Superinvestors / Markel Group (Markel-Gayner)
Tom Gayner
Markel Group (Markel-Gayner)
Insurance float; quality value
$11.94B 13F value
129 positions · as of 2026-03-31 · filed 2026-05-01
This quarter
4 new3 exited43 added2 trimmed
Positions held steady are not reported as moves, so they are absent from these counts.
Largest positions
By weight · every resolvable issuer links to its company page · tags are this quarter's reported move
| Ticker | Issuer | % of portfolio | Value |
|---|---|---|---|
| BRK/A | BERKSHIRE HATHAWAY INC DELUNCHANGED | 6.70% | $800.01M |
| GOOG | ALPHABET INCUNCHANGED | 6.61% | $788.82M |
| BRK/B | BERKSHIRE HATHAWAY INC DELUNCHANGED | 6.15% | $734.12M |
| BN | BROOKFIELD CORPUNCHANGED | 4.43% | $529.09M |
| DE | DEERE & COUNCHANGED | 4.14% | $494.52M |
Showing 5 of 129
Values are as disclosed on this manager’s own 13F for its own quarter. 13F covers US-listed long equity only, so this is not the manager’s entire portfolio.
See all 129 positions
Tom Gayner's full reported portfolio with every weight, and the complete list of what they bought, sold and trimmed last quarter — free with an account, no card required.
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