Tom Gayner portfolio: what Markel Group holds
The co-CEO and chief investment officer of the insurance group Markel, nicknamed “the little Berkshire”.
Stock portfolio value
$13.1B
Stock positions
130
Report date
30 June 2026
Filed
31 July 2026
Largest positions
| # | Company | Weight | Value | Last quarter |
|---|---|---|---|---|
| 1 | Alphabet Inc (Cap Stk Cl C)GOOG | 7.4% | $971.6M | — |
| 2 | Berkshire Hathaway Inc Del (Cl A)BRK.A | 6.4% | $834.2M | — |
| 3 | Berkshire Hathaway Inc Del (Cl B New)BRK.B | 5.8% | $766.6M | — |
| 4 | Deere & CoDE | 4.2% | $556.9M | — |
| 5 | Brookfield CorpBN | 4.2% | $556.8M | — |
| 6 | Amazon Com IncAMZN | 3.7% | $484.0M | — |
| 7 | Analog Devices IncADI | 3% | $397.0M | Trimmed -2% |
| 8 | Goldman Sachs Group IncGS | 2.8% | $363.4M | — |
| 9 | Apple IncAAPL | 2.7% | $355.1M | — |
| 10 | Caterpillar IncCAT | 2.7% | $350.0M | — |
| 11 | Visa IncV | 2.6% | $347.9M | Added +1% |
| 12 | Home Depot IncHD | 2.5% | $325.3M | — |
| 13 | Watsco IncWSO | 1.9% | $249.1M | Added +3% |
| 14 | Texas Instrs IncTXN | 1.6% | $215.8M | — |
| 15 | Blackrock IncBLK | 1.6% | $211.7M | — |
| 16 | Alphabet Inc (Cap Stk Cl A)GOOGL | 1.6% | $204.4M | — |
| 17 | Microsoft CorpMSFT | 1.5% | $200.5M | — |
| 18 | Disney Walt CoDIS | 1.5% | $195.5M | — |
| 19 | American Express CoAXP | 1.3% | $165.9M | — |
| 20 | Lowes Cos IncLOW | 1.3% | $165.8M | Added +2% |
Positions sold
- Scotts Miracle-Gro Co$10.2M
- Unitedhealth Group Inc$5.1M
Source: SEC filing. Values count stock positions only; options are left out of the totals and tables.
How to use this page
A 13F filing shows what a manager held on the last day of a quarter, published up to 45 days later. It is a snapshot, not a trading signal: the manager may already have bought or sold since. Learn more in How to read 13F filings.
For information only, not investment advice. 13F filings are delayed by up to 45 days and do not show cash, bonds, short positions or non-US stocks.