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Built from publicly disclosed institutional and insider activity. Informational purposes only - not investment advice.OpenStocks · v0.1
Logos by elbstream.com
  1. Home/
  2. Super Investors/
  3. Tom Gayner (Markel Group)
  • Overview
  • Portfolio128
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  • Activity2.2k
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Tom Gayner

Markel Group
Share
  • Conglomerate · CIK 0001096343
  • 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 139.9% since 2016Q1. 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
Since filing+139.9%Full performance →
Quarter
2025Q42025Q32025Q22025Q12024Q42024Q32024Q22024Q12023Q42023Q32023Q22023Q1

Holdings

Sorted by value · 2024Q4
1 / 2
75 of 132
1
B
BRK.ABERKSHIRE HATHAWAY INC DEL
6.69%
of portfolio
Number of shares
1,114 sh
Holdings current value
$758.54M
Avg closing price
$215657
+227.4%
Last action
New holding
2022Q2
Current $706165
2
B
BRK.BBERKSHIRE HATHAWAY INC DEL
6.12%
of portfolio
Number of shares
1,531,971 sh
Holdings current value
$694.41M
Avg closing price
$142.65
+229.9%
Last action
New holding
2022Q2
Current $470.55
3
G
GOOGALPHABET INC
Communication Services·Internet Content & Information
4.62%
of portfolio
Number of shares
2,749,860 sh
Holdings current value
$523.68M
Avg closing price
$136.47
+147.5%
Last action
Added 1900.0%
2022Q3
Current $337.75
4
B
BNBROOKFIELD CORP
Financial Services·Asset Management
4.41%
of portfolio
Number of shares
8,715,741 sh
Holdings current value
$500.72M
Avg closing price
$36.27
+25.1%
Last action
Added 100.0%
2025Q4
Current $45.36
5
A
AMZNAMAZON COM INC
Consumer Cyclical·Internet Retail
3.93%
of portfolio
Number of shares
2,030,760 sh
Holdings current value
$445.53M
Avg closing price
$149.25
+70.9%
Last action
Added 0.3%
2023Q4
Current $255.08
6
D
DEDEERE & CO
Industrials·Farm & Heavy Construction Machinery
3.27%
of portfolio
Number of shares
874,950 sh
Holdings current value
$370.72M
Avg closing price
$122.39
+383.7%
Last action
Added 0.0%
2025Q2
Current $591.95
7
H
HDHOME DEPOT INC
Consumer Cyclical·Home Improvement Retail
3.15%
of portfolio
Number of shares
920,000 sh
Holdings current value
$357.87M
Avg closing price
$133.43
+154.9%
Last action
New holding
2022Q2
Current $340.16
8
V
VVISA INC
Financial Services·Credit Services
2.78%
of portfolio
Number of shares
999,285 sh
Holdings current value
$315.81M
Avg closing price
$87.28
+253.9%
Last action
Added 1.0%
2023Q3
Current $308.88
9
A
AAPLAPPLE INC
Technology·Consumer Electronics
2.71%
of portfolio
Number of shares
1,227,290 sh
Holdings current value
$307.34M
Avg closing price
$129.19
+111.7%
Last action
Added 0.0%
2024Q2
Current $273.43
10
W
WSOWATSCO INC
Industrials·Industrial Distribution
2.47%
of portfolio
Number of shares
590,500 sh
Holdings current value
$279.83M
Avg closing price
$208.92
+109.4%
Last action
Added 2.2%
2025Q4
Current $437.49
11
A
ADIANALOG DEVICES INC
Technology·Semiconductors
2.19%
of portfolio
Number of shares
1,167,671 sh
Holdings current value
$248.08M
Avg closing price
$102.11
+295.5%
Last action
Trimmed 11.0%
2025Q4
Current $403.88
12
D
DISDISNEY WALT CO
Communication Services·Entertainment
1.99%
of portfolio
Number of shares
2,031,665 sh
Holdings current value
$226.23M
Avg closing price
$100.40
+3.2%
Last action
Added 0.1%
2023Q4
Current $103.65
13
B
BLKBLACKROCK INC
Financial Services·Asset Management
1.99%
of portfolio
Number of shares
220,200 sh
Holdings current value
$225.73M
Avg closing price
$1025
+2.8%
Last action
New holding
2024Q4
Current $1053
14
M
MSFTMICROSOFT CORP
Technology·Software - Infrastructure
1.93%
of portfolio
Number of shares
519,480 sh
Holdings current value
$218.96M
Avg closing price
$115.47
+260.0%
Last action
Added 0.7%
2025Q4
Current $415.75
15
K
KKRKKR & CO INC
Financial Services·Asset Management
1.89%
of portfolio
Number of shares
1,451,800 sh
Holdings current value
$214.74M
Avg closing price
$28.35
+258.5%
Last action
Added 0.2%
2023Q3
Current $101.64
16
B
BXBLACKSTONE INC
Financial Services·Asset Management
1.87%
of portfolio
Number of shares
1,229,000 sh
Holdings current value
$211.90M
Avg closing price
$48.92
+150.1%
Last action
New holding
2022Q2
Current $122.33
17
G
GSGOLDMAN SACHS GROUP INC
Financial Services·Capital Markets
1.81%
of portfolio
Number of shares
359,360 sh
Holdings current value
$205.78M
Avg closing price
$213.38
+336.4%
Last action
Added 0.6%
2022Q4
Current $931.30
18
R
RLIRLI CORP
Financial Services·Insurance - Property & Casualty
1.74%
of portfolio
Number of shares
1,197,272 sh
Holdings current value
$197.35M
Avg closing price
$73.60
-25.3%
Last action
Added
2025Q1
Current $54.94
19
N
NVONOVO-NORDISK A SADR
Healthcare·Drug Manufacturers - General
1.63%
of portfolio
Number of shares
2,150,000 sh
Holdings current value
$184.94M
Avg closing price
$67.99
-43.3%
Last action
Added 30.4%
2025Q4
Current $38.52
20
P
PGRPROGRESSIVE CORP
Financial Services·Insurance - Property & Casualty
1.59%
of portfolio
Number of shares
753,750 sh
Holdings current value
$180.61M
Avg closing price
$71.90
+185.6%
Last action
New holding
2022Q2
Current $205.33
21
L
LPLALPL FINL HLDGS INC
Financial Services·Capital Markets
1.53%
of portfolio
Number of shares
532,404 sh
Holdings current value
$173.84M
Avg closing price
$240.60
+33.4%
Last action
Added 1.3%
2025Q4
Current $321.00
22
D
DEODIAGEO PLCADR
Consumer Defensive·Beverages - Wineries & Distilleries
1.53%
of portfolio
Number of shares
1,366,708 sh
Holdings current value
$173.75M
Avg closing price
$108.47
-26.8%
Last action
Added 0.4%
2025Q4
Current $79.37
23
L
LOWLOWES COS INC
Consumer Cyclical·Home Improvement Retail
1.53%
of portfolio
Number of shares
701,480 sh
Holdings current value
$173.13M
Avg closing price
$106.80
+130.8%
Last action
Added 1.1%
2025Q4
Current $246.54
24
A
APOAPOLLO GLOBAL MGMT INC
Financial Services·Asset Management
1.47%
of portfolio
Number of shares
1,012,500 sh
Holdings current value
$167.22M
Avg closing price
$48.48
+157.4%
Last action
New holding
2022Q2
Current $124.77
25
M
METAMETA PLATFORMS INC
Communication Services·Internet Content & Information
1.44%
of portfolio
Number of shares
278,381 sh
Holdings current value
$162.99M
Avg closing price
$182.85
+260.5%
Last action
Trimmed 10.3%
2025Q4
Current $659.15
26
M
MRSHMARSH & MCLENNAN COS INC
Financial Services·Insurance Brokers
1.38%
of portfolio
Number of shares
735,500 sh
Holdings current value
$156.23M
Avg closing price
$87.64
+98.6%
Last action
Added 0.9%
2025Q4
Current $174.01
27
A
AXPAMERICAN EXPRESS CO
Financial Services·Credit Services
1.27%
of portfolio
Number of shares
484,250 sh
Holdings current value
$143.72M
Avg closing price
$76.00
+319.1%
Last action
Added 0.9%
2025Q4
Current $318.55
28
T
TXNTEXAS INSTRS INC
Technology·Semiconductors
1.20%
of portfolio
Number of shares
724,000 sh
Holdings current value
$135.76M
Avg closing price
$80.83
+249.2%
Last action
New holding
2022Q2
Current $282.23
29
B
BAMBROOKFIELD ASSET MANAGMT LTD
Financial Services·Asset Management
1.05%
of portfolio
Number of shares
2,193,953 sh
Holdings current value
$118.89M
Avg closing price
$28.67
+66.7%
Last action
Trimmed 0.0%
2023Q2
Current $47.80
30
C
CATCATERPILLAR INC
Industrials·Farm & Heavy Construction Machinery
1.04%
of portfolio
Number of shares
324,800 sh
Holdings current value
$117.82M
Avg closing price
$109.71
+661.4%
Last action
Added 0.2%
2025Q2
Current $835.24
31
M
MAMASTERCARD INCORPORATED
Financial Services·Credit Services
0.96%
of portfolio
Number of shares
207,540 sh
Holdings current value
$109.28M
Avg closing price
$119.68
+319.8%
Last action
New holding
2022Q2
Current $502.38
32
G
GOOGLALPHABET INC
Communication Services·Internet Content & Information
0.93%
of portfolio
Number of shares
555,000 sh
Holdings current value
$105.06M
Avg closing price
$130.74
+159.2%
Last action
Added 2.8%
2025Q2
Current $338.89
33
G
GDGENERAL DYNAMICS CORP
Industrials·Aerospace & Defense
0.91%
of portfolio
Number of shares
391,000 sh
Holdings current value
$103.02M
Avg closing price
$132.29
+140.9%
Last action
New holding
2022Q2
Current $318.71
34
M
MCOMOODYS CORP
Financial Services·Financial Data & Stock Exchanges
0.89%
of portfolio
Number of shares
213,890 sh
Holdings current value
$101.25M
Avg closing price
$104.87
+331.4%
Last action
Added 0.2%
2022Q4
Current $452.35
35
S
SCHWSCHWAB CHARLES CORP
Financial Services·Capital Markets
0.89%
of portfolio
Number of shares
1,363,800 sh
Holdings current value
$100.93M
Avg closing price
$36.30
+144.9%
Last action
Added 0.8%
2025Q4
Current $88.92
36
N
NVRNVR INC
Consumer Cyclical·Residential Construction
0.85%
of portfolio
Number of shares
11,814 sh
Holdings current value
$96.63M
Avg closing price
$3890
+71.4%
Last action
Added 0.9%
2025Q4
Current $6669
37
J
JNJJOHNSON & JOHNSON
Healthcare·Drug Manufacturers - General
0.78%
of portfolio
Number of shares
610,800 sh
Holdings current value
$88.33M
Avg closing price
$108.20
+113.2%
Last action
New holding
2022Q2
Current $230.65
38
M
MSCIMSCI INC
Financial Services·Financial Data & Stock Exchanges
0.76%
of portfolio
Number of shares
142,850 sh
Holdings current value
$85.71M
Avg closing price
$88.11
+578.7%
Last action
Added 0.3%
2022Q4
Current $598.01
39
I
ITWILLINOIS TOOL WKS INC
Industrials·Specialty Industrial Machinery
0.73%
of portfolio
Number of shares
327,500 sh
Holdings current value
$83.04M
Avg closing price
$120.12
+127.4%
Last action
New holding
2022Q2
Current $273.13
40
S
SPGIS&P GLOBAL INC
Financial Services·Financial Data & Stock Exchanges
0.66%
of portfolio
Number of shares
150,690 sh
Holdings current value
$75.05M
Avg closing price
$113.01
+288.5%
Last action
Added 0.3%
2022Q4
Current $439.03
41
A
ADMARCHER DANIELS MIDLAND CO
Consumer Defensive·Farm Products
0.66%
of portfolio
Number of shares
1,474,300 sh
Holdings current value
$74.48M
Avg closing price
$37.34
+87.6%
Last action
Trimmed 4.4%
2025Q3
Current $70.03
42
H
HEI/AHEICO CORP NEW
0.62%
of portfolio
Number of shares
379,644 sh
Holdings current value
$70.64M
Avg closing price
$76.32
Last action
Added 2.4%
2023Q2
Current —
43
G
G54950103LINDE PLC
0.62%
of portfolio
Number of shares
168,000 sh
Holdings current value
$70.34M
Avg closing price
$394.36
Last action
Added 4.5%
2025Q4
Current —
44
R
ROLROLLINS INC
Consumer Cyclical·Personal Services
0.60%
of portfolio
Number of shares
1,462,275 sh
Holdings current value
$67.78M
Avg closing price
$37.29
+52.8%
Last action
Added 0.9%
2025Q4
Current $56.99
45
C
CGCARLYLE GROUP INC
Financial Services·Asset Management
0.59%
of portfolio
Number of shares
1,327,000 sh
Holdings current value
$67.00M
Avg closing price
$22.26
+120.3%
Last action
Added 1.5%
2022Q4
Current $49.03
46
E
ECLECOLAB INC
Basic Materials·Specialty Chemicals
0.57%
of portfolio
Number of shares
274,300 sh
Holdings current value
$64.27M
Avg closing price
$128.50
+111.2%
Last action
New holding
2022Q2
Current $271.45
47
D
DGDOLLAR GEN CORP NEW
Consumer Defensive·Discount Stores
0.56%
of portfolio
Number of shares
835,750 sh
Holdings current value
$63.37M
Avg closing price
$161.37
-24.4%
Last action
Added 4.2%
2025Q1
Current $122.06
48
J
JPMJPMORGAN CHASE & CO
Financial Services·Banks - Diversified
0.53%
of portfolio
Number of shares
252,550 sh
Holdings current value
$60.54M
Avg closing price
$80.60
+286.7%
Last action
Added 4.6%
2023Q4
Current $311.69
49
F
FDXFEDEX CORP
Industrials·Integrated Freight & Logistics
0.51%
of portfolio
Number of shares
206,500 sh
Holdings current value
$58.09M
Avg closing price
$235.88
+66.5%
Last action
Exited
2025Q4
Current $392.69
50
F
FNVFRANCO NEV CORP
Basic Materials·Gold
0.50%
of portfolio
Number of shares
483,250 sh
Holdings current value
$56.83M
Avg closing price
$140.14
+74.1%
Last action
Added 19.2%
2025Q4
Current $244.04
51
S
SBUXSTARBUCKS CORP
Consumer Cyclical·Restaurants
0.50%
of portfolio
Number of shares
617,318 sh
Holdings current value
$56.33M
Avg closing price
$64.81
+53.6%
Last action
Added 1.1%
2025Q1
Current $99.54
52
G
G1151C101ACCENTURE PLC IRELAND
0.49%
of portfolio
Number of shares
159,400 sh
Holdings current value
$56.08M
Avg closing price
$116.68
Last action
New holding
2022Q2
Current —
53
F
FDSFACTSET RESH SYS INC
Financial Services·Financial Data & Stock Exchanges
0.49%
of portfolio
Number of shares
116,720 sh
Holdings current value
$56.06M
Avg closing price
$158.07
+44.3%
Last action
Added 4.6%
2025Q4
Current $228.08
54
N
NOCNORFOLK SOUTHN CORP
Industrials·Railroads
0.47%
of portfolio
Number of shares
229,500 sh
Holdings current value
$53.86M
Avg closing price
$116.47
+404.6%
Last action
Added 8.0%
2025Q4
Current $587.66
55
O
ODFLOLD DOMINION FREIGHT LINE IN
Industrials·Trucking
0.47%
of portfolio
Number of shares
300,700 sh
Holdings current value
$53.04M
Avg closing price
$216.04
+3.1%
Last action
Added 26.5%
2025Q4
Current $222.78
56
I
ITICINVESTORS TITLE CO NC
Financial Services·Insurance - Specialty
0.45%
of portfolio
Number of shares
213,300 sh
Holdings current value
$50.50M
Avg closing price
$91.07
+167.0%
Last action
New holding
2022Q2
Current $243.19
57
T
TSNTYSON FOODS INC
Consumer Defensive·Farm Products
0.40%
of portfolio
Number of shares
798,500 sh
Holdings current value
$45.87M
Avg closing price
$61.20
+6.6%
Last action
Added 4.7%
2025Q4
Current $65.23
58
G
G0403H108AON PLC
0.40%
of portfolio
Number of shares
126,200 sh
Holdings current value
$45.33M
Avg closing price
$279.50
Last action
Added 3.5%
2025Q4
Current —
59
R
ROKROCKWELL AUTOMATION INC
Industrials·Specialty Industrial Machinery
0.39%
of portfolio
Number of shares
154,900 sh
Holdings current value
$44.27M
Avg closing price
$144.80
+182.4%
Last action
New holding
2022Q2
Current $408.91
60
V
VRSKVERISK ANALYTICS INC
Industrials·Consulting Services
0.38%
of portfolio
Number of shares
155,950 sh
Holdings current value
$42.95M
Avg closing price
$157.77
+12.3%
Last action
Added 7.6%
2024Q4
Current $177.14
61
T
THGHANOVER INS GROUP INC
Financial Services·Insurance - Property & Casualty
0.36%
of portfolio
Number of shares
267,000 sh
Holdings current value
$41.29M
Avg closing price
$134.71
+35.0%
Last action
Added 0.4%
2025Q2
Current $181.87
62
M
MMM3M CO
Industrials·Conglomerates
0.33%
of portfolio
Number of shares
293,750 sh
Holdings current value
$37.92M
Avg closing price
$160.06
-9.5%
Last action
Exited
2025Q3
Current $144.84
63
C
CMCSACOMCAST CORP NEW
Communication Services·Telecom Services
0.32%
of portfolio
Number of shares
961,880 sh
Holdings current value
$36.10M
Avg closing price
$39.58
-20.1%
Last action
Trimmed 11.0%
2024Q4
Current $31.64
64
C
COSTCOSTCO WHSL CORP NEW
Consumer Defensive·Discount Stores
0.32%
of portfolio
Number of shares
39,150 sh
Holdings current value
$35.87M
Avg closing price
$158.00
+542.0%
Last action
New holding
2022Q2
Current $1014
65
T
TROWPRICE T ROWE GROUP INC
Financial Services·Asset Management
0.31%
of portfolio
Number of shares
314,000 sh
Holdings current value
$35.51M
Avg closing price
$73.37
+35.6%
Last action
New holding
2022Q2
Current $99.49
66
N
NKENIKE INC
Consumer Cyclical·Footwear & Accessories
0.29%
of portfolio
Number of shares
432,400 sh
Holdings current value
$32.72M
Avg closing price
$64.78
-30.9%
Last action
Added 0.5%
2025Q2
Current $44.78
67
S
SHWSHERWIN WILLIAMS CO
Basic Materials·Specialty Chemicals
0.28%
of portfolio
Number of shares
94,172 sh
Holdings current value
$32.01M
Avg closing price
$321.50
+5.0%
Last action
New holding
2022Q2
Current $337.66
68
B
BF/ABROWN FORMAN CORP
0.28%
of portfolio
Number of shares
843,000 sh
Holdings current value
$31.77M
Avg closing price
$78.22
Last action
New holding
2022Q2
Current —
69
H
HGTYHAGERTY INC
Financial Services·Insurance - Property & Casualty
0.26%
of portfolio
Number of shares
3,108,000 sh
Holdings current value
$29.99M
Avg closing price
$9.37
+13.2%
Last action
Added 3.6%
2024Q4
Current $10.61
70
A
ALLALLSTATE CORP
Financial Services·Insurance - Property & Casualty
0.26%
of portfolio
Number of shares
154,550 sh
Holdings current value
$29.80M
Avg closing price
$126.18
+71.6%
Last action
Added 9.2%
2023Q4
Current $216.56
71
Y
YUMYUM BRANDS INC
Consumer Cyclical·Restaurants
0.24%
of portfolio
Number of shares
205,502 sh
Holdings current value
$27.57M
Avg closing price
$137.77
+16.7%
Last action
Added 0.5%
2025Q2
Current $160.73
72
L
LMTLOCKHEED MARTIN CORP
Industrials·Aerospace & Defense
0.24%
of portfolio
Number of shares
56,363 sh
Holdings current value
$27.39M
Avg closing price
$465.09
+13.9%
Last action
Added 4.2%
2025Q4
Current $529.79
73
R
RTXRAYTHEON TECHNOLOGIES CORP
Industrials·Aerospace & Defense
0.23%
of portfolio
Number of shares
224,000 sh
Holdings current value
$25.92M
Avg closing price
$61.62
+191.0%
Last action
New holding
2024Q4
Current $179.30
74
T
TMOTHERMO FISHER SCIENTIFIC INC
Healthcare·Diagnostics & Research
0.19%
of portfolio
Number of shares
41,100 sh
Holdings current value
$21.38M
Avg closing price
$532.51
-12.4%
Last action
Added 20.5%
2025Q4
Current $466.70
75
P
PAYXPAYCHEX INC
Technology·Software - Application
0.19%
of portfolio
Number of shares
150,000 sh
Holdings current value
$21.03M
Avg closing price
$54.01
+68.4%
Last action
New holding
2022Q2
Current $90.95

Portfolio heatmap

Box size = % of portfolio · color = return since filing
BRK.A
6.69% · +3.7%
BRK.B
6.12% · +3.8%
GOOG
4.62% · +77.4%
BN
4.41% · -21.0%
AMZN
3.93% · +16.3%
DE
3.27% · +39.7%
HD
3.15% · -12.6%
V
2.78% · -2.3%
AAPL
2.71% · +9.2%
WSO
2.47% · -7.7%
ADI
2.19% · +90.1%
DIS
1.99% · -6.9%
BLK
1.99% · +2.8%
MSFT
1.93% · -1.4%
KKR
1.89% · -31.3%
BX
1.87% · -29.1%
GS
1.81% · +62.6%
RLI
1.74% · -66.7%
NVO
1.63% · -55.2%
PGR
1.59% · -14.3%
LPLA
1.53% · -1.7%
DEO
1.53% · -37.6%
LOW
1.53% · -0.1%
APO
1.47% · -24.5%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Financial Services34 pos$3.72B38.9%
  • Industrials24 pos$1.43B14.9%
  • Consumer Cyclical19 pos$1.36B14.2%
  • Communication Services7 pos$1.08B11.3%
  • Technology11 pos$980.5M10.2%
  • Consumer Defensive12 pos$453.6M4.7%
  • Healthcare6 pos$336.7M3.5%
  • Basic Materials7 pos$195.4M2.0%
  • Real Estate2 pos$16.4M0.2%
(15.6% unclassified, excluded from %)