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Tom Gayner 13F portfolio summary

Tom Gayner of MARKEL GROUP INC. has 129 current stock holdings with a reported portfolio value of $11.94B. The portfolio 1 year return is +2.90%. Top holdings include BRK-A (6.70%), GOOG (6.61%), BRK-B (6.15%), BN (4.43%), DE (4.14%).

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Tom Gayner

MARKEL GROUP INC.
Latest filing: 2026-03-31

Tom Gayner runs MARKEL GROUP INC. and currently holds 129 stock positions, which is fewer than the average of 236 among the investors we track. The portfolio is valued at approximately $11.94B. Their top holdings are BRK-A, GOOG, BRK-B, BN, DE. The top five represent 28.0% of reported portfolio weight. Tom Gayner ranks #802 out of 1000 investors tracked by Alpha Score. In the most recent quarter, Tom Gayner initiated 1 new position. They added to 32 existing positions. They trimmed 1 position. Their current best-performing preview position is FIX with returns of +47.76%.

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Top 5 Holdings
BRK-A6.7%
GOOG6.6%
BRK-B6.1%
BN4.4%
DE4.1%
Top 5: 28.0%
Portfolio Returns
1 Year
+2.90%
#964/1000
3 Year
+37.38%
#790/1000
5 Year
+43.36%
#765/1000

Portfolio Value

$11.94B

Alpha Score

28.6

#802 of 1000

Holdings

129

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129 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
BRK-A
BERKSHIRE HATHAWAY INC DEL
6.70%$184,978.09$763,200.69+312.59%
Held
GOOG
ALPHABET INC
6.61%$45.31$333.47+635.97%
Held
BRK-B
BERKSHIRE HATHAWAY INC DEL
6.15%$114.20$509.24+345.92%
Held
BN
BROOKFIELD CORP
4.43%$36.21$41.41+14.35%
Held
DE
DEERE & CO
4.14%$128.36$613.14+377.67%
Held
AMZN
AMAZON COM INC
3.54%$51.87$228.04+339.64%
Held
ADI
ANALOG DEVICES INC
2.73%$102.73$359.04+249.50%
Held
AAPL
APPLE INC
2.61%$44.89$340.27+658.01%
Held
GS
GOLDMAN SACHS GROUP INC
2.55%$214.84$993.33+362.36%
Held
V
VISA INC
2.54%$67.48$369.90+448.16%
Added
+0.51%

Showing 1-10 of 129