Tom Gayner Portfolio Holdings

Markel Corp

  • $11.1 Billion
  • Q3 2025

Markel Corp, under direction of Tom Gayner has filed its 13F form on October 31, 2025 for Q3 2025 where it was disclosed a total value porftolio of $11.1 Billion distributed in 208 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc with a value of $840M, Berkshire Hathaway Inc Class B with a value of $770M, Alphabet Inc. with a value of $670M, Amazon Com Inc with a value of $446M, and Deere & CO with a value of $401M.

Examining the 13F form we can see an increase of $413M in the current position value, from $10.7B to 11.1B.

Below you can find more details about Tom Gayner portfolio as well as his latest detailed transactions.

Portfolio value $11.1 Billion
Financial Services: $4.67 Billion
Industrials: $1.53 Billion
Consumer Cyclical: $1.39 Billion
Communication Services: $1.3 Billion
Technology: $1.13 Billion
Consumer Defensive: $455 Million
Healthcare: $322 Million
Basic Materials: $278 Million
Other: $21.1 Million

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$453B
$840 Million 7.58% of portfolio
1,114
Q1 2020 Added 0.81%
$662B
$770 Million 6.95% of portfolio
1,531,971
Q4 2020 Added 0.02%
$1.74T
$670 Million 6.04% of portfolio
2,749,860
Q3 2022 Added 1,900.0%
$2.39T
$446 Million 4.02% of portfolio
2,030,760
Q4 2023 Added 0.29%
$367B
$373 Million 3.36% of portfolio
920,000
Q3 2017 New
$533B
$341 Million 3.08% of portfolio
999,285
Q3 2023 Added 1.01%
$4.3T
$313 Million 2.82% of portfolio
1,227,290
Q2 2024 Added 0.01%
$265B
$286 Million 2.58% of portfolio
359,360
Q4 2022 Added 0.56%
$3.78T
$276 Million 2.49% of portfolio
532,080
Q3 2025 Added 0.87%
$1.37T
$206 Million 1.86% of portfolio
280,281
Q2 2025 Added 0.07%
$255B
$161 Million 1.45% of portfolio
484,250
Q2 2021 Added 0.02%
$291B
$157 Million 1.41% of portfolio
328,650
Q2 2025 Added 0.18%
$1.65T
$139 Million 1.25% of portfolio
572,000
Q2 2025 Added 2.69%
$512B
$118 Million 1.06% of portfolio
207,540
Q2 2021 Added 0.05%
$522B
$113 Million 1.02% of portfolio
610,800
Q3 2017 New
$881B
$79.7 Million 0.72% of portfolio
252,550
Q4 2023 Added 4.55%
$404B
$36.2 Million 0.33% of portfolio
39,150
Q2 2019 Added 0.38%
$222B
$27.1 Million 0.24% of portfolio
55,800
Q3 2025 Added 12.61%
$319B
$24.3 Million 0.22% of portfolio
355,500
Q3 2025 Added 1.72%
$237B
$18.6 Million 0.17% of portfolio
114,500
Q3 2017 New
$317B
$17.1 Million 0.15% of portfolio
204,450
Q4 2022 Added 2.0%
$204B
$13.5 Million 0.12% of portfolio
96,210
Q4 2020 Added 0.64%
$300B
$9.15 Million 0.08% of portfolio
26,500
Q2 2025 Reduced 5.4%
$490B
$338,000 0.0% of portfolio
3,000
Q3 2025 New
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 208
  • Current Value $11.1 Billion
  • Prior Value $10.7 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 31, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
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