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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 · 2024Q3
1 / 2
75 of 132
1
BRK.ABERKSHIRE HATHAWAY INC DEL
6.93%
of portfolio
Number of shares
1,114 sh
Holdings current value
$769.97M
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
$705.10M
Avg closing price
$142.65
+232.7%
Last action
New holding
2022Q2
Current $474.58
3
BNBROOKFIELD CORP
Financial Services·Asset Management
4.17%
of portfolio
Number of shares
8,715,741 sh
Holdings current value
$463.24M
Avg closing price
$36.27
+28.5%
Last action
Added 100.0%
2025Q4
Current $46.59
4
GOOGALPHABET INC
Communication Services·Internet Content & Information
4.14%
of portfolio
Number of shares
2,749,860 sh
Holdings current value
$459.75M
Avg closing price
$136.47
+148.7%
Last action
Added 1900.0%
2022Q3
Current $339.40
5
AMZNAMAZON COM INC
Consumer Cyclical·Internet Retail
3.41%
of portfolio
Number of shares
2,030,760 sh
Holdings current value
$378.39M
Avg closing price
$149.25
+67.9%
Last action
Added 0.3%
2023Q4
Current $250.56
6
HDHOME DEPOT INC
Consumer Cyclical·Home Improvement Retail
3.36%
of portfolio
Number of shares
920,000 sh
Holdings current value
$372.78M
Avg closing price
$133.43
+161.9%
Last action
New holding
2022Q2
Current $349.40
7
DEDEERE & CO
Industrials·Farm & Heavy Construction Machinery
3.26%
of portfolio
Number of shares
869,100 sh
Holdings current value
$362.70M
Avg closing price
$122.39
+382.4%
Last action
Added 0.0%
2025Q2
Current $590.46
8
WSOWATSCO INC
Industrials·Industrial Distribution
2.58%
of portfolio
Number of shares
582,500 sh
Holdings current value
$286.52M
Avg closing price
$208.92
+105.9%
Last action
Added 2.2%
2025Q4
Current $430.26
9
AAPLAPPLE INC
Technology·Consumer Electronics
2.57%
of portfolio
Number of shares
1,227,290 sh
Holdings current value
$285.96M
Avg closing price
$129.19
+109.2%
Last action
Added 0.0%
2024Q2
Current $270.23
10
VVISA INC
Financial Services·Credit Services
2.47%
of portfolio
Number of shares
999,285 sh
Holdings current value
$274.75M
Avg closing price
$87.28
+263.2%
Last action
Added 1.0%
2023Q3
Current $317.02
11
ADIANALOG DEVICES INC
Technology·Semiconductors
2.42%
of portfolio
Number of shares
1,167,671 sh
Holdings current value
$268.76M
Avg closing price
$102.11
+263.8%
Last action
Trimmed 11.0%
2025Q4
Current $371.45
12
NVONOVO-NORDISK A SADR
Healthcare·Drug Manufacturers - General
2.30%
of portfolio
Number of shares
2,150,000 sh
Holdings current value
$256.00M
Avg closing price
$67.99
-40.4%
Last action
Added 30.4%
2025Q4
Current $40.52
13
MSFTMICROSOFT CORP
Technology·Software - Infrastructure
1.99%
of portfolio
Number of shares
514,980 sh
Holdings current value
$221.60M
Avg closing price
$115.47
+266.1%
Last action
Added 0.7%
2025Q4
Current $422.79
14
BLKCHFBLACKROCK INC
1.88%
of portfolio
Number of shares
220,200 sh
Holdings current value
$209.08M
Avg closing price
$372.36
Last action
Exited
2024Q4
Current —
15
DISDISNEY WALT CO
Communication Services·Entertainment
1.76%
of portfolio
Number of shares
2,031,665 sh
Holdings current value
$195.43M
Avg closing price
$100.40
+5.9%
Last action
Added 0.1%
2023Q4
Current $106.29
16
DEODIAGEO PLCADR
Consumer Defensive·Beverages - Wineries & Distilleries
1.73%
of portfolio
Number of shares
1,366,708 sh
Holdings current value
$191.80M
Avg closing price
$108.47
-24.5%
Last action
Added 0.4%
2025Q4
Current $81.88
17
PGRPROGRESSIVE CORP
Financial Services·Insurance - Property & Casualty
1.72%
of portfolio
Number of shares
753,750 sh
Holdings current value
$191.27M
Avg closing price
$71.90
+181.8%
Last action
New holding
2022Q2
Current $202.58
18
KKRKKR & CO INC
Financial Services·Asset Management
1.71%
of portfolio
Number of shares
1,451,800 sh
Holdings current value
$189.58M
Avg closing price
$28.35
+265.4%
Last action
Added 0.2%
2023Q3
Current $103.60
19
BXBLACKSTONE INC
Financial Services·Asset Management
1.69%
of portfolio
Number of shares
1,229,000 sh
Holdings current value
$188.20M
Avg closing price
$48.92
+163.8%
Last action
New holding
2022Q2
Current $129.08
20
LOWLOWES COS INC
Consumer Cyclical·Home Improvement Retail
1.68%
of portfolio
Number of shares
690,480 sh
Holdings current value
$187.02M
Avg closing price
$106.80
+135.7%
Last action
Added 1.1%
2025Q4
Current $251.72
21
RLIRLI CORP
Financial Services·Insurance - Property & Casualty
1.67%
of portfolio
Number of shares
1,197,272 sh
Holdings current value
$185.55M
Avg closing price
$73.60
-19.8%
Last action
Added
2025Q1
Current $59.02
22
GSGOLDMAN SACHS GROUP INC
Financial Services·Capital Markets
1.60%
of portfolio
Number of shares
359,360 sh
Holdings current value
$177.92M
Avg closing price
$213.38
+333.9%
Last action
Added 0.6%
2022Q4
Current $925.95
23
MRSHMARSH & MCLENNAN COS INC
Financial Services·Insurance Brokers
1.45%
of portfolio
Number of shares
722,500 sh
Holdings current value
$161.18M
Avg closing price
$87.64
+100.6%
Last action
Added 0.9%
2025Q4
Current $175.80
24
METAMETA PLATFORMS INC
Communication Services·Internet Content & Information
1.42%
of portfolio
Number of shares
275,231 sh
Holdings current value
$157.55M
Avg closing price
$182.85
+276.6%
Last action
Trimmed 10.4%
2025Q4
Current $688.55
25
TXNTEXAS INSTRS INC
Technology·Semiconductors
1.35%
of portfolio
Number of shares
724,000 sh
Holdings current value
$149.56M
Avg closing price
$80.83
+184.3%
Last action
New holding
2022Q2
Current $229.82
26
AXPAMERICAN EXPRESS CO
Financial Services·Credit Services
1.18%
of portfolio
Number of shares
484,250 sh
Holdings current value
$131.33M
Avg closing price
$76.00
+336.4%
Last action
Added 0.9%
2025Q4
Current $331.69
27
APOAPOLLO GLOBAL MGMT INC
Financial Services·Asset Management
1.14%
of portfolio
Number of shares
1,012,500 sh
Holdings current value
$126.47M
Avg closing price
$48.48
+157.1%
Last action
New holding
2022Q2
Current $124.62
28
CATCATERPILLAR INC
Industrials·Farm & Heavy Construction Machinery
1.12%
of portfolio
Number of shares
318,750 sh
Holdings current value
$124.67M
Avg closing price
$109.71
+624.4%
Last action
Added 0.2%
2025Q2
Current $794.65
29
LPLALPL FINL HLDGS INC
Financial Services·Capital Markets
1.09%
of portfolio
Number of shares
520,404 sh
Holdings current value
$121.06M
Avg closing price
$240.60
+31.9%
Last action
Added 1.3%
2025Q4
Current $317.41
30
GDGENERAL DYNAMICS CORP
Industrials·Aerospace & Defense
1.06%
of portfolio
Number of shares
391,000 sh
Holdings current value
$118.16M
Avg closing price
$132.29
+154.2%
Last action
New holding
2022Q2
Current $336.29
31
NVRNVR INC
Consumer Cyclical·Residential Construction
1.03%
of portfolio
Number of shares
11,704 sh
Holdings current value
$114.84M
Avg closing price
$3890
+80.0%
Last action
Added 0.9%
2025Q4
Current $7001
32
BAMBROOKFIELD ASSET MANAGMT LTD
Financial Services·Asset Management
0.93%
of portfolio
Number of shares
2,193,953 sh
Holdings current value
$103.75M
Avg closing price
$28.67
+72.0%
Last action
Trimmed 0.0%
2023Q2
Current $49.32
33
MAMASTERCARD INCORPORATED
Financial Services·Credit Services
0.92%
of portfolio
Number of shares
207,540 sh
Holdings current value
$102.48M
Avg closing price
$119.68
+335.6%
Last action
New holding
2022Q2
Current $521.30
34
MCOMOODYS CORP
Financial Services·Financial Data & Stock Exchanges
0.91%
of portfolio
Number of shares
213,890 sh
Holdings current value
$101.51M
Avg closing price
$104.87
+334.2%
Last action
Added 0.2%
2022Q4
Current $455.35
35
JNJJOHNSON & JOHNSON
Healthcare·Drug Manufacturers - General
0.89%
of portfolio
Number of shares
610,800 sh
Holdings current value
$98.99M
Avg closing price
$108.20
+116.4%
Last action
New holding
2022Q2
Current $234.18
36
GOOGLALPHABET INC
Communication Services·Internet Content & Information
0.83%
of portfolio
Number of shares
555,000 sh
Holdings current value
$92.05M
Avg closing price
$130.74
+161.4%
Last action
Added 2.8%
2025Q2
Current $341.68
37
SCHWSCHWAB CHARLES CORP
Financial Services·Capital Markets
0.79%
of portfolio
Number of shares
1,350,800 sh
Holdings current value
$87.55M
Avg closing price
$36.30
+154.2%
Last action
Added 0.8%
2025Q4
Current $92.28
38
ADMARCHER DANIELS MIDLAND CO
Consumer Defensive·Farm Products
0.79%
of portfolio
Number of shares
1,463,300 sh
Holdings current value
$87.42M
Avg closing price
$37.34
+79.5%
Last action
Trimmed 4.4%
2025Q3
Current $67.04
39
ITWILLINOIS TOOL WKS INC
Industrials·Specialty Industrial Machinery
0.77%
of portfolio
Number of shares
327,500 sh
Holdings current value
$85.83M
Avg closing price
$120.12
+126.6%
Last action
New holding
2022Q2
Current $272.26
40
MSCIMSCI INC
Financial Services·Financial Data & Stock Exchanges
0.75%
of portfolio
Number of shares
142,850 sh
Holdings current value
$83.27M
Avg closing price
$88.11
+545.3%
Last action
Added 0.3%
2022Q4
Current $568.55
41
SPGIS&P GLOBAL INC
Financial Services·Financial Data & Stock Exchanges
0.70%
of portfolio
Number of shares
150,690 sh
Holdings current value
$77.85M
Avg closing price
$113.01
+291.6%
Last action
Added 0.3%
2022Q4
Current $442.57
42
HEI/AHEICO CORP NEW
0.70%
of portfolio
Number of shares
379,644 sh
Holdings current value
$77.36M
Avg closing price
$76.32
Last action
Added 2.4%
2023Q2
Current —
43
G54950103LINDE PLC
0.67%
of portfolio
Number of shares
155,000 sh
Holdings current value
$73.91M
Avg closing price
$394.36
Last action
Added 4.9%
2025Q4
Current —
44
ROLROLLINS INC
Consumer Cyclical·Personal Services
0.66%
of portfolio
Number of shares
1,453,275 sh
Holdings current value
$73.51M
Avg closing price
$37.29
+47.5%
Last action
Added 0.9%
2025Q4
Current $55.00
45
ECLECOLAB INC
Basic Materials·Specialty Chemicals
0.63%
of portfolio
Number of shares
274,300 sh
Holdings current value
$70.04M
Avg closing price
$128.50
+113.9%
Last action
New holding
2022Q2
Current $274.80
46
DGDOLLAR GEN CORP NEW
Consumer Defensive·Discount Stores
0.56%
of portfolio
Number of shares
742,250 sh
Holdings current value
$62.77M
Avg closing price
$161.37
-21.5%
Last action
Added 4.7%
2025Q1
Current $126.68
47
ODFLOLD DOMINION FREIGHT LINE IN
Industrials·Trucking
0.53%
of portfolio
Number of shares
295,000 sh
Holdings current value
$58.60M
Avg closing price
$216.04
+0.8%
Last action
Added 27.1%
2025Q4
Current $217.76
48
SBUXSTARBUCKS CORP
Consumer Cyclical·Restaurants
0.53%
of portfolio
Number of shares
600,318 sh
Holdings current value
$58.53M
Avg closing price
$64.81
+54.3%
Last action
Added 1.1%
2025Q1
Current $100.00
49
CGCARLYLE GROUP INC
Financial Services·Asset Management
0.51%
of portfolio
Number of shares
1,327,000 sh
Holdings current value
$57.14M
Avg closing price
$22.26
+136.7%
Last action
Added 1.5%
2022Q4
Current $52.68
50
NOCNORFOLK SOUTHN CORP
Industrials·Railroads
0.51%
of portfolio
Number of shares
229,500 sh
Holdings current value
$57.03M
Avg closing price
$116.47
+471.2%
Last action
Added 8.0%
2025Q4
Current $665.26
51
G1151C101ACCENTURE PLC IRELAND
0.51%
of portfolio
Number of shares
159,400 sh
Holdings current value
$56.34M
Avg closing price
$116.68
Last action
New holding
2022Q2
Current —
52
FDSFACTSET RESH SYS INC
Financial Services·Financial Data & Stock Exchanges
0.48%
of portfolio
Number of shares
116,720 sh
Holdings current value
$53.67M
Avg closing price
$158.07
+47.2%
Last action
Added 4.6%
2025Q4
Current $232.73
53
FDXFEDEX CORP
Industrials·Integrated Freight & Logistics
0.48%
of portfolio
Number of shares
195,000 sh
Holdings current value
$53.37M
Avg closing price
$235.88
+66.3%
Last action
Exited
2025Q4
Current $392.38
54
JPMJPMORGAN CHASE & CO
Financial Services·Banks - Diversified
0.48%
of portfolio
Number of shares
252,550 sh
Holdings current value
$53.25M
Avg closing price
$80.60
+285.0%
Last action
Added 4.6%
2023Q4
Current $310.29
55
ITICINVESTORS TITLE CO NC
Financial Services·Insurance - Specialty
0.44%
of portfolio
Number of shares
213,300 sh
Holdings current value
$49.02M
Avg closing price
$91.07
+164.9%
Last action
New holding
2022Q2
Current $241.27
56
TSNTYSON FOODS INC
Consumer Defensive·Farm Products
0.42%
of portfolio
Number of shares
789,500 sh
Holdings current value
$47.02M
Avg closing price
$61.20
+5.9%
Last action
Added 4.8%
2025Q4
Current $64.82
57
CMCSACOMCAST CORP NEW
Communication Services·Telecom Services
0.41%
of portfolio
Number of shares
1,081,241 sh
Holdings current value
$45.16M
Avg closing price
$39.58
-25.1%
Last action
Trimmed 9.9%
2024Q4
Current $29.63
58
FNVFRANCO NEV CORP
Basic Materials·Gold
0.39%
of portfolio
Number of shares
345,500 sh
Holdings current value
$42.93M
Avg closing price
$140.14
+87.3%
Last action
Added 29.2%
2025Q4
Current $262.50
59
ROKROCKWELL AUTOMATION INC
Industrials·Specialty Industrial Machinery
0.37%
of portfolio
Number of shares
154,900 sh
Holdings current value
$41.58M
Avg closing price
$144.80
+187.1%
Last action
New holding
2022Q2
Current $415.73
60
G0403H108AON PLC
0.37%
of portfolio
Number of shares
120,150 sh
Holdings current value
$41.57M
Avg closing price
$279.50
Last action
Added 3.7%
2025Q4
Current —
61
BF/ABROWN FORMAN CORP
0.36%
of portfolio
Number of shares
843,000 sh
Holdings current value
$40.53M
Avg closing price
$78.22
Last action
New holding
2022Q2
Current —
62
MMM3M CO
Industrials·Conglomerates
0.36%
of portfolio
Number of shares
293,750 sh
Holdings current value
$40.16M
Avg closing price
$160.06
-3.4%
Last action
Exited
2025Q3
Current $154.55
63
VRSKVERISK ANALYTICS INC
Industrials·Consulting Services
0.35%
of portfolio
Number of shares
144,950 sh
Holdings current value
$38.84M
Avg closing price
$157.77
+12.9%
Last action
Added 8.2%
2024Q4
Current $178.07
64
NKENIKE INC
Consumer Cyclical·Footwear & Accessories
0.34%
of portfolio
Number of shares
428,900 sh
Holdings current value
$37.91M
Avg closing price
$64.78
-28.9%
Last action
Added 0.5%
2025Q2
Current $46.03
65
THGHANOVER INS GROUP INC
Financial Services·Insurance - Property & Casualty
0.34%
of portfolio
Number of shares
254,000 sh
Holdings current value
$37.62M
Avg closing price
$134.71
+35.0%
Last action
Added 0.4%
2025Q2
Current $181.85
66
SHWSHERWIN WILLIAMS CO
Basic Materials·Specialty Chemicals
0.32%
of portfolio
Number of shares
94,172 sh
Holdings current value
$35.94M
Avg closing price
$321.50
+7.5%
Last action
New holding
2022Q2
Current $345.55
67
COSTCOSTCO WHSL CORP NEW
Consumer Defensive·Discount Stores
0.31%
of portfolio
Number of shares
39,150 sh
Holdings current value
$34.71M
Avg closing price
$158.00
+532.8%
Last action
New holding
2022Q2
Current $999.89
68
TROWPRICE T ROWE GROUP INC
Financial Services·Asset Management
0.31%
of portfolio
Number of shares
314,000 sh
Holdings current value
$34.20M
Avg closing price
$73.37
+32.2%
Last action
New holding
2022Q2
Current $96.98
69
LMTLOCKHEED MARTIN CORP
Industrials·Aerospace & Defense
0.30%
of portfolio
Number of shares
56,363 sh
Holdings current value
$32.95M
Avg closing price
$465.09
+27.3%
Last action
Added 4.2%
2025Q4
Current $592.19
70
HGTYHAGERTY INC
Financial Services·Insurance - Property & Casualty
0.27%
of portfolio
Number of shares
3,000,000 sh
Holdings current value
$30.51M
Avg closing price
$9.37
+15.6%
Last action
Added 3.7%
2024Q4
Current $10.83
71
ALLALLSTATE CORP
Financial Services·Insurance - Property & Casualty
0.26%
of portfolio
Number of shares
154,550 sh
Holdings current value
$29.31M
Avg closing price
$126.18
+71.3%
Last action
Added 9.2%
2023Q4
Current $216.16
72
755130000RTX CORPORATION
0.24%
of portfolio
Number of shares
224,000 sh
Holdings current value
$27.14M
Avg closing price
$121.16
Last action
Exited
2024Q4
Current —
73
BF/BBROWN FORMAN CORP
0.21%
of portfolio
Number of shares
474,187 sh
Holdings current value
$23.33M
Avg closing price
$62.65
Last action
New holding
2022Q2
Current —
74
TMOTHERMO FISHER SCIENTIFIC INC
Healthcare·Diagnostics & Research
0.20%
of portfolio
Number of shares
35,400 sh
Holdings current value
$21.90M
Avg closing price
$532.51
-1.1%
Last action
Added 24.6%
2025Q4
Current $526.60
75
YUMYUM BRANDS INC
Consumer Cyclical·Restaurants
0.20%
of portfolio
Number of shares
156,502 sh
Holdings current value
$21.86M
Avg closing price
$137.77
+18.2%
Last action
Added 0.6%
2025Q2
Current $162.79

Portfolio heatmap

Box size = % of portfolio · color = return since filing
BRK.A
6.93% · +2.9%
BRK.B
6.35% · +3.1%
BN
4.17% · -12.3%
GOOG
4.14% · +103.0%
AMZN
3.41% · +34.5%
HD
3.36% · -13.8%
DE
3.26% · +41.5%
WSO
2.58% · -12.5%
AAPL
2.57% · +16.0%
V
2.47% · +15.3%
ADI
2.42% · +61.4%
NVO
2.30% · -66.0%
MSFT
1.99% · -1.7%
BLKCHF
1.88%
DIS
1.76% · +10.5%
DEO
1.73% · -41.7%
PGR
1.72% · -20.2%
KKR
1.71% · -20.7%
BX
1.69% · -15.7%
LOW
1.68% · -7.1%
RLI
1.67% · -61.9%
GS
1.60% · +87.0%
MRSH
1.45% · -21.2%
META
1.42% · +20.3%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Financial Services32 pos$3.17B35.0%
  • Industrials21 pos$1.43B15.8%
  • Consumer Cyclical19 pos$1.35B14.8%
  • Technology11 pos$990.1M10.9%
  • Communication Services7 pos$980.5M10.8%
  • Consumer Defensive12 pos$488.0M5.4%
  • Healthcare7 pos$425.6M4.7%
  • Basic Materials7 pos$197.9M2.2%
  • Real Estate3 pos$28.3M0.3%
(18.4% unclassified, excluded from %)