Superinvestors / Markel Group (Markel-Gayner)
Tom Gayner
Markel Group (Markel-Gayner)
Insurance float; quality value
This quarter
Positions held steady are not reported as moves, so they are absent from these counts.
Portfolio
By weight · every resolvable issuer links to its company page · tags are this quarter's reported move
| Ticker | Issuer | % of portfolio | Reported price | Value | Shares |
|---|---|---|---|---|---|
| GOOG | ALPHABET INC· CAP STK CL CUNCHANGED | 7.40% | $353.33 | $971.61M | 2.7M |
| BRK/A | BERKSHIRE HATHAWAY INC DEL· CL AUNCHANGED | 6.35% | $748,850.00 | $834.22M | 1.1K |
| BRK/B | BERKSHIRE HATHAWAY INC DEL· CL B NEWUNCHANGED | 5.84% | $500.39 | $766.58M | 1.5M |
| DE | DEERE & COUNCHANGED | 4.24% | $634.33 | $556.88M | 877.9K |
| BN | BROOKFIELD CORPORATION CLASS A LTD VT SH (CANADA)· CL A LTD VT SHUNCHANGED | 4.24% | $42.59 | $556.81M | 13.1M |
| AMZN | AMAZON COM INCUNCHANGED | 3.69% | $238.34 | $484.01M | 2.0M |
| ADI | ANALOG DEVICES INCDECREASED -2.3% | 3.02% | $397.17 | $397.04M | 999.7K |
| GS | GOLDMAN SACHS GROUP INCUNCHANGED | 2.77% | $1,011.37 | $363.45M | 359.4K |
| AAPL | APPLE INCUNCHANGED | 2.70% | $289.36 | $355.13M | 1.2M |
| CAT | CATERPILLAR INCUNCHANGED | 2.67% | $1,064.90 | $349.98M | 328.6K |
Reported price is this manager's own reported value divided by its own reported shares at 2026-06-30 — not a live quote, and not what they paid. 13F reports no cost basis.
The top 10 positions are 42.9% of the reported portfolio, across 130 positions.
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 more of Tom Gayner's portfolio
More of Tom Gayner's reported positions with their weights, and what they bought, sold and trimmed last quarter rather than the largest few — free with an account, no card required.
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