Tom Gayner Portfolio Holdings

Markel Corp

  • $10.7 Billion
  • Q2 2025

Markel Corp, under direction of Tom Gayner has filed its 13F form on August 01, 2025 for Q2 2025 where it was disclosed a total value porftolio of $10.7 Billion distributed in 218 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc with a value of $812M, Berkshire Hathaway Inc Class B with a value of $744M, Alphabet Inc. with a value of $488M, Deere & CO with a value of $446M, and Amazon Com Inc with a value of $446M.

Examining the 13F form we can see an increase of $404M in the current position value, from $10.3B to 10.7B.

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

Portfolio value $10.7 Billion
Financial Services: $4.62 Billion
Industrials: $1.52 Billion
Consumer Cyclical: $1.34 Billion
Communication Services: $1.1 Billion
Technology: $1.05 Billion
Consumer Defensive: $469 Million
Healthcare: $312 Million
Basic Materials: $241 Million
Other: $20.7 Million

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$423B
$812 Million 7.6% of portfolio
1,114
Q1 2020 Added 0.81%
$621B
$744 Million 6.97% of portfolio
1,531,971
Q4 2020 Added 0.02%
$1.24T
$488 Million 4.57% of portfolio
2,749,860
Q3 2022 Added 1,900.0%
$2.26T
$446 Million 4.17% of portfolio
2,030,760
Q4 2023 Added 0.29%
$551B
$355 Million 3.32% of portfolio
999,285
Q3 2023 Added 1.01%
$405B
$337 Million 3.16% of portfolio
920,000
Q3 2017 New
$3.95T
$262 Million 2.46% of portfolio
527,480
Q2 2025 Added 0.91%
$254B
$254 Million 2.38% of portfolio
359,360
Q4 2022 Added 0.56%
$207B
$252 Million 2.36% of portfolio
2,031,665
Q4 2023 Added 0.1%
$3.69T
$252 Million 2.36% of portfolio
1,227,290
Q2 2024 Added 0.01%
$1.78T
$207 Million 1.94% of portfolio
280,281
Q2 2025 Added 0.07%
$227B
$154 Million 1.45% of portfolio
484,250
Q2 2021 Added 0.02%
$218B
$128 Million 1.2% of portfolio
328,650
Q2 2025 Added 0.18%
$548B
$117 Million 1.09% of portfolio
207,540
Q2 2021 Added 0.05%
$1.21T
$101 Million 0.94% of portfolio
572,000
Q2 2025 Added 2.69%
$452B
$93.3 Million 0.87% of portfolio
610,800
Q3 2017 New
$439B
$38.8 Million 0.36% of portfolio
39,150
Q2 2019 Added 0.38%
$229B
$32.7 Million 0.31% of portfolio
224,000
Q4 2024 New
$293B
$24.2 Million 0.23% of portfolio
349,500
Q2 2025 Added 2.19%
$261B
$20.9 Million 0.2% of portfolio
114,500
Q3 2017 New
$302B
$16.4 Million 0.15% of portfolio
204,450
Q4 2022 Added 2.0%
$202B
$12.7 Million 0.12% of portfolio
96,210
Q4 2020 Added 0.64%
$245B
$8.27 Million 0.08% of portfolio
26,500
Q2 2025 Reduced 5.4%
$201B
$2.14 Million 0.02% of portfolio
2,720
Q4 2021 Added 33.33%
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 218
  • Current Value $10.7 Billion
  • Prior Value $10.3 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 01, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 3 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
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