Markel Corp Thomas Gayner
Top positions activity
Value History
Quarterly report: Q4 2024
Total portfolio value: $11.3B
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
BRK.A
|
Berkshire Hathaway Inc. - Class A | 758.5M 6.68% | 1.1K | = | |
|
BRK.B
|
Berkshire Hathaway Inc. - Class B | 694.4M 6.12% | 1.5M | = | |
|
GOOG
|
Alphabet Inc - Class C | 523.7M 4.61% | 2.7M | = | |
|
AMZN
|
Amazon.com Inc. | 445.5M 3.92% | 2.0M | = | |
|
DE
|
Deere & Co. | 370.7M 3.26% | 875.0K | +5.8K ↑0.67% | |
|
HD
|
Home Depot, Inc. | 357.9M 3.15% | 920.0K | = | |
|
V
|
Visa Inc - Class A | 315.8M 2.78% | 999.3K | = | |
|
AAPL
|
Apple Inc | 307.3M 2.7% | 1.2M | = | |
|
WSO
|
Watsco Inc. - Class A | 279.8M 2.46% | 590.5K | +8.0K ↑1.37% | |
|
ADI
|
Analog Devices Inc. | 248.1M 2.18% | 1.2M | = | |
|
DIS
|
Walt Disney Co (The) | 226.2M 1.99% | 2.0M | = | |
|
BLK
|
Blackrock Inc. | 225.7M 1.98% | 220.2K | +220.2K Newly Added | |
|
MSFT
|
Microsoft Corporation | 219.0M 1.93% | 519.5K | +4.5K ↑0.87% | |
|
KKR
|
KKR & Co. Inc. | 214.7M 1.89% | 1.5M | = | |
|
BX
|
Blackstone Inc | 211.9M 1.86% | 1.2M | = | |
|
GS
|
Goldman Sachs Group, Inc. | 205.8M 1.81% | 359.4K | = | |
|
RLI
|
RLI Corp. | 197.3M 1.73% | 1.2M | = | |
|
NVO
|
Novo Nordisk - ADR | 184.9M 1.63% | 2.1M | = | |
|
PGR
|
Progressive Corp. | 180.6M 1.59% | 753.8K | = | |
|
LPLA
|
LPL Financial Holdings Inc | 173.8M 1.53% | 532.4K | +12.0K ↑2.31% | |
|
DEO
|
Diageo plc - ADR | 173.7M 1.53% | 1.4M | = | |
|
LOW
|
Lowe`s Cos., Inc. | 173.1M 1.52% | 701.5K | +11.0K ↑1.59% | |
|
APO
|
Apollo Global Management Inc - Class A (New) | 167.2M 1.47% | 1.0M | = | |
|
FB
|
Meta Platforms Inc - Class A | 163.0M 1.43% | 278.4K | +3.1K ↑1.14% | |
|
MMC
|
Marsh & McLennan Cos., Inc. | 156.2M 1.37% | 735.5K | +13.0K ↑1.80% | |
|
AXP
|
American Express Co. | 143.7M 1.26% | 484.2K | = | |
|
TXN
|
Texas Instruments Inc. | 135.8M 1.19% | 724.0K | = | |
|
BAM
|
Brookfield Asset Management Inc. - Class A | 118.9M 1.04% | 2.2M | = | |
|
CAT
|
Caterpillar Inc. | 117.8M 1.03% | 324.8K | +6.0K ↑1.90% | |
|
MA
|
Mastercard Incorporated - Class A | 109.3M 0.96% | 207.5K | = | |
|
GOOGL
|
Alphabet Inc - Class A | 105.1M 0.92% | 555.0K | = | |
|
GD
|
General Dynamics Corp. | 103.0M 0.9% | 391.0K | = | |
|
MCO
|
Moody`s Corp. | 101.2M 0.89% | 213.9K | = | |
|
SCHW
|
Charles Schwab Corp. | 100.9M 0.88% | 1.4M | +13.0K ↑0.96% | |
|
NVR
|
NVR Inc. | 96.6M 0.85% | 11.8K | +110 ↑0.94% | |
|
JNJ
|
Johnson & Johnson | 88.3M 0.77% | 610.8K | = | |
|
MSCI
|
MSCI Inc | 85.7M 0.75% | 142.8K | = | |
|
ITW
|
Illinois Tool Works, Inc. | 83.0M 0.73% | 327.5K | = | |
|
SPGI
|
S&P Global Inc | 75.0M 0.66% | 150.7K | = | |
|
ADM
|
Archer Daniels Midland Co. | 74.5M 0.65% | 1.5M | +11.0K ↑0.75% | |
|
HEI.A
|
Heico Corp. - Class A | 70.6M 0.62% | 379.6K | = | |
|
ROL
|
Rollins, Inc. | 67.8M 0.59% | 1.5M | +9.0K ↑0.62% | |
|
CG
|
Carlyle Group Inc (The) | 67.0M 0.59% | 1.3M | = | |
|
ECL
|
Ecolab, Inc. | 64.3M 0.56% | 274.3K | = | |
|
DG
|
Dollar General Corp. | 63.4M 0.55% | 835.8K | +93.5K ↑12.60% | |
|
JPM
|
JPMorgan Chase & Co. | 60.5M 0.53% | 252.6K | = | |
|
FDX
|
Fedex Corp | 58.1M 0.51% | 206.5K | +11.5K ↑5.90% | |
|
FNV
|
Franco-Nevada Corporation | 56.8M 0.5% | 483.2K | +137.8K ↑39.87% |
Sold Out Positions
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