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 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.
Portfolio
$12.54B
Positions
128
Quarter
2025Q4
Filings tracked
40
Biggest winner since filing
GOOGALPHABET INC
+143.8%
+$539.8M
Biggest loser since filing
NVONOVO-NORDISK A S
-39.8%
−$58.2M
Investment strategy
Tom Gayner is a large fund tilted toward financial services names. 39% of the disclosed equity book is in Financial Services.
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<iframe src="https://openstocks.me/embed/stock/BRK.A" width="100%" height="480" frameborder="0" loading="lazy" title="BRK.A chart by OpenStocks" style="border:0;border-radius:12px;background:transparent"></iframe>Holdings
9 sectors135 positions
Top 3 = 19% of book · BRK.A, BRK.B, BN
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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 for this quarter.
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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
