Conglomerate · CIK 0001096343
Tom Gayner
Markel Group
Tom Gayner runs Markel Group, a conglomerate overseeing $12.54B in disclosed equity holdings (SEC CIK 0001096343). The latest 13F filing (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 14.3% over the past year. OpenStocks tracks 40 consecutive 13F filings for this manager — every position change, new entry, and exit is logged below.
Portfolio
$12.54B
Positions
128
Quarter
2025Q4
Filings tracked
40
Biggest winner since filing
GOOGALPHABET INC
+635.9%
+$790.7M
Biggest loser since filing
NVONOVO-NORDISK A S
-39.8%
−$77.7M
Investment strategy
Tom Gayner is a large fund tilted toward financial services names. 38% of the disclosed equity book is in Financial Services.
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<iframe src="https://openstocks.me/embed/stock/GOOG" width="100%" height="480" frameborder="0" loading="lazy" title="GOOG chart by OpenStocks" style="border:0;border-radius:12px;background:transparent"></iframe>Holdings
10 sectors128 positions
Top 3 = 20% of book · GOOG, BRK.A, BRK.B
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Performance
vs SPY40 quarters tracked
Mark-to-market portfolio growth vs SPY benchmark, with AUM and concentration history.
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Options & derivatives
No options
Tom Gayner has no PUT or CALL positions disclosed in this quarter's 13F.
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Activity & trades
Quarter-by-quarterLast move 2025Q4
ADD UNP — and 4 more recent moves.
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Recent transactions
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NEW
BROWN & BROWN INC
+11,000
~$79.70 · 2025Q4
2026-02-06
