What Tom Gayner Bought in Q1 2024
Markel Group · Quarterly 13F recap as filed with the SEC.
Period: 2024-03-31 · Filed · Historical
$10.14B
Total Value
132
Holdings
0
New Buys
0
Reduced
In Q1 2024, Tom Gayner reported 132 long equity positions worth $10.14B in their Markel Group 13F filing.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | BRK.A | Berkshire Hathaway Inc. Class A | 1114 | $706.8M | 6.97% | — |
| 2 | BRK.B | Berkshire Hathaway Inc. Class B | 1531971 | $644.2M | 6.35% | — |
| 3 | GOOG | ALPHABET INC | 2749860 | $418.7M | 4.13% | — |
| 4 | AMZN | AMAZON COM INC | 2030760 | $366.3M | 3.61% | — |
| 5 | BN | BROOKFIELD CORP | 8715741 | $364.9M | 3.60% | — |
| 6 | HD | HOME DEPOT INC | 920000 | $352.9M | 3.48% | — |
| 7 | DE | DEERE & CO | 823800 | $338.4M | 3.34% | — |
| 8 | V | VISA INC | 999285 | $278.9M | 2.75% | — |
| 9 | NVO | NOVO-NORDISK A S | 2150000 | $276.1M | 2.72% | — |
| 10 | DIS | DISNEY WALT CO | 2031665 | $248.6M | 2.45% | — |
| 11 | WSO | WATSCO INC | 566250 | $244.6M | 2.41% | — |
| 12 | ADI | ANALOG DEVICES INC | 1167471 | $230.9M | 2.28% | — |
| 13 | MSFT | MICROSOFT CORP | 502830 | $211.6M | 2.09% | — |
| 14 | AAPL | APPLE INC | 1227190 | $210.4M | 2.08% | — |
| 15 | DEO | DIAGEO PLC | 1360408 | $202.3M | 2.00% | — |
| 16 | BLK | BLACKROCK INC | 220200 | $183.6M | 1.81% | — |
| 17 | RLI | RLI CORP | 1197272 | $177.8M | 1.75% | — |
| 18 | LOW | LOWES COS INC | 663480 | $169.0M | 1.67% | — |
| 19 | BX | BLACKSTONE INC | 1229000 | $161.5M | 1.59% | — |
| 20 | PGR | PROGRESSIVE CORP | 753750 | $155.9M | 1.54% | — |
| 21 | GS | GOLDMAN SACHS GROUP INC | 359360 | $150.1M | 1.48% | — |
| 22 | KKR | KKR & CO INC | 1451800 | $146.0M | 1.44% | — |
| 23 | MRSH | MARSH & MCLENNAN COS INC | 694000 | $143.0M | 1.41% | — |
| 24 | META | META PLATFORMS INC | 267681 | $130.0M | 1.28% | — |
| 25 | TXN | TEXAS INSTRS INC | 724000 | $126.1M | 1.24% | — |
| 26 | LPLA | LPL FINL HLDGS INC | 454291 | $120.0M | 1.18% | — |
| 27 | APO | APOLLO GLOBAL MGMT INC | 1012500 | $113.9M | 1.12% | — |
| 28 | CAT | CATERPILLAR INC | 307600 | $112.7M | 1.11% | — |
| 29 | GD | GENERAL DYNAMICS CORP | 391000 | $110.5M | 1.09% | — |
| 30 | AXP | AMERICAN EXPRESS CO | 484250 | $110.3M | 1.09% | — |
| 31 | DG | DOLLAR GEN CORP NEW | 675250 | $105.4M | 1.04% | — |
| 32 | MA | MASTERCARD INCORPORATED | 207540 | $99.9M | 0.99% | — |
| 33 | SCHW | SCHWAB CHARLES CORP | 1353766 | $97.9M | 0.97% | — |
| 34 | JNJ | JOHNSON & JOHNSON | 610800 | $96.6M | 0.95% | — |
| 35 | BAM | BROOKFIELD ASSET MANAGMT LTD | 2193953 | $92.2M | 0.91% | — |
| 36 | NVR | NVR INC | 11349 | $91.9M | 0.91% | — |
| 37 | ADM | ARCHER DANIELS MIDLAND CO | 1463300 | $91.9M | 0.91% | — |
| 38 | ITW | ILLINOIS TOOL WKS INC | 327500 | $87.9M | 0.87% | — |
| 39 | MCO | MOODYS CORP | 213890 | $84.1M | 0.83% | — |
| 40 | GOOGL | ALPHABET INC | 555000 | $83.8M | 0.83% | — |
| 41 | MSCI | MSCI INC | 142850 | $80.1M | 0.79% | — |
| 42 | ROL | ROLLINS INC | 1426275 | $66.0M | 0.65% | — |
| 43 | SPGI | S&P GLOBAL INC | 150690 | $64.1M | 0.63% | — |
| 44 | ECL | ECOLAB INC | 274300 | $63.3M | 0.62% | — |
| 45 | CG | Carlyle Group | 1327000 | $62.2M | 0.61% | — |
| 46 | LIN | LINDE PLC | 131500 | $61.1M | 0.60% | — |
| 47 | NSC | NORFOLK SOUTHN CORP | 229500 | $58.5M | 0.58% | — |
| 48 | HEI-A | HEICO CORP NEW | 379644 | $58.4M | 0.58% | — |
| 49 | ACN | ACCENTURE PLC IRELAND | 159400 | $55.2M | 0.54% | — |
| 50 | FDS | FACTSET RESH SYS INC | 116720 | $53.0M | 0.52% | — |
| 51 | JPM | JPMORGAN CHASE & CO | 252550 | $50.6M | 0.50% | — |
| 52 | SBUX | STARBUCKS CORP | 541318 | $49.5M | 0.49% | — |
| 53 | FDX | FEDEX CORP | 168000 | $48.7M | 0.48% | — |
| 54 | CMCSA | Comcast Corporation | 1072241 | $46.5M | 0.46% | — |
| 55 | TSN | TYSON FOODS INC | 777500 | $45.7M | 0.45% | — |
| 56 | ROK | ROCKWELL AUTOMATION INC | 154900 | $45.1M | 0.45% | — |
| 57 | BF-B | BROWN FORMAN CORP | 843000 | $44.6M | 0.44% | — |
| 58 | ODFL | OLD DOMINION FREIGHT LINE IN | 195000 | $42.8M | 0.42% | — |
| 59 | TROW | PRICE T ROWE GROUP INC | 314000 | $38.3M | 0.38% | — |
| 60 | AON | AON PLC | 110050 | $36.7M | 0.36% | — |
| 61 | NKE | NIKE INC | 375900 | $35.3M | 0.35% | — |
| 62 | ITIC | INVESTORS TITLE CO NC | 213300 | $34.8M | 0.34% | — |
| 63 | WHR | WHIRLPOOL CORP | 282049 | $33.7M | 0.33% | — |
| 64 | SHW | SHERWIN WILLIAMS CO | 94172 | $32.7M | 0.32% | — |
| 65 | MMM | 3M CO | 293750 | $31.2M | 0.31% | — |
| 66 | THG | HANOVER INS GROUP INC | 227000 | $30.9M | 0.30% | — |
| 67 | VRSK | VERISK ANALYTICS INC | 127200 | $30.0M | 0.30% | — |
| 68 | COST | COSTCO WHSL CORP NEW | 39150 | $28.7M | 0.28% | — |
| 69 | HGTY | HAGERTY INC | 3000000 | $27.4M | 0.27% | — |
| 70 | ALL-PJ | ALLSTATE CORP | 154550 | $26.7M | 0.26% | — |
| 71 | CVS | CVS HEALTH CORP | 332000 | $26.5M | 0.26% | — |
| 72 | EFX | EQUIFAX INC | 97850 | $26.2M | 0.26% | — |
| 73 | LMT | LOCKHEED MARTIN CORP | 56363 | $25.6M | 0.25% | — |
| 74 | BF-B | BROWN FORMAN CORP | 474187 | $24.5M | 0.24% | — |
| 75 | TGT | TARGET CORP | 133000 | $23.6M | 0.23% | — |
| 76 | RTX | RTX CORPORATION | 224000 | $21.8M | 0.22% | — |
| 77 | UNP | UNION PAC CORP | 85778 | $21.1M | 0.21% | — |
| 78 | CABO | CABLE ONE INC | 48100 | $20.4M | 0.20% | — |
| 79 | PAYX | PAYCHEX INC | 150000 | $18.4M | 0.18% | — |
| 80 | CSCO | CISCO SYS INC | 342000 | $17.1M | 0.17% | — |
| 81 | PEP | PEPSICO INC | 96210 | $16.8M | 0.17% | — |
| 82 | RNR-PG | RENAISSANCERE HLDGS LTD | 70000 | $16.5M | 0.16% | — |
| 83 | CCK | CROWN HLDGS INC | 189500 | $15.0M | 0.15% | — |
| 84 | TMO | THERMO FISHER SCIENTIFIC INC | 24700 | $14.4M | 0.14% | — |
| 85 | IQV | IQVIA HLDGS INC | 55726 | $14.1M | 0.14% | — |
| 86 | HXL | HEXCEL CORP NEW | 189000 | $13.8M | 0.14% | — |
| 87 | CARR | CARRIER GLOBAL CORPORATION | 235000 | $13.7M | 0.13% | — |
| 88 | COF | Capital One Financial | 91000 | $13.5M | 0.13% | — |
| 89 | CE | CELANESE CORP DEL | 77800 | $13.4M | 0.13% | — |
| 90 | FERG | FERGUSON PLC NEW | 57500 | $12.6M | 0.12% | — |
| 91 | SMG | SCOTTS MIRACLE-GRO CO | 168000 | $12.5M | 0.12% | — |
| 92 | SEIC | SEI INVTS CO | 173200 | $12.5M | 0.12% | — |
| 93 | WFC | WELLS FARGO CO NEW | 204450 | $11.8M | 0.12% | — |
| 94 | OTIS | OTIS WORLDWIDE CORP | 114620 | $11.4M | 0.11% | — |
| 95 | URI | UNITED RENTALS INC | 15500 | $11.2M | 0.11% | — |
| 96 | KMX | CARMAX INC | 123500 | $10.8M | 0.11% | — |
| 97 | EA | ELECTRONIC ARTS INC | 80800 | $10.7M | 0.11% | — |
| 98 | CHH | CHOICE HOTELS INTL INC | 84500 | $10.7M | 0.11% | — |
| 99 | PM | PHILIP MORRIS INTL INC | 114500 | $10.5M | 0.10% | — |
| 100 | AMT | AMERICAN TOWER CORP NEW | 51910 | $10.3M | 0.10% | — |
| 101 | LAMR | LAMAR ADVERTISING CO NEW | 77000 | $9.2M | 0.09% | — |
| 102 | OI | O-I GLASS INC | 539100 | $8.9M | 0.09% | — |
| 103 | CBRL | CRACKER BARREL OLD CTRY STOR | 111000 | $8.1M | 0.08% | — |
| 104 | TRU | TRANSUNION | 101050 | $8.1M | 0.08% | — |
| 105 | UNH | UNITEDHEALTH GROUP INC | 16100 | $8.0M | 0.08% | — |
| 106 | SHOP | SHOPIFY INC | 102750 | $7.9M | 0.08% | — |
| 107 | EMN | EASTMAN CHEM CO | 74950 | $7.5M | 0.07% | — |
| 108 | HCA | HCA HEALTHCARE INC | 21432 | $7.1M | 0.07% | — |
| 109 | GPK | GRAPHIC PACKAGING HLDG CO | 240824 | $7.0M | 0.07% | — |
| 110 | BNY | BANK NEW YORK MELLON CORP | 121500 | $7.0M | 0.07% | — |
| 111 | SPOT | SPOTIFY TECHNOLOGY S A | 25900 | $6.8M | 0.07% | — |
| 112 | SNEJF | SONY GROUP CORP | 67000 | $5.7M | 0.06% | — |
| 113 | UBER | UBER TECHNOLOGIES INC | 58000 | $4.5M | 0.04% | — |
| 114 | FIX | COMFORT SYS USA INC | 13000 | $4.1M | 0.04% | — |
| 115 | GHC | GRAHAM HLDGS CO | 5200 | $4.0M | 0.04% | — |
| 116 | APD | AIR PRODS & CHEMS INC | 15000 | $3.6M | 0.04% | — |
| 117 | WRB | BERKLEY W R CORP | 40500 | $3.6M | 0.04% | — |
| 118 | BALL | BALL CORP | 51000 | $3.4M | 0.03% | — |
| 119 | IT | GARTNER INC | 5700 | $2.7M | 0.03% | — |
| 120 | BNRE | BROOKFIELD REINS LTD | 60101 | $2.5M | 0.02% | — |
| 121 | WTW | WILLIS TOWERS WATSON PLC LTD | 8627 | $2.4M | 0.02% | — |
| 122 | MAR | MARRIOTT INTL INC NEW | 9000 | $2.3M | 0.02% | — |
| 123 | YUM | YUM BRANDS INC | 16152 | $2.2M | 0.02% | — |
| 124 | SRCLEUR | STERICYCLE INC | 38000 | $2.0M | 0.02% | — |
| 125 | NSP | INSPERITY INC | 16876 | $1.8M | 0.02% | — |
| 126 | HSY | HERSHEY CO | 9500 | $1.8M | 0.02% | — |
| 127 | CSGP | COSTAR GROUP INC | 18600 | $1.8M | 0.02% | — |
| 128 | INTU | INTUIT | 2720 | $1.8M | 0.02% | — |
| 129 | DNB | DUN & BRADSTREET HLDGS INC | 115000 | $1.2M | 0.01% | — |
| 130 | HGTY | HAGERTY INC | 540000 | $1.1M | 0.01% | — |
| 131 | ICE | Intercontinental Exchange | 5120 | $704K | 0.01% | — |
| 132 | BUDFF | ANHEUSER BUSCH INBEV SA/NV | 11000 | $669K | 0.01% | — |