Markel Corp Thomas Gayner

Top positions activity

Value History

Quarterly report: Q3 2023

Total portfolio value: $8.3T
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
BRK.A
Berkshire Hathaway Inc. - Class A 592.1B 7.14% 1.1K =
BRK.B
Berkshire Hathaway Inc. - Class B 536.6B 6.47% 1.5M =
GOOG
Alphabet Inc - Class C 362.6B 4.37% 2.7M =
DE
Deere & Co. 286.4B 3.45% 758.8K +3.0K ↑0.40%
HD
Home Depot, Inc. 278.0B 3.35% 920.0K =
AMZN
Amazon.com Inc. 257.4B 3.1% 2.0M +6.1K ↑0.30%
V
Visa Inc - Class A 229.8B 2.77% 999.3K +10.0K ↑1.01%
AAPL
Apple Inc 209.2B 2.52% 1.2M +5.9K ↑0.49%
WSO
Watsco Inc. - Class A 206.1B 2.48% 545.8K +6.5K ↑1.21%
DEO
Diageo plc - ADR 201.4B 2.43% 1.4M =
ADI
Analog Devices Inc. 197.6B 2.38% 1.1M +6.1K ↑0.54%
NVO
Novo Nordisk - ADR 195.5B 2.36% 2.1M +1.1M ↑100.00%
DIS
Walt Disney Co (The) 164.5B 1.98% 2.0M +9.0K ↑0.45%
RLI
RLI Corp. 162.7B 1.96% 1.2M =
MSFT
Microsoft Corporation 155.5B 1.87% 492.5K +6.5K ↑1.34%
BLK
Blackrock Inc. 142.4B 1.71% 220.2K =
LOW
Lowe`s Cos., Inc. 134.2B 1.61% 645.5K +13.0K ↑2.06%
BX
Blackstone Inc 131.7B 1.58% 1.2M =
MMC
Marsh & McLennan Cos., Inc. 128.0B 1.54% 672.5K +13.0K ↑1.97%
GS
Goldman Sachs Group, Inc. 116.3B 1.4% 359.4K =
TXN
Texas Instruments Inc. 115.1B 1.38% 724.0K =
ADM
Archer Daniels Midland Co. 110.4B 1.33% 1.5M =
PGR
Progressive Corp. 105.0B 1.26% 753.8K =
JNJ
Johnson & Johnson 95.1B 1.14% 610.8K =
APO
Apollo Global Management Inc - Class A (New) 90.9B 1.09% 1.0M =
KKR
KKR & Co. Inc. 89.4B 1.07% 1.5M +2.8K ↑0.19%
GD
General Dynamics Corp. 86.4B 1.04% 391.0K =
MA
Mastercard Incorporated - Class A 82.2B 0.99% 207.5K =
CAT
Caterpillar Inc. 81.7B 0.98% 299.1K +6.1K ↑2.08%
FB
Meta Platforms Inc - Class A 77.7B 0.93% 258.9K +6.1K ↑2.41%
ITW
Illinois Tool Works, Inc. 75.4B 0.91% 327.5K =
MSCI
MSCI Inc 73.3B 0.88% 142.8K =
BAM
Brookfield Asset Management Inc. - Class A 73.1B 0.88% 2.2M =
GOOGL
Alphabet Inc - Class A 72.6B 0.87% 555.0K +5.0K ↑0.91%
AXP
American Express Co. 72.2B 0.87% 484.2K =
LPLA
LPL Financial Holdings Inc 71.6B 0.86% 301.3K +174.2K ↑137.11%
SCHW
Charles Schwab Corp. 70.1B 0.84% 1.3M +30.5K ↑2.45%
MCO
Moody`s Corp. 67.6B 0.81% 213.9K =
NVR
NVR Inc. 64.5B 0.77% 10.8K +305 ↑2.90%
DG
Dollar General Corp. 62.4B 0.75% 590.2K +81.0K ↑15.91%
ATVI
Activision Blizzard Inc 60.9B 0.73% 650.6K =
SPGI
S&P Global Inc 55.1B 0.66% 150.7K =
ROL
Rollins, Inc. 51.6B 0.62% 1.4M +27.0K ↑1.99%
FDS
Factset Research Systems Inc. 51.0B 0.61% 116.7K =
HEI.A
Heico Corp. - Class A 49.1B 0.59% 379.6K =
BF.A
Brown-Forman Corp. - Class A 49.0B 0.59% 843.0K =
ACN
Accenture plc - Class A 49.0B 0.59% 159.4K =
SBUX
Starbucks Corp. 48.6B 0.58% 532.3K =
CMCSA
Comcast Corp - Class A 47.0B 0.56% 1.1M +1000 ↑0.09%
ECL
Ecolab, Inc. 46.5B 0.56% 274.3K =
NSC
Norfolk Southern Corp. 45.2B 0.54% 229.5K =
ROK
Rockwell Automation Inc 44.3B 0.53% 154.9K =
Sold Out Positions
TICKER CORP NAME VALUE($) SHARES +/- SHARES
CG
Carlyle Group Inc (The) 42.4B 0.5% 1.3M Sold Out