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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 · 2025Q2
1 / 2
75 of 137
1
BRK.ABERKSHIRE HATHAWAY INC DEL
6.86%
of portfolio
Number of shares
1,114 sh
Holdings current value
$811.88M
Avg closing price
$215657
+229.9%
Last action
New holding
2022Q2
Current $711559
2
BRK.BBERKSHIRE HATHAWAY INC DEL
6.29%
of portfolio
Number of shares
1,531,971 sh
Holdings current value
$744.19M
Avg closing price
$142.65
+232.7%
Last action
New holding
2022Q2
Current $474.58
3
BNBROOKFIELD CORP
Financial Services·Asset Management
4.56%
of portfolio
Number of shares
8,715,741 sh
Holdings current value
$539.07M
Avg closing price
$36.27
+28.5%
Last action
Added 100.0%
2025Q4
Current $46.59
4
GOOGALPHABET INC
Communication Services·Internet Content & Information
4.12%
of portfolio
Number of shares
2,749,860 sh
Holdings current value
$487.80M
Avg closing price
$136.47
+148.7%
Last action
Added 1900.0%
2022Q3
Current $339.40
5
DEDEERE & CO
Industrials·Farm & Heavy Construction Machinery
3.77%
of portfolio
Number of shares
877,900 sh
Holdings current value
$446.40M
Avg closing price
$122.39
+382.4%
Last action
Added 0.0%
2025Q2
Current $590.46
6
AMZNAMAZON COM INC
Consumer Cyclical·Internet Retail
3.77%
of portfolio
Number of shares
2,030,760 sh
Holdings current value
$445.53M
Avg closing price
$149.25
+67.9%
Last action
Added 0.3%
2023Q4
Current $250.56
7
VVISA INC
Financial Services·Credit Services
3.00%
of portfolio
Number of shares
999,285 sh
Holdings current value
$354.80M
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
2.85%
of portfolio
Number of shares
920,000 sh
Holdings current value
$337.31M
Avg closing price
$133.43
+161.9%
Last action
New holding
2022Q2
Current $349.40
9
ADIANALOG DEVICES INC
Technology·Semiconductors
2.35%
of portfolio
Number of shares
1,167,671 sh
Holdings current value
$277.93M
Avg closing price
$102.11
+263.8%
Last action
Trimmed 11.0%
2025Q4
Current $371.45
10
MSFTMICROSOFT CORP
Technology·Software - Infrastructure
2.22%
of portfolio
Number of shares
527,480 sh
Holdings current value
$262.37M
Avg closing price
$115.47
+266.1%
Last action
Added 0.7%
2025Q4
Current $422.79
11
GSGOLDMAN SACHS GROUP INC
Financial Services·Capital Markets
2.15%
of portfolio
Number of shares
359,360 sh
Holdings current value
$254.34M
Avg closing price
$213.38
+333.9%
Last action
Added 0.6%
2022Q4
Current $925.95
12
DISDISNEY WALT CO
Communication Services·Entertainment
2.13%
of portfolio
Number of shares
2,031,665 sh
Holdings current value
$251.95M
Avg closing price
$100.40
+5.9%
Last action
Added 0.1%
2023Q4
Current $106.29
13
AAPLAPPLE INC
Technology·Consumer Electronics
2.13%
of portfolio
Number of shares
1,227,290 sh
Holdings current value
$251.80M
Avg closing price
$129.19
+109.2%
Last action
Added 0.0%
2024Q2
Current $270.23
14
WSOWATSCO INC
Industrials·Industrial Distribution
2.11%
of portfolio
Number of shares
565,169 sh
Holdings current value
$249.59M
Avg closing price
$208.92
+105.9%
Last action
Added 2.3%
2025Q4
Current $430.26
15
BLKBLACKROCK INC
Financial Services·Asset Management
1.95%
of portfolio
Number of shares
220,200 sh
Holdings current value
$231.04M
Avg closing price
$1025
+2.6%
Last action
New holding
2024Q4
Current $1052
16
METAMETA PLATFORMS INC
Communication Services·Internet Content & Information
1.75%
of portfolio
Number of shares
280,281 sh
Holdings current value
$206.87M
Avg closing price
$182.85
+276.6%
Last action
Trimmed 10.2%
2025Q4
Current $688.55
17
LPLALPL FINL HLDGS INC
Financial Services·Capital Markets
1.73%
of portfolio
Number of shares
544,604 sh
Holdings current value
$204.21M
Avg closing price
$240.60
+31.9%
Last action
Added 1.2%
2025Q4
Current $317.41
18
PGRPROGRESSIVE CORP
Financial Services·Insurance - Property & Casualty
1.70%
of portfolio
Number of shares
753,750 sh
Holdings current value
$201.15M
Avg closing price
$71.90
+181.8%
Last action
New holding
2022Q2
Current $202.58
19
KKRKKR & CO INC
Financial Services·Asset Management
1.63%
of portfolio
Number of shares
1,451,800 sh
Holdings current value
$193.13M
Avg closing price
$28.35
+265.4%
Last action
Added 0.2%
2023Q3
Current $103.60
20
BXBLACKSTONE INC
Financial Services·Asset Management
1.55%
of portfolio
Number of shares
1,229,000 sh
Holdings current value
$183.83M
Avg closing price
$48.92
+163.8%
Last action
New holding
2022Q2
Current $129.08
21
RLIRLI CORP
Financial Services·Insurance - Property & Casualty
1.46%
of portfolio
Number of shares
2,394,544 sh
Holdings current value
$172.93M
Avg closing price
$73.60
-19.8%
Last action
Added 100.0%
2025Q1
Current $59.02
22
MRSHMARSH & MCLENNAN COS INC
Financial Services·Insurance Brokers
1.38%
of portfolio
Number of shares
748,750 sh
Holdings current value
$163.71M
Avg closing price
$87.64
+100.6%
Last action
Added 0.9%
2025Q4
Current $175.80
23
LOWLOWES COS INC
Consumer Cyclical·Home Improvement Retail
1.35%
of portfolio
Number of shares
717,230 sh
Holdings current value
$159.13M
Avg closing price
$106.80
+135.7%
Last action
Added 1.1%
2025Q4
Current $251.72
24
NVONOVO-NORDISK A SADR
Healthcare·Drug Manufacturers - General
1.32%
of portfolio
Number of shares
2,258,588 sh
Holdings current value
$155.89M
Avg closing price
$67.99
-40.4%
Last action
Added 28.5%
2025Q4
Current $40.52
25
AXPAMERICAN EXPRESS CO
Financial Services·Credit Services
1.31%
of portfolio
Number of shares
484,250 sh
Holdings current value
$154.47M
Avg closing price
$76.00
+336.4%
Last action
Added 0.9%
2025Q4
Current $331.69
26
TXNTEXAS INSTRS INC
Technology·Semiconductors
1.27%
of portfolio
Number of shares
724,000 sh
Holdings current value
$150.32M
Avg closing price
$80.83
+184.3%
Last action
New holding
2022Q2
Current $229.82
27
APOAPOLLO GLOBAL MGMT INC
Financial Services·Asset Management
1.21%
of portfolio
Number of shares
1,012,500 sh
Holdings current value
$143.64M
Avg closing price
$48.48
+157.1%
Last action
New holding
2022Q2
Current $124.62
28
DEODIAGEO PLCADR
Consumer Defensive·Beverages - Wineries & Distilleries
1.17%
of portfolio
Number of shares
1,366,708 sh
Holdings current value
$137.82M
Avg closing price
$108.47
-24.5%
Last action
Added 0.4%
2025Q4
Current $81.88
29
CATCATERPILLAR INC
Industrials·Farm & Heavy Construction Machinery
1.08%
of portfolio
Number of shares
328,650 sh
Holdings current value
$127.59M
Avg closing price
$109.71
+624.4%
Last action
Added 0.2%
2025Q2
Current $794.65
30
SCHWSCHWAB CHARLES CORP
Financial Services·Capital Markets
1.05%
of portfolio
Number of shares
1,364,800 sh
Holdings current value
$124.52M
Avg closing price
$36.30
+154.2%
Last action
Added 0.8%
2025Q4
Current $92.28
31
BAMBROOKFIELD ASSET MANAGMT LTD
Financial Services·Asset Management
1.03%
of portfolio
Number of shares
2,193,953 sh
Holdings current value
$121.28M
Avg closing price
$28.67
+72.0%
Last action
Trimmed 0.0%
2023Q2
Current $49.32
32
MAMASTERCARD INCORPORATED
Financial Services·Credit Services
0.99%
of portfolio
Number of shares
207,540 sh
Holdings current value
$116.63M
Avg closing price
$119.68
+335.6%
Last action
New holding
2022Q2
Current $521.30
33
GDGENERAL DYNAMICS CORP
Industrials·Aerospace & Defense
0.96%
of portfolio
Number of shares
391,000 sh
Holdings current value
$114.04M
Avg closing price
$132.29
+154.2%
Last action
New holding
2022Q2
Current $336.29
34
MCOMOODYS CORP
Financial Services·Financial Data & Stock Exchanges
0.91%
of portfolio
Number of shares
213,890 sh
Holdings current value
$107.29M
Avg closing price
$104.87
+334.2%
Last action
Added 0.2%
2022Q4
Current $455.35
35
GOOGLALPHABET INC
Communication Services·Internet Content & Information
0.85%
of portfolio
Number of shares
572,000 sh
Holdings current value
$100.80M
Avg closing price
$130.74
+161.4%
Last action
Added 2.7%
2025Q2
Current $341.68
36
DGDOLLAR GEN CORP NEW
Consumer Defensive·Discount Stores
0.84%
of portfolio
Number of shares
869,250 sh
Holdings current value
$99.42M
Avg closing price
$161.37
-21.5%
Last action
Added 4.0%
2025Q1
Current $126.68
37
HEI/AHEICO CORP NEW
0.83%
of portfolio
Number of shares
379,644 sh
Holdings current value
$98.23M
Avg closing price
$76.32
Last action
Added 2.4%
2023Q2
Current —
38
FNVFRANCO NEV CORP
Basic Materials·Gold
0.79%
of portfolio
Number of shares
569,500 sh
Holdings current value
$93.35M
Avg closing price
$140.14
+87.3%
Last action
Added 15.9%
2025Q4
Current $262.50
39
JNJJOHNSON & JOHNSON
Healthcare·Drug Manufacturers - General
0.79%
of portfolio
Number of shares
610,800 sh
Holdings current value
$93.30M
Avg closing price
$108.20
+116.4%
Last action
New holding
2022Q2
Current $234.18
40
NVRNVR INC
Consumer Cyclical·Residential Construction
0.74%
of portfolio
Number of shares
11,897 sh
Holdings current value
$87.87M
Avg closing price
$3890
+80.0%
Last action
Added 0.9%
2025Q4
Current $7001
41
G54950103LINDE PLC
0.74%
of portfolio
Number of shares
186,600 sh
Holdings current value
$87.55M
Avg closing price
$394.36
Last action
Added 4.0%
2025Q4
Current —
42
ADMARCHER DANIELS MIDLAND CO
Consumer Defensive·Farm Products
0.70%
of portfolio
Number of shares
1,573,800 sh
Holdings current value
$83.07M
Avg closing price
$37.34
+79.5%
Last action
Trimmed 4.1%
2025Q3
Current $67.04
43
ROLROLLINS INC
Consumer Cyclical·Personal Services
0.70%
of portfolio
Number of shares
1,469,275 sh
Holdings current value
$82.90M
Avg closing price
$37.29
+47.5%
Last action
Added 0.9%
2025Q4
Current $55.00
44
MSCIMSCI INC
Financial Services·Financial Data & Stock Exchanges
0.70%
of portfolio
Number of shares
142,850 sh
Holdings current value
$82.39M
Avg closing price
$88.11
+545.3%
Last action
Added 0.3%
2022Q4
Current $568.55
45
ITWILLINOIS TOOL WKS INC
Industrials·Specialty Industrial Machinery
0.68%
of portfolio
Number of shares
327,500 sh
Holdings current value
$80.97M
Avg closing price
$120.12
+126.6%
Last action
New holding
2022Q2
Current $272.26
46
SPGIS&P GLOBAL INC
Financial Services·Financial Data & Stock Exchanges
0.67%
of portfolio
Number of shares
150,690 sh
Holdings current value
$79.46M
Avg closing price
$113.01
+291.6%
Last action
Added 0.3%
2022Q4
Current $442.57
47
ECLECOLAB INC
Basic Materials·Specialty Chemicals
0.62%
of portfolio
Number of shares
274,300 sh
Holdings current value
$73.91M
Avg closing price
$128.50
+113.9%
Last action
New holding
2022Q2
Current $274.80
48
JPMJPMORGAN CHASE & CO
Financial Services·Banks - Diversified
0.62%
of portfolio
Number of shares
252,550 sh
Holdings current value
$73.22M
Avg closing price
$80.60
+285.0%
Last action
Added 4.6%
2023Q4
Current $310.29
49
CGCARLYLE GROUP INC
Financial Services·Asset Management
0.58%
of portfolio
Number of shares
1,327,000 sh
Holdings current value
$68.21M
Avg closing price
$22.26
+136.7%
Last action
Added 1.5%
2022Q4
Current $52.68
50
NOCNORFOLK SOUTHN CORP
Industrials·Railroads
0.51%
of portfolio
Number of shares
236,500 sh
Holdings current value
$60.54M
Avg closing price
$116.47
+471.2%
Last action
Added 7.7%
2025Q4
Current $665.26
51
SBUXSTARBUCKS CORP
Consumer Cyclical·Restaurants
0.48%
of portfolio
Number of shares
623,818 sh
Holdings current value
$57.16M
Avg closing price
$64.81
+54.3%
Last action
Added 1.1%
2025Q1
Current $100.00
52
ODFLOLD DOMINION FREIGHT LINE IN
Industrials·Trucking
0.47%
of portfolio
Number of shares
342,450 sh
Holdings current value
$55.58M
Avg closing price
$216.04
+0.8%
Last action
Added 22.5%
2025Q4
Current $217.76
53
FDSFACTSET RESH SYS INC
Financial Services·Financial Data & Stock Exchanges
0.44%
of portfolio
Number of shares
116,720 sh
Holdings current value
$52.21M
Avg closing price
$158.07
+47.2%
Last action
Added 4.6%
2025Q4
Current $232.73
54
ROKROCKWELL AUTOMATION INC
Industrials·Specialty Industrial Machinery
0.44%
of portfolio
Number of shares
154,900 sh
Holdings current value
$51.45M
Avg closing price
$144.80
+187.1%
Last action
New holding
2022Q2
Current $415.73
55
VRSKVERISK ANALYTICS INC
Industrials·Consulting Services
0.41%
of portfolio
Number of shares
155,950 sh
Holdings current value
$48.58M
Avg closing price
$157.77
+12.9%
Last action
Added 7.6%
2024Q4
Current $178.07
56
FDXFEDEX CORP
Industrials·Integrated Freight & Logistics
0.41%
of portfolio
Number of shares
213,000 sh
Holdings current value
$48.42M
Avg closing price
$235.88
+66.3%
Last action
Exited
2025Q4
Current $392.38
57
THGHANOVER INS GROUP INC
Financial Services·Insurance - Property & Casualty
0.40%
of portfolio
Number of shares
281,000 sh
Holdings current value
$47.73M
Avg closing price
$134.71
+35.0%
Last action
Added 0.4%
2025Q2
Current $181.85
58
G1151C101ACCENTURE PLC IRELAND
0.40%
of portfolio
Number of shares
159,400 sh
Holdings current value
$47.64M
Avg closing price
$116.68
Last action
New holding
2022Q2
Current —
59
G0403H108AON PLC
0.39%
of portfolio
Number of shares
129,800 sh
Holdings current value
$46.31M
Avg closing price
$279.50
Last action
Added 3.4%
2025Q4
Current —
60
TSNTYSON FOODS INC
Consumer Defensive·Farm Products
0.39%
of portfolio
Number of shares
816,000 sh
Holdings current value
$45.65M
Avg closing price
$61.20
+5.9%
Last action
Added 4.6%
2025Q4
Current $64.82
61
ITICINVESTORS TITLE CO NC
Financial Services·Insurance - Specialty
0.38%
of portfolio
Number of shares
213,300 sh
Holdings current value
$45.07M
Avg closing price
$91.07
+164.9%
Last action
New holding
2022Q2
Current $241.27
62
COSTCOSTCO WHSL CORP NEW
Consumer Defensive·Discount Stores
0.33%
of portfolio
Number of shares
39,150 sh
Holdings current value
$38.76M
Avg closing price
$158.00
+532.8%
Last action
New holding
2022Q2
Current $999.89
63
CMCSACOMCAST CORP NEW
Communication Services·Telecom Services
0.29%
of portfolio
Number of shares
961,880 sh
Holdings current value
$34.33M
Avg closing price
$39.58
-25.1%
Last action
Trimmed 11.0%
2024Q4
Current $29.63
64
YUMYUM BRANDS INC
Consumer Cyclical·Restaurants
0.28%
of portfolio
Number of shares
226,451 sh
Holdings current value
$33.56M
Avg closing price
$137.77
+18.2%
Last action
Added 0.4%
2025Q2
Current $162.79
65
RTXRAYTHEON TECHNOLOGIES CORP
Industrials·Aerospace & Defense
0.28%
of portfolio
Number of shares
224,000 sh
Holdings current value
$32.71M
Avg closing price
$61.62
+218.8%
Last action
New holding
2024Q4
Current $196.42
66
SHWSHERWIN WILLIAMS CO
Basic Materials·Specialty Chemicals
0.27%
of portfolio
Number of shares
94,172 sh
Holdings current value
$32.33M
Avg closing price
$321.50
+7.5%
Last action
New holding
2022Q2
Current $345.55
67
NKENIKE INC
Consumer Cyclical·Footwear & Accessories
0.27%
of portfolio
Number of shares
447,400 sh
Holdings current value
$31.78M
Avg closing price
$64.78
-28.9%
Last action
Added 0.4%
2025Q2
Current $46.03
68
HGTYHAGERTY INC
Financial Services·Insurance - Property & Casualty
0.27%
of portfolio
Number of shares
3,108,000 sh
Holdings current value
$31.42M
Avg closing price
$9.37
+15.6%
Last action
Added 3.6%
2024Q4
Current $10.83
69
ALLALLSTATE CORP
Financial Services·Insurance - Property & Casualty
0.26%
of portfolio
Number of shares
154,550 sh
Holdings current value
$31.11M
Avg closing price
$126.18
+71.3%
Last action
Added 9.2%
2023Q4
Current $216.16
70
TROWPRICE T ROWE GROUP INC
Financial Services·Asset Management
0.26%
of portfolio
Number of shares
314,000 sh
Holdings current value
$30.30M
Avg closing price
$73.37
+32.2%
Last action
New holding
2022Q2
Current $96.98
71
FERGFERGUSON ENTERPRISES INC
Industrials·Industrial Distribution
0.25%
of portfolio
Number of shares
134,500 sh
Holdings current value
$29.29M
Avg closing price
$197.06
+32.2%
Last action
Added 14.0%
2025Q4
Current $260.49
72
LMTLOCKHEED MARTIN CORP
Industrials·Aerospace & Defense
0.24%
of portfolio
Number of shares
62,263 sh
Holdings current value
$28.84M
Avg closing price
$465.09
+27.3%
Last action
Added 3.7%
2025Q4
Current $592.19
73
ABNBAIRBNB INC
Consumer Cyclical·Travel Services
0.24%
of portfolio
Number of shares
212,003 sh
Holdings current value
$28.06M
Avg closing price
$127.35
+11.1%
Last action
Added 6.6%
2025Q4
Current $141.55
74
HCAHCA HEALTHCARE INC
Healthcare·Medical Care Facilities
0.22%
of portfolio
Number of shares
68,963 sh
Holdings current value
$26.42M
Avg closing price
$351.23
+38.9%
Last action
Added 8.6%
2025Q4
Current $488.00
75
CSCOCISCO SYS INC
Technology·Communication Equipment
0.21%
of portfolio
Number of shares
349,500 sh
Holdings current value
$24.25M
Avg closing price
$31.46
+174.2%
Last action
Added 1.7%
2025Q3
Current $86.25

Portfolio heatmap

Box size = % of portfolio · color = return since filing
BRK.A
6.86% · -2.4%
BRK.B
6.29% · -2.3%
BN
4.56% · -24.7%
GOOG
4.12% · +91.3%
DE
3.77% · +16.1%
AMZN
3.77% · +14.2%
V
3.00% · -10.7%
HD
2.85% · -4.7%
ADI
2.35% · +56.1%
MSFT
2.22% · -15.0%
GS
2.15% · +30.8%
DIS
2.13% · -14.3%
AAPL
2.13% · +31.7%
WSO
2.11% · -2.6%
BLK
1.95% · +0.3%
META
1.75% · -6.7%
LPLA
1.73% · -15.4%
PGR
1.70% · -24.1%
KKR
1.63% · -22.1%
BX
1.55% · -13.7%
RLI
1.46% · -18.3%
MRSH
1.38% · -19.6%
LOW
1.35% · +13.5%
NVO
1.32% · -41.3%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Financial Services35 pos$3.89B39.2%
  • Industrials25 pos$1.52B15.3%
  • Consumer Cyclical19 pos$1.34B13.5%
  • Communication Services6 pos$1.10B11.1%
  • Technology13 pos$1.03B10.4%
  • Consumer Defensive13 pos$469.1M4.7%
  • Healthcare6 pos$311.8M3.1%
  • Basic Materials8 pos$240.9M2.4%
  • Real Estate2 pos$20.7M0.2%
(16.0% unclassified, excluded from %)