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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)
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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

Holdings

Sorted by value · 2024Q1
1 / 2
75 of 132
1
BRK.ABERKSHIRE HATHAWAY INC DEL
6.97%
of portfolio
Number of shares
1,114 sh
Holdings current value
$706.77M
Avg closing price
$215657
+229.9%
Last action
New holding
2022Q2
Current $711559
2
BRK.BBERKSHIRE HATHAWAY INC DEL
6.35%
of portfolio
Number of shares
1,531,971 sh
Holdings current value
$644.22M
Avg closing price
$142.65
+232.7%
Last action
New holding
2022Q2
Current $474.58
3
GOOGALPHABET INC
Communication Services·Internet Content & Information
4.13%
of portfolio
Number of shares
2,749,860 sh
Holdings current value
$418.69M
Avg closing price
$136.47
+148.7%
Last action
Added 1900.0%
2022Q3
Current $339.40
4
AMZNAMAZON COM INC
Consumer Cyclical·Internet Retail
3.61%
of portfolio
Number of shares
2,030,760 sh
Holdings current value
$366.31M
Avg closing price
$149.25
+67.9%
Last action
Added 0.3%
2023Q4
Current $250.56
5
BNBROOKFIELD CORP
Financial Services·Asset Management
3.60%
of portfolio
Number of shares
8,715,741 sh
Holdings current value
$364.93M
Avg closing price
$36.27
+28.5%
Last action
Added 100.0%
2025Q4
Current $46.59
6
HDHOME DEPOT INC
Consumer Cyclical·Home Improvement Retail
3.48%
of portfolio
Number of shares
920,000 sh
Holdings current value
$352.91M
Avg closing price
$133.43
+161.9%
Last action
New holding
2022Q2
Current $349.40
7
DEDEERE & CO
Industrials·Farm & Heavy Construction Machinery
3.34%
of portfolio
Number of shares
823,800 sh
Holdings current value
$338.37M
Avg closing price
$122.39
+382.4%
Last action
Added 0.0%
2025Q2
Current $590.46
8
VVISA INC
Financial Services·Credit Services
2.75%
of portfolio
Number of shares
999,285 sh
Holdings current value
$278.88M
Avg closing price
$87.28
+263.2%
Last action
Added 1.0%
2023Q3
Current $317.02
9
NVONOVO-NORDISK A SADR
Healthcare·Drug Manufacturers - General
2.72%
of portfolio
Number of shares
2,150,000 sh
Holdings current value
$276.06M
Avg closing price
$67.99
-40.4%
Last action
Added 30.4%
2025Q4
Current $40.52
10
DISDISNEY WALT CO
Communication Services·Entertainment
2.45%
of portfolio
Number of shares
2,031,665 sh
Holdings current value
$248.59M
Avg closing price
$100.40
+5.9%
Last action
Added 0.1%
2023Q4
Current $106.29
11
WSOWATSCO INC
Industrials·Industrial Distribution
2.41%
of portfolio
Number of shares
566,250 sh
Holdings current value
$244.60M
Avg closing price
$208.92
+105.9%
Last action
Added 2.3%
2025Q4
Current $430.26
12
ADIANALOG DEVICES INC
Technology·Semiconductors
2.28%
of portfolio
Number of shares
1,167,471 sh
Holdings current value
$230.91M
Avg closing price
$102.11
+263.8%
Last action
Trimmed 11.0%
2025Q4
Current $371.45
13
MSFTMICROSOFT CORP
Technology·Software - Infrastructure
2.09%
of portfolio
Number of shares
502,830 sh
Holdings current value
$211.55M
Avg closing price
$115.47
+266.1%
Last action
Added 0.7%
2025Q4
Current $422.79
14
AAPLAPPLE INC
Technology·Consumer Electronics
2.08%
of portfolio
Number of shares
1,227,190 sh
Holdings current value
$210.44M
Avg closing price
$129.19
+109.2%
Last action
Added 0.0%
2024Q2
Current $270.23
15
DEODIAGEO PLCADR
Consumer Defensive·Beverages - Wineries & Distilleries
2.00%
of portfolio
Number of shares
1,360,408 sh
Holdings current value
$202.35M
Avg closing price
$108.47
-24.5%
Last action
Added 0.4%
2025Q4
Current $81.88
16
BLKCHFBLACKROCK INC
1.81%
of portfolio
Number of shares
220,200 sh
Holdings current value
$183.58M
Avg closing price
$372.36
Last action
Exited
2024Q4
Current —
17
RLIRLI CORP
Financial Services·Insurance - Property & Casualty
1.75%
of portfolio
Number of shares
1,197,272 sh
Holdings current value
$177.76M
Avg closing price
$73.60
-19.8%
Last action
Added
2025Q1
Current $59.02
18
LOWLOWES COS INC
Consumer Cyclical·Home Improvement Retail
1.67%
of portfolio
Number of shares
663,480 sh
Holdings current value
$169.01M
Avg closing price
$106.80
+135.7%
Last action
Added 1.2%
2025Q4
Current $251.72
19
BXBLACKSTONE INC
Financial Services·Asset Management
1.59%
of portfolio
Number of shares
1,229,000 sh
Holdings current value
$161.45M
Avg closing price
$48.92
+163.8%
Last action
New holding
2022Q2
Current $129.08
20
PGRPROGRESSIVE CORP
Financial Services·Insurance - Property & Casualty
1.54%
of portfolio
Number of shares
753,750 sh
Holdings current value
$155.89M
Avg closing price
$71.90
+181.8%
Last action
New holding
2022Q2
Current $202.58
21
GSGOLDMAN SACHS GROUP INC
Financial Services·Capital Markets
1.48%
of portfolio
Number of shares
359,360 sh
Holdings current value
$150.10M
Avg closing price
$213.38
+333.9%
Last action
Added 0.6%
2022Q4
Current $925.95
22
KKRKKR & CO INC
Financial Services·Asset Management
1.44%
of portfolio
Number of shares
1,451,800 sh
Holdings current value
$146.02M
Avg closing price
$28.35
+265.4%
Last action
Added 0.2%
2023Q3
Current $103.60
23
MRSHMARSH & MCLENNAN COS INC
Financial Services·Insurance Brokers
1.41%
of portfolio
Number of shares
694,000 sh
Holdings current value
$142.95M
Avg closing price
$87.64
+100.6%
Last action
Added 1.0%
2025Q4
Current $175.80
24
METAMETA PLATFORMS INC
Communication Services·Internet Content & Information
1.28%
of portfolio
Number of shares
267,681 sh
Holdings current value
$129.98M
Avg closing price
$182.85
+276.6%
Last action
Trimmed 10.7%
2025Q4
Current $688.55
25
TXNTEXAS INSTRS INC
Technology·Semiconductors
1.24%
of portfolio
Number of shares
724,000 sh
Holdings current value
$126.13M
Avg closing price
$80.83
+184.3%
Last action
New holding
2022Q2
Current $229.82
26
LPLALPL FINL HLDGS INC
Financial Services·Capital Markets
1.18%
of portfolio
Number of shares
454,291 sh
Holdings current value
$120.02M
Avg closing price
$240.60
+31.9%
Last action
Added 1.5%
2025Q4
Current $317.41
27
APOAPOLLO GLOBAL MGMT INC
Financial Services·Asset Management
1.12%
of portfolio
Number of shares
1,012,500 sh
Holdings current value
$113.86M
Avg closing price
$48.48
+157.1%
Last action
New holding
2022Q2
Current $124.62
28
CATCATERPILLAR INC
Industrials·Farm & Heavy Construction Machinery
1.11%
of portfolio
Number of shares
307,600 sh
Holdings current value
$112.71M
Avg closing price
$109.71
+624.4%
Last action
Added 0.2%
2025Q2
Current $794.65
29
GDGENERAL DYNAMICS CORP
Industrials·Aerospace & Defense
1.09%
of portfolio
Number of shares
391,000 sh
Holdings current value
$110.45M
Avg closing price
$132.29
+154.2%
Last action
New holding
2022Q2
Current $336.29
30
AXPAMERICAN EXPRESS CO
Financial Services·Credit Services
1.09%
of portfolio
Number of shares
484,250 sh
Holdings current value
$110.26M
Avg closing price
$76.00
+336.4%
Last action
Added 0.9%
2025Q4
Current $331.69
31
DGDOLLAR GEN CORP NEW
Consumer Defensive·Discount Stores
1.04%
of portfolio
Number of shares
675,250 sh
Holdings current value
$105.38M
Avg closing price
$161.37
-21.5%
Last action
Added 5.2%
2025Q1
Current $126.68
32
MAMASTERCARD INCORPORATED
Financial Services·Credit Services
0.99%
of portfolio
Number of shares
207,540 sh
Holdings current value
$99.95M
Avg closing price
$119.68
+335.6%
Last action
New holding
2022Q2
Current $521.30
33
SCHWSCHWAB CHARLES CORP
Financial Services·Capital Markets
0.97%
of portfolio
Number of shares
1,353,766 sh
Holdings current value
$97.93M
Avg closing price
$36.30
+154.2%
Last action
Added 0.8%
2025Q4
Current $92.28
34
JNJJOHNSON & JOHNSON
Healthcare·Drug Manufacturers - General
0.95%
of portfolio
Number of shares
610,800 sh
Holdings current value
$96.62M
Avg closing price
$108.20
+116.4%
Last action
New holding
2022Q2
Current $234.18
35
BAMBROOKFIELD ASSET MANAGMT LTD
Financial Services·Asset Management
0.91%
of portfolio
Number of shares
2,193,953 sh
Holdings current value
$92.19M
Avg closing price
$28.67
+72.0%
Last action
Trimmed 0.0%
2023Q2
Current $49.32
36
NVRNVR INC
Consumer Cyclical·Residential Construction
0.91%
of portfolio
Number of shares
11,349 sh
Holdings current value
$91.93M
Avg closing price
$3890
+80.0%
Last action
Added 1.0%
2025Q4
Current $7001
37
ADMARCHER DANIELS MIDLAND CO
Consumer Defensive·Farm Products
0.91%
of portfolio
Number of shares
1,463,300 sh
Holdings current value
$91.91M
Avg closing price
$37.34
+79.5%
Last action
Trimmed 4.4%
2025Q3
Current $67.04
38
ITWILLINOIS TOOL WKS INC
Industrials·Specialty Industrial Machinery
0.87%
of portfolio
Number of shares
327,500 sh
Holdings current value
$87.88M
Avg closing price
$120.12
+126.6%
Last action
New holding
2022Q2
Current $272.26
39
MCOMOODYS CORP
Financial Services·Financial Data & Stock Exchanges
0.83%
of portfolio
Number of shares
213,890 sh
Holdings current value
$84.07M
Avg closing price
$104.87
+334.2%
Last action
Added 0.2%
2022Q4
Current $455.35
40
GOOGLALPHABET INC
Communication Services·Internet Content & Information
0.83%
of portfolio
Number of shares
555,000 sh
Holdings current value
$83.77M
Avg closing price
$130.74
+161.4%
Last action
Added 2.8%
2025Q2
Current $341.68
41
MSCIMSCI INC
Financial Services·Financial Data & Stock Exchanges
0.79%
of portfolio
Number of shares
142,850 sh
Holdings current value
$80.06M
Avg closing price
$88.11
+545.3%
Last action
Added 0.3%
2022Q4
Current $568.55
42
ROLROLLINS INC
Consumer Cyclical·Personal Services
0.65%
of portfolio
Number of shares
1,426,275 sh
Holdings current value
$65.99M
Avg closing price
$37.29
+47.5%
Last action
Added 0.9%
2025Q4
Current $55.00
43
SPGIS&P GLOBAL INC
Financial Services·Financial Data & Stock Exchanges
0.63%
of portfolio
Number of shares
150,690 sh
Holdings current value
$64.11M
Avg closing price
$113.01
+291.6%
Last action
Added 0.3%
2022Q4
Current $442.57
44
ECLECOLAB INC
Basic Materials·Specialty Chemicals
0.62%
of portfolio
Number of shares
274,300 sh
Holdings current value
$63.34M
Avg closing price
$128.50
+113.9%
Last action
New holding
2022Q2
Current $274.80
45
CGCARLYLE GROUP INC
Financial Services·Asset Management
0.61%
of portfolio
Number of shares
1,327,000 sh
Holdings current value
$62.25M
Avg closing price
$22.26
+136.7%
Last action
Added 1.5%
2022Q4
Current $52.68
46
G54950103LINDE PLC
0.60%
of portfolio
Number of shares
131,500 sh
Holdings current value
$61.06M
Avg closing price
$394.36
Last action
Added 5.8%
2025Q4
Current —
47
NOCNORFOLK SOUTHN CORP
Industrials·Railroads
0.58%
of portfolio
Number of shares
229,500 sh
Holdings current value
$58.49M
Avg closing price
$116.47
+471.2%
Last action
Added 8.0%
2025Q4
Current $665.26
48
HEI/AHEICO CORP NEW
0.58%
of portfolio
Number of shares
379,644 sh
Holdings current value
$58.44M
Avg closing price
$76.32
Last action
Added 2.4%
2023Q2
Current —
49
G1151C101ACCENTURE PLC IRELAND
0.54%
of portfolio
Number of shares
159,400 sh
Holdings current value
$55.25M
Avg closing price
$116.68
Last action
New holding
2022Q2
Current —
50
FDSFACTSET RESH SYS INC
Financial Services·Financial Data & Stock Exchanges
0.52%
of portfolio
Number of shares
116,720 sh
Holdings current value
$53.04M
Avg closing price
$158.07
+47.2%
Last action
Added 4.6%
2025Q4
Current $232.73
51
JPMJPMORGAN CHASE & CO
Financial Services·Banks - Diversified
0.50%
of portfolio
Number of shares
252,550 sh
Holdings current value
$50.59M
Avg closing price
$80.60
+285.0%
Last action
Added 4.6%
2023Q4
Current $310.29
52
SBUXSTARBUCKS CORP
Consumer Cyclical·Restaurants
0.49%
of portfolio
Number of shares
541,318 sh
Holdings current value
$49.47M
Avg closing price
$64.81
+54.3%
Last action
Added 1.2%
2025Q1
Current $100.00
53
FDXFEDEX CORP
Industrials·Integrated Freight & Logistics
0.48%
of portfolio
Number of shares
168,000 sh
Holdings current value
$48.68M
Avg closing price
$235.88
+66.3%
Last action
Exited
2025Q4
Current $392.38
54
CMCSACOMCAST CORP NEW
Communication Services·Telecom Services
0.46%
of portfolio
Number of shares
1,072,241 sh
Holdings current value
$46.48M
Avg closing price
$39.58
-25.1%
Last action
Trimmed 10.0%
2024Q4
Current $29.63
55
TSNTYSON FOODS INC
Consumer Defensive·Farm Products
0.45%
of portfolio
Number of shares
777,500 sh
Holdings current value
$45.66M
Avg closing price
$61.20
+5.9%
Last action
Added 4.9%
2025Q4
Current $64.82
56
ROKROCKWELL AUTOMATION INC
Industrials·Specialty Industrial Machinery
0.45%
of portfolio
Number of shares
154,900 sh
Holdings current value
$45.13M
Avg closing price
$144.80
+187.1%
Last action
New holding
2022Q2
Current $415.73
57
BF/ABROWN FORMAN CORP
0.44%
of portfolio
Number of shares
843,000 sh
Holdings current value
$44.64M
Avg closing price
$78.22
Last action
New holding
2022Q2
Current —
58
ODFLOLD DOMINION FREIGHT LINE IN
Industrials·Trucking
0.42%
of portfolio
Number of shares
195,000 sh
Holdings current value
$42.77M
Avg closing price
$216.04
+0.8%
Last action
Added 47.6%
2025Q4
Current $217.76
59
TROWPRICE T ROWE GROUP INC
Financial Services·Asset Management
0.38%
of portfolio
Number of shares
314,000 sh
Holdings current value
$38.28M
Avg closing price
$73.37
+32.2%
Last action
New holding
2022Q2
Current $96.98
60
G0403H108AON PLC
0.36%
of portfolio
Number of shares
110,050 sh
Holdings current value
$36.73M
Avg closing price
$279.50
Last action
Added 4.0%
2025Q4
Current —
61
NKENIKE INC
Consumer Cyclical·Footwear & Accessories
0.35%
of portfolio
Number of shares
375,900 sh
Holdings current value
$35.33M
Avg closing price
$64.78
-28.9%
Last action
Added 0.5%
2025Q2
Current $46.03
62
ITICINVESTORS TITLE CO NC
Financial Services·Insurance - Specialty
0.34%
of portfolio
Number of shares
213,300 sh
Holdings current value
$34.81M
Avg closing price
$91.07
+164.9%
Last action
New holding
2022Q2
Current $241.27
63
WHRWHIRLPOOL CORP
Consumer Cyclical·Furnishings, Fixtures & Appliances
0.33%
of portfolio
Number of shares
282,049 sh
Holdings current value
$33.74M
Avg closing price
$131.31
-56.7%
Last action
Exited
2024Q4
Current $56.83
64
SHWSHERWIN WILLIAMS CO
Basic Materials·Specialty Chemicals
0.32%
of portfolio
Number of shares
94,172 sh
Holdings current value
$32.71M
Avg closing price
$321.50
+7.5%
Last action
New holding
2022Q2
Current $345.55
65
MMM3M CO
Industrials·Conglomerates
0.31%
of portfolio
Number of shares
293,750 sh
Holdings current value
$31.16M
Avg closing price
$160.06
-3.4%
Last action
Exited
2025Q3
Current $154.55
66
THGHANOVER INS GROUP INC
Financial Services·Insurance - Property & Casualty
0.30%
of portfolio
Number of shares
227,000 sh
Holdings current value
$30.91M
Avg closing price
$134.71
+35.0%
Last action
Added 0.4%
2025Q2
Current $181.85
67
VRSKVERISK ANALYTICS INC
Industrials·Consulting Services
0.30%
of portfolio
Number of shares
127,200 sh
Holdings current value
$29.98M
Avg closing price
$157.77
+12.9%
Last action
Added 9.5%
2024Q4
Current $178.07
68
COSTCOSTCO WHSL CORP NEW
Consumer Defensive·Discount Stores
0.28%
of portfolio
Number of shares
39,150 sh
Holdings current value
$28.68M
Avg closing price
$158.00
+532.8%
Last action
New holding
2022Q2
Current $999.89
69
HGTYHAGERTY INC
Financial Services·Insurance - Property & Casualty
0.27%
of portfolio
Number of shares
3,000,000 sh
Holdings current value
$27.45M
Avg closing price
$9.37
+15.6%
Last action
Added 3.7%
2024Q4
Current $10.83
70
ALLALLSTATE CORP
Financial Services·Insurance - Property & Casualty
0.26%
of portfolio
Number of shares
154,550 sh
Holdings current value
$26.74M
Avg closing price
$126.18
+71.3%
Last action
Added 9.2%
2023Q4
Current $216.16
71
CVSCVS HEALTH CORP
Healthcare·Healthcare Plans
0.26%
of portfolio
Number of shares
332,000 sh
Holdings current value
$26.48M
Avg closing price
$94.55
-18.2%
Last action
Exited
2024Q3
Current $77.30
72
EFXEQUIFAX INC
Industrials·Consulting Services
0.26%
of portfolio
Number of shares
97,850 sh
Holdings current value
$26.18M
Avg closing price
$156.66
+25.3%
Last action
Trimmed 20.4%
2024Q3
Current $196.22
73
LMTLOCKHEED MARTIN CORP
Industrials·Aerospace & Defense
0.25%
of portfolio
Number of shares
56,363 sh
Holdings current value
$25.64M
Avg closing price
$465.09
+27.3%
Last action
Added 4.2%
2025Q4
Current $592.19
74
BF/BBROWN FORMAN CORP
0.24%
of portfolio
Number of shares
474,187 sh
Holdings current value
$24.48M
Avg closing price
$62.65
Last action
New holding
2022Q2
Current —
75
TGTTARGET CORP
Consumer Defensive·Discount Stores
0.23%
of portfolio
Number of shares
133,000 sh
Holdings current value
$23.57M
Avg closing price
$141.27
-9.5%
Last action
Added 9.9%
2024Q1
Current $127.84

Portfolio heatmap

Box size = % of portfolio · color = return since filing
BRK.A
6.97% · +12.2%
BRK.B
6.35% · +12.9%
GOOG
4.13% · +122.9%
AMZN
3.61% · +38.9%
BN
3.60% · +11.3%
HD
3.48% · -8.9%
DE
3.34% · +43.8%
V
2.75% · +13.6%
NVO
2.72% · -68.4%
DIS
2.45% · -13.1%
WSO
2.41% · -0.4%
ADI
2.28% · +87.8%
MSFT
2.09% · +0.5%
AAPL
2.08% · +57.6%
DEO
2.00% · -45.0%
BLKCHF
1.81%
RLI
1.75% · -60.2%
LOW
1.67% · -1.2%
BX
1.59% · -1.7%
PGR
1.54% · -2.1%
GS
1.48% · +121.7%
KKR
1.44% · +3.0%
MRSH
1.41% · -14.7%
META
1.28% · +41.8%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Financial Services32 pos$2.82B34.1%
  • Industrials21 pos$1.30B15.7%
  • Consumer Cyclical17 pos$1.23B14.9%
  • Communication Services8 pos$965.4M11.7%
  • Technology11 pos$837.1M10.1%
  • Consumer Defensive11 pos$531.4M6.4%
  • Healthcare7 pos$442.7M5.3%
  • Basic Materials6 pos$133.1M1.6%
  • Real Estate3 pos$21.2M0.3%
(18.3% unclassified, excluded from %)