Markel Corp Thomas Gayner
Top positions activity
Value History
Quarterly report: Q3 2024
Total portfolio value: $11.1B
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
BRK.A
|
Berkshire Hathaway Inc. - Class A | 770.0M 6.93% | 1.1K | = | |
|
BRK.B
|
Berkshire Hathaway Inc. - Class B | 705.1M 6.34% | 1.5M | = | |
|
GOOG
|
Alphabet Inc - Class C | 459.7M 4.13% | 2.7M | = | |
|
AMZN
|
Amazon.com Inc. | 378.4M 3.4% | 2.0M | = | |
|
HD
|
Home Depot, Inc. | 372.8M 3.35% | 920.0K | = | |
|
DE
|
Deere & Co. | 362.7M 3.26% | 869.1K | +23.8K ↑2.81% | |
|
WSO
|
Watsco Inc. - Class A | 286.5M 2.57% | 582.5K | +11.2K ↑1.97% | |
|
AAPL
|
Apple Inc | 286.0M 2.57% | 1.2M | = | |
|
V
|
Visa Inc - Class A | 274.8M 2.47% | 999.3K | = | |
|
ADI
|
Analog Devices Inc. | 268.8M 2.41% | 1.2M | = | |
|
NVO
|
Novo Nordisk - ADR | 256.0M 2.3% | 2.1M | = | |
|
MSFT
|
Microsoft Corporation | 221.6M 1.99% | 515.0K | +7.5K ↑1.48% | |
|
BLK
|
Blackrock Inc. | 209.1M 1.88% | 220.2K | = | |
|
DIS
|
Walt Disney Co (The) | 195.4M 1.75% | 2.0M | = | |
|
DEO
|
Diageo plc - ADR | 191.8M 1.72% | 1.4M | = | |
|
PGR
|
Progressive Corp. | 191.3M 1.72% | 753.8K | = | |
|
KKR
|
KKR & Co. Inc. | 189.6M 1.7% | 1.5M | = | |
|
BX
|
Blackstone Inc | 188.2M 1.69% | 1.2M | = | |
|
LOW
|
Lowe`s Cos., Inc. | 187.0M 1.68% | 690.5K | +14.5K ↑2.15% | |
|
RLI
|
RLI Corp. | 185.6M 1.67% | 1.2M | = | |
|
GS
|
Goldman Sachs Group, Inc. | 177.9M 1.6% | 359.4K | = | |
|
MMC
|
Marsh & McLennan Cos., Inc. | 161.2M 1.45% | 722.5K | +16.0K ↑2.26% | |
|
FB
|
Meta Platforms Inc - Class A | 157.6M 1.41% | 275.2K | +4.2K ↑1.57% | |
|
TXN
|
Texas Instruments Inc. | 149.6M 1.34% | 724.0K | = | |
|
AXP
|
American Express Co. | 131.3M 1.18% | 484.2K | = | |
|
APO
|
Apollo Global Management Inc - Class A (New) | 126.5M 1.13% | 1.0M | = | |
|
CAT
|
Caterpillar Inc. | 124.7M 1.12% | 318.8K | +7.2K ↑2.33% | |
|
LPLA
|
LPL Financial Holdings Inc | 121.1M 1.08% | 520.4K | +38.6K ↑8.01% | |
|
GD
|
General Dynamics Corp. | 118.2M 1.06% | 391.0K | = | |
|
NVR
|
NVR Inc. | 114.8M 1.03% | 11.7K | +175 ↑1.52% | |
|
BAM
|
Brookfield Asset Management Inc. - Class A | 103.8M 0.93% | 2.2M | = | |
|
MA
|
Mastercard Incorporated - Class A | 102.5M 0.92% | 207.5K | = | |
|
MCO
|
Moody`s Corp. | 101.5M 0.91% | 213.9K | = | |
|
JNJ
|
Johnson & Johnson | 99.0M 0.89% | 610.8K | = | |
|
GOOGL
|
Alphabet Inc - Class A | 92.0M 0.82% | 555.0K | = | |
|
SCHW
|
Charles Schwab Corp. | 87.5M 0.78% | 1.4M | -16.0K ↓1.17% | |
|
ADM
|
Archer Daniels Midland Co. | 87.4M 0.78% | 1.5M | = | |
|
ITW
|
Illinois Tool Works, Inc. | 85.8M 0.77% | 327.5K | = | |
|
MSCI
|
MSCI Inc | 83.3M 0.74% | 142.8K | = | |
|
SPGI
|
S&P Global Inc | 77.8M 0.7% | 150.7K | = | |
|
HEI.A
|
Heico Corp. - Class A | 77.4M 0.69% | 379.6K | = | |
|
ROL
|
Rollins, Inc. | 73.5M 0.66% | 1.5M | +14.0K ↑0.97% | |
|
ECL
|
Ecolab, Inc. | 70.0M 0.63% | 274.3K | = | |
|
DG
|
Dollar General Corp. | 62.8M 0.56% | 742.2K | +45.0K ↑6.45% | |
|
ODFL
|
Old Dominion Freight Line, Inc. | 58.6M 0.52% | 295.0K | +15.5K ↑5.55% | |
|
SBUX
|
Starbucks Corp. | 58.5M 0.52% | 600.3K | +32.0K ↑5.63% | |
|
CG
|
Carlyle Group Inc (The) | 57.1M 0.51% | 1.3M | = | |
|
NSC
|
Norfolk Southern Corp. | 57.0M 0.51% | 229.5K | = | |
|
ACN
|
Accenture plc - Class A | 56.3M 0.5% | 159.4K | = |
Sold Out Positions
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