OpenStocks
Super InvestorsCongress TradesInsider TradingETFsSectors
Pro
···
Smart money
  • Super investors
  • Most popular stocks
  • Biggest buys
  • Biggest sells
  • New positions
  • Smart-money signals
Insiders
  • Insider trading
  • Browse insiders
  • Transactions feed
  • Insider trading RSS
Congress
  • Congress stock trades
  • All members of Congress
  • Trades by committee
  • Congress trades RSS
Markets
  • ETFs
  • Sectors
  • Industries
  • Stock screener
  • Daily market digest
  • Blog
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)
  • Overview
  • Portfolio128
  • Performance40Q
  • Options
  • Activity2.2k
  • News
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 · 2024Q2
1 / 2
75 of 134
1
BRK.ABERKSHIRE HATHAWAY INC DEL
6.71%
of portfolio
Number of shares
1,114 sh
Holdings current value
$682.04M
Avg closing price
$215657
+229.9%
Last action
New holding
2022Q2
Current $711559
2
BRK.BBERKSHIRE HATHAWAY INC DEL
6.13%
of portfolio
Number of shares
1,531,971 sh
Holdings current value
$623.21M
Avg closing price
$142.65
+232.7%
Last action
New holding
2022Q2
Current $474.58
3
GOOGALPHABET INC
Communication Services·Internet Content & Information
4.96%
of portfolio
Number of shares
2,749,860 sh
Holdings current value
$504.38M
Avg closing price
$136.47
+148.7%
Last action
Added 1900.0%
2022Q3
Current $339.40
4
AMZNAMAZON COM INC
Consumer Cyclical·Internet Retail
3.86%
of portfolio
Number of shares
2,030,760 sh
Holdings current value
$392.44M
Avg closing price
$149.25
+67.9%
Last action
Added 0.3%
2023Q4
Current $250.56
5
BNBROOKFIELD CORP
Financial Services·Asset Management
3.56%
of portfolio
Number of shares
8,715,741 sh
Holdings current value
$362.05M
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
3.12%
of portfolio
Number of shares
920,000 sh
Holdings current value
$316.70M
Avg closing price
$133.43
+161.9%
Last action
New holding
2022Q2
Current $349.40
7
DEDEERE & CO
Industrials·Farm & Heavy Construction Machinery
3.11%
of portfolio
Number of shares
845,350 sh
Holdings current value
$315.85M
Avg closing price
$122.39
+382.4%
Last action
Added 0.0%
2025Q2
Current $590.46
8
NVONOVO-NORDISK A SADR
Healthcare·Drug Manufacturers - General
3.02%
of portfolio
Number of shares
2,150,000 sh
Holdings current value
$306.89M
Avg closing price
$67.99
-40.4%
Last action
Added 30.4%
2025Q4
Current $40.52
9
ADIANALOG DEVICES INC
Technology·Semiconductors
2.62%
of portfolio
Number of shares
1,167,671 sh
Holdings current value
$266.53M
Avg closing price
$102.11
+263.8%
Last action
Trimmed 11.0%
2025Q4
Current $371.45
10
WSOWATSCO INC
Industrials·Industrial Distribution
2.60%
of portfolio
Number of shares
571,250 sh
Holdings current value
$264.63M
Avg closing price
$208.92
+105.9%
Last action
Added 2.2%
2025Q4
Current $430.26
11
VVISA INC
Financial Services·Credit Services
2.58%
of portfolio
Number of shares
999,285 sh
Holdings current value
$262.28M
Avg closing price
$87.28
+263.2%
Last action
Added 1.0%
2023Q3
Current $317.02
12
AAPLAPPLE INC
Technology·Consumer Electronics
2.54%
of portfolio
Number of shares
1,227,290 sh
Holdings current value
$258.49M
Avg closing price
$129.19
+109.2%
Last action
Added 0.0%
2024Q2
Current $270.23
13
MSFTMICROSOFT CORP
Technology·Software - Infrastructure
2.23%
of portfolio
Number of shares
507,480 sh
Holdings current value
$226.82M
Avg closing price
$115.47
+266.1%
Last action
Added 0.7%
2025Q4
Current $422.79
14
DISDISNEY WALT CO
Communication Services·Entertainment
1.98%
of portfolio
Number of shares
2,031,665 sh
Holdings current value
$201.72M
Avg closing price
$100.40
+5.9%
Last action
Added 0.1%
2023Q4
Current $106.29
15
BLKCHFBLACKROCK INC
1.71%
of portfolio
Number of shares
220,200 sh
Holdings current value
$173.37M
Avg closing price
$372.36
Last action
Exited
2024Q4
Current —
16
DEODIAGEO PLCADR
Consumer Defensive·Beverages - Wineries & Distilleries
1.70%
of portfolio
Number of shares
1,366,708 sh
Holdings current value
$172.31M
Avg closing price
$108.47
-24.5%
Last action
Added 0.4%
2025Q4
Current $81.88
17
RLIRLI CORP
Financial Services·Insurance - Property & Casualty
1.66%
of portfolio
Number of shares
1,197,272 sh
Holdings current value
$168.44M
Avg closing price
$73.60
-19.8%
Last action
Added
2025Q1
Current $59.02
18
GSGOLDMAN SACHS GROUP INC
Financial Services·Capital Markets
1.60%
of portfolio
Number of shares
359,360 sh
Holdings current value
$162.55M
Avg closing price
$213.38
+333.9%
Last action
Added 0.6%
2022Q4
Current $925.95
19
PGRPROGRESSIVE CORP
Financial Services·Insurance - Property & Casualty
1.54%
of portfolio
Number of shares
753,750 sh
Holdings current value
$156.56M
Avg closing price
$71.90
+181.8%
Last action
New holding
2022Q2
Current $202.58
20
KKRKKR & CO INC
Financial Services·Asset Management
1.50%
of portfolio
Number of shares
1,451,800 sh
Holdings current value
$152.79M
Avg closing price
$28.35
+265.4%
Last action
Added 0.2%
2023Q3
Current $103.60
21
BXBLACKSTONE INC
Financial Services·Asset Management
1.50%
of portfolio
Number of shares
1,229,000 sh
Holdings current value
$152.15M
Avg closing price
$48.92
+163.8%
Last action
New holding
2022Q2
Current $129.08
22
LOWLOWES COS INC
Consumer Cyclical·Home Improvement Retail
1.47%
of portfolio
Number of shares
675,980 sh
Holdings current value
$149.03M
Avg closing price
$106.80
+135.7%
Last action
Added 1.2%
2025Q4
Current $251.72
23
MRSHMARSH & MCLENNAN COS INC
Financial Services·Insurance Brokers
1.46%
of portfolio
Number of shares
706,500 sh
Holdings current value
$148.87M
Avg closing price
$87.64
+100.6%
Last action
Added 1.0%
2025Q4
Current $175.80
24
TXNTEXAS INSTRS INC
Technology·Semiconductors
1.39%
of portfolio
Number of shares
724,000 sh
Holdings current value
$140.84M
Avg closing price
$80.83
+184.3%
Last action
New holding
2022Q2
Current $229.82
25
METAMETA PLATFORMS INC
Communication Services·Internet Content & Information
1.34%
of portfolio
Number of shares
270,981 sh
Holdings current value
$136.63M
Avg closing price
$182.85
+276.6%
Last action
Trimmed 10.6%
2025Q4
Current $688.55
26
LPLALPL FINL HLDGS INC
Financial Services·Capital Markets
1.32%
of portfolio
Number of shares
481,791 sh
Holdings current value
$134.56M
Avg closing price
$240.60
+31.9%
Last action
Added 1.4%
2025Q4
Current $317.41
27
APOAPOLLO GLOBAL MGMT INC
Financial Services·Asset Management
1.18%
of portfolio
Number of shares
1,012,500 sh
Holdings current value
$119.55M
Avg closing price
$48.48
+157.1%
Last action
New holding
2022Q2
Current $124.62
28
GDGENERAL DYNAMICS CORP
Industrials·Aerospace & Defense
1.12%
of portfolio
Number of shares
391,000 sh
Holdings current value
$113.44M
Avg closing price
$132.29
+154.2%
Last action
New holding
2022Q2
Current $336.29
29
AXPAMERICAN EXPRESS CO
Financial Services·Credit Services
1.10%
of portfolio
Number of shares
484,250 sh
Holdings current value
$112.13M
Avg closing price
$76.00
+336.4%
Last action
Added 0.9%
2025Q4
Current $331.69
30
CATCATERPILLAR INC
Industrials·Farm & Heavy Construction Machinery
1.02%
of portfolio
Number of shares
311,500 sh
Holdings current value
$103.76M
Avg closing price
$109.71
+624.4%
Last action
Added 0.2%
2025Q2
Current $794.65
31
GOOGLALPHABET INC
Communication Services·Internet Content & Information
0.99%
of portfolio
Number of shares
555,000 sh
Holdings current value
$101.09M
Avg closing price
$130.74
+161.4%
Last action
Added 2.8%
2025Q2
Current $341.68
32
SCHWSCHWAB CHARLES CORP
Financial Services·Capital Markets
0.99%
of portfolio
Number of shares
1,366,766 sh
Holdings current value
$100.72M
Avg closing price
$36.30
+154.2%
Last action
Added 0.8%
2025Q4
Current $92.28
33
DGDOLLAR GEN CORP NEW
Consumer Defensive·Discount Stores
0.91%
of portfolio
Number of shares
697,250 sh
Holdings current value
$92.20M
Avg closing price
$161.37
-21.5%
Last action
Added 5.0%
2025Q1
Current $126.68
34
MAMASTERCARD INCORPORATED
Financial Services·Credit Services
0.90%
of portfolio
Number of shares
207,540 sh
Holdings current value
$91.56M
Avg closing price
$119.68
+335.6%
Last action
New holding
2022Q2
Current $521.30
35
MCOMOODYS CORP
Financial Services·Financial Data & Stock Exchanges
0.89%
of portfolio
Number of shares
213,890 sh
Holdings current value
$90.03M
Avg closing price
$104.87
+334.2%
Last action
Added 0.2%
2022Q4
Current $455.35
36
JNJJOHNSON & JOHNSON
Healthcare·Drug Manufacturers - General
0.88%
of portfolio
Number of shares
610,800 sh
Holdings current value
$89.27M
Avg closing price
$108.20
+116.4%
Last action
New holding
2022Q2
Current $234.18
37
ADMARCHER DANIELS MIDLAND CO
Consumer Defensive·Farm Products
0.87%
of portfolio
Number of shares
1,463,300 sh
Holdings current value
$88.46M
Avg closing price
$37.34
+79.5%
Last action
Trimmed 4.4%
2025Q3
Current $67.04
38
NVRNVR INC
Consumer Cyclical·Residential Construction
0.86%
of portfolio
Number of shares
11,529 sh
Holdings current value
$87.49M
Avg closing price
$3890
+80.0%
Last action
Added 1.0%
2025Q4
Current $7001
39
BAMBROOKFIELD ASSET MANAGMT LTD
Financial Services·Asset Management
0.82%
of portfolio
Number of shares
2,193,953 sh
Holdings current value
$83.48M
Avg closing price
$28.67
+72.0%
Last action
Trimmed 0.0%
2023Q2
Current $49.32
40
ITWILLINOIS TOOL WKS INC
Industrials·Specialty Industrial Machinery
0.76%
of portfolio
Number of shares
327,500 sh
Holdings current value
$77.60M
Avg closing price
$120.12
+126.6%
Last action
New holding
2022Q2
Current $272.26
41
ROLROLLINS INC
Consumer Cyclical·Personal Services
0.69%
of portfolio
Number of shares
1,439,275 sh
Holdings current value
$70.22M
Avg closing price
$37.29
+47.5%
Last action
Added 0.9%
2025Q4
Current $55.00
42
MSCIMSCI INC
Financial Services·Financial Data & Stock Exchanges
0.68%
of portfolio
Number of shares
142,850 sh
Holdings current value
$68.82M
Avg closing price
$88.11
+545.3%
Last action
Added 0.3%
2022Q4
Current $568.55
43
HEI/AHEICO CORP NEW
0.66%
of portfolio
Number of shares
379,644 sh
Holdings current value
$67.39M
Avg closing price
$76.32
Last action
Added 2.4%
2023Q2
Current —
44
SPGIS&P GLOBAL INC
Financial Services·Financial Data & Stock Exchanges
0.66%
of portfolio
Number of shares
150,690 sh
Holdings current value
$67.21M
Avg closing price
$113.01
+291.6%
Last action
Added 0.3%
2022Q4
Current $442.57
45
ECLECOLAB INC
Basic Materials·Specialty Chemicals
0.64%
of portfolio
Number of shares
274,300 sh
Holdings current value
$65.28M
Avg closing price
$128.50
+113.9%
Last action
New holding
2022Q2
Current $274.80
46
G54950103LINDE PLC
0.62%
of portfolio
Number of shares
143,500 sh
Holdings current value
$62.97M
Avg closing price
$394.36
Last action
Added 5.3%
2025Q4
Current —
47
FDXFEDEX CORP
Industrials·Integrated Freight & Logistics
0.53%
of portfolio
Number of shares
181,000 sh
Holdings current value
$54.27M
Avg closing price
$235.88
+66.3%
Last action
Exited
2025Q4
Current $392.38
48
CGCARLYLE GROUP INC
Financial Services·Asset Management
0.52%
of portfolio
Number of shares
1,327,000 sh
Holdings current value
$53.28M
Avg closing price
$22.26
+136.7%
Last action
Added 1.5%
2022Q4
Current $52.68
49
JPMJPMORGAN CHASE & CO
Financial Services·Banks - Diversified
0.50%
of portfolio
Number of shares
252,550 sh
Holdings current value
$51.08M
Avg closing price
$80.60
+285.0%
Last action
Added 4.6%
2023Q4
Current $310.29
50
ODFLOLD DOMINION FREIGHT LINE IN
Industrials·Trucking
0.49%
of portfolio
Number of shares
279,500 sh
Holdings current value
$49.36M
Avg closing price
$216.04
+0.8%
Last action
Added 29.0%
2025Q4
Current $217.76
51
NOCNORFOLK SOUTHN CORP
Industrials·Railroads
0.48%
of portfolio
Number of shares
229,500 sh
Holdings current value
$49.27M
Avg closing price
$116.47
+471.2%
Last action
Added 8.0%
2025Q4
Current $665.26
52
G1151C101ACCENTURE PLC IRELAND
0.48%
of portfolio
Number of shares
159,400 sh
Holdings current value
$48.36M
Avg closing price
$116.68
Last action
New holding
2022Q2
Current —
53
FDSFACTSET RESH SYS INC
Financial Services·Financial Data & Stock Exchanges
0.47%
of portfolio
Number of shares
116,720 sh
Holdings current value
$47.65M
Avg closing price
$158.07
+47.2%
Last action
Added 4.6%
2025Q4
Current $232.73
54
TSNTYSON FOODS INC
Consumer Defensive·Farm Products
0.44%
of portfolio
Number of shares
785,500 sh
Holdings current value
$44.88M
Avg closing price
$61.20
+5.9%
Last action
Added 4.8%
2025Q4
Current $64.82
55
SBUXSTARBUCKS CORP
Consumer Cyclical·Restaurants
0.44%
of portfolio
Number of shares
568,318 sh
Holdings current value
$44.24M
Avg closing price
$64.81
+54.3%
Last action
Added 1.2%
2025Q1
Current $100.00
56
ROKROCKWELL AUTOMATION INC
Industrials·Specialty Industrial Machinery
0.42%
of portfolio
Number of shares
154,900 sh
Holdings current value
$42.64M
Avg closing price
$144.80
+187.1%
Last action
New holding
2022Q2
Current $415.73
57
CMCSACOMCAST CORP NEW
Communication Services·Telecom Services
0.42%
of portfolio
Number of shares
1,081,241 sh
Holdings current value
$42.34M
Avg closing price
$39.58
-25.1%
Last action
Trimmed 9.9%
2024Q4
Current $29.63
58
ITICINVESTORS TITLE CO NC
Financial Services·Insurance - Specialty
0.38%
of portfolio
Number of shares
213,300 sh
Holdings current value
$38.42M
Avg closing price
$91.07
+164.9%
Last action
New holding
2022Q2
Current $241.27
59
BF/ABROWN FORMAN CORP
0.37%
of portfolio
Number of shares
843,000 sh
Holdings current value
$37.20M
Avg closing price
$78.22
Last action
New holding
2022Q2
Current —
60
TROWPRICE T ROWE GROUP INC
Financial Services·Asset Management
0.36%
of portfolio
Number of shares
314,000 sh
Holdings current value
$36.21M
Avg closing price
$73.37
+32.2%
Last action
New holding
2022Q2
Current $96.98
61
VRSKVERISK ANALYTICS INC
Industrials·Consulting Services
0.35%
of portfolio
Number of shares
133,700 sh
Holdings current value
$36.04M
Avg closing price
$157.77
+12.9%
Last action
Added 9.0%
2024Q4
Current $178.07
62
G0403H108AON PLC
0.33%
of portfolio
Number of shares
113,950 sh
Holdings current value
$33.45M
Avg closing price
$279.50
Last action
Added 3.9%
2025Q4
Current —
63
COSTCOSTCO WHSL CORP NEW
Consumer Defensive·Discount Stores
0.33%
of portfolio
Number of shares
39,150 sh
Holdings current value
$33.28M
Avg closing price
$158.00
+532.8%
Last action
New holding
2022Q2
Current $999.89
64
HGTYHAGERTY INC
Financial Services·Insurance - Property & Casualty
0.31%
of portfolio
Number of shares
3,000,000 sh
Holdings current value
$31.20M
Avg closing price
$9.37
+15.6%
Last action
Added 3.7%
2024Q4
Current $10.83
65
THGHANOVER INS GROUP INC
Financial Services·Insurance - Property & Casualty
0.30%
of portfolio
Number of shares
240,000 sh
Holdings current value
$30.11M
Avg closing price
$134.71
+35.0%
Last action
Added 0.4%
2025Q2
Current $181.85
66
MMM3M CO
Industrials·Conglomerates
0.30%
of portfolio
Number of shares
293,750 sh
Holdings current value
$30.02M
Avg closing price
$160.06
-3.4%
Last action
Exited
2025Q3
Current $154.55
67
NKENIKE INC
Consumer Cyclical·Footwear & Accessories
0.29%
of portfolio
Number of shares
388,900 sh
Holdings current value
$29.31M
Avg closing price
$64.78
-28.9%
Last action
Added 0.5%
2025Q2
Current $46.03
68
FNVFRANCO NEV CORP
Basic Materials·Gold
0.29%
of portfolio
Number of shares
245,000 sh
Holdings current value
$29.04M
Avg closing price
$140.14
+87.3%
Last action
Added 46.7%
2025Q4
Current $262.50
69
WHRWHIRLPOOL CORP
Consumer Cyclical·Furnishings, Fixtures & Appliances
0.28%
of portfolio
Number of shares
282,049 sh
Holdings current value
$28.83M
Avg closing price
$131.31
-56.7%
Last action
Exited
2024Q4
Current $56.83
70
SHWSHERWIN WILLIAMS CO
Basic Materials·Specialty Chemicals
0.28%
of portfolio
Number of shares
94,172 sh
Holdings current value
$28.10M
Avg closing price
$321.50
+7.5%
Last action
New holding
2022Q2
Current $345.55
71
LMTLOCKHEED MARTIN CORP
Industrials·Aerospace & Defense
0.26%
of portfolio
Number of shares
56,363 sh
Holdings current value
$26.33M
Avg closing price
$465.09
+27.3%
Last action
Added 4.2%
2025Q4
Current $592.19
72
ALLALLSTATE CORP
Financial Services·Insurance - Property & Casualty
0.24%
of portfolio
Number of shares
154,550 sh
Holdings current value
$24.68M
Avg closing price
$126.18
+71.3%
Last action
Added 9.2%
2023Q4
Current $216.16
73
EFXEQUIFAX INC
Industrials·Consulting Services
0.23%
of portfolio
Number of shares
97,850 sh
Holdings current value
$23.72M
Avg closing price
$156.66
+25.3%
Last action
Trimmed 20.4%
2024Q3
Current $196.22
74
RTXRAYTHEON TECHNOLOGIES CORP
Industrials·Aerospace & Defense
0.22%
of portfolio
Number of shares
224,000 sh
Holdings current value
$22.49M
Avg closing price
$61.62
+218.8%
Last action
New holding
2024Q4
Current $196.42
75
BF/BBROWN FORMAN CORP
0.20%
of portfolio
Number of shares
474,187 sh
Holdings current value
$20.48M
Avg closing price
$62.65
Last action
New holding
2022Q2
Current —

Portfolio heatmap

Box size = % of portfolio · color = return since filing
BRK.A
6.71% · +16.2%
BRK.B
6.13% · +16.7%
GOOG
4.96% · +85.0%
AMZN
3.86% · +29.7%
BN
3.56% · +12.2%
HD
3.12% · +1.5%
DE
3.11% · +58.0%
NVO
3.02% · -71.6%
ADI
2.62% · +62.7%
WSO
2.60% · -7.1%
V
2.58% · +20.8%
AAPL
2.54% · +28.3%
MSFT
2.23% · -5.4%
DIS
1.98% · +7.1%
BLKCHF
1.71%
DEO
1.70% · -35.1%
RLI
1.66% · -58.0%
GS
1.60% · +104.7%
PGR
1.54% · -2.5%
KKR
1.50% · -1.6%
BX
1.50% · +4.3%
LOW
1.47% · +14.2%
MRSH
1.46% · -16.6%
TXN
1.39% · +18.1%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Financial Services32 pos$2.80B33.4%
  • Industrials22 pos$1.29B15.4%
  • Consumer Cyclical17 pos$1.20B14.3%
  • Communication Services8 pos$1.02B12.2%
  • Technology11 pos$948.7M11.3%
  • Consumer Defensive11 pos$486.5M5.8%
  • Healthcare8 pos$453.4M5.4%
  • Basic Materials7 pos$161.0M1.9%
  • Real Estate3 pos$22.7M0.3%
(17.6% unclassified, excluded from %)