Tom Gayner is a large fund tilted toward financial services names. 38% of the disclosed equity book is in Financial Services.
<iframe src="https://openstocks.me/embed/stocks/GOOG" width="100%" height="480" frameborder="0" loading="lazy" title="GOOG chart by OpenStocks" style="border:0;border-radius:12px;background:transparent"></iframe>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.