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
1-Yearactual
+14.26%
since 2024Q4
3-Yearactual
+67.88%
since 2022Q4
5-Yearactual
+37.20%
since 2020Q4
10-Year
—
insufficient history
Performance overview
We mark Tom Gayner (Markel Group)'s disclosed 13F book to current market prices and compare its growth against the S&P 500 (SPY). Tom's portfolio is 14.3% over the last 12 months · 136.6% since 2016Q1.
Portfolio growth vs SPY
Rebased to 100 at 2016Q1 · through 2025Q4
Tom Gayner
+236.7%
SPY
—
Portfolio line tracks reported 13F AUM (mark-to-market on filing dates). It includes inflows/outflows so it isn't a pure time-weighted return — same convention as Dataroma and StockCircle.
Capital flow per quarter
BuysSellsNet
Latest · 2025Q4
+$217M
Lifetime buys
$9.68B
Lifetime sells
$1.05B
Portfolio over time
AUMPositions
QoQ AUM
+1.8%
16Q lifetime AUM
+36929.1%
QoQ positions
-1
16Q lifetime positions
+126
Position concentration
135 positions