Markel Corp, under direction of Tom Gayner has filed its 13F form on May 02, 2025 for Q1 2025 where it was disclosed a total value porftolio of $10.3 Billion distributed in 217 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc with a value of $889M, Berkshire Hathaway Inc Class B with a value of $816M, Alphabet Inc. with a value of $430M, Deere & CO with a value of $412M, and Amazon Com Inc with a value of $386M.
Examining the 13F form we can see an decrease of $23.6M in the current position value, from $10.3B to 10.3B.
Below you can find more details about Tom Gayner portfolio as well as his latest detailed transactions.
Portfolio value
$10.3 Billion
Financial Services: $4.6 Billion
Industrials: $1.5 Billion
Consumer Cyclical: $1.29 Billion
Technology: $947 Million
Communication Services: $931 Million
Consumer Defensive: $445 Million
Healthcare: $319 Million
Basic Materials: $226 Million
Other: $17.1 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
Tom Gayner is the president and chief investment officer of Markel Corporation, a financial services holding company. Gayner is known for his expertise in value investing and has a reputation for being a patient and disciplined investor.