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.
We mark Tom Gayner (Markel Group)'s disclosed portfolio to current market prices and compare its growth against the S&P 500 (SPY). Tom’s portfolio is 13.0% over the last 12 months · 141.8% since 2016Q1.