Tom Gayner

Markel Corp

Period: Q2, 2026

Filed Date: Jul 31, 2026

Reported Date: Jun 30, 2026

No. of Stocks: 130

Portfolio Value: 13.13B

SEC Reference

Holding

Activity

Stock% of portfoliioActivitySharesValueRecent Price

GOOG - Alphabet inc

7.400%2.75M971.61M$353.330

BRK-A - Berkshire hathaway inc-cl a

6.353%1114834.22M$748850.000

BRK-B - Berkshire hathaway inc-cl b

5.838%1.53M766.58M$500.390

DE - Deere & co

4.241%877.9K556.88M$634.330

BN - Brookfield corp

4.241%13.07M556.81M$42.590

AMZN - Amazon.com inc

3.686%2.03M484.01M$238.340

ADI - Analog devices inc

3.024%Reduced 2.30%999.671K397.04M$397.170

GS - Goldman sachs group inc

2.768%359.36K363.45M$1011.370

AAPL - Apple inc

2.705%1.23M355.13M$289.360

CAT - Caterpillar inc

2.665%328.65K349.98M$1064.900

V - Visa inc

2.649%Add 0.95%1.01M347.86M$343.090

HD - Home depot inc

2.478%Add 0.27%922.5K325.35M$352.680

WSO - Watsco inc

1.897%Add 2.68%597.75K249.10M$416.730

TXN - Texas instruments inc

1.644%724K215.80M$298.070

Blackrock inc

1.613%220.2K211.74M$961.560

GOOGL - Alphabet inc

1.557%572K204.42M$357.370

MSFT - Microsoft corp

1.527%537.63K200.55M$373.020

DIS - Walt disney co

1.489%2.03M195.55M$96.250

AXP - American express co

1.263%490.45K165.89M$338.250

LOW - Lowe's companies inc

1.263%Add 1.83%751.98K165.80M$220.490

PGR - Progressive corp

1.254%753.75K164.66M$218.450

FNV - Franco-nevada corp

1.228%Add 9.17%773.5K161.23M$208.440

LPLA - Lpl financial holdings inc.

1.201%559.951K157.73M$281.680

JNJ - Johnson & johnson

1.181%610.8K155.12M$253.970

BX - Blackstone inc

1.101%1.23M144.62M$117.670

RLI - Rli corp

1.077%2.39M141.45M$59.070

GD - General dynamics corp

1.055%391K138.51M$354.240

NVO - Novo nordisk a/s

1.048%2.87M137.58M$47.940

KKR - Kkr & co inc

1.015%1.45M133.25M$91.780

META - Meta platforms inc

1.005%Reduced 5.69%234.163K131.90M$563.290

SCHW - Charles schwab corp

0.980%Add 0.79%1.39M128.70M$92.270

MMC - Marsh & mclennan companies inc

0.969%763.5K127.25M$166.670

APO - Apollo global management inc

0.912%1.01M119.79M$118.310

ADM - Archer-daniels-midland co

0.876%1.51M115.04M$76.400

LIN - Linde plc

0.852%Add 5.38%215.6K111.88M$518.940

DEO - Diageo plc

0.840%1.37M110.30M$80.380

MA - Mastercard inc

0.812%207.54K106.59M$513.600

DG - Dollar general corp

0.762%869.25K100.06M$115.110

BAM - Brookfield asset management ltd.

0.749%2.19M98.40M$44.850

HEI-A - Heico corp-class a

0.746%379.644K97.91M$257.910

MCO - Moody's corp

0.738%213.89K96.88M$452.920

ODFL - Old dominion freight line inc

0.708%429.15K92.95M$216.600

NSC - Norfolk southern corp

0.677%282.5K88.87M$314.590

ITW - Illinois tool works inc

0.675%327.5K88.58M$270.470

JPM - Jpmorgan chase & co

0.630%252.55K82.67M$327.330

NVR - Nvr inc

0.628%Add 0.08%12.097K82.42M$6813.400

MSCI - Msci inc

0.609%142.85K80.00M$560.040

ROK - Rockwell automation, inc

0.584%154.9K76.69M$495.080

ECL - Ecolab inc

0.582%274.3K76.42M$278.610

Sunbelt rentals holdings inc

0.555%Add 1.14%974.361K72.89M$74.810

SBUX - Starbucks corp

0.485%623.818K63.75M$102.190

ROL - Rollins inc

0.482%Add 1.23%1.52M63.30M$41.740

THG - Hanover insurance group inc

0.458%281K60.17M$214.120

ITIC - Investors title co

0.445%213.3K58.38M$273.680

CG - Carlyle group inc

0.426%1.33M55.88M$42.110

TSN - Tyson foods, inc.

0.398%Add 2.70%913.5K52.30M$57.250

SPGI - S&p global inc

0.365%117.69K47.93M$407.260

AON - Aon plc

0.343%135.8K45.04M$331.690

UNP - Union pacific corp

0.334%Add 7.15%161.028K43.80M$272.000

Ferguson enterprises inc

0.326%Add 5.57%180.2K42.77M$237.330

RTX - Rtx corp

0.324%224K42.50M$189.730

CSCO - Cisco systems inc

0.318%355.5K41.76M$117.460

MELI - Mercadolibre inc

0.310%Add 340.37%24K40.74M$1697.390

YUM - Yum brands inc

0.299%245.213K39.20M$159.860

MAR - Marriott international inc

0.281%Add 6.13%99.5K36.87M$370.590

ALL - Allstate corp

0.280%154.55K36.77M$237.940

TMO - Thermo fisher scientific inc

0.279%Add 8.94%73.1K36.65M$501.360

COST - Costco wholesale corp

0.279%39.15K36.62M$935.470

HGTY - Hagerty inc

0.273%3.11M35.90M$11.550

TROW - T rowe price group inc

0.272%314K35.70M$113.690

URI - United rentals inc

0.269%31.15K35.29M$1132.890

ABNB - Airbnb inc

0.264%242.389K34.69M$143.100

LMT - Lockheed martin corp

0.253%65.213K33.22M$509.460

HCA - Hca healthcare inc

0.251%Add 2.35%84.366K32.89M$389.890

SHW - Sherwin-williams co

0.247%94.172K32.43M$344.320

FDS - Factset research systems inc

0.237%135.376K31.15M$230.080

LAMR - Lamar advertising co/new

0.229%193K30.10M$155.980

VRSK - Verisk analytics, inc.

0.213%155.95K28.00M$179.530

CSX - Csx corp

0.212%Add 10.28%584.5K27.78M$47.530

AMAT - Applied materials inc

0.200%36.35K26.28M$723.000

APD - Air products and chemicals inc

0.198%Add 17.22%88.5K25.95M$293.180

FIX - Comfort systems usa inc

0.196%13K25.77M$1981.950

CCK - Crown holdings inc

0.187%220K24.60M$111.820

BF-A - Brown-forman corp-class a

0.176%843K23.06M$27.360

RNR - Renaissancere holdings ltd

0.169%70K22.18M$316.900

EPD - Enterprise products partners lp

0.159%Add 181.68%569K20.92M$36.760

PM - Philip morris international inc

0.158%114.5K20.71M$180.910

ACN - Accenture plc

0.151%159.4K19.84M$124.440

CMCSA - Comcast corp

0.150%Reduced 16.61%802.074K19.69M$24.550

HXL - Hexcel corp

0.144%189K18.91M$100.060

NKE - Nike inc

0.140%447.4K18.37M$41.050

COF - Capital one financial corp

0.139%91K18.26M$200.620

BK - Bank of new york mellon corp

0.137%124.5K18.00M$144.610

CARR - Carrier global corp

0.131%235K17.24M$73.350

WFC - Wells fargo & co

0.129%204.45K16.90M$82.640

SEIC - Sei investments co

0.116%173.2K15.19M$87.710

PAYX - Paychex inc

0.112%150K14.75M$98.330

HSY - Hershey co

0.100%75K13.16M$175.450

PEP - Pepsico inc

0.099%96.21K13.03M$135.400

BF-B - Brown-forman corp-class b

0.096%474.187K12.64M$26.650

SPOT - Spotify technology sa

0.091%25.9K11.89M$459.130

SHOP - Shopify inc

0.089%102.75K11.73M$114.180

EFX - Equifax inc

0.088%72.85K11.56M$158.720

CME - Cme group inc

0.084%49.75K10.99M$220.830

CBOE - Cboe global mkt

0.081%43.7K10.60M$242.670

UBER - Uber technologies inc

0.078%142.5K10.28M$72.160

OTIS - Otis worldwide corp

0.073%Add 16.58%133.62K9.57M$71.600

IQV - Iqvia holdings inc

0.069%46.9K9.06M$193.220

HII - Huntington ingalls industries inc

0.059%27.5K7.70M$279.890

XOM - Exxon mobil corp

0.058%Add 19.36%56.1K7.67M$136.720

NSP - Insperity inc

0.057%181.336K7.49M$41.310

KMX - Carmax inc

0.055%136.5K7.22M$52.890

SONY - Sony group corp

0.051%335K6.72M$20.060

CNI - Canadian national railway co

0.049%53.5K6.38M$119.240

CP - Canadian pacific kansas city ltd

0.048%Add 22.69%73K6.33M$86.650

GHC - Graham holdings co

0.045%52005.94M$1141.420

EMN - Eastman chemical co

0.038%74.95K5.02M$66.980

ZTS - Zoetis inc

0.036%Buy66.195K4.76M$71.860

BC - Brunswick corp

0.033%51.25K4.32M$84.240

WRB - W r berkley corp

0.033%60.75K4.28M$70.530

MGM - Mgm resorts international

0.032%87.5K4.18M$47.810

AYI - Acuity brands inc

0.028%97503.67M$376.660

ICE - Intercontinental exchange inc

0.027%28.87K3.55M$123.110

EXP - Eagle materials inc

0.025%14.75K3.32M$225.000

WY - Weyerhaeuser co

0.022%Add 585.71%120K2.87M$23.940

NFLX - Netflix inc

0.022%Buy40K2.86M$71.400

SYY - Sysco corp

0.019%30.5K2.55M$83.580

DPZ - Dominos pizza inc

0.012%55001.63M$296.040

BRO - Brown & brown, inc.

0.007%14K898.1K$64.150

UFPI - Ufp industries inc

0.003%Buy4000362.96K$90.740