Markel Corp Thomas Gayner
Top positions activity
Value History
Quarterly report: Q2 2025
Total portfolio value: $11.8B
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
BRK.A
|
Berkshire Hathaway Inc. - Class A | 811.9M 6.86% | 1.1K | = | |
|
BRK.B
|
Berkshire Hathaway Inc. - Class B | 744.2M 6.29% | 1.5M | = | |
|
GOOG
|
Alphabet Inc - Class C | 487.8M 4.12% | 2.7M | = | |
|
DE
|
Deere & Co. | 446.4M 3.77% | 877.9K | +200 ↑0.02% | |
|
AMZN
|
Amazon.com Inc. | 445.5M 3.76% | 2.0M | = | |
|
V
|
Visa Inc - Class A | 354.8M 2.99% | 999.3K | = | |
|
HD
|
Home Depot, Inc. | 337.3M 2.85% | 920.0K | = | |
|
ADI
|
Analog Devices Inc. | 277.9M 2.34% | 1.2M | = | |
|
MSFT
|
Microsoft Corporation | 262.4M 2.21% | 527.5K | +4.8K ↑0.91% | |
|
GS
|
Goldman Sachs Group, Inc. | 254.3M 2.15% | 359.4K | = | |
|
DIS
|
Walt Disney Co (The) | 251.9M 2.13% | 2.0M | = | |
|
AAPL
|
Apple Inc | 251.8M 2.12% | 1.2M | = | |
|
WSO
|
Watsco Inc. - Class A | 249.6M 2.11% | 565.2K | -25.3K ↓4.29% | |
|
BLK
|
Blackrock Inc. | 231.0M 1.95% | 220.2K | = | |
|
FB
|
Meta Platforms Inc - Class A | 206.9M 1.74% | 280.3K | +200 ↑0.07% | |
|
LPLA
|
LPL Financial Holdings Inc | 204.2M 1.72% | 544.6K | +5.5K ↑1.02% | |
|
PGR
|
Progressive Corp. | 201.1M 1.7% | 753.8K | = | |
|
KKR
|
KKR & Co. Inc. | 193.1M 1.63% | 1.5M | = | |
|
BX
|
Blackstone Inc | 183.8M 1.55% | 1.2M | = | |
|
RLI
|
RLI Corp. | 172.9M 1.46% | 2.4M | = | |
|
MMC
|
Marsh & McLennan Cos., Inc. | 163.7M 1.38% | 748.8K | +5.2K ↑0.71% | |
|
LOW
|
Lowe`s Cos., Inc. | 159.1M 1.34% | 717.2K | +9.0K ↑1.27% | |
|
NVO
|
Novo Nordisk - ADR | 155.9M 1.31% | 2.3M | +108.6K ↑5.05% | |
|
AXP
|
American Express Co. | 154.5M 1.3% | 484.2K | = | |
|
TXN
|
Texas Instruments Inc. | 150.3M 1.27% | 724.0K | = | |
|
APO
|
Apollo Global Management Inc - Class A (New) | 143.6M 1.21% | 1.0M | = | |
|
DEO
|
Diageo plc - ADR | 137.8M 1.16% | 1.4M | = | |
|
CAT
|
Caterpillar Inc. | 127.6M 1.07% | 328.6K | +600 ↑0.18% | |
|
SCHW
|
Charles Schwab Corp. | 124.5M 1.05% | 1.4M | = | |
|
BAM
|
Brookfield Asset Management Inc. - Class A | 121.3M 1.02% | 2.2M | = | |
|
MA
|
Mastercard Incorporated - Class A | 116.6M 0.98% | 207.5K | = | |
|
GD
|
General Dynamics Corp. | 114.0M 0.96% | 391.0K | = | |
|
MCO
|
Moody`s Corp. | 107.3M 0.9% | 213.9K | = | |
|
GOOGL
|
Alphabet Inc - Class A | 100.8M 0.85% | 572.0K | +15.0K ↑2.69% | |
|
DG
|
Dollar General Corp. | 99.4M 0.84% | 869.2K | = | |
|
HEI.A
|
Heico Corp. - Class A | 98.2M 0.83% | 379.6K | = | |
|
FNV
|
Franco-Nevada Corporation | 93.4M 0.78% | 569.5K | +44.2K ↑8.42% | |
|
JNJ
|
Johnson & Johnson | 93.3M 0.78% | 610.8K | = | |
|
NVR
|
NVR Inc. | 87.9M 0.74% | 11.9K | +13 ↑0.11% | |
|
ADM
|
Archer Daniels Midland Co. | 83.1M 0.7% | 1.6M | +22.5K ↑1.45% | |
|
ROL
|
Rollins, Inc. | 82.9M 0.7% | 1.5M | +7.0K ↑0.48% | |
|
MSCI
|
MSCI Inc | 82.4M 0.69% | 142.8K | = | |
|
ITW
|
Illinois Tool Works, Inc. | 81.0M 0.68% | 327.5K | = | |
|
SPGI
|
S&P Global Inc | 79.5M 0.67% | 150.7K | = | |
|
ECL
|
Ecolab, Inc. | 73.9M 0.62% | 274.3K | = | |
|
JPM
|
JPMorgan Chase & Co. | 73.2M 0.61% | 252.6K | = | |
|
CG
|
Carlyle Group Inc (The) | 68.2M 0.57% | 1.3M | = | |
|
NSC
|
Norfolk Southern Corp. | 60.5M 0.51% | 236.5K | +7.0K ↑3.05% |
Sold Out Positions
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