services·Asset Management
1.31%
of portfolio
Number of shares
1,451,800 sh
Holdings current value
$120.28M
Avg closing price
$28.35
+265.4%
Last action
Added 0.2%
2023Q3
Current $103.60
24
PGRPROGRESSIVE CORP
Financial Services·Insurance - Property & Casualty
1.31%
of portfolio
Number of shares
753,750 sh
Holdings current value
$120.06M
Avg closing price
$71.90
+181.8%
Last action
New holding
2022Q2
Current $202.58
25
ADMARCHER DANIELS MIDLAND CO
Consumer Defensive·Farm Products
1.15%
of portfolio
Number of shares
1,463,300 sh
Holdings current value
$105.68M
Avg closing price
$37.34
+79.5%
Last action
Trimmed 4.4%
2025Q3
Current $67.04
26
GDGENERAL DYNAMICS CORP
Industrials·Aerospace & Defense
1.10%
of portfolio
Number of shares
391,000 sh
Holdings current value
$101.53M
Avg closing price
$132.29
+154.2%
Last action
New holding
2022Q2
Current $336.29
27
LPLALPL FINL HLDGS INC
Financial Services·Capital Markets
1.06%
of portfolio
Number of shares
426,386 sh
Holdings current value
$97.05M
Avg closing price
$240.60
+31.9%
Last action
Added 1.6%
2025Q4
Current $317.41
28
JNJJOHNSON & JOHNSON
Healthcare·Drug Manufacturers - General
1.04%
of portfolio
Number of shares
610,800 sh
Holdings current value
$95.74M
Avg closing price
$108.20
+116.4%
Last action
New holding
2022Q2
Current $234.18
29
APOAPOLLO GLOBAL MGMT INC
Financial Services·Asset Management
1.03%
of portfolio
Number of shares
1,012,500 sh
Holdings current value
$94.35M
Avg closing price
$48.48
+157.1%
Last action
New holding
2022Q2
Current $124.62
30
METAMETA PLATFORMS INC
Communication Services·Internet Content & Information
1.02%
of portfolio
Number of shares
264,681 sh
Holdings current value
$93.69M
Avg closing price
$182.85
+276.6%
Last action
Trimmed 10.8%
2025Q4
Current $688.55
31
SCHWSCHWAB CHARLES CORP
Financial Services·Capital Markets
1.00%
of portfolio
Number of shares
1,334,766 sh
Holdings current value
$91.83M
Avg closing price
$36.30
+154.2%
Last action
Added 0.8%
2025Q4
Current $92.28
32
AXPAMERICAN EXPRESS CO
Financial Services·Credit Services
0.99%
of portfolio
Number of shares
484,250 sh
Holdings current value
$90.72M
Avg closing price
$76.00
+336.4%
Last action
Added 0.9%
2025Q4
Current $331.69
33
CATCATERPILLAR INC
Industrials·Farm & Heavy Construction Machinery
0.97%
of portfolio
Number of shares
303,100 sh
Holdings current value
$89.62M
Avg closing price
$109.71
+624.4%
Last action
Added 0.2%
2025Q2
Current $794.65
34
DGDOLLAR GEN CORP NEW
Consumer Defensive·Discount Stores
0.97%
of portfolio
Number of shares
654,250 sh
Holdings current value
$88.95M
Avg closing price
$161.37
-21.5%
Last action
Added 5.4%
2025Q1
Current $126.68
35
MAMASTERCARD INCORPORATED
Financial Services·Credit Services
0.96%
of portfolio
Number of shares
207,540 sh
Holdings current value
$88.52M
Avg closing price
$119.68
+335.6%
Last action
New holding
2022Q2
Current $521.30
36
BAMBROOKFIELD ASSET MANAGMT LTD
Financial Services·Asset Management
0.96%
of portfolio
Number of shares
2,193,953 sh
Holdings current value
$88.13M
Avg closing price
$28.67
+72.0%
Last action
Trimmed 0.0%
2023Q2
Current $49.32
37
ITWILLINOIS TOOL WKS INC
Industrials·Specialty Industrial Machinery
0.93%
of portfolio
Number of shares
327,500 sh
Holdings current value
$85.79M
Avg closing price
$120.12
+126.6%
Last action
New holding
2022Q2
Current $272.26
38
MCOMOODYS CORP
Financial Services·Financial Data & Stock Exchanges
0.91%
of portfolio
Number of shares
213,890 sh
Holdings current value
$83.54M
Avg closing price
$104.87
+334.2%
Last action
Added 0.2%
2022Q4
Current $455.35
39
MSCIMSCI INC
Financial Services·Financial Data & Stock Exchanges
0.88%
of portfolio
Number of shares
142,850 sh
Holdings current value
$80.80M
Avg closing price
$88.11
+545.3%
Last action
Added 0.3%
2022Q4
Current $568.55
40
NVRNVR INC
Consumer Cyclical·Residential Construction
0.85%
of portfolio
Number of shares
11,124 sh
Holdings current value
$77.87M
Avg closing price
$3890
+80.0%
Last action
Added 1.0%
2025Q4
Current $7001
41
GOOGLALPHABET INC
Communication Services·Internet Content & Information
0.84%
of portfolio
Number of shares
555,000 sh
Holdings current value
$77.53M
Avg closing price
$130.74
+161.4%
Last action
Added 2.8%
2025Q2
Current $341.68
42
SPGIS&P GLOBAL INC
Financial Services·Financial Data & Stock Exchanges
0.72%
of portfolio
Number of shares
150,690 sh
Holdings current value
$66.38M
Avg closing price
$113.01
+291.6%
Last action
Added 0.3%
2022Q4
Current $442.57
43
ROLROLLINS INC
Consumer Cyclical·Personal Services
0.67%
of portfolio
Number of shares
1,407,275 sh
Holdings current value
$61.46M
Avg closing price
$37.29
+47.5%
Last action
Added 1.0%
2025Q4
Current $55.00
44
G1151C101ACCENTURE PLC IRELAND
0.61%
of portfolio
Number of shares
159,400 sh
Holdings current value
$55.94M
Avg closing price
$116.68
Last action
New holding
2022Q2
Current —
45
FDSFACTSET RESH SYS INC
Financial Services·Financial Data & Stock Exchanges
0.61%
of portfolio
Number of shares
116,720 sh
Holdings current value
$55.68M
Avg closing price
$158.07
+47.2%
Last action
Added 4.6%
2025Q4
Current $232.73
46
ECLECOLAB INC
Basic Materials·Specialty Chemicals
0.59%
of portfolio
Number of shares
274,300 sh
Holdings current value
$54.41M
Avg closing price
$128.50
+113.9%
Last action
New holding
2022Q2
Current $274.80
47
NOCNORFOLK SOUTHN CORP
Industrials·Railroads
0.59%
of portfolio
Number of shares
229,500 sh
Holdings current value
$54.25M
Avg closing price
$116.47
+471.2%
Last action
Added 8.0%
2025Q4
Current $665.26
48
HEI/AHEICO CORP NEW
0.59%
of portfolio
Number of shares
379,644 sh
Holdings current value
$54.08M
Avg closing price
$76.32
Last action
Added 2.4%
2023Q2
Current —
49
CGCARLYLE GROUP INC
Financial Services·Asset Management
0.59%
of portfolio
Number of shares
1,327,000 sh
Holdings current value
$54.00M
Avg closing price
$22.26
+136.7%
Last action
Added 1.5%
2022Q4
Current $52.68
50
G54950103LINDE PLC
0.56%
of portfolio
Number of shares
126,200 sh
Holdings current value
$51.83M
Avg closing price
$394.36
Last action
Added 6.1%
2025Q4
Current —
51
SBUXSTARBUCKS CORP
Consumer Cyclical·Restaurants
0.56%
of portfolio
Number of shares
532,318 sh
Holdings current value
$51.11M
Avg closing price
$64.81
+54.3%
Last action
Added 1.2%
2025Q1
Current $100.00
52
BF/ABROWN FORMAN CORP
0.55%
of portfolio
Number of shares
843,000 sh
Holdings current value
$50.23M
Avg closing price
$78.22
Last action
New holding
2022Q2
Current —
53
ROKROCKWELL AUTOMATION INC
Industrials·Specialty Industrial Machinery
0.52%
of portfolio
Number of shares
154,900 sh
Holdings current value
$48.09M
Avg closing price
$144.80
+187.1%
Last action
New holding
2022Q2
Current $415.73
54
CMCSACOMCAST CORP NEW
Communication Services·Telecom Services
0.51%
of portfolio
Number of shares
1,060,741 sh
Holdings current value
$46.51M
Avg closing price
$39.58
-25.1%
Last action
Trimmed 10.1%
2024Q4
Current $29.63
55
JPMJPMORGAN CHASE & CO
Financial Services·Banks - Diversified
0.47%
of portfolio
Number of shares
252,550 sh
Holdings current value
$42.96M
Avg closing price
$80.60
+285.0%
Last action
Added 4.6%
2023Q4
Current $310.29
56
NKENIKE INC
Consumer Cyclical·Footwear & Accessories
0.44%
of portfolio
Number of shares
368,900 sh
Holdings current value
$40.05M
Avg closing price
$64.78
-28.9%
Last action
Added 0.5%
2025Q2
Current $46.03
57
FDXFEDEX CORP
Industrials·Integrated Freight & Logistics
0.43%
of portfolio
Number of shares
156,500 sh
Holdings current value
$39.59M
Avg closing price
$235.88
+66.3%
Last action
Exited
2025Q4
Current $392.38
58
TSNTYSON FOODS INC
Consumer Defensive·Farm Products
0.41%
of portfolio
Number of shares
697,500 sh
Holdings current value
$37.49M
Avg closing price
$61.20
+5.9%
Last action
Added 5.4%
2025Q4
Current $64.82
59
ODFLOLD DOMINION FREIGHT LINE IN
Industrials·Trucking
0.40%
of portfolio
Number of shares
91,000 sh
Holdings current value
$36.89M
Avg closing price
$216.04
+0.8%
Last action
Added 223.8%
2025Q4
Current $217.76
60
ITICINVESTORS TITLE CO NC
Financial Services·Insurance - Specialty
0.38%
of portfolio
Number of shares
213,300 sh
Holdings current value
$34.58M
Avg closing price
$91.07
+164.9%
Last action
New holding
2022Q2
Current $241.27
61
WHRWHIRLPOOL CORP
Consumer Cyclical·Furnishings, Fixtures & Appliances
0.37%
of portfolio
Number of shares
282,049 sh
Holdings current value
$34.35M
Avg closing price
$131.31
-56.7%
Last action
Exited
2024Q4
Current $56.83
62
TROWPRICE T ROWE GROUP INC
Financial Services·Asset Management
0.37%
of portfolio
Number of shares
314,000 sh
Holdings current value
$33.81M
Avg closing price
$73.37
+32.2%
Last action
New holding
2022Q2
Current $96.98
63
SRCLEURSTERICYCLE INC
0.36%
of portfolio
Number of shares
668,700 sh
Holdings current value
$33.14M
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
$32.11M
Avg closing price
$160.06
-3.4%
Last action
Exited
2025Q3
Current $154.55
65
G0403H108AON PLC
0.33%
of portfolio
Number of shares
105,350 sh
Holdings current value
$30.66M
Avg closing price
$279.50
Last action
Added 4.2%
2025Q4
Current —
66
SHWSHERWIN WILLIAMS CO
Basic Materials·Specialty Chemicals
0.32%
of portfolio
Number of shares
94,172 sh
Holdings current value
$29.37M
Avg closing price
$321.50
+7.5%
Last action
New holding
2022Q2
Current $345.55
67
VRSKVERISK ANALYTICS INC
Industrials·Consulting Services
0.31%
of portfolio
Number of shares
120,700 sh
Holdings current value
$28.83M
Avg closing price
$157.77
+12.9%
Last action
Added 10.0%
2024Q4
Current $178.07
68
BF/BBROWN FORMAN CORP
0.29%
of portfolio
Number of shares
474,187 sh
Holdings current value
$27.08M
Avg closing price
$62.65
Last action
New holding
2022Q2
Current —
69
CVSCVS HEALTH CORP
Healthcare·Healthcare Plans
0.28%
of portfolio
Number of shares
332,000 sh
Holdings current value
$26.21M
Avg closing price
$94.55
-18.2%
Last action
Exited
2024Q3
Current $77.30
70
THGHANOVER INS GROUP INC
Financial Services·Insurance - Property & Casualty
0.28%
of portfolio
Number of shares
214,000 sh
Holdings current value
$25.98M
Avg closing price
$134.71
+35.0%
Last action
Added 0.5%
2025Q2
Current $181.85
71
COSTCOSTCO WHSL CORP NEW
Consumer Defensive·Discount Stores
0.28%
of portfolio
Number of shares
39,150 sh
Holdings current value
$25.84M
Avg closing price
$158.00
+532.8%
Last action
New holding
2022Q2
Current $999.89
72
LMTLOCKHEED MARTIN CORP
Industrials·Aerospace & Defense
0.28%
of portfolio
Number of shares
56,363 sh
Holdings current value
$25.55M
Avg closing price
$465.09
+27.3%
Last action
Added 4.2%
2025Q4
Current $592.19
73
CABOCABLE ONE INC
Communication Services·Telecom Services
0.27%
of portfolio
Number of shares
44,200 sh
Holdings current value
$24.60M
Avg closing price
$614.85
-82.5%
Last action
Exited
2025Q2
Current $107.52
74
EFXEQUIFAX INC
Industrials·Consulting Services
0.26%
of portfolio
Number of shares
97,850 sh
Holdings current value
$24.20M
Avg closing price
$156.66
+25.3%
Last action
Trimmed 20.4%
2024Q3
Current $196.22
75
HGTYHAGERTY INC
Financial Services·Insurance - Property & Casualty
0.25%
of portfolio
Number of shares
3,000,000 sh
Holdings current value
$23.40M
Avg closing price
$9.37
+15.6%
Last action
Added 3.7%
2024Q4
Current $10.83

Portfolio heatmap

Box size = % of portfolio · color = return since filing
BRK.A
6.57% · +31.1%
BRK.B
5.94% · +33.1%
GOOG
4.21% · +140.8%
BN
3.80% · +16.1%
DE
3.47% · +47.7%
HD
3.47% · +0.8%
AMZN
3.35% · +64.9%
V
2.83% · +21.8%
WSO
2.59% · +0.4%
AAPL
2.57% · +40.4%
ADI
2.51% · +87.1%
NVO
2.42% · -60.8%
DEO
2.15% · -43.8%
MSFT
2.04% · +12.4%
DIS
1.99% · +17.7%
BLKCHF
1.94%
BX
1.75% · -1.4%
RLI
1.73% · -55.7%
LOW
1.59% · +13.1%
GS
1.51% · +140.0%
MRSH
1.41% · -7.2%
TXN
1.34% · +34.8%
KKR
1.31% · +25.0%
PGR
1.31% · +27.2%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Financial Services32 pos$2.56B34.0%
  • Industrials20 pos$1.21B16.0%
  • Consumer Cyclical15 pos$1.09B14.5%
  • Technology11 pos$834.5M11.1%
  • Communication Services8 pos$829.2M11.0%
  • Consumer Defensive10 pos$504.0M6.7%
  • Healthcare7 pos$376.1M5.0%
  • Basic Materials6 pos$114.4M1.5%
  • Real Estate3 pos$19.4M0.3%
(18.0% unclassified, excluded from %)