Tom Gayner Portfolio Holdings by Sector

Markel Corp

$10.7 Billion
Q2 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Insurance—Diversified \| Financial Services BRK-A BRK-B 2 stocks	$1.56 Million 14.58% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG META GOOGL SPOT 4 stocks	$815,346 7.64% of portfolio	2	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services KKR BX APO CG TROW SEIC BK 7 stocks	$645,748 6.05% of portfolio	-	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V AXP MA COF 4 stocks	$645,248 6.04% of portfolio	-	-	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services GS LPLA SCHW 3 stocks	$583,071 5.46% of portfolio	1	-	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials DE CAT 2 stocks	$573,988 5.38% of portfolio	2	-	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD LOW 2 stocks	$496,439 4.65% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services PGR RLI THG HGTY ALL WRB 6 stocks	$488,807 4.58% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$445,528 4.17% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology ADI TXN 2 stocks	$418,819 3.92% of portfolio	-	-	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services MCO MSCI SPGI FDS CME CBOE ICE 7 stocks	$332,905 3.12% of portfolio	2	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ADBE 2 stocks	$267,789 2.51% of portfolio	2	-	1	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL SONY 2 stocks	$260,523 2.44% of portfolio	-	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services DIS 1 stocks	$251,946 2.36% of portfolio	-	-	-	-	0 Calls 0 Puts
Industrial Distribution \| Industrials WSO 1 stocks	$249,589 2.34% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance Brokers \| Financial Services MMC AON WTW 3 stocks	$212,657 1.99% of portfolio	2	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials GD RTX LMT HXL HII 5 stocks	$191,208 1.79% of portfolio	2	-	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare NVO 1 stocks	$155,887 1.46% of portfolio	1	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive DG COST TGT 3 stocks	$151,300 1.42% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials ITW ROK OTIS 3 stocks	$143,776 1.35% of portfolio	-	-	-	-	0 Calls 0 Puts
Beverages—Wineries & Distilleries \| Consumer Defensive DEO 1 stocks	$137,818 1.29% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials ECL SHW APD EMN 4 stocks	$130,169 1.22% of portfolio	-	-	-	-	0 Calls 0 Puts
Farm Products \| Consumer Defensive ADM TSN 2 stocks	$128,712 1.21% of portfolio	2	-	-	-	0 Calls 0 Puts
Gold \| Basic Materials FNV 1 stocks	$93,352 0.87% of portfolio	1	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare JNJ 1 stocks	$93,299 0.87% of portfolio	-	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical SBUX YUM DPZ 3 stocks	$93,193 0.87% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM WFC 2 stocks	$89,596 0.84% of portfolio	-	-	-	-	0 Calls 0 Puts
Residential Construction \| Consumer Cyclical NVR 1 stocks	$87,867 0.82% of portfolio	1	-	-	-	0 Calls 0 Puts
Railroads \| Industrials NSC UNP CSX 3 stocks	$85,037 0.8% of portfolio	3	-	1	-	0 Calls 0 Puts
Personal Services \| Consumer Cyclical ROL 1 stocks	$82,896 0.78% of portfolio	1	-	-	-	0 Calls 0 Puts
Consulting Services \| Industrials VRSK EFX TRU 3 stocks	$76,365 0.72% of portfolio	-	-	-	-	0 Calls 0 Puts
Trucking \| Industrials ODFL 1 stocks	$55,579 0.52% of portfolio	1	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology ACN IT 2 stocks	$49,947 0.47% of portfolio	-	-	-	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials FDX 1 stocks	$48,417 0.45% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance—Specialty \| Financial Services ITIC 1 stocks	$45,070 0.42% of portfolio	-	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services CMCSA 1 stocks	$34,329 0.32% of portfolio	-	-	-	-	0 Calls 0 Puts
Packaging & Containers \| Consumer Cyclical CCK OI GPK BALL 4 stocks	$33,022 0.31% of portfolio	-	2	-	-	0 Calls 0 Puts
Footwear & Accessories \| Consumer Cyclical NKE 1 stocks	$31,783 0.3% of portfolio	1	-	-	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical MAR CHH 2 stocks	$31,114 0.29% of portfolio	1	-	-	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials PAYX NSP 2 stocks	$29,738 0.28% of portfolio	-	-	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical ABNB 1 stocks	$28,056 0.26% of portfolio	1	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare TMO IQV 2 stocks	$27,913 0.26% of portfolio	1	1	-	-	0 Calls 0 Puts
Medical Care Facilities \| Healthcare HCA 1 stocks	$26,419 0.25% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Application \| Technology SHOP UBER INTU 3 stocks	$25,516 0.24% of portfolio	1	-	-	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO 1 stocks	$24,248 0.23% of portfolio	1	-	-	-	0 Calls 0 Puts
Rental & Leasing Services \| Industrials URI 1 stocks	$23,468 0.22% of portfolio	-	-	-	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive PM 1 stocks	$20,853 0.2% of portfolio	-	-	-	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate LAMR 1 stocks	$19,174 0.18% of portfolio	1	-	-	-	0 Calls 0 Puts
Conglomerates \| Industrials MMM 1 stocks	$18,002 0.17% of portfolio	-	1	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials CARR 1 stocks	$17,199 0.16% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance—Reinsurance \| Financial Services RNR 1 stocks	$17,003 0.16% of portfolio	-	-	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive PEP 1 stocks	$12,703 0.12% of portfolio	-	-	-	-	0 Calls 0 Puts
Agricultural Inputs \| Basic Materials SMG 1 stocks	$11,081 0.1% of portfolio	-	-	-	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical KMX 1 stocks	$9,174 0.09% of portfolio	-	-	-	-	0 Calls 0 Puts
Confectioners \| Consumer Defensive HSY 1 stocks	$9,044 0.08% of portfolio	-	-	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$8,267 0.08% of portfolio	-	1	-	-	0 Calls 0 Puts
Engineering & Construction \| Industrials FIX 1 stocks	$6,970 0.07% of portfolio	-	-	-	-	0 Calls 0 Puts
Education & Training Services \| Consumer Defensive GHC 1 stocks	$4,920 0.05% of portfolio	-	-	-	-	0 Calls 0 Puts
Chemicals \| Basic Materials CE 1 stocks	$4,498 0.04% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology AMAT 1 stocks	$3,020 0.03% of portfolio	1	-	1	-	0 Calls 0 Puts
Resorts & Casinos \| Consumer Cyclical MGM 1 stocks	$3,009 0.03% of portfolio	1	-	-	-	0 Calls 0 Puts
Electrical Equipment & Parts \| Industrials AYI 1 stocks	$2,908 0.03% of portfolio	-	-	-	-	0 Calls 0 Puts
Building Materials \| Basic Materials EXP 1 stocks	$1,818 0.02% of portfolio	1	-	-	-	0 Calls 0 Puts
Food Distribution \| Consumer Defensive SYY 1 stocks	$1,817 0.02% of portfolio	1	-	-	-	0 Calls 0 Puts
Recreational Vehicles \| Consumer Cyclical BC 1 stocks	$1,629 0.02% of portfolio	-	-	-	-	0 Calls 0 Puts
Real Estate Services \| Real Estate CSGP 1 stocks	$1,495 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive EL 1 stocks	$1,212 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts
Beverages—Brewers \| Consumer Defensive BUD 1 stocks	$755 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts

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Tom Gayner Portfolio Holdings by Sector

Markel Corp

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