Markel Corp Thomas Gayner
Top positions activity
Value History
Quarterly report: Q1 2024
Total portfolio value: $10.1B
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
BRK.A
|
Berkshire Hathaway Inc. - Class A | 706.8M 6.97% | 1.1K | = | |
|
BRK.B
|
Berkshire Hathaway Inc. - Class B | 644.2M 6.35% | 1.5M | = | |
|
GOOG
|
Alphabet Inc - Class C | 418.7M 4.12% | 2.7M | = | |
|
AMZN
|
Amazon.com Inc. | 366.3M 3.61% | 2.0M | = | |
|
HD
|
Home Depot, Inc. | 352.9M 3.48% | 920.0K | = | |
|
DE
|
Deere & Co. | 338.4M 3.33% | 823.8K | +26.0K ↑3.26% | |
|
V
|
Visa Inc - Class A | 278.9M 2.75% | 999.3K | = | |
|
NVO
|
Novo Nordisk - ADR | 276.1M 2.72% | 2.1M | = | |
|
DIS
|
Walt Disney Co (The) | 248.6M 2.45% | 2.0M | = | |
|
WSO
|
Watsco Inc. - Class A | 244.6M 2.41% | 566.2K | +9.5K ↑1.71% | |
|
ADI
|
Analog Devices Inc. | 230.9M 2.27% | 1.2M | +3.5K ↑0.30% | |
|
MSFT
|
Microsoft Corporation | 211.6M 2.08% | 502.8K | +4.3K ↑0.87% | |
|
AAPL
|
Apple Inc | 210.4M 2.07% | 1.2M | +1.3K ↑0.11% | |
|
DEO
|
Diageo plc - ADR | 202.3M 1.99% | 1.4M | +5.7K ↑0.42% | |
|
BLK
|
Blackrock Inc. | 183.6M 1.81% | 220.2K | = | |
|
RLI
|
RLI Corp. | 177.8M 1.75% | 1.2M | = | |
|
LOW
|
Lowe`s Cos., Inc. | 169.0M 1.66% | 663.5K | +6.5K ↑0.99% | |
|
BX
|
Blackstone Inc | 161.5M 1.59% | 1.2M | = | |
|
PGR
|
Progressive Corp. | 155.9M 1.53% | 753.8K | = | |
|
GS
|
Goldman Sachs Group, Inc. | 150.1M 1.48% | 359.4K | = | |
|
KKR
|
KKR & Co. Inc. | 146.0M 1.44% | 1.5M | = | |
|
MMC
|
Marsh & McLennan Cos., Inc. | 143.0M 1.4% | 694.0K | +9.5K ↑1.39% | |
|
FB
|
Meta Platforms Inc - Class A | 130.0M 1.28% | 267.7K | +3.0K ↑1.13% | |
|
TXN
|
Texas Instruments Inc. | 126.1M 1.24% | 724.0K | = | |
|
LPLA
|
LPL Financial Holdings Inc | 120.0M 1.18% | 454.3K | +27.9K ↑6.54% | |
|
APO
|
Apollo Global Management Inc - Class A (New) | 113.9M 1.12% | 1.0M | = | |
|
CAT
|
Caterpillar Inc. | 112.7M 1.11% | 307.6K | +4.5K ↑1.48% | |
|
GD
|
General Dynamics Corp. | 110.5M 1.08% | 391.0K | = | |
|
AXP
|
American Express Co. | 110.3M 1.08% | 484.2K | = | |
|
DG
|
Dollar General Corp. | 105.4M 1.03% | 675.2K | +21.0K ↑3.21% | |
|
MA
|
Mastercard Incorporated - Class A | 99.9M 0.98% | 207.5K | = | |
|
SCHW
|
Charles Schwab Corp. | 97.9M 0.96% | 1.4M | +19.0K ↑1.42% | |
|
JNJ
|
Johnson & Johnson | 96.6M 0.95% | 610.8K | = | |
|
BAM
|
Brookfield Asset Management Inc. - Class A | 92.2M 0.9% | 2.2M | = | |
|
NVR
|
NVR Inc. | 91.9M 0.9% | 11.3K | +225 ↑2.02% | |
|
ADM
|
Archer Daniels Midland Co. | 91.9M 0.9% | 1.5M | = | |
|
ITW
|
Illinois Tool Works, Inc. | 87.9M 0.86% | 327.5K | = | |
|
MCO
|
Moody`s Corp. | 84.1M 0.82% | 213.9K | = | |
|
GOOGL
|
Alphabet Inc - Class A | 83.8M 0.82% | 555.0K | = | |
|
MSCI
|
MSCI Inc | 80.1M 0.78% | 142.8K | = | |
|
ROL
|
Rollins, Inc. | 66.0M 0.65% | 1.4M | +19.0K ↑1.35% | |
|
SPGI
|
S&P Global Inc | 64.1M 0.63% | 150.7K | = | |
|
ECL
|
Ecolab, Inc. | 63.3M 0.62% | 274.3K | = | |
|
CG
|
Carlyle Group Inc (The) | 62.2M 0.61% | 1.3M | = | |
|
NSC
|
Norfolk Southern Corp. | 58.5M 0.57% | 229.5K | = | |
|
HEI.A
|
Heico Corp. - Class A | 58.4M 0.57% | 379.6K | = | |
|
ACN
|
Accenture plc - Class A | 55.2M 0.54% | 159.4K | = | |
|
FDS
|
Factset Research Systems Inc. | 53.0M 0.52% | 116.7K | = |
Sold Out Positions
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