Markel Corp Thomas Gayner
Top positions activity
Value History
Quarterly report: Q2 2024
Total portfolio value: $10.2B
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
BRK.A
|
Berkshire Hathaway Inc. - Class A | 682.0M 6.7% | 1.1K | = | |
|
BRK.B
|
Berkshire Hathaway Inc. - Class B | 623.2M 6.13% | 1.5M | = | |
|
GOOG
|
Alphabet Inc - Class C | 504.4M 4.96% | 2.7M | = | |
|
AMZN
|
Amazon.com Inc. | 392.4M 3.86% | 2.0M | = | |
|
HD
|
Home Depot, Inc. | 316.7M 3.11% | 920.0K | = | |
|
DE
|
Deere & Co. | 315.8M 3.1% | 845.4K | +21.6K ↑2.62% | |
|
NVO
|
Novo Nordisk - ADR | 306.9M 3.01% | 2.1M | = | |
|
ADI
|
Analog Devices Inc. | 266.5M 2.62% | 1.2M | +200 ↑0.02% | |
|
WSO
|
Watsco Inc. - Class A | 264.6M 2.6% | 571.2K | +5.0K ↑0.88% | |
|
V
|
Visa Inc - Class A | 262.3M 2.58% | 999.3K | = | |
|
AAPL
|
Apple Inc | 258.5M 2.54% | 1.2M | +100 ↑0.01% | |
|
MSFT
|
Microsoft Corporation | 226.8M 2.23% | 507.5K | +4.7K ↑0.92% | |
|
DIS
|
Walt Disney Co (The) | 201.7M 1.98% | 2.0M | = | |
|
BLK
|
Blackrock Inc. | 173.4M 1.7% | 220.2K | = | |
|
DEO
|
Diageo plc - ADR | 172.3M 1.69% | 1.4M | +6.3K ↑0.46% | |
|
RLI
|
RLI Corp. | 168.4M 1.65% | 1.2M | = | |
|
GS
|
Goldman Sachs Group, Inc. | 162.5M 1.59% | 359.4K | = | |
|
PGR
|
Progressive Corp. | 156.6M 1.54% | 753.8K | = | |
|
KKR
|
KKR & Co. Inc. | 152.8M 1.5% | 1.5M | = | |
|
BX
|
Blackstone Inc | 152.2M 1.49% | 1.2M | = | |
|
LOW
|
Lowe`s Cos., Inc. | 149.0M 1.46% | 676.0K | +12.5K ↑1.88% | |
|
MMC
|
Marsh & McLennan Cos., Inc. | 148.9M 1.46% | 706.5K | +12.5K ↑1.80% | |
|
TXN
|
Texas Instruments Inc. | 140.8M 1.38% | 724.0K | = | |
|
FB
|
Meta Platforms Inc - Class A | 136.6M 1.34% | 271.0K | +3.3K ↑1.23% | |
|
LPLA
|
LPL Financial Holdings Inc | 134.6M 1.32% | 481.8K | +27.5K ↑6.05% | |
|
APO
|
Apollo Global Management Inc - Class A (New) | 119.5M 1.17% | 1.0M | = | |
|
GD
|
General Dynamics Corp. | 113.4M 1.11% | 391.0K | = | |
|
AXP
|
American Express Co. | 112.1M 1.1% | 484.2K | = | |
|
CAT
|
Caterpillar Inc. | 103.8M 1.02% | 311.5K | +3.9K ↑1.27% | |
|
GOOGL
|
Alphabet Inc - Class A | 101.1M 0.99% | 555.0K | = | |
|
SCHW
|
Charles Schwab Corp. | 100.7M 0.99% | 1.4M | +13.0K ↑0.96% | |
|
DG
|
Dollar General Corp. | 92.2M 0.9% | 697.2K | +22.0K ↑3.26% | |
|
MA
|
Mastercard Incorporated - Class A | 91.6M 0.9% | 207.5K | = | |
|
MCO
|
Moody`s Corp. | 90.0M 0.88% | 213.9K | = | |
|
JNJ
|
Johnson & Johnson | 89.3M 0.87% | 610.8K | = | |
|
ADM
|
Archer Daniels Midland Co. | 88.5M 0.87% | 1.5M | = | |
|
NVR
|
NVR Inc. | 87.5M 0.86% | 11.5K | +180 ↑1.59% | |
|
BAM
|
Brookfield Asset Management Inc. - Class A | 83.5M 0.82% | 2.2M | = | |
|
ITW
|
Illinois Tool Works, Inc. | 77.6M 0.76% | 327.5K | = | |
|
ROL
|
Rollins, Inc. | 70.2M 0.69% | 1.4M | +13.0K ↑0.91% | |
|
MSCI
|
MSCI Inc | 68.8M 0.67% | 142.8K | = | |
|
HEI.A
|
Heico Corp. - Class A | 67.4M 0.66% | 379.6K | = | |
|
SPGI
|
S&P Global Inc | 67.2M 0.66% | 150.7K | = | |
|
ECL
|
Ecolab, Inc. | 65.3M 0.64% | 274.3K | = | |
|
FDX
|
Fedex Corp | 54.3M 0.53% | 181.0K | +13.0K ↑7.74% | |
|
CG
|
Carlyle Group Inc (The) | 53.3M 0.52% | 1.3M | = | |
|
JPM
|
JPMorgan Chase & Co. | 51.1M 0.5% | 252.6K | = |
Sold Out Positions
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