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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 · 2025Q1
1 / 2
75 of 135
1
BRK.ABERKSHIRE HATHAWAY INC DEL
7.90%
of portfolio
Number of shares
1,114 sh
Holdings current value
$889.46M
Avg closing price
$215657
+229.9%
Last action
New holding
2022Q2
Current $711559
2
BRK.BBERKSHIRE HATHAWAY INC DEL
7.25%
of portfolio
Number of shares
1,531,971 sh
Holdings current value
$815.90M
Avg closing price
$142.65
+232.7%
Last action
New holding
2022Q2
Current $474.58
3
BNBROOKFIELD CORP
Financial Services·Asset Management
4.06%
of portfolio
Number of shares
8,715,741 sh
Holdings current value
$456.79M
Avg closing price
$36.27
+28.5%
Last action
Added 100.0%
2025Q4
Current $46.59
4
GOOGALPHABET INC
Communication Services·Internet Content & Information
3.81%
of portfolio
Number of shares
2,749,860 sh
Holdings current value
$429.61M
Avg closing price
$136.47
+148.7%
Last action
Added 1900.0%
2022Q3
Current $339.40
5
DEDEERE & CO
Industrials·Farm & Heavy Construction Machinery
3.66%
of portfolio
Number of shares
877,700 sh
Holdings current value
$411.95M
Avg closing price
$122.39
+382.4%
Last action
Added 0.0%
2025Q2
Current $590.46
6
AMZNAMAZON COM INC
Consumer Cyclical·Internet Retail
3.43%
of portfolio
Number of shares
2,030,760 sh
Holdings current value
$386.37M
Avg closing price
$149.25
+67.9%
Last action
Added 0.3%
2023Q4
Current $250.56
7
VVISA INC
Financial Services·Credit Services
3.11%
of portfolio
Number of shares
999,285 sh
Holdings current value
$350.21M
Avg closing price
$87.28
+263.2%
Last action
Added 1.0%
2023Q3
Current $317.02
8
HDHOME DEPOT INC
Consumer Cyclical·Home Improvement Retail
2.99%
of portfolio
Number of shares
920,000 sh
Holdings current value
$337.17M
Avg closing price
$133.43
+161.9%
Last action
New holding
2022Q2
Current $349.40
9
WSOWATSCO INC
Industrials·Industrial Distribution
2.67%
of portfolio
Number of shares
590,500 sh
Holdings current value
$300.15M
Avg closing price
$208.92
+105.9%
Last action
Added 2.2%
2025Q4
Current $430.26
10
AAPLAPPLE INC
Technology·Consumer Electronics
2.42%
of portfolio
Number of shares
1,227,290 sh
Holdings current value
$272.62M
Avg closing price
$129.19
+109.2%
Last action
Added 0.0%
2024Q2
Current $270.23
11
ADIANALOG DEVICES INC
Technology·Semiconductors
2.09%
of portfolio
Number of shares
1,167,671 sh
Holdings current value
$235.48M
Avg closing price
$102.11
+263.8%
Last action
Trimmed 11.0%
2025Q4
Current $371.45
12
PGRPROGRESSIVE CORP
Financial Services·Insurance - Property & Casualty
1.89%
of portfolio
Number of shares
753,750 sh
Holdings current value
$213.32M
Avg closing price
$71.90
+181.8%
Last action
New holding
2022Q2
Current $202.58
13
BLKBLACKROCK INC
Financial Services·Asset Management
1.85%
of portfolio
Number of shares
220,200 sh
Holdings current value
$208.41M
Avg closing price
$1025
+2.6%
Last action
New holding
2024Q4
Current $1052
14
DISDISNEY WALT CO
Communication Services·Entertainment
1.78%
of portfolio
Number of shares
2,031,665 sh
Holdings current value
$200.53M
Avg closing price
$100.40
+5.9%
Last action
Added 0.1%
2023Q4
Current $106.29
15
GSGOLDMAN SACHS GROUP INC
Financial Services·Capital Markets
1.74%
of portfolio
Number of shares
359,360 sh
Holdings current value
$196.31M
Avg closing price
$213.38
+333.9%
Last action
Added 0.6%
2022Q4
Current $925.95
16
MSFTMICROSOFT CORP
Technology·Software - Infrastructure
1.74%
of portfolio
Number of shares
522,730 sh
Holdings current value
$196.23M
Avg closing price
$115.47
+266.1%
Last action
Added 0.7%
2025Q4
Current $422.79
17
RLIRLI CORP
Financial Services·Insurance - Property & Casualty
1.71%
of portfolio
Number of shares
2,394,544 sh
Holdings current value
$192.35M
Avg closing price
$73.60
-19.8%
Last action
Added 100.0%
2025Q1
Current $59.02
18
MRSHMARSH & MCLENNAN COS INC
Financial Services·Insurance Brokers
1.61%
of portfolio
Number of shares
743,500 sh
Holdings current value
$181.44M
Avg closing price
$87.64
+100.6%
Last action
Added 0.9%
2025Q4
Current $175.80
19
LPLALPL FINL HLDGS INC
Financial Services·Capital Markets
1.57%
of portfolio
Number of shares
539,104 sh
Holdings current value
$176.36M
Avg closing price
$240.60
+31.9%
Last action
Added 1.2%
2025Q4
Current $317.41
20
BXBLACKSTONE INC
Financial Services·Asset Management
1.53%
of portfolio
Number of shares
1,229,000 sh
Holdings current value
$171.79M
Avg closing price
$48.92
+163.8%
Last action
New holding
2022Q2
Current $129.08
21
KKRKKR & CO INC
Financial Services·Asset Management
1.49%
of portfolio
Number of shares
1,451,800 sh
Holdings current value
$167.84M
Avg closing price
$28.35
+265.4%
Last action
Added 0.2%
2023Q3
Current $103.60
22
LOWLOWES COS INC
Consumer Cyclical·Home Improvement Retail
1.47%
of portfolio
Number of shares
708,230 sh
Holdings current value
$165.18M
Avg closing price
$106.80
+135.7%
Last action
Added 1.1%
2025Q4
Current $251.72
23
METAMETA PLATFORMS INC
Communication Services·Internet Content & Information
1.43%
of portfolio
Number of shares
280,081 sh
Holdings current value
$161.43M
Avg closing price
$182.85
+276.6%
Last action
Trimmed 10.2%
2025Q4
Current $688.55
24
NVONOVO-NORDISK A SADR
Healthcare·Drug Manufacturers - General
1.33%
of portfolio
Number of shares
2,150,000 sh
Holdings current value
$149.30M
Avg closing price
$67.99
-40.4%
Last action
Added 30.4%
2025Q4
Current $40.52
25
DEODIAGEO PLCADR
Consumer Defensive·Beverages - Wineries & Distilleries
1.27%
of portfolio
Number of shares
1,366,708 sh
Holdings current value
$143.22M
Avg closing price
$108.47
-24.5%
Last action
Added 0.4%
2025Q4
Current $81.88
26
APOAPOLLO GLOBAL MGMT INC
Financial Services·Asset Management
1.23%
of portfolio
Number of shares
1,012,500 sh
Holdings current value
$138.65M
Avg closing price
$48.48
+157.1%
Last action
New holding
2022Q2
Current $124.62
27
AXPAMERICAN EXPRESS CO
Financial Services·Credit Services
1.16%
of portfolio
Number of shares
484,250 sh
Holdings current value
$130.29M
Avg closing price
$76.00
+336.4%
Last action
Added 0.9%
2025Q4
Current $331.69
28
TXNTEXAS INSTRS INC
Technology·Semiconductors
1.16%
of portfolio
Number of shares
724,000 sh
Holdings current value
$130.10M
Avg closing price
$80.83
+184.3%
Last action
New holding
2022Q2
Current $229.82
29
MAMASTERCARD INCORPORATED
Financial Services·Credit Services
1.01%
of portfolio
Number of shares
207,540 sh
Holdings current value
$113.76M
Avg closing price
$119.68
+335.6%
Last action
New holding
2022Q2
Current $521.30
30
CATCATERPILLAR INC
Industrials·Farm & Heavy Construction Machinery
0.96%
of portfolio
Number of shares
328,050 sh
Holdings current value
$108.19M
Avg closing price
$109.71
+624.4%
Last action
Added 0.2%
2025Q2
Current $794.65
31
SCHWSCHWAB CHARLES CORP
Financial Services·Capital Markets
0.95%
of portfolio
Number of shares
1,364,800 sh
Holdings current value
$106.84M
Avg closing price
$36.30
+154.2%
Last action
Added 0.8%
2025Q4
Current $92.28
32
GDGENERAL DYNAMICS CORP
Industrials·Aerospace & Defense
0.95%
of portfolio
Number of shares
391,000 sh
Holdings current value
$106.58M
Avg closing price
$132.29
+154.2%
Last action
New holding
2022Q2
Current $336.29
33
BAMBROOKFIELD ASSET MANAGMT LTD
Financial Services·Asset Management
0.94%
of portfolio
Number of shares
2,193,953 sh
Holdings current value
$106.30M
Avg closing price
$28.67
+72.0%
Last action
Trimmed 0.0%
2023Q2
Current $49.32
34
JNJJOHNSON & JOHNSON
Healthcare·Drug Manufacturers - General
0.90%
of portfolio
Number of shares
610,800 sh
Holdings current value
$101.30M
Avg closing price
$108.20
+116.4%
Last action
New holding
2022Q2
Current $234.18
35
MCOMOODYS CORP
Financial Services·Financial Data & Stock Exchanges
0.88%
of portfolio
Number of shares
213,890 sh
Holdings current value
$99.61M
Avg closing price
$104.87
+334.2%
Last action
Added 0.2%
2022Q4
Current $455.35
36
GOOGLALPHABET INC
Communication Services·Internet Content & Information
0.76%
of portfolio
Number of shares
557,000 sh
Holdings current value
$86.13M
Avg closing price
$130.74
+161.4%
Last action
Added 2.8%
2025Q2
Current $341.68
37
NVRNVR INC
Consumer Cyclical·Residential Construction
0.76%
of portfolio
Number of shares
11,884 sh
Holdings current value
$86.09M
Avg closing price
$3890
+80.0%
Last action
Added 0.9%
2025Q4
Current $7001
38
G54950103LINDE PLC
0.75%
of portfolio
Number of shares
181,000 sh
Holdings current value
$84.28M
Avg closing price
$394.36
Last action
Added 4.2%
2025Q4
Current —
39
FNVFRANCO NEV CORP
Basic Materials·Gold
0.73%
of portfolio
Number of shares
525,250 sh
Holdings current value
$82.76M
Avg closing price
$140.14
+87.3%
Last action
Added 17.4%
2025Q4
Current $262.50
40
ITWILLINOIS TOOL WKS INC
Industrials·Specialty Industrial Machinery
0.72%
of portfolio
Number of shares
327,500 sh
Holdings current value
$81.22M
Avg closing price
$120.12
+126.6%
Last action
New holding
2022Q2
Current $272.26
41
MSCIMSCI INC
Financial Services·Financial Data & Stock Exchanges
0.72%
of portfolio
Number of shares
142,850 sh
Holdings current value
$80.78M
Avg closing price
$88.11
+545.3%
Last action
Added 0.3%
2022Q4
Current $568.55
42
HEI/AHEICO CORP NEW
0.71%
of portfolio
Number of shares
379,644 sh
Holdings current value
$80.09M
Avg closing price
$76.32
Last action
Added 2.4%
2023Q2
Current —
43
ROLROLLINS INC
Consumer Cyclical·Personal Services
0.70%
of portfolio
Number of shares
1,462,275 sh
Holdings current value
$79.01M
Avg closing price
$37.29
+47.5%
Last action
Added 0.9%
2025Q4
Current $55.00
44
SPGIS&P GLOBAL INC
Financial Services·Financial Data & Stock Exchanges
0.68%
of portfolio
Number of shares
150,690 sh
Holdings current value
$76.57M
Avg closing price
$113.01
+291.6%
Last action
Added 0.3%
2022Q4
Current $442.57
45
DGDOLLAR GEN CORP NEW
Consumer Defensive·Discount Stores
0.68%
of portfolio
Number of shares
869,250 sh
Holdings current value
$76.43M
Avg closing price
$161.37
-21.5%
Last action
Added 4.0%
2025Q1
Current $126.68
46
ADMARCHER DANIELS MIDLAND CO
Consumer Defensive·Farm Products
0.66%
of portfolio
Number of shares
1,551,300 sh
Holdings current value
$74.48M
Avg closing price
$37.34
+79.5%
Last action
Trimmed 4.2%
2025Q3
Current $67.04
47
ECLECOLAB INC
Basic Materials·Specialty Chemicals
0.62%
of portfolio
Number of shares
274,300 sh
Holdings current value
$69.54M
Avg closing price
$128.50
+113.9%
Last action
New holding
2022Q2
Current $274.80
48
JPMJPMORGAN CHASE & CO
Financial Services·Banks - Diversified
0.55%
of portfolio
Number of shares
252,550 sh
Holdings current value
$61.95M
Avg closing price
$80.60
+285.0%
Last action
Added 4.6%
2023Q4
Current $310.29
49
SBUXSTARBUCKS CORP
Consumer Cyclical·Restaurants
0.54%
of portfolio
Number of shares
623,818 sh
Holdings current value
$61.19M
Avg closing price
$64.81
+54.3%
Last action
Added 1.1%
2025Q1
Current $100.00
50
CGCARLYLE GROUP INC
Financial Services·Asset Management
0.51%
of portfolio
Number of shares
1,327,000 sh
Holdings current value
$57.84M
Avg closing price
$22.26
+136.7%
Last action
Added 1.5%
2022Q4
Current $52.68
51
NOCNORFOLK SOUTHN CORP
Industrials·Railroads
0.48%
of portfolio
Number of shares
229,500 sh
Holdings current value
$54.36M
Avg closing price
$116.47
+471.2%
Last action
Added 8.0%
2025Q4
Current $665.26
52
FDSFACTSET RESH SYS INC
Financial Services·Financial Data & Stock Exchanges
0.47%
of portfolio
Number of shares
116,720 sh
Holdings current value
$53.07M
Avg closing price
$158.07
+47.2%
Last action
Added 4.6%
2025Q4
Current $232.73
53
FDXFEDEX CORP
Industrials·Integrated Freight & Logistics
0.46%
of portfolio
Number of shares
213,000 sh
Holdings current value
$51.93M
Avg closing price
$235.88
+66.3%
Last action
Exited
2025Q4
Current $392.38
54
ODFLOLD DOMINION FREIGHT LINE IN
Industrials·Trucking
0.46%
of portfolio
Number of shares
313,200 sh
Holdings current value
$51.82M
Avg closing price
$216.04
+0.8%
Last action
Added 25.1%
2025Q4
Current $217.76
55
G0403H108AON PLC
0.46%
of portfolio
Number of shares
129,450 sh
Holdings current value
$51.66M
Avg closing price
$279.50
Last action
Added 3.4%
2025Q4
Current —
56
ITICINVESTORS TITLE CO NC
Financial Services·Insurance - Specialty
0.46%
of portfolio
Number of shares
213,300 sh
Holdings current value
$51.42M
Avg closing price
$91.07
+164.9%
Last action
New holding
2022Q2
Current $241.27
57
TSNTYSON FOODS INC
Consumer Defensive·Farm Products
0.45%
of portfolio
Number of shares
798,500 sh
Holdings current value
$50.95M
Avg closing price
$61.20
+5.9%
Last action
Added 4.7%
2025Q4
Current $64.82
58
G1151C101ACCENTURE PLC IRELAND
0.44%
of portfolio
Number of shares
159,400 sh
Holdings current value
$49.74M
Avg closing price
$116.68
Last action
New holding
2022Q2
Current —
59
THGHANOVER INS GROUP INC
Financial Services·Insurance - Property & Casualty
0.43%
of portfolio
Number of shares
280,000 sh
Holdings current value
$48.71M
Avg closing price
$134.71
+35.0%
Last action
Added 0.4%
2025Q2
Current $181.85
60
VRSKVERISK ANALYTICS INC
Industrials·Consulting Services
0.41%
of portfolio
Number of shares
155,950 sh
Holdings current value
$46.41M
Avg closing price
$157.77
+12.9%
Last action
Added 7.6%
2024Q4
Current $178.07
61
MMM3M CO
Industrials·Conglomerates
0.38%
of portfolio
Number of shares
293,750 sh
Holdings current value
$43.14M
Avg closing price
$160.06
-3.4%
Last action
Exited
2025Q3
Current $154.55
62
ROKROCKWELL AUTOMATION INC
Industrials·Specialty Industrial Machinery
0.36%
of portfolio
Number of shares
154,900 sh
Holdings current value
$40.02M
Avg closing price
$144.80
+187.1%
Last action
New holding
2022Q2
Current $415.73
63
COSTCOSTCO WHSL CORP NEW
Consumer Defensive·Discount Stores
0.33%
of portfolio
Number of shares
39,150 sh
Holdings current value
$37.03M
Avg closing price
$158.00
+532.8%
Last action
New holding
2022Q2
Current $999.89
64
CMCSACOMCAST CORP NEW
Communication Services·Telecom Services
0.32%
of portfolio
Number of shares
961,880 sh
Holdings current value
$35.49M
Avg closing price
$39.58
-25.1%
Last action
Trimmed 11.0%
2024Q4
Current $29.63
65
YUMYUM BRANDS INC
Consumer Cyclical·Restaurants
0.32%
of portfolio
Number of shares
225,451 sh
Holdings current value
$35.48M
Avg closing price
$137.77
+18.2%
Last action
Added 0.4%
2025Q2
Current $162.79
66
SHWSHERWIN WILLIAMS CO
Basic Materials·Specialty Chemicals
0.29%
of portfolio
Number of shares
94,172 sh
Holdings current value
$32.88M
Avg closing price
$321.50
+7.5%
Last action
New holding
2022Q2
Current $345.55
67
ALLALLSTATE CORP
Financial Services·Insurance - Property & Casualty
0.28%
of portfolio
Number of shares
154,550 sh
Holdings current value
$32.00M
Avg closing price
$126.18
+71.3%
Last action
Added 9.2%
2023Q4
Current $216.16
68
RTXRAYTHEON TECHNOLOGIES CORP
Industrials·Aerospace & Defense
0.26%
of portfolio
Number of shares
224,000 sh
Holdings current value
$29.67M
Avg closing price
$61.62
+218.8%
Last action
New holding
2024Q4
Current $196.42
69
TROWPRICE T ROWE GROUP INC
Financial Services·Asset Management
0.26%
of portfolio
Number of shares
314,000 sh
Holdings current value
$28.85M
Avg closing price
$73.37
+32.2%
Last action
New holding
2022Q2
Current $96.98
70
NKENIKE INC
Consumer Cyclical·Footwear & Accessories
0.25%
of portfolio
Number of shares
445,400 sh
Holdings current value
$28.27M
Avg closing price
$64.78
-28.9%
Last action
Added 0.5%
2025Q2
Current $46.03
71
BF/ABROWN FORMAN CORP
0.25%
of portfolio
Number of shares
843,000 sh
Holdings current value
$28.22M
Avg closing price
$78.22
Last action
New holding
2022Q2
Current —
72
HGTYHAGERTY INC
Financial Services·Insurance - Property & Casualty
0.25%
of portfolio
Number of shares
3,108,000 sh
Holdings current value
$28.10M
Avg closing price
$9.37
+15.6%
Last action
Added 3.6%
2024Q4
Current $10.83
73
LMTLOCKHEED MARTIN CORP
Industrials·Aerospace & Defense
0.24%
of portfolio
Number of shares
61,463 sh
Holdings current value
$27.46M
Avg closing price
$465.09
+27.3%
Last action
Added 3.8%
2025Q4
Current $592.19
74
PAYXPAYCHEX INC
Technology·Software - Application
0.21%
of portfolio
Number of shares
150,000 sh
Holdings current value
$23.14M
Avg closing price
$54.01
+70.3%
Last action
New holding
2022Q2
Current $91.96
75
TMOTHERMO FISHER SCIENTIFIC INC
Healthcare·Diagnostics & Research
0.20%
of portfolio
Number of shares
45,000 sh
Holdings current value
$22.39M
Avg closing price
$532.51
-1.1%
Last action
Added 18.4%
2025Q4
Current $526.60

Portfolio heatmap

Box size = % of portfolio · color = return since filing
BRK.A
7.90% · -10.9%
BRK.B
7.25% · -10.9%
BN
4.06% · -11.1%
GOOG
3.81% · +117.2%
DE
3.66% · +25.8%
AMZN
3.43% · +31.7%
V
3.11% · -9.5%
HD
2.99% · -4.7%
WSO
2.67% · -15.4%
AAPL
2.42% · +21.7%
ADI
2.09% · +84.2%
PGR
1.89% · -28.4%
BLK
1.85% · +11.2%
DIS
1.78% · +7.7%
GS
1.74% · +69.5%
MSFT
1.74% · +12.6%
RLI
1.71% · -26.5%
MRSH
1.61% · -28.0%
LPLA
1.57% · -3.0%
BX
1.53% · -7.7%
KKR
1.49% · -10.4%
LOW
1.47% · +7.9%
META
1.43% · +19.5%
NVO
1.33% · -41.6%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Financial Services35 pos$3.60B39.0%
  • Industrials24 pos$1.49B16.1%
  • Consumer Cyclical19 pos$1.29B14.0%
  • Communication Services7 pos$930.6M10.1%
  • Technology11 pos$909.9M9.9%
  • Consumer Defensive13 pos$445.2M4.8%
  • Healthcare6 pos$319.4M3.5%
  • Basic Materials8 pos$225.6M2.4%
  • Real Estate2 pos$17.1M0.2%
(18.1% unclassified, excluded from %)