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Tom Gayner 13F portfolio summary

Tom Gayner of MARKEL GROUP INC. has 130 current stock holdings with a reported portfolio value of $13.13B. The portfolio 1 year return is +9.07%. Top holdings include GOOG (7.40%), BRK-A (6.35%), BRK-B (5.84%), DE (4.24%), BN (4.24%).

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Tom Gayner 13F Portfolio

MARKEL GROUP INC.
Latest SEC 13F filing: 2026-06-30

Tom Gayner runs MARKEL GROUP INC. and currently holds 130 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $13.13B. Their top holdings are GOOG, BRK-A, BRK-B, DE, BN. The top five represent 28.1% of reported portfolio weight. Tom Gayner ranks #N/A out of 1000 investors tracked by Alpha Score. They added to 20 existing positions. They trimmed 3 positions. Their current best-performing preview position is AMAT with returns of +111.53%.

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Top 5 Holdings
GOOG7.4%
BRK-A6.4%
BRK-B5.8%
DE4.2%
BN4.2%
Top 5: 28.1%
Portfolio Returns
1 Year
+9.07%
#0/1000
3 Year
+44.36%
#0/1000
5 Year
+47.23%
#0/1000

Portfolio Value

$13.13B

Alpha Score

34.9

#0 of 1000

Holdings

130

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Tom Gayner Current 13F Holdings

Reported holdings from MARKEL GROUP INC.'s latest SEC 13F filing, ranked by portfolio weight.

130 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
GOOG
ALPHABET INC
7.40%$45.31$335.45+640.34%
Held
BRK-A
BERKSHIRE HATHAWAY INC DEL
6.35%$184,978.09$765,267.98+313.71%
Held
BRK-B
BERKSHIRE HATHAWAY INC DEL
5.84%$114.20$510.36+346.90%
Held
DE
DEERE & CO
4.24%$128.36$676.29+426.87%
Held
BN
BROOKFIELD CORP
4.24%$20.97$38.21+82.20%
Held
AMZN
AMAZON COM INC
3.69%$51.87$256.78+395.05%
Held
ADI
ANALOG DEVICES INC
3.02%$102.73$378.78+268.71%
Trimmed
-2.30%
GS
GOLDMAN SACHS GROUP INC
2.77%$214.84$1,029.10+379.01%
Held
AAPL
APPLE INC
2.70%$44.89$332.27+640.19%
Held
CAT
CATERPILLAR INC
2.67%$112.89$818.50+625.04%
Held

Showing 1-10 of 130