Tom Gayner Portfolio Holdings

Markel Corp

  • $10.3 Billion
  • Q3 2024

Markel Corp, under direction of Tom Gayner has filed its 13F form on November 01, 2024 for Q3 2024 where it was disclosed a total value porftolio of $10.3 Billion distributed in 216 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc with a value of $769M, Berkshire Hathaway Inc Class B with a value of $705M, Alphabet Inc. with a value of $460M, Amazon Com Inc with a value of $378M, and Home Depot, Inc. with a value of $373M.

Examining the 13F form we can see an increase of $751M in the current position value, from $9.52B 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: $4.34 Billion
Industrials: $1.45 Billion
Consumer Cyclical: $1.35 Billion
Technology: $1.02 Billion
Communication Services: $980 Million
Consumer Defensive: $488 Million
Healthcare: $426 Million
Basic Materials: $198 Million
Other: $28.3 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$424B
$769 Million 7.49% of portfolio
1,114
Q1 2020 Added 0.81%
$609B
$705 Million 6.86% of portfolio
1,531,971
Q4 2020 Added 0.02%
$1.06T
$460 Million 4.47% of portfolio
2,749,860
Q3 2022 Added 1,900.0%
$2.06T
$378 Million 3.68% of portfolio
2,030,760
Q4 2023 Added 0.29%
$418B
$373 Million 3.63% of portfolio
920,000
Q3 2017 New
$3.62T
$286 Million 2.78% of portfolio
1,227,290
Q2 2024 Added 0.01%
$506B
$275 Million 2.67% of portfolio
999,285
Q3 2023 Added 1.01%
$230B
$256 Million 2.49% of portfolio
2,150,000
Q3 2023 Added 100.0%
$3.09T
$222 Million 2.16% of portfolio
514,980
Q3 2024 Added 1.48%
$210B
$195 Million 1.9% of portfolio
2,031,665
Q4 2023 Added 0.1%
$203B
$178 Million 1.73% of portfolio
359,360
Q4 2022 Added 0.56%
$1.29T
$158 Million 1.53% of portfolio
275,231
Q3 2024 Added 1.57%
$214B
$131 Million 1.28% of portfolio
484,250
Q2 2021 Added 0.02%
$203B
$125 Million 1.21% of portfolio
318,750
Q3 2024 Added 2.33%
$498B
$102 Million 1.0% of portfolio
207,540
Q2 2021 Added 0.05%
$403B
$99 Million 0.96% of portfolio
610,800
Q3 2017 New
$223B
$56.3 Million 0.55% of portfolio
159,400
Q3 2017 New
$720B
$53.2 Million 0.52% of portfolio
252,550
Q4 2023 Added 4.55%
$401B
$34.7 Million 0.34% of portfolio
39,150
Q2 2019 Added 0.38%
$201B
$21.9 Million 0.21% of portfolio
35,400
Q3 2024 Added 20.41%
$236B
$18.2 Million 0.18% of portfolio
342,000
Q3 2017 New
$219B
$16.4 Million 0.16% of portfolio
96,210
Q4 2020 Added 0.64%
$554B
$14.1 Million 0.14% of portfolio
24,064
Q3 2024 Added 15.61%
$282B
$11.5 Million 0.11% of portfolio
204,450
Q4 2022 Added 2.0%
TG

Tom Gayner

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.
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Summary

  • Portfolio
  • No. of Stocks 216
  • Current Value $10.3 Billion
  • Prior Value $9.52 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 01, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 6 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
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