Tom Gayner

Markel Corp

Period: Q1, 2026

Filed Date: May 01, 2026

Reported Date: Mar 31, 2026

No. of Stocks: 129

Portfolio Value: 11.94B

SEC Reference

Holding

Activity

Stock% of portfoliioActivitySharesValueRecent Price

BRK-A - Berkshire hathaway inc-cl a

6.701%1114800.01M$718140.000

GOOG - Alphabet inc

6.607%2.75M788.82M$286.860

BRK-B - Berkshire hathaway inc-cl b

6.149%1.53M734.12M$479.200

BN - Brookfield corp

4.432%13.07M529.09M$40.470

DE - Deere & co

4.142%877.9K494.52M$563.300

AMZN - Amazon.com inc

3.543%2.03M422.95M$208.270

ADI - Analog devices inc

2.727%1.02M325.54M$318.140

AAPL - Apple inc

2.609%1.23M311.47M$253.790

GS - Goldman sachs group inc

2.546%359.36K304.01M$845.990

V - Visa inc

2.543%Add 0.50%1.00M303.55M$302.240

HD - Home depot inc

2.534%920K302.58M$328.890

CAT - Caterpillar inc

1.950%328.65K232.84M$708.460

WSO - Watsco inc

1.774%Add 0.78%582.169K211.79M$363.790

Blackrock inc

1.774%220.2K211.77M$961.710

MSFT - Microsoft corp

1.667%Add 0.36%537.63K199.01M$370.170

DIS - Walt disney co

1.640%2.03M195.81M$96.380

FNV - Franco-nevada corp

1.466%Add 3.66%708.5K175.03M$247.050

LOW - Lowe's companies inc

1.462%Add 0.54%738.48K174.49M$236.280

LPLA - Lpl financial holdings inc.

1.411%559.951K168.45M$300.830

GOOGL - Alphabet inc

1.378%572K164.48M$287.560

PGR - Progressive corp

1.252%753.75K149.42M$198.240

JNJ - Johnson & johnson

1.251%610.8K149.30M$244.440

AXP - American express co

1.243%Add 0.40%490.45K148.35M$302.480

META - Meta platforms inc

1.190%248.303K142.06M$572.130

BX - Blackstone inc

1.184%1.23M141.32M$114.990

TXN - Texas instruments inc

1.177%724K140.56M$194.140

RLI - Rli corp

1.144%2.39M136.58M$57.040

KKR - Kkr & co inc

1.125%1.45M134.29M$92.500

GD - General dynamics corp

1.124%391K134.20M$343.220

MMC - Marsh & mclennan companies inc

1.109%Add 0.23%763.5K132.43M$173.450

SCHW - Charles schwab corp

1.089%Add 0.58%1.38M130.05M$93.980

APO - Apollo global management inc

0.945%1.01M112.81M$111.420

ADM - Archer-daniels-midland co

0.917%1.51M109.46M$72.690

NVO - Novo nordisk a/s

0.883%2.87M105.46M$36.750

MA - Mastercard inc

0.869%207.54K103.70M$499.660

DG - Dollar general corp

0.864%869.25K103.21M$118.730

DEO - Diageo plc

0.856%Add 0.04%1.37M102.16M$74.450

LIN - Linde plc

0.850%Add 2.25%204.6K101.43M$495.760

BAM - Brookfield asset management ltd.

0.817%2.19M97.52M$44.450

MCO - Moody's corp

0.782%213.89K93.31M$436.250

ITW - Illinois tool works inc

0.714%327.5K85.24M$260.290

ODFL - Old dominion freight line inc

0.702%Add 1.78%429.15K83.86M$195.400

NSC - Norfolk southern corp

0.679%Add 3.29%282.5K81.08M$287.000

HEI-A - Heico corp-class a

0.671%379.644K80.14M$211.090

ROL - Rollins inc

0.670%Add 0.60%1.50M80.01M$53.410

NVR - Nvr inc

0.667%Add 0.67%12.087K79.65M$6589.830

MSCI - Msci inc

0.645%142.85K77.00M$539.010

JPM - Jpmorgan chase & co

0.622%252.55K74.29M$294.160

ECL - Ecolab inc

0.611%274.3K72.97M$266.020

CG - Carlyle group inc

0.538%1.33M64.21M$48.390

Sunbelt rentals holdings inc

0.525%Buy963.361K62.71M$65.090

TSN - Tyson foods, inc.

0.477%Add 0.57%889.5K56.99M$64.070

SBUX - Starbucks corp

0.468%623.818K55.89M$89.590

ROK - Rockwell automation, inc

0.466%154.9K55.59M$358.880

SPGI - S&p global inc

0.419%Reduced 21.90%117.69K50.06M$425.340

THG - Hanover insurance group inc

0.408%281K48.71M$173.350

ITIC - Investors title co

0.388%213.3K46.36M$217.340

AON - Aon plc

0.367%Add 1.31%135.8K43.83M$322.780

RTX - Rtx corp

0.362%224K43.21M$192.900

Ferguson enterprises inc

0.334%Add 4.40%170.7K39.82M$233.260

LMT - Lockheed martin corp

0.330%Add 1.09%65.213K39.41M$604.390

COST - Costco wholesale corp

0.327%39.15K39.01M$996.430

HCA - Hca healthcare inc

0.327%Add 2.17%82.43K39.01M$473.240

YUM - Yum brands inc

0.319%Add 8.29%245.213K38.13M$155.480

UNP - Union pacific corp

0.305%Add 6.37%150.278K36.46M$242.620

TMO - Thermo fisher scientific inc

0.276%Add 6.85%67.1K32.98M$491.530

HGTY - Hagerty inc

0.274%3.11M32.73M$10.530

ALL - Allstate corp

0.268%154.55K32.04M$207.340

ACN - Accenture plc

0.265%159.4K31.61M$198.290

MAR - Marriott international inc

0.257%Add 4.46%93.75K30.66M$327.070

ABNB - Airbnb inc

0.256%Add 0.87%242.389K30.61M$126.280

SHW - Sherwin-williams co

0.253%94.172K30.19M$320.550

VRSK - Verisk analytics, inc.

0.248%155.95K29.59M$189.750

FDS - Factset research systems inc

0.246%Add 11.08%135.376K29.38M$216.990

TROW - T rowe price group inc

0.237%314K28.30M$90.140

CMCSA - Comcast corp

0.231%961.88K27.62M$28.710

CSCO - Cisco systems inc

0.231%355.5K27.58M$77.590

LAMR - Lamar advertising co/new

0.205%Add 4.32%193K24.45M$126.660

NKE - Nike inc

0.198%447.4K23.63M$52.820

URI - United rentals inc

0.190%31.15K22.69M$728.560

BF-A - Brown-forman corp-class a

0.189%843K22.58M$26.790

CCK - Crown holdings inc

0.185%Add 3.77%220K22.05M$100.250

APD - Air products and chemicals inc

0.184%Add 5.59%75.5K21.93M$290.490

CSX - Csx corp

0.182%Add 20.45%530K21.76M$41.050

RNR - Renaissancere holdings ltd

0.174%70K20.81M$297.230

PM - Philip morris international inc

0.159%114.5K18.93M$165.340

FIX - Comfort systems usa inc

0.150%13K17.93M$1378.990

COF - Capital one financial corp

0.139%91K16.60M$182.430

WFC - Wells fargo & co

0.136%204.45K16.28M$79.610

HSY - Hershey co

0.131%Add 11.11%75K15.59M$207.890

HXL - Hexcel corp

0.128%189K15.30M$80.930

PEP - Pepsico inc

0.125%96.21K14.94M$155.290

BK - Bank of new york mellon corp

0.124%Add 2.47%124.5K14.77M$118.630

CME - Cme group inc

0.123%Add 8.74%49.75K14.69M$295.350

PAYX - Paychex inc

0.116%150K13.82M$92.120

SEIC - Sei investments co

0.114%173.2K13.59M$78.470

CARR - Carrier global corp

0.111%235K13.23M$56.310

EFX - Equifax inc

0.110%72.85K13.12M$180.070

SPOT - Spotify technology sa

0.105%25.9K12.56M$484.910

BF-B - Brown-forman corp-class b

0.105%474.187K12.54M$26.440

AMAT - Applied materials inc

0.104%Add 6.60%36.35K12.42M$341.790

CBOE - Cboe global mkt

0.103%Add 4.67%43.7K12.28M$281.070

SHOP - Shopify inc

0.102%102.75K12.19M$118.620

HII - Huntington ingalls industries inc

0.088%Add 7.84%27.5K10.45M$379.900

UBER - Uber technologies inc

0.086%Add 1.79%142.5K10.25M$71.930

SMG - Scotts miracle-gro co

0.086%168K10.22M$60.810

MELI - Mercadolibre inc

0.079%Buy54509.42M$1729.020

OTIS - Otis worldwide corp

0.074%114.62K8.83M$77.080

IQV - Iqvia holdings inc

0.067%46.9K8.00M$170.540

XOM - Exxon mobil corp

0.067%Add 23.68%47K7.97M$169.660

EPD - Enterprise products partners lp

0.064%Buy202K7.64M$37.840

SONY - Sony group corp

0.058%335K6.93M$20.700

EMN - Eastman chemical co

0.048%74.95K5.72M$76.320

KMX - Carmax inc

0.048%136.5K5.68M$41.580

CNI - Canadian national railway co

0.046%Add 20.22%53.5K5.50M$102.770

GHC - Graham holdings co

0.046%52005.50M$1057.260

UNH - Unitedhealth group inc

0.042%Reduced 29.43%18.7K5.06M$270.590

NSP - Insperity inc

0.041%Add 18.62%181.336K4.90M$27.040

CP - Canadian pacific kansas city ltd

0.039%Add 17.82%59.5K4.68M$78.660

ICE - Intercontinental exchange inc

0.038%Add 38.33%28.87K4.54M$157.280

WRB - W r berkley corp

0.034%60.75K4.03M$66.280

BC - Brunswick corp

0.031%Add 7.33%51.25K3.73M$72.760

MGM - Mgm resorts international

0.027%87.5K3.24M$37.010

EXP - Eagle materials inc

0.023%14.75K2.79M$189.450

AYI - Acuity brands inc

0.023%97502.73M$280.220

SYY - Sysco corp

0.018%30.5K2.18M$71.330

DPZ - Dominos pizza inc

0.017%55001.97M$358.790

BRO - Brown & brown, inc.

0.008%Add 27.27%14K912.94K$65.210

WY - Weyerhaeuser co

0.004%Buy17.5K427.525K$24.430