Tom Gayner Portfolio Holdings

Markel Corp

  • $10.3 Billion
  • Q4 2024

Markel Corp, under direction of Tom Gayner has filed its 13F form on February 07, 2025 for Q4 2024 where it was disclosed a total value porftolio of $10.3 Billion distributed in 214 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc with a value of $759M, Berkshire Hathaway Inc Class B with a value of $694M, Alphabet Inc. with a value of $524M, Amazon Com Inc with a value of $446M, and Deere & CO with a value of $371M.

Examining the 13F form we can see an increase of $21.6M 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: $4.39 Billion
Industrials: $1.44 Billion
Consumer Cyclical: $1.36 Billion
Communication Services: $1.09 Billion
Technology: $1.02 Billion
Consumer Defensive: $454 Million
Healthcare: $337 Million
Basic Materials: $195 Million
Other: $16.4 Million

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$435B
$759 Million 7.37% of portfolio
1,114
Q1 2020 Added 0.81%
$627B
$694 Million 6.74% of portfolio
1,531,971
Q4 2020 Added 0.02%
$1.14T
$524 Million 5.09% of portfolio
2,749,860
Q3 2022 Added 1,900.0%
$2.31T
$446 Million 4.33% of portfolio
2,030,760
Q4 2023 Added 0.29%
$405B
$358 Million 3.48% of portfolio
920,000
Q3 2017 New
$581B
$316 Million 3.07% of portfolio
999,285
Q3 2023 Added 1.01%
$3.94T
$307 Million 2.99% of portfolio
1,227,290
Q2 2024 Added 0.01%
$203B
$226 Million 2.2% of portfolio
2,031,665
Q4 2023 Added 0.1%
$3.09T
$219 Million 2.13% of portfolio
519,480
Q4 2024 Added 0.87%
$228B
$206 Million 2.0% of portfolio
359,360
Q4 2022 Added 0.56%
$1.56T
$164 Million 1.59% of portfolio
278,381
Q4 2024 Added 1.14%
$232B
$144 Million 1.4% of portfolio
484,250
Q2 2021 Added 0.02%
$542B
$109 Million 1.06% of portfolio
207,540
Q2 2021 Added 0.05%
$1.1T
$105 Million 1.02% of portfolio
555,000
Q3 2023 Added 0.91%
$413B
$88.3 Million 0.86% of portfolio
610,800
Q3 2017 New
$819B
$60.5 Million 0.59% of portfolio
252,550
Q4 2023 Added 4.55%
$470B
$35.9 Million 0.35% of portfolio
39,150
Q2 2019 Added 0.38%
$208B
$21.4 Million 0.21% of portfolio
41,100
Q4 2024 Added 16.1%
$266B
$20.2 Million 0.2% of portfolio
342,000
Q3 2017 New
$305B
$14.4 Million 0.14% of portfolio
204,450
Q4 2022 Added 2.0%
$201B
$14.6 Million 0.14% of portfolio
96,210
Q4 2020 Added 0.64%
$232B
$13.8 Million 0.13% of portfolio
114,500
Q3 2017 New
$478B
$13.5 Million 0.13% of portfolio
26,714
Q4 2024 Added 11.01%
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 214
  • Current Value $10.3 Billion
  • Prior Value $10.3 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 07, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 6 stocks
  • Additional Purchases 44 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
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