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Built from publicly disclosed institutional and insider activity. Informational purposes only - not investment advice.OpenStocks · v0.1
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  1. Home/
  2. Super Investors/
  3. Tom Gayner (Markel Group)
  • Overview
  • Portfolio128
  • Performance40Q
  • Options
  • Activity2.2k
  • News
Biggest winner since filing
GOOGALPHABET INC
+148.7%
+$558.0M
Biggest loser since filing
NVONOVO-NORDISK A S
-40.4%
−$78.8M

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/stocks/GOOG" width="100%" height="480" frameborder="0" loading="lazy" title="GOOG chart by OpenStocks" style="border:0;border-radius:12px;background:transparent"></iframe>
Preview: https://openstocks.me/embed/stocks/GOOG

Holdings

10 sectors
128 positions
Top 3 = 20% of book · GOOG, BRK.A, BRK.B
View full portfolio →

Performance

vs SPY
40 quarters tracked
Mark-to-market portfolio growth vs SPY benchmark, with AUM and concentration history.
View performance →

Options & derivatives

No options
Tom Gayner has no PUT or CALL positions disclosed for this quarter.
View options →

Activity & trades

Quarter-by-quarter
Last move 2025Q4
ADD UNP — and 4 more recent moves.
View activity →

Recent transactions

See full activity →
ADD
Tom Gayner (Markel Group) added to UNP
UNION PAC CORP
+14,500
~$231.32 · 2025Q4
2026-02-06
ADD
Tom Gayner (Markel Group) added to NSP
INSPERITY INC
+21,145
~$38.72 · 2025Q4
2026-02-06
ADD
Tom Gayner (Markel Group) added to AXP
AMERICAN EXPRESS CO
+4,250
~$369.95 · 2025Q4
2026-02-06
NEW
Tom Gayner (Markel Group) opened a new position in BRO
BROWN & BROWN INC
+11,000
~$79.70 · 2025Q4
2026-02-06
ADD
Tom Gayner (Markel Group) added to WSO
WATSCO INC
+12,500
~$336.95 · 2025Q4
2026-02-06
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Conglomerate · CIK 0001096343

Tom Gayner

Markel Group
Share
  • Financials-Focused
  • Large Fund

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.

Track Tom's filingsView holdings↓
Portfolio
$12.54B
Positions
128
Quarter
2025Q4
Filings tracked
40
1Y+13.0%Since filing+141.8%Full performance →
Quarter
2025Q42025Q32025Q22025Q12024Q42024Q32024Q22024Q12023Q42023Q32023Q22023Q1