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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 · 2025Q4
1 / 2
75 of 128
1
GOOGALPHABET INC
Communication Services·Internet Content & Information
6.88%
of portfolio
Number of shares
2,749,860 sh
Holdings current value
$862.91M
Avg closing price
$136.47
+148.7%
Last action
Added 1900.0%
2022Q3
Current $339.40
2
BRK.ABERKSHIRE HATHAWAY INC DEL
6.70%
of portfolio
Number of shares
1,114 sh
Holdings current value
$840.85M
Avg closing price
$215657
+229.9%
Last action
New holding
2022Q2
Current $711559
3
BRK.BBERKSHIRE HATHAWAY INC DEL
6.14%
of portfolio
Number of shares
1,531,971 sh
Holdings current value
$770.05M
Avg closing price
$142.65
+232.7%
Last action
New holding
2022Q2
Current $474.58
4
BNBROOKFIELD CORP
Financial Services·Asset Management
4.78%
of portfolio
Number of shares
13,073,609 sh
Holdings current value
$599.95M
Avg closing price
$36.27
+28.5%
Last action
Added 50.0%
2025Q4
Current $46.59
5
AMZNAMAZON COM INC
Consumer Cyclical·Internet Retail
3.74%
of portfolio
Number of shares
2,030,760 sh
Holdings current value
$468.74M
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
$408.72M
Avg closing price
$122.39
+382.4%
Last action
Added 0.0%
2025Q2
Current $590.46
7
VVISA INC
Financial Services·Credit Services
2.79%
of portfolio
Number of shares
999,285 sh
Holdings current value
$350.46M
Avg closing price
$87.28
+263.2%
Last action
Added 1.0%
2023Q3
Current $317.02
8
AAPLAPPLE INC
Technology·Consumer Electronics
2.66%
of portfolio
Number of shares
1,227,290 sh
Holdings current value
$333.65M
Avg closing price
$129.19
+109.2%
Last action
Added 0.0%
2024Q2
Current $270.23
9
HDHOME DEPOT INC
Consumer Cyclical·Home Improvement Retail
2.52%
of portfolio
Number of shares
920,000 sh
Holdings current value
$316.57M
Avg closing price
$133.43
+161.9%
Last action
New holding
2022Q2
Current $349.40
10
GSGOLDMAN SACHS GROUP INC
Financial Services·Capital Markets
2.52%
of portfolio
Number of shares
359,360 sh
Holdings current value
$315.88M
Avg closing price
$213.38
+333.9%
Last action
Added 0.6%
2022Q4
Current $925.95
11
ADIANALOG DEVICES INC
Technology·Semiconductors
2.21%
of portfolio
Number of shares
1,023,245 sh
Holdings current value
$277.50M
Avg closing price
$102.11
+263.8%
Last action
Trimmed 12.4%
2025Q4
Current $371.45
12
MSFTMICROSOFT CORP
Technology·Software - Infrastructure
2.07%
of portfolio
Number of shares
535,680 sh
Holdings current value
$259.07M
Avg closing price
$115.47
+266.1%
Last action
Added 0.7%
2025Q4
Current $422.79
13
BLKBLACKROCK INC
Financial Services·Asset Management
1.88%
of portfolio
Number of shares
220,200 sh
Holdings current value
$235.69M
Avg closing price
$1025
+2.6%
Last action
New holding
2024Q4
Current $1052
14
DISDISNEY WALT CO
Communication Services·Entertainment
1.84%
of portfolio
Number of shares
2,031,665 sh
Holdings current value
$231.14M
Avg closing price
$100.40
+5.9%
Last action
Added 0.1%
2023Q4
Current $106.29
15
LPLALPL FINL HLDGS INC
Financial Services·Capital Markets
1.59%
of portfolio
Number of shares
559,951 sh
Holdings current value
$200.00M
Avg closing price
$240.60
+31.9%
Last action
Added 1.2%
2025Q4
Current $317.41
16
WSOWATSCO INC
Industrials·Industrial Distribution
1.55%
of portfolio
Number of shares
577,669 sh
Holdings current value
$194.65M
Avg closing price
$208.92
+105.9%
Last action
Added 2.2%
2025Q4
Current $430.26
17
BXBLACKSTONE INC
Financial Services·Asset Management
1.51%
of portfolio
Number of shares
1,229,000 sh
Holdings current value
$189.44M
Avg closing price
$48.92
+163.8%
Last action
New holding
2022Q2
Current $129.08
18
CATCATERPILLAR INC
Industrials·Farm & Heavy Construction Machinery
1.50%
of portfolio
Number of shares
328,650 sh
Holdings current value
$188.27M
Avg closing price
$109.71
+624.4%
Last action
Added 0.2%
2025Q2
Current $794.65
19
KKRKKR & CO INC
Financial Services·Asset Management
1.48%
of portfolio
Number of shares
1,451,800 sh
Holdings current value
$185.08M
Avg closing price
$28.35
+265.4%
Last action
Added 0.2%
2023Q3
Current $103.60
20
AXPAMERICAN EXPRESS CO
Financial Services·Credit Services
1.44%
of portfolio
Number of shares
488,500 sh
Holdings current value
$180.72M
Avg closing price
$76.00
+336.4%
Last action
Added 0.9%
2025Q4
Current $331.69
21
GOOGLALPHABET INC
Communication Services·Internet Content & Information
1.43%
of portfolio
Number of shares
572,000 sh
Holdings current value
$179.04M
Avg closing price
$130.74
+161.4%
Last action
Added 2.7%
2025Q2
Current $341.68
22
LOWLOWES COS INC
Consumer Cyclical·Home Improvement Retail
1.41%
of portfolio
Number of shares
734,480 sh
Holdings current value
$177.13M
Avg closing price
$106.80
+135.7%
Last action
Added 1.1%
2025Q4
Current $251.72
23
PGRPROGRESSIVE CORP
Financial Services·Insurance - Property & Casualty
1.37%
of portfolio
Number of shares
753,750 sh
Holdings current value
$171.64M
Avg closing price
$71.90
+181.8%
Last action
New holding
2022Q2
Current $202.58
24
METAMETA PLATFORMS INC
Communication Services·Internet Content & Information
1.31%
of portfolio
Number of shares
248,303 sh
Holdings current value
$163.90M
Avg closing price
$182.85
+276.6%
Last action
Trimmed 11.4%
2025Q4
Current $688.55
25
RLIRLI CORP
Financial Services·Insurance - Property & Casualty
1.22%
of portfolio
Number of shares
2,394,544 sh
Holdings current value
$153.20M
Avg closing price
$73.60
-19.8%
Last action
Added 100.0%
2025Q1
Current $59.02
26
APOAPOLLO GLOBAL MGMT INC
Financial Services·Asset Management
1.17%
of portfolio
Number of shares
1,012,500 sh
Holdings current value
$146.57M
Avg closing price
$48.48
+157.1%
Last action
New holding
2022Q2
Current $124.62
27
NVONOVO-NORDISK A SADR
Healthcare·Drug Manufacturers - General
1.16%
of portfolio
Number of shares
2,869,774 sh
Holdings current value
$146.01M
Avg closing price
$67.99
-40.4%
Last action
Added 21.2%
2025Q4
Current $40.52
28
FNVFRANCO NEV CORP
Basic Materials·Gold
1.13%
of portfolio
Number of shares
683,500 sh
Holdings current value
$141.68M
Avg closing price
$140.14
+87.3%
Last action
Added 12.9%
2025Q4
Current $262.50
29
MRSHMARSH & MCLENNAN COS INC
Financial Services·Insurance Brokers
1.13%
of portfolio
Number of shares
761,750 sh
Holdings current value
$141.32M
Avg closing price
$87.64
+100.6%
Last action
Added 0.9%
2025Q4
Current $175.80
30
SCHWSCHWAB CHARLES CORP
Financial Services·Capital Markets
1.10%
of portfolio
Number of shares
1,375,800 sh
Holdings current value
$137.46M
Avg closing price
$36.30
+154.2%
Last action
Added 0.8%
2025Q4
Current $92.28
31
GDGENERAL DYNAMICS CORP
Industrials·Aerospace & Defense
1.05%
of portfolio
Number of shares
391,000 sh
Holdings current value
$131.63M
Avg closing price
$132.29
+154.2%
Last action
New holding
2022Q2
Current $336.29
32
JNJJOHNSON & JOHNSON
Healthcare·Drug Manufacturers - General
1.01%
of portfolio
Number of shares
610,800 sh
Holdings current value
$126.41M
Avg closing price
$108.20
+116.4%
Last action
New holding
2022Q2
Current $234.18
33
TXNTEXAS INSTRS INC
Technology·Semiconductors
1.00%
of portfolio
Number of shares
724,000 sh
Holdings current value
$125.61M
Avg closing price
$80.83
+184.3%
Last action
New holding
2022Q2
Current $229.82
34
MAMASTERCARD INCORPORATED
Financial Services·Credit Services
0.94%
of portfolio
Number of shares
207,540 sh
Holdings current value
$118.48M
Avg closing price
$119.68
+335.6%
Last action
New holding
2022Q2
Current $521.30
35
DEODIAGEO PLCADR
Consumer Defensive·Beverages - Wineries & Distilleries
0.94%
of portfolio
Number of shares
1,371,708 sh
Holdings current value
$118.34M
Avg closing price
$108.47
-24.5%
Last action
Added 0.4%
2025Q4
Current $81.88
36
DGDOLLAR GEN CORP NEW
Consumer Defensive·Discount Stores
0.92%
of portfolio
Number of shares
869,250 sh
Holdings current value
$115.41M
Avg closing price
$161.37
-21.5%
Last action
Added 4.0%
2025Q1
Current $126.68
37
BAMBROOKFIELD ASSET MANAGMT LTD
Financial Services·Asset Management
0.92%
of portfolio
Number of shares
2,193,953 sh
Holdings current value
$114.94M
Avg closing price
$28.67
+72.0%
Last action
Trimmed 0.0%
2023Q2
Current $49.32
38
MCOMOODYS CORP
Financial Services·Financial Data & Stock Exchanges
0.87%
of portfolio
Number of shares
213,890 sh
Holdings current value
$109.27M
Avg closing price
$104.87
+334.2%
Last action
Added 0.2%
2022Q4
Current $455.35
39
HEI/AHEICO CORP NEW
0.76%
of portfolio
Number of shares
379,644 sh
Holdings current value
$95.83M
Avg closing price
$76.32
Last action
Added 2.4%
2023Q2
Current —
40
ROLROLLINS INC
Consumer Cyclical·Personal Services
0.71%
of portfolio
Number of shares
1,489,025 sh
Holdings current value
$89.37M
Avg closing price
$37.29
+47.5%
Last action
Added 0.9%
2025Q4
Current $55.00
41
NVRNVR INC
Consumer Cyclical·Residential Construction
0.70%
of portfolio
Number of shares
12,007 sh
Holdings current value
$87.56M
Avg closing price
$3890
+80.0%
Last action
Added 0.9%
2025Q4
Current $7001
42
ADMARCHER DANIELS MIDLAND CO
Consumer Defensive·Farm Products
0.69%
of portfolio
Number of shares
1,505,800 sh
Holdings current value
$86.57M
Avg closing price
$37.34
+79.5%
Last action
Trimmed 4.3%
2025Q3
Current $67.04
43
G54950103LINDE PLC
0.68%
of portfolio
Number of shares
200,100 sh
Holdings current value
$85.32M
Avg closing price
$394.36
Last action
Added 3.8%
2025Q4
Current —
44
MSCIMSCI INC
Financial Services·Financial Data & Stock Exchanges
0.65%
of portfolio
Number of shares
142,850 sh
Holdings current value
$81.96M
Avg closing price
$88.11
+545.3%
Last action
Added 0.3%
2022Q4
Current $568.55
45
JPMJPMORGAN CHASE & CO
Financial Services·Banks - Diversified
0.65%
of portfolio
Number of shares
252,550 sh
Holdings current value
$81.38M
Avg closing price
$80.60
+285.0%
Last action
Added 4.6%
2023Q4
Current $310.29
46
ITWILLINOIS TOOL WKS INC
Industrials·Specialty Industrial Machinery
0.64%
of portfolio
Number of shares
327,500 sh
Holdings current value
$80.66M
Avg closing price
$120.12
+126.6%
Last action
New holding
2022Q2
Current $272.26
47
NOCNORFOLK SOUTHN CORP
Industrials·Railroads
0.63%
of portfolio
Number of shares
273,500 sh
Holdings current value
$78.96M
Avg closing price
$116.47
+471.2%
Last action
Added 6.6%
2025Q4
Current $665.26
48
SPGIS&P GLOBAL INC
Financial Services·Financial Data & Stock Exchanges
0.63%
of portfolio
Number of shares
150,690 sh
Holdings current value
$78.75M
Avg closing price
$113.01
+291.6%
Last action
Added 0.3%
2022Q4
Current $442.57
49
CGCARLYLE GROUP INC
Financial Services·Asset Management
0.63%
of portfolio
Number of shares
1,327,000 sh
Holdings current value
$78.44M
Avg closing price
$22.26
+136.7%
Last action
Added 1.5%
2022Q4
Current $52.68
50
ECLECOLAB INC
Basic Materials·Specialty Chemicals
0.57%
of portfolio
Number of shares
274,300 sh
Holdings current value
$72.01M
Avg closing price
$128.50
+113.9%
Last action
New holding
2022Q2
Current $274.80
51
ODFLOLD DOMINION FREIGHT LINE IN
Industrials·Trucking
0.53%
of portfolio
Number of shares
421,650 sh
Holdings current value
$66.11M
Avg closing price
$216.04
+0.8%
Last action
Added 17.5%
2025Q4
Current $217.76
52
ROKROCKWELL AUTOMATION INC
Industrials·Specialty Industrial Machinery
0.48%
of portfolio
Number of shares
154,900 sh
Holdings current value
$60.27M
Avg closing price
$144.80
+187.1%
Last action
New holding
2022Q2
Current $415.73
53
ITICINVESTORS TITLE CO NC
Financial Services·Insurance - Specialty
0.42%
of portfolio
Number of shares
213,300 sh
Holdings current value
$53.25M
Avg closing price
$91.07
+164.9%
Last action
New holding
2022Q2
Current $241.27
54
SBUXSTARBUCKS CORP
Consumer Cyclical·Restaurants
0.42%
of portfolio
Number of shares
623,818 sh
Holdings current value
$52.53M
Avg closing price
$64.81
+54.3%
Last action
Added 1.1%
2025Q1
Current $100.00
55
TSNTYSON FOODS INC
Consumer Defensive·Farm Products
0.41%
of portfolio
Number of shares
884,500 sh
Holdings current value
$51.85M
Avg closing price
$61.20
+5.9%
Last action
Added 4.2%
2025Q4
Current $64.82
56
THGHANOVER INS GROUP INC
Financial Services·Insurance - Property & Casualty
0.41%
of portfolio
Number of shares
281,000 sh
Holdings current value
$51.36M
Avg closing price
$134.71
+35.0%
Last action
Added 0.4%
2025Q2
Current $181.85
57
G0403H108AON PLC
0.38%
of portfolio
Number of shares
134,050 sh
Holdings current value
$47.30M
Avg closing price
$279.50
Last action
Added 3.3%
2025Q4
Current —
58
G1151C101ACCENTURE PLC IRELAND
0.34%
of portfolio
Number of shares
159,400 sh
Holdings current value
$42.77M
Avg closing price
$116.68
Last action
New holding
2022Q2
Current —
59
HGTYHAGERTY INC
Financial Services·Insurance - Property & Casualty
0.33%
of portfolio
Number of shares
3,108,000 sh
Holdings current value
$41.77M
Avg closing price
$9.37
+15.6%
Last action
Added 3.6%
2024Q4
Current $10.83
60
RTXRAYTHEON TECHNOLOGIES CORP
Industrials·Aerospace & Defense
0.33%
of portfolio
Number of shares
224,000 sh
Holdings current value
$41.08M
Avg closing price
$61.62
+218.8%
Last action
New holding
2024Q4
Current $196.42
61
HCAHCA HEALTHCARE INC
Healthcare·Medical Care Facilities
0.30%
of portfolio
Number of shares
80,680 sh
Holdings current value
$37.67M
Avg closing price
$351.23
+38.9%
Last action
Added 7.3%
2025Q4
Current $488.00
62
FERGFERGUSON ENTERPRISES INC
Industrials·Industrial Distribution
0.29%
of portfolio
Number of shares
163,500 sh
Holdings current value
$36.40M
Avg closing price
$197.06
+32.2%
Last action
Added 11.2%
2025Q4
Current $260.49
63
TMOTHERMO FISHER SCIENTIFIC INC
Healthcare·Diagnostics & Research
0.29%
of portfolio
Number of shares
62,800 sh
Holdings current value
$36.39M
Avg closing price
$532.51
-1.1%
Last action
Added 12.5%
2025Q4
Current $526.60
64
FDSFACTSET RESH SYS INC
Financial Services·Financial Data & Stock Exchanges
0.28%
of portfolio
Number of shares
121,873 sh
Holdings current value
$35.37M
Avg closing price
$158.07
+47.2%
Last action
Added 4.4%
2025Q4
Current $232.73
65
VRSKVERISK ANALYTICS INC
Industrials·Consulting Services
0.28%
of portfolio
Number of shares
155,950 sh
Holdings current value
$34.88M
Avg closing price
$157.77
+12.9%
Last action
Added 7.6%
2024Q4
Current $178.07
66
YUMYUM BRANDS INC
Consumer Cyclical·Restaurants
0.27%
of portfolio
Number of shares
226,451 sh
Holdings current value
$34.26M
Avg closing price
$137.77
+18.2%
Last action
Added 0.4%
2025Q2
Current $162.79
67
COSTCOSTCO WHSL CORP NEW
Consumer Defensive·Discount Stores
0.27%
of portfolio
Number of shares
39,150 sh
Holdings current value
$33.76M
Avg closing price
$158.00
+532.8%
Last action
New holding
2022Q2
Current $999.89
68
UNPUNION PAC CORP
Industrials·Railroads
0.26%
of portfolio
Number of shares
141,278 sh
Holdings current value
$32.68M
Avg closing price
$141.70
+77.2%
Last action
Added 11.4%
2025Q4
Current $251.14
69
ABNBAIRBNB INC
Consumer Cyclical·Travel Services
0.26%
of portfolio
Number of shares
240,289 sh
Holdings current value
$32.61M
Avg closing price
$127.35
+11.1%
Last action
Added 5.8%
2025Q4
Current $141.55
70
ALLALLSTATE CORP
Financial Services·Insurance - Property & Casualty
0.26%
of portfolio
Number of shares
154,550 sh
Holdings current value
$32.17M
Avg closing price
$126.18
+71.3%
Last action
Added 9.2%
2023Q4
Current $216.16
71
TROWPRICE T ROWE GROUP INC
Financial Services·Asset Management
0.26%
of portfolio
Number of shares
314,000 sh
Holdings current value
$32.15M
Avg closing price
$73.37
+32.2%
Last action
New holding
2022Q2
Current $96.98
72
LMTLOCKHEED MARTIN CORP
Industrials·Aerospace & Defense
0.25%
of portfolio
Number of shares
64,513 sh
Holdings current value
$31.20M
Avg closing price
$465.09
+27.3%
Last action
Added 3.6%
2025Q4
Current $592.19
73
SHWSHERWIN WILLIAMS CO
Basic Materials·Specialty Chemicals
0.24%
of portfolio
Number of shares
94,172 sh
Holdings current value
$30.51M
Avg closing price
$321.50
+7.5%
Last action
New holding
2022Q2
Current $345.55
74
CMCSACOMCAST CORP NEW
Communication Services·Telecom Services
0.23%
of portfolio
Number of shares
961,880 sh
Holdings current value
$28.75M
Avg closing price
$39.58
-25.1%
Last action
Trimmed 11.0%
2024Q4
Current $29.63
75
NKENIKE INC
Consumer Cyclical·Footwear & Accessories
0.23%
of portfolio
Number of shares
447,400 sh
Holdings current value
$28.50M
Avg closing price
$64.78
-28.9%
Last action
Added 0.4%
2025Q2
Current $46.03

Portfolio heatmap

Box size = % of portfolio · color = return since filing
GOOG
6.88% · +8.2%
BRK.A
6.70% · -5.7%
BRK.B
6.14% · -5.6%
BN
4.78% · +1.5%
AMZN
3.74% · +8.6%
DE
3.26% · +26.8%
V
2.79% · -9.6%
AAPL
2.66% · -0.6%
HD
2.52% · +1.5%
GS
2.52% · +5.3%
ADI
2.21% · +37.0%
MSFT
2.07% · -12.6%
BLK
1.88% · -1.7%
DIS
1.84% · -6.6%
LPLA
1.59% · -11.1%
WSO
1.55% · +27.7%
BX
1.51% · -16.3%
CAT
1.50% · +38.7%
KKR
1.48% · -18.7%
AXP
1.44% · -10.3%
GOOGL
1.43% · +9.2%
LOW
1.41% · +4.4%
PGR
1.37% · -11.0%
META
1.31% · +4.3%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Financial Services36 pos$4.02B37.9%
  • Industrials25 pos$1.52B14.3%
  • Communication Services6 pos$1.48B14.0%
  • Consumer Cyclical16 pos$1.36B12.8%
  • Technology10 pos$1.09B10.2%
  • Consumer Defensive11 pos$471.3M4.4%
  • Healthcare6 pos$365.8M3.4%
  • Basic Materials7 pos$279.5M2.6%
  • Real Estate1 pos$23.4M0.2%
  • Energy1 pos$4.6M0.0%
(15.4% unclassified, excluded from %)