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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 · 2025Q3
1 / 2
75 of 129
1
BRK.ABERKSHIRE HATHAWAY INC DEL
6.82%
of portfolio
Number of shares
1,114 sh
Holdings current value
$840.18M
Avg closing price
$215657
+229.9%
Last action
New holding
2022Q2
Current $711559
2
BRK.BBERKSHIRE HATHAWAY INC DEL
6.25%
of portfolio
Number of shares
1,531,971 sh
Holdings current value
$770.18M
Avg closing price
$142.65
+232.7%
Last action
New holding
2022Q2
Current $474.58
3
GOOGALPHABET INC
Communication Services·Internet Content & Information
5.44%
of portfolio
Number of shares
2,749,860 sh
Holdings current value
$669.73M
Avg closing price
$136.47
+148.7%
Last action
Added 1900.0%
2022Q3
Current $339.40
4
BNBROOKFIELD CORP
Financial Services·Asset Management
4.85%
of portfolio
Number of shares
8,715,741 sh
Holdings current value
$597.73M
Avg closing price
$36.27
+28.5%
Last action
Added 100.0%
2025Q4
Current $46.59
5
AMZNAMAZON COM INC
Consumer Cyclical·Internet Retail
3.62%
of portfolio
Number of shares
2,030,760 sh
Holdings current value
$445.89M
Avg closing price
$149.25
+67.9%
Last action
Added 0.3%
2023Q4
Current $250.56
6
DEDEERE & CO
Industrials·Farm & Heavy Construction Machinery
3.26%
of portfolio
Number of shares
877,900 sh
Holdings current value
$401.43M
Avg closing price
$122.39
+382.4%
Last action
Added 0.0%
2025Q2
Current $590.46
7
HDHOME DEPOT INC
Consumer Cyclical·Home Improvement Retail
3.03%
of portfolio
Number of shares
920,000 sh
Holdings current value
$372.77M
Avg closing price
$133.43
+161.9%
Last action
New holding
2022Q2
Current $349.40
8
VVISA INC
Financial Services·Credit Services
2.77%
of portfolio
Number of shares
999,285 sh
Holdings current value
$341.14M
Avg closing price
$87.28
+263.2%
Last action
Added 1.0%
2023Q3
Current $317.02
9
AAPLAPPLE INC
Technology·Consumer Electronics
2.54%
of portfolio
Number of shares
1,227,290 sh
Holdings current value
$312.50M
Avg closing price
$129.19
+109.2%
Last action
Added 0.0%
2024Q2
Current $270.23
10
ADIANALOG DEVICES INC
Technology·Semiconductors
2.33%
of portfolio
Number of shares
1,167,671 sh
Holdings current value
$286.90M
Avg closing price
$102.11
+263.8%
Last action
Trimmed 11.0%
2025Q4
Current $371.45
11
GSGOLDMAN SACHS GROUP INC
Financial Services·Capital Markets
2.32%
of portfolio
Number of shares
359,360 sh
Holdings current value
$286.18M
Avg closing price
$213.38
+333.9%
Last action
Added 0.6%
2022Q4
Current $925.95
12
MSFTMICROSOFT CORP
Technology·Software - Infrastructure
2.24%
of portfolio
Number of shares
532,080 sh
Holdings current value
$275.59M
Avg closing price
$115.47
+266.1%
Last action
Added 0.7%
2025Q4
Current $422.79
13
BLKBLACKROCK INC
Financial Services·Asset Management
2.08%
of portfolio
Number of shares
220,200 sh
Holdings current value
$256.72M
Avg closing price
$1025
+2.6%
Last action
New holding
2024Q4
Current $1052
14
DISDISNEY WALT CO
Communication Services·Entertainment
1.89%
of portfolio
Number of shares
2,031,665 sh
Holdings current value
$232.63M
Avg closing price
$100.40
+5.9%
Last action
Added 0.1%
2023Q4
Current $106.29
15
WSOWATSCO INC
Industrials·Industrial Distribution
1.85%
of portfolio
Number of shares
565,169 sh
Holdings current value
$228.50M
Avg closing price
$208.92
+105.9%
Last action
Added 2.3%
2025Q4
Current $430.26
16
BXBLACKSTONE INC
Financial Services·Asset Management
1.70%
of portfolio
Number of shares
1,229,000 sh
Holdings current value
$209.97M
Avg closing price
$48.92
+163.8%
Last action
New holding
2022Q2
Current $129.08
17
METAMETA PLATFORMS INC
Communication Services·Internet Content & Information
1.67%
of portfolio
Number of shares
280,281 sh
Holdings current value
$205.83M
Avg closing price
$182.85
+276.6%
Last action
Trimmed 10.2%
2025Q4
Current $688.55
18
KKRKKR & CO INC
Financial Services·Asset Management
1.53%
of portfolio
Number of shares
1,451,800 sh
Holdings current value
$188.66M
Avg closing price
$28.35
+265.4%
Last action
Added 0.2%
2023Q3
Current $103.60
19
PGRPROGRESSIVE CORP
Financial Services·Insurance - Property & Casualty
1.51%
of portfolio
Number of shares
753,750 sh
Holdings current value
$186.14M
Avg closing price
$71.90
+181.8%
Last action
New holding
2022Q2
Current $202.58
20
LPLALPL FINL HLDGS INC
Financial Services·Capital Markets
1.49%
of portfolio
Number of shares
553,321 sh
Holdings current value
$184.08M
Avg closing price
$240.60
+31.9%
Last action
Added 1.2%
2025Q4
Current $317.41
21
LOWLOWES COS INC
Consumer Cyclical·Home Improvement Retail
1.48%
of portfolio
Number of shares
726,730 sh
Holdings current value
$182.63M
Avg closing price
$106.80
+135.7%
Last action
Added 1.1%
2025Q4
Current $251.72
22
AXPAMERICAN EXPRESS CO
Financial Services·Credit Services
1.31%
of portfolio
Number of shares
484,250 sh
Holdings current value
$160.85M
Avg closing price
$76.00
+336.4%
Last action
Added 0.9%
2025Q4
Current $331.69
23
CATCATERPILLAR INC
Industrials·Farm & Heavy Construction Machinery
1.27%
of portfolio
Number of shares
328,650 sh
Holdings current value
$156.82M
Avg closing price
$109.71
+624.4%
Last action
Added 0.2%
2025Q2
Current $794.65
24
RLIRLI CORP
Financial Services·Insurance - Property & Casualty
1.27%
of portfolio
Number of shares
2,394,544 sh
Holdings current value
$156.17M
Avg closing price
$73.60
-19.8%
Last action
Added 100.0%
2025Q1
Current $59.02
25
MRSHMARSH & MCLENNAN COS INC
Financial Services·Insurance Brokers
1.23%
of portfolio
Number of shares
755,000 sh
Holdings current value
$152.16M
Avg closing price
$87.64
+100.6%
Last action
Added 0.9%
2025Q4
Current $175.80
26
GOOGLALPHABET INC
Communication Services·Internet Content & Information
1.13%
of portfolio
Number of shares
572,000 sh
Holdings current value
$139.05M
Avg closing price
$130.74
+161.4%
Last action
Added 2.7%
2025Q2
Current $341.68
27
FNVFRANCO NEV CORP
Basic Materials·Gold
1.10%
of portfolio
Number of shares
605,500 sh
Holdings current value
$134.97M
Avg closing price
$140.14
+87.3%
Last action
Added 14.8%
2025Q4
Current $262.50
28
APOAPOLLO GLOBAL MGMT INC
Financial Services·Asset Management
1.10%
of portfolio
Number of shares
1,012,500 sh
Holdings current value
$134.94M
Avg closing price
$48.48
+157.1%
Last action
New holding
2022Q2
Current $124.62
29
GDGENERAL DYNAMICS CORP
Industrials·Aerospace & Defense
1.08%
of portfolio
Number of shares
391,000 sh
Holdings current value
$133.33M
Avg closing price
$132.29
+154.2%
Last action
New holding
2022Q2
Current $336.29
30
TXNTEXAS INSTRS INC
Technology·Semiconductors
1.08%
of portfolio
Number of shares
724,000 sh
Holdings current value
$133.02M
Avg closing price
$80.83
+184.3%
Last action
New holding
2022Q2
Current $229.82
31
NVONOVO-NORDISK A SADR
Healthcare·Drug Manufacturers - General
1.07%
of portfolio
Number of shares
2,368,649 sh
Holdings current value
$131.44M
Avg closing price
$67.99
-40.4%
Last action
Added 26.8%
2025Q4
Current $40.52
32
DEODIAGEO PLCADR
Consumer Defensive·Beverages - Wineries & Distilleries
1.06%
of portfolio
Number of shares
1,366,708 sh
Holdings current value
$130.42M
Avg closing price
$108.47
-24.5%
Last action
Added 0.4%
2025Q4
Current $81.88
33
SCHWSCHWAB CHARLES CORP
Financial Services·Capital Markets
1.06%
of portfolio
Number of shares
1,364,800 sh
Holdings current value
$130.30M
Avg closing price
$36.30
+154.2%
Last action
Added 0.8%
2025Q4
Current $92.28
34
BAMBROOKFIELD ASSET MANAGMT LTD
Financial Services·Asset Management
1.01%
of portfolio
Number of shares
2,193,953 sh
Holdings current value
$124.92M
Avg closing price
$28.67
+72.0%
Last action
Trimmed 0.0%
2023Q2
Current $49.32
35
MAMASTERCARD INCORPORATED
Financial Services·Credit Services
0.96%
of portfolio
Number of shares
207,540 sh
Holdings current value
$118.05M
Avg closing price
$119.68
+335.6%
Last action
New holding
2022Q2
Current $521.30
36
JNJJOHNSON & JOHNSON
Healthcare·Drug Manufacturers - General
0.92%
of portfolio
Number of shares
610,800 sh
Holdings current value
$113.25M
Avg closing price
$108.20
+116.4%
Last action
New holding
2022Q2
Current $234.18
37
MCOMOODYS CORP
Financial Services·Financial Data & Stock Exchanges
0.83%
of portfolio
Number of shares
213,890 sh
Holdings current value
$101.91M
Avg closing price
$104.87
+334.2%
Last action
Added 0.2%
2022Q4
Current $455.35
38
HEI/AHEICO CORP NEW
0.78%
of portfolio
Number of shares
379,644 sh
Holdings current value
$96.46M
Avg closing price
$76.32
Last action
Added 2.4%
2023Q2
Current —
39
NVRNVR INC
Consumer Cyclical·Residential Construction
0.78%
of portfolio
Number of shares
11,897 sh
Holdings current value
$95.59M
Avg closing price
$3890
+80.0%
Last action
Added 0.9%
2025Q4
Current $7001
40
G54950103LINDE PLC
0.74%
of portfolio
Number of shares
192,850 sh
Holdings current value
$91.60M
Avg closing price
$394.36
Last action
Added 3.9%
2025Q4
Current —
41
ADMARCHER DANIELS MIDLAND CO
Consumer Defensive·Farm Products
0.73%
of portfolio
Number of shares
1,505,800 sh
Holdings current value
$89.96M
Avg closing price
$37.34
+79.5%
Last action
Trimmed 4.3%
2025Q3
Current $67.04
42
DGDOLLAR GEN CORP NEW
Consumer Defensive·Discount Stores
0.73%
of portfolio
Number of shares
869,250 sh
Holdings current value
$89.84M
Avg closing price
$161.37
-21.5%
Last action
Added 4.0%
2025Q1
Current $126.68
43
ROLROLLINS INC
Consumer Cyclical·Personal Services
0.70%
of portfolio
Number of shares
1,475,775 sh
Holdings current value
$86.69M
Avg closing price
$37.29
+47.5%
Last action
Added 0.9%
2025Q4
Current $55.00
44
ITWILLINOIS TOOL WKS INC
Industrials·Specialty Industrial Machinery
0.69%
of portfolio
Number of shares
327,500 sh
Holdings current value
$85.40M
Avg closing price
$120.12
+126.6%
Last action
New holding
2022Q2
Current $272.26
45
CGCARLYLE GROUP INC
Financial Services·Asset Management
0.68%
of portfolio
Number of shares
1,327,000 sh
Holdings current value
$83.20M
Avg closing price
$22.26
+136.7%
Last action
Added 1.5%
2022Q4
Current $52.68
46
MSCIMSCI INC
Financial Services·Financial Data & Stock Exchanges
0.66%
of portfolio
Number of shares
142,850 sh
Holdings current value
$81.05M
Avg closing price
$88.11
+545.3%
Last action
Added 0.3%
2022Q4
Current $568.55
47
JPMJPMORGAN CHASE & CO
Financial Services·Banks - Diversified
0.65%
of portfolio
Number of shares
252,550 sh
Holdings current value
$79.66M
Avg closing price
$80.60
+285.0%
Last action
Added 4.6%
2023Q4
Current $310.29
48
NOCNORFOLK SOUTHN CORP
Industrials·Railroads
0.63%
of portfolio
Number of shares
256,500 sh
Holdings current value
$77.06M
Avg closing price
$116.47
+471.2%
Last action
Added 7.1%
2025Q4
Current $665.26
49
ECLECOLAB INC
Basic Materials·Specialty Chemicals
0.61%
of portfolio
Number of shares
274,300 sh
Holdings current value
$75.12M
Avg closing price
$128.50
+113.9%
Last action
New holding
2022Q2
Current $274.80
50
SPGIS&P GLOBAL INC
Financial Services·Financial Data & Stock Exchanges
0.60%
of portfolio
Number of shares
150,690 sh
Holdings current value
$73.34M
Avg closing price
$113.01
+291.6%
Last action
Added 0.3%
2022Q4
Current $442.57
51
ITICINVESTORS TITLE CO NC
Financial Services·Insurance - Specialty
0.46%
of portfolio
Number of shares
213,300 sh
Holdings current value
$57.13M
Avg closing price
$91.07
+164.9%
Last action
New holding
2022Q2
Current $241.27
52
ROKROCKWELL AUTOMATION INC
Industrials·Specialty Industrial Machinery
0.44%
of portfolio
Number of shares
154,900 sh
Holdings current value
$54.14M
Avg closing price
$144.80
+187.1%
Last action
New holding
2022Q2
Current $415.73
53
SBUXSTARBUCKS CORP
Consumer Cyclical·Restaurants
0.43%
of portfolio
Number of shares
623,818 sh
Holdings current value
$52.78M
Avg closing price
$64.81
+54.3%
Last action
Added 1.1%
2025Q1
Current $100.00
54
THGHANOVER INS GROUP INC
Financial Services·Insurance - Property & Casualty
0.41%
of portfolio
Number of shares
281,000 sh
Holdings current value
$51.04M
Avg closing price
$134.71
+35.0%
Last action
Added 0.4%
2025Q2
Current $181.85
55
ODFLOLD DOMINION FREIGHT LINE IN
Industrials·Trucking
0.41%
of portfolio
Number of shares
358,750 sh
Holdings current value
$50.50M
Avg closing price
$216.04
+0.8%
Last action
Added 21.3%
2025Q4
Current $217.76
56
FDXFEDEX CORP
Industrials·Integrated Freight & Logistics
0.41%
of portfolio
Number of shares
213,000 sh
Holdings current value
$50.23M
Avg closing price
$235.88
+66.3%
Last action
Exited
2025Q4
Current $392.38
57
G0403H108AON PLC
0.38%
of portfolio
Number of shares
129,800 sh
Holdings current value
$46.28M
Avg closing price
$279.50
Last action
Added 3.4%
2025Q4
Current —
58
TSNTYSON FOODS INC
Consumer Defensive·Farm Products
0.37%
of portfolio
Number of shares
848,500 sh
Holdings current value
$46.07M
Avg closing price
$61.20
+5.9%
Last action
Added 4.4%
2025Q4
Current $64.82
59
G1151C101ACCENTURE PLC IRELAND
0.32%
of portfolio
Number of shares
159,400 sh
Holdings current value
$39.31M
Avg closing price
$116.68
Last action
New holding
2022Q2
Current —
60
VRSKVERISK ANALYTICS INC
Industrials·Consulting Services
0.32%
of portfolio
Number of shares
155,950 sh
Holdings current value
$39.22M
Avg closing price
$157.77
+12.9%
Last action
Added 7.6%
2024Q4
Current $178.07
61
RTXRAYTHEON TECHNOLOGIES CORP
Industrials·Aerospace & Defense
0.30%
of portfolio
Number of shares
224,000 sh
Holdings current value
$37.48M
Avg closing price
$61.62
+218.8%
Last action
New holding
2024Q4
Current $196.42
62
HGTYHAGERTY INC
Financial Services·Insurance - Property & Casualty
0.30%
of portfolio
Number of shares
3,108,000 sh
Holdings current value
$37.45M
Avg closing price
$9.37
+15.6%
Last action
Added 3.6%
2024Q4
Current $10.83
63
COSTCOSTCO WHSL CORP NEW
Consumer Defensive·Discount Stores
0.29%
of portfolio
Number of shares
39,150 sh
Holdings current value
$36.24M
Avg closing price
$158.00
+532.8%
Last action
New holding
2022Q2
Current $999.89
64
YUMYUM BRANDS INC
Consumer Cyclical·Restaurants
0.28%
of portfolio
Number of shares
226,451 sh
Holdings current value
$34.42M
Avg closing price
$137.77
+18.2%
Last action
Added 0.4%
2025Q2
Current $162.79
65
FDSFACTSET RESH SYS INC
Financial Services·Financial Data & Stock Exchanges
0.27%
of portfolio
Number of shares
116,720 sh
Holdings current value
$33.44M
Avg closing price
$158.07
+47.2%
Last action
Added 4.6%
2025Q4
Current $232.73
66
ALLALLSTATE CORP
Financial Services·Insurance - Property & Casualty
0.27%
of portfolio
Number of shares
154,550 sh
Holdings current value
$33.17M
Avg closing price
$126.18
+71.3%
Last action
Added 9.2%
2023Q4
Current $216.16
67
FERGFERGUSON ENTERPRISES INC
Industrials·Industrial Distribution
0.27%
of portfolio
Number of shares
147,000 sh
Holdings current value
$33.01M
Avg closing price
$197.06
+32.2%
Last action
Added 12.6%
2025Q4
Current $260.49
68
SHWSHERWIN WILLIAMS CO
Basic Materials·Specialty Chemicals
0.26%
of portfolio
Number of shares
94,172 sh
Holdings current value
$32.61M
Avg closing price
$321.50
+7.5%
Last action
New holding
2022Q2
Current $345.55
69
TROWPRICE T ROWE GROUP INC
Financial Services·Asset Management
0.26%
of portfolio
Number of shares
314,000 sh
Holdings current value
$32.23M
Avg closing price
$73.37
+32.2%
Last action
New holding
2022Q2
Current $96.98
70
HCAHCA HEALTHCARE INC
Healthcare·Medical Care Facilities
0.26%
of portfolio
Number of shares
75,213 sh
Holdings current value
$32.06M
Avg closing price
$351.23
+38.9%
Last action
Added 7.8%
2025Q4
Current $488.00
71
NKENIKE INC
Consumer Cyclical·Footwear & Accessories
0.25%
of portfolio
Number of shares
447,400 sh
Holdings current value
$31.20M
Avg closing price
$64.78
-28.9%
Last action
Added 0.4%
2025Q2
Current $46.03
72
LMTLOCKHEED MARTIN CORP
Industrials·Aerospace & Defense
0.25%
of portfolio
Number of shares
62,263 sh
Holdings current value
$31.08M
Avg closing price
$465.09
+27.3%
Last action
Added 3.7%
2025Q4
Current $592.19
73
CMCSACOMCAST CORP NEW
Communication Services·Telecom Services
0.25%
of portfolio
Number of shares
961,880 sh
Holdings current value
$30.22M
Avg closing price
$39.58
-25.1%
Last action
Trimmed 11.0%
2024Q4
Current $29.63
74
UNPUNION PAC CORP
Industrials·Railroads
0.24%
of portfolio
Number of shares
126,778 sh
Holdings current value
$29.97M
Avg closing price
$141.70
+77.2%
Last action
Added 12.9%
2025Q4
Current $251.14
75
URIUNITED RENTALS INC
Industrials·Rental & Leasing Services
0.24%
of portfolio
Number of shares
31,150 sh
Holdings current value
$29.74M
Avg closing price
$655.22
+21.5%
Last action
Added 5.1%
2025Q1
Current $796.15

Portfolio heatmap

Box size = % of portfolio · color = return since filing
BRK.A
6.82% · -5.7%
BRK.B
6.25% · -5.6%
GOOG
5.44% · +39.4%
BN
4.85% · -32.1%
AMZN
3.62% · +14.1%
DE
3.26% · +29.1%
HD
3.03% · -13.8%
V
2.77% · -7.1%
AAPL
2.54% · +6.1%
ADI
2.33% · +51.2%
GS
2.32% · +16.3%
MSFT
2.24% · -18.4%
BLK
2.08% · -9.8%
DIS
1.89% · -7.2%
WSO
1.85% · +6.4%
BX
1.70% · -24.4%
META
1.67% · -6.2%
KKR
1.53% · -20.3%
PGR
1.51% · -18.0%
LPLA
1.49% · -4.6%
LOW
1.48% · +0.2%
AXP
1.31% · -0.1%
CAT
1.27% · +66.5%
RLI
1.27% · -9.5%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Financial Services35 pos$3.99B38.4%
  • Industrials26 pos$1.53B14.8%
  • Consumer Cyclical16 pos$1.39B13.4%
  • Communication Services6 pos$1.30B12.5%
  • Technology11 pos$1.10B10.6%
  • Consumer Defensive11 pos$455.4M4.4%
  • Healthcare6 pos$321.9M3.1%
  • Basic Materials7 pos$278.2M2.7%
  • Real Estate1 pos$20.8M0.2%
  • Energy1 pos$338K0.0%
(15.7% unclassified, excluded from %)