Thomas Gayner — Portfolio & Holdings
Thomas Gayner of Markel Group manages $13.13B across 127 reported positions as of Q2 2026, according to Nexqual.
Key Facts
| Investor | Thomas Gayner |
|---|---|
| Firm | Markel Group |
| Assets Under Management (13F) | $13.13B |
| Number of Positions | 127 |
| Reporting Period | Q2 2026 |
Top Holdings
Thomas Gayner's largest reported holdings: BRK.A, GOOG, DE, BN, AMZN, ADI, GS, AAPL, CAT, V.
All 125 Holdings (Q2 2026)
| # | Symbol | Company | % of portfolio | Value | Change vs prior quarter |
|---|---|---|---|---|---|
| 1 | BRK.A | Berkshire Hathaway | 12.19% | $1.60B | Unchanged |
| 2 | GOOG | Alphabet Inc. | 8.96% | $1.18B | Unchanged |
| 3 | DE | Deere & | 4.24% | $557M | Unchanged |
| 4 | BN | BROOKFIELD Corp | 4.24% | $557M | Unchanged |
| 5 | AMZN | Amazon | 3.69% | $484M | Unchanged |
| 6 | ADI | Analog Devices | 3.02% | $397M | Reduced 2.30% |
| 7 | GS | Goldman Sachs Group | 2.77% | $363M | Unchanged |
| 8 | AAPL | Apple Inc. | 2.70% | $355M | Unchanged |
| 9 | CAT | Caterpillar | 2.67% | $350M | Unchanged |
| 10 | V | Visa | 2.65% | $348M | Added 0.95% |
| 11 | HD | Home Depot | 2.48% | $325M | Added 0.27% |
| 12 | WSO | Watsco | 1.90% | $249M | Added 2.68% |
| 13 | TXN | Texas Instruments | 1.64% | $216M | Unchanged |
| 14 | BLK | BlackRock, Inc. | 1.61% | $212M | Unchanged |
| 15 | MSFT | Microsoft | 1.53% | $201M | Unchanged |
| 16 | DIS | Walt Disney Co | 1.49% | $196M | Unchanged |
| 17 | AXP | American Express | 1.26% | $166M | Unchanged |
| 18 | LOW | Lowes Companies | 1.26% | $166M | Added 1.83% |
| 19 | PGR | Progressive | 1.25% | $165M | Unchanged |
| 20 | FNV | FRANCO NEVADA Corp | 1.23% | $161M | Added 9.17% |
| 21 | LPLA | LPL Financial Holdings Inc. | 1.20% | $158M | Unchanged |
| 22 | JNJ | Johnson & Johnson | 1.18% | $155M | Unchanged |
| 23 | BX | Blackstone Inc. | 1.10% | $145M | Unchanged |
| 24 | RLI | Rli | 1.08% | $141M | Unchanged |
| 25 | GD | General Dynamics | 1.05% | $139M | Unchanged |
| 26 | NVO | Novo Nordisk A S | 1.05% | $138M | Unchanged |
| 27 | KKR | KKR & Co. Inc. | 1.01% | $133M | Unchanged |
| 28 | META | Meta Platforms, Inc. | 1.00% | $132M | Reduced 5.69% |
| 29 | SCHW | Schwab Charles | 0.98% | $129M | Added 0.79% |
| 30 | MRSH | Marsh & Mclennan Companies | 0.97% | $127M | Unchanged |
| 31 | APO | Apollo Global Management, Inc. | 0.91% | $120M | Unchanged |
| 32 | ADM | Archer-Daniels-Midland Co | 0.88% | $115M | Unchanged |
| 33 | LIN | Linde | 0.85% | $112M | Added 5.38% |
| 34 | DEO | Diageo | 0.84% | $110M | Unchanged |
| 35 | MA | Mastercard Inc | 0.81% | $107M | Unchanged |
| 36 | DG | Dollar General | 0.76% | $100M | Unchanged |
| 37 | BAM | Brookfield Asset Management Ltd. | 0.75% | $98.4M | Unchanged |
| 38 | HEI.A | Heico | 0.75% | $97.9M | Unchanged |
| 39 | MCO | Moodys | 0.74% | $96.9M | Unchanged |
| 40 | ODFL | Old Dominion Freight Line | 0.71% | $93.0M | Unchanged |
| 41 | NSC | Norfolk Southern | 0.68% | $88.9M | Unchanged |
| 42 | ITW | Illinois Tool Works | 0.67% | $88.6M | Unchanged |
| 43 | JPM | Jpmorgan Chase & | 0.63% | $82.7M | Unchanged |
| 44 | NVR | NVR | 0.63% | $82.4M | Added 0.08% |
| 45 | MSCI | MSCI Inc. | 0.61% | $80.0M | Unchanged |
| 46 | ROK | Rockwell Automation | 0.58% | $76.7M | Unchanged |
| 47 | ECL | Ecolab | 0.58% | $76.4M | Unchanged |
| 48 | SUNB | Sunbelt Rentals Holdings, Inc. | 0.56% | $72.9M | Added 1.14% |
| 49 | SBUX | Starbucks | 0.49% | $63.7M | Unchanged |
| 50 | ROL | Rollins | 0.48% | $63.3M | Added 1.23% |
| 51 | THG | Hanover Insurance Group | 0.46% | $60.2M | Unchanged |
| 52 | ITIC | Investors Title | 0.44% | $58.4M | Unchanged |
| 53 | CG | Carlyle Group Inc. | 0.43% | $55.9M | Unchanged |
| 54 | TSN | Tyson Foods | 0.40% | $52.3M | Added 2.70% |
| 55 | SPGI | S&P Global Inc. | 0.37% | $47.9M | Unchanged |
| 56 | AON | Aon plc | 0.34% | $45.0M | Unchanged |
| 57 | UNP | Union Pacific | 0.33% | $43.8M | Added 7.15% |
| 58 | FERG | Ferguson Enterprises Inc. | 0.33% | $42.8M | Added 5.57% |
| 59 | RTX | RTX Corp | 0.32% | $42.5M | Unchanged |
| 60 | CSCO | Cisco Systems | 0.32% | $41.8M | Unchanged |
| 61 | MELI | Mercadolibre | 0.31% | $40.7M | Added 340.37% |
| 62 | YUM | Yum Brands | 0.30% | $39.2M | Unchanged |
| 63 | MAR | Marriott International | 0.28% | $36.9M | Added 6.13% |
| 64 | ALL | Allstate | 0.28% | $36.8M | Unchanged |
| 65 | TMO | Thermo Fisher Scientific | 0.28% | $36.6M | Added 8.94% |
| 66 | COST | Costco Wholesale | 0.28% | $36.6M | Unchanged |
| 67 | HGTY | Hagerty, Inc. | 0.27% | $35.9M | Unchanged |
| 68 | BF.A | Brown Forman | 0.27% | $35.7M | Unchanged |
| 69 | TROW | Price T Rowe Group | 0.27% | $35.7M | Unchanged |
| 70 | URI | United Rentals | 0.27% | $35.3M | Unchanged |
| 71 | ABNB | Airbnb, Inc. | 0.26% | $34.7M | Unchanged |
| 72 | LMT | Lockheed Martin | 0.25% | $33.2M | Unchanged |
| 73 | HCA | HCA Healthcare, Inc. | 0.25% | $32.9M | Added 2.35% |
| 74 | SHW | Sherwin Williams | 0.25% | $32.4M | Unchanged |
| 75 | FDS | Factset Research Systems | 0.24% | $31.1M | Unchanged |
| 76 | LAMR | Lamar Advertising | 0.23% | $30.1M | Unchanged |
| 77 | VRSK | Verisk Analytics, Inc. | 0.21% | $28.0M | Unchanged |
| 78 | CSX | CSX | 0.21% | $27.8M | Added 10.28% |
| 79 | AMAT | Applied Materials | 0.20% | $26.3M | Unchanged |
| 80 | APD | Air Products & Chemicals, Inc. | 0.20% | $25.9M | Added 17.22% |
| 81 | FIX | Comfort Systems Usa | 0.20% | $25.8M | Unchanged |
| 82 | CCK | Crown Holdings | 0.19% | $24.6M | Unchanged |
| 83 | RNR | Renaissancere Holdings | 0.17% | $22.2M | Unchanged |
| 84 | EPD | Enterprise Products Partners L.P. | 0.16% | $20.9M | Added 181.68% |
| 85 | PM | Philip Morris International Inc. | 0.16% | $20.7M | Unchanged |
| 87 | CMCSA | Comcast | 0.15% | $19.7M | Reduced 16.61% |
| 88 | HXL | Hexcel | 0.14% | $18.9M | Unchanged |
| 89 | NKE | NIKE, Inc. | 0.14% | $18.4M | Unchanged |
| 90 | COF | Capital One Financial | 0.14% | $18.3M | Unchanged |
| 91 | BNY | Bank of New York Mellon Corp | 0.14% | $18.0M | Unchanged |
| 92 | CARR | CARRIER GLOBAL Corp | 0.13% | $17.2M | Unchanged |
| 93 | WFC | Wells Fargo & Company | 0.13% | $16.9M | Unchanged |
| 94 | SEIC | Sei Investments | 0.12% | $15.2M | Unchanged |
| 95 | PAYX | Paychex | 0.11% | $14.7M | Unchanged |
| 96 | HSY | Hershey | 0.10% | $13.2M | Unchanged |
| 97 | PEP | Pepsico | 0.10% | $13.0M | Unchanged |
| 98 | SPOT | Spotify Technology S.A. | 0.09% | $11.9M | Unchanged |
| 99 | SHOP | Shopify | 0.09% | $11.7M | Unchanged |
| 100 | EFX | Equifax | 0.09% | $11.6M | Unchanged |
| 101 | CME | Cme Group | 0.08% | $11.0M | Unchanged |
| 102 | CBOE | Cboe Global Markets, Inc. | 0.08% | $10.6M | Unchanged |
| 103 | UBER | Uber Technologies, Inc | 0.08% | $10.3M | Unchanged |
| 104 | OTIS | Otis Worldwide Corp | 0.07% | $9.6M | Added 16.58% |
| 105 | IQV | Iqvia Holdings | 0.07% | $9.1M | Unchanged |
| 106 | HII | Huntington Ingalls Industries | 0.06% | $7.7M | Unchanged |
| 108 | NSP | Insperity | 0.06% | $7.5M | Unchanged |
| 109 | KMX | Carmax | 0.05% | $7.2M | Unchanged |
| 110 | SONY | Sony Group Corp | 0.05% | $6.7M | Unchanged |
| 111 | CNI | Canadian National Railway | 0.05% | $6.4M | Unchanged |
| 112 | CP | Canadian Pacific Kansas City | 0.05% | $6.3M | Added 22.69% |
| 113 | GHC | Graham Holdings Co | 0.05% | $5.9M | Unchanged |
| 114 | EMN | Eastman Chemical | 0.04% | $5.0M | Unchanged |
| 115 | ZTS | Zoetis Inc. | 0.04% | $4.8M | New position |
| 116 | BC | Brunswick | 0.03% | $4.3M | Unchanged |
| 117 | WRB | Berkley W R | 0.03% | $4.3M | Unchanged |
| 118 | MGM | MGM Resorts International | 0.03% | $4.2M | Unchanged |
| 119 | AYI | Acuity (De) | 0.03% | $3.7M | Unchanged |
| 120 | ICE | Intercontinental Exchange, Inc. | 0.03% | $3.6M | Unchanged |
| 121 | EXP | Eagle Materials | 0.03% | $3.3M | Unchanged |
| 122 | WY | Weyerhaeuser | 0.02% | $2.9M | Added 585.71% |
| 123 | NFLX | Netflix | 0.02% | $2.9M | New position |
| 124 | SYY | Sysco | 0.02% | $2.5M | Unchanged |
| 125 | DPZ | Dominos Pizza | 0.01% | $1.6M | Unchanged |
| 126 | BRO | Brown & Brown | 0.01% | $898K | Unchanged |
| 127 | UFPI | Ufp Industries | 0.00% | $363K | New position |
Source: Compiled by Nexqual from public SEC 13F filings, October 23, 2026 at 08:40 UTC. Holdings reflect the most recent quarterly filing and may not represent the current portfolio.
Data source: Nexqual. Last updated: October 23, 2026 at 08:40 UTC. This page is informational and not investment advice.
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