What Tom Gayner Bought in Q1 2026
Markel Group · Quarterly 13F recap as filed with the SEC.
Period: 2026-03-31 · Filed · Historical
$11.94B
Total Value
129
Holdings
4
New Buys
3
Reduced
In Q1 2026, Tom Gayner reported 129 long equity positions worth $11.94B in their Markel Group 13F filing, including 4 new positions (largest: SUNBELT RENTALS HOLDINGS INC at $62.7M) and 42 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | BRK.A | Berkshire Hathaway Inc. Class A | 1114 | $800.0M | 6.70% | — |
| 2 | GOOG | ALPHABET INC | 2749860 | $788.8M | 6.61% | — |
| 3 | BRK.B | Berkshire Hathaway Inc. Class B | 1531971 | $734.1M | 6.15% | — |
| 4 | BN | BROOKFIELD CORP | 13073609 | $529.1M | 4.43% | — |
| 5 | DE | DEERE & CO | 877900 | $494.5M | 4.14% | — |
| 6 | AMZN | AMAZON COM INC | 2030760 | $422.9M | 3.54% | — |
| 7 | ADI | ANALOG DEVICES INC | 1023245 | $325.5M | 2.73% | — |
| 8 | AAPL | APPLE INC | 1227290 | $311.5M | 2.61% | — |
| 9 | GS | GOLDMAN SACHS GROUP INC | 359360 | $304.0M | 2.55% | — |
| 10 | V | VISA INC | 1004331 | $303.5M | 2.54% | 0.5% |
| 11 | HD | HOME DEPOT INC | 920000 | $302.6M | 2.53% | — |
| 12 | CAT | CATERPILLAR INC | 328650 | $232.8M | 1.95% | — |
| 13 | WSO | WATSCO INC | 582169 | $211.8M | 1.77% | +0.8% |
| 14 | BLK | BLACKROCK INC | 220200 | $211.8M | 1.77% | — |
| 15 | MSFT | MICROSOFT CORP | 537630 | $199.0M | 1.67% | +0.4% |
| 16 | DIS | DISNEY WALT CO | 2031665 | $195.8M | 1.64% | — |
| 17 | FNV | FRANCO NEV CORP | 708500 | $175.0M | 1.47% | +3.7% |
| 18 | LOW | LOWES COS INC | 738480 | $174.5M | 1.46% | +0.5% |
| 19 | LPLA | LPL FINL HLDGS INC | 559951 | $168.5M | 1.41% | — |
| 20 | GOOGL | ALPHABET INC | 572000 | $164.5M | 1.38% | — |
| 21 | PGR | PROGRESSIVE CORP | 753750 | $149.4M | 1.25% | — |
| 22 | JNJ | JOHNSON & JOHNSON | 610800 | $149.3M | 1.25% | — |
| 23 | AXP | AMERICAN EXPRESS CO | 490450 | $148.4M | 1.24% | +0.4% |
| 24 | META | META PLATFORMS INC | 248303 | $142.1M | 1.19% | — |
| 25 | BX | BLACKSTONE INC | 1229000 | $141.3M | 1.18% | — |
| 26 | TXN | TEXAS INSTRS INC | 724000 | $140.6M | 1.18% | — |
| 27 | RLI | RLI CORP | 2394544 | $136.6M | 1.14% | — |
| 28 | KKR | KKR & CO INC | 1451800 | $134.3M | 1.12% | — |
| 29 | GD | GENERAL DYNAMICS CORP | 391000 | $134.2M | 1.12% | — |
| 30 | MRSH | MARSH & MCLENNAN COS INC | 763500 | $132.4M | 1.11% | +0.2% |
| 31 | SCHW | SCHWAB CHARLES CORP | 1383800 | $130.0M | 1.09% | +0.6% |
| 32 | APO | APOLLO GLOBAL MGMT INC | 1012500 | $112.8M | 0.94% | — |
| 33 | ADM | ARCHER DANIELS MIDLAND CO | 1505800 | $109.5M | 0.92% | — |
| 34 | NVO | NOVO-NORDISK A S | 2869774 | $105.5M | 0.88% | — |
| 35 | MA | MASTERCARD INCORPORATED | 207540 | $103.7M | 0.87% | — |
| 36 | DG | DOLLAR GEN CORP NEW | 869250 | $103.2M | 0.86% | — |
| 37 | DEO | DIAGEO PLC | 1372208 | $102.2M | 0.86% | +0.0% |
| 38 | LIN | LINDE PLC | 204600 | $101.4M | 0.85% | +2.2% |
| 39 | BAM | BROOKFIELD ASSET MANAGMT LTD | 2193953 | $97.5M | 0.82% | — |
| 40 | MCO | MOODYS CORP | 213890 | $93.3M | 0.78% | — |
| 41 | ITW | ILLINOIS TOOL WKS INC | 327500 | $85.2M | 0.71% | — |
| 42 | ODFL | OLD DOMINION FREIGHT LINE IN | 429150 | $83.9M | 0.70% | +1.8% |
| 43 | NSC | NORFOLK SOUTHN CORP | 282500 | $81.1M | 0.68% | +3.3% |
| 44 | HEI-A | HEICO CORP NEW | 379644 | $80.1M | 0.67% | — |
| 45 | ROL | ROLLINS INC | 1498025 | $80.0M | 0.67% | +0.6% |
| 46 | NVR | NVR INC | 12087 | $79.7M | 0.67% | +0.7% |
| 47 | MSCI | MSCI INC | 142850 | $77.0M | 0.64% | — |
| 48 | JPM | JPMORGAN CHASE & CO. | 252550 | $74.3M | 0.62% | — |
| 49 | ECL | ECOLAB INC | 274300 | $73.0M | 0.61% | — |
| 50 | CG | Carlyle Group | 1327000 | $64.2M | 0.54% | — |
| 51 | SUNB | SUNBELT RENTALS HOLDINGS INC | 963361 | $62.7M | 0.53% | NEW |
| 52 | TSN | TYSON FOODS INC | 889500 | $57.0M | 0.48% | +0.6% |
| 53 | SBUX | STARBUCKS CORP | 623818 | $55.9M | 0.47% | — |
| 54 | ROK | ROCKWELL AUTOMATION INC | 154900 | $55.6M | 0.47% | — |
| 55 | SPGI | S&P GLOBAL INC | 117690 | $50.1M | 0.42% | -21.9% |
| 56 | THG | HANOVER INS GROUP INC | 281000 | $48.7M | 0.41% | — |
| 57 | ITIC | INVESTORS TITLE CO NC | 213300 | $46.4M | 0.39% | — |
| 58 | AON | AON PLC | 135800 | $43.8M | 0.37% | +1.3% |
| 59 | RTX | RTX CORPORATION | 224000 | $43.2M | 0.36% | — |
| 60 | FERG | FERGUSON ENTERPRISES INC | 170700 | $39.8M | 0.33% | +4.4% |
| 61 | LMT | LOCKHEED MARTIN CORP | 65213 | $39.4M | 0.33% | +1.1% |
| 62 | COST | COSTCO WHSL CORP NEW | 39150 | $39.0M | 0.33% | — |
| 63 | HCA | HCA HEALTHCARE INC | 82430 | $39.0M | 0.33% | +2.2% |
| 64 | YUM | YUM BRANDS INC | 245213 | $38.1M | 0.32% | +8.3% |
| 65 | UNP | UNION PAC CORP | 150278 | $36.5M | 0.31% | +6.4% |
| 66 | TMO | THERMO FISHER SCIENTIFIC INC | 67100 | $33.0M | 0.28% | +6.8% |
| 67 | HGTY | HAGERTY INC | 3108000 | $32.7M | 0.27% | — |
| 68 | ALL-PJ | ALLSTATE CORP | 154550 | $32.0M | 0.27% | — |
| 69 | ACN | ACCENTURE PLC IRELAND | 159400 | $31.6M | 0.26% | — |
| 70 | MAR | MARRIOTT INTL INC NEW | 93750 | $30.7M | 0.26% | +4.5% |
| 71 | ABNB | AIRBNB INC | 242389 | $30.6M | 0.26% | +0.9% |
| 72 | SHW | SHERWIN WILLIAMS CO | 94172 | $30.2M | 0.25% | — |
| 73 | VRSK | VERISK ANALYTICS INC | 155950 | $29.6M | 0.25% | — |
| 74 | FDS | FACTSET RESH SYS INC | 135376 | $29.4M | 0.25% | +11.1% |
| 75 | TROW | PRICE T ROWE GROUP INC | 314000 | $28.3M | 0.24% | — |
| 76 | CMCSA | Comcast Corporation | 961880 | $27.6M | 0.23% | — |
| 77 | CSCO | CISCO SYS INC | 355500 | $27.6M | 0.23% | — |
| 78 | LAMR | LAMAR ADVERTISING CO NEW | 193000 | $24.4M | 0.20% | +4.3% |
| 79 | NKE | NIKE INC | 447400 | $23.6M | 0.20% | — |
| 80 | URI | UNITED RENTALS INC | 31150 | $22.7M | 0.19% | — |
| 81 | BF-B | BROWN FORMAN CORP | 843000 | $22.6M | 0.19% | — |
| 82 | CCK | CROWN HLDGS INC | 220000 | $22.1M | 0.18% | +3.8% |
| 83 | APD | AIR PRODS & CHEMS INC | 75500 | $21.9M | 0.18% | +5.6% |
| 84 | CSX | CSX CORP | 530000 | $21.8M | 0.18% | +20.5% |
| 85 | RNR-PG | RENAISSANCERE HLDGS LTD | 70000 | $20.8M | 0.17% | — |
| 86 | PM | PHILIP MORRIS INTL INC | 114500 | $18.9M | 0.16% | — |
| 87 | FIX | COMFORT SYS USA INC | 13000 | $17.9M | 0.15% | — |
| 88 | COF | Capital One Financial | 91000 | $16.6M | 0.14% | — |
| 89 | WFC | WELLS FARGO CO NEW | 204450 | $16.3M | 0.14% | — |
| 90 | HSY | HERSHEY CO | 75000 | $15.6M | 0.13% | +11.1% |
| 91 | HXL | HEXCEL CORP NEW | 189000 | $15.3M | 0.13% | — |
| 92 | PEP | PEPSICO INC | 96210 | $14.9M | 0.13% | — |
| 93 | BNY | BANK NEW YORK MELLON CORP | 124500 | $14.8M | 0.12% | +2.5% |
| 94 | CME | CME GROUP INC | 49750 | $14.7M | 0.12% | +8.7% |
| 95 | PAYX | PAYCHEX INC | 150000 | $13.8M | 0.12% | — |
| 96 | SEIC | SEI INVTS CO | 173200 | $13.6M | 0.11% | — |
| 97 | CARR | CARRIER GLOBAL CORPORATION | 235000 | $13.2M | 0.11% | — |
| 98 | EFX | EQUIFAX INC | 72850 | $13.1M | 0.11% | — |
| 99 | SPOT | SPOTIFY TECHNOLOGY S A | 25900 | $12.6M | 0.11% | — |
| 100 | BF-B | BROWN FORMAN CORP | 474187 | $12.5M | 0.11% | — |
| 101 | AMAT | APPLIED MATLS INC | 36350 | $12.4M | 0.10% | +6.6% |
| 102 | CBOE | CBOE GLOBAL MKTS INC | 43700 | $12.3M | 0.10% | +4.7% |
| 103 | SHOP | SHOPIFY INC | 102750 | $12.2M | 0.10% | — |
| 104 | HII | HUNTINGTON INGALLS INDS INC | 27500 | $10.4M | 0.09% | +7.8% |
| 105 | UBER | UBER TECHNOLOGIES INC | 142500 | $10.3M | 0.09% | +1.8% |
| 106 | SMG | SCOTTS MIRACLE-GRO CO | 168000 | $10.2M | 0.09% | — |
| 107 | MELI | MERCADOLIBRE INC | 5450 | $9.4M | 0.08% | NEW |
| 108 | OTIS | OTIS WORLDWIDE CORP | 114620 | $8.8M | 0.07% | — |
| 109 | IQV | IQVIA HLDGS INC | 46900 | $8.0M | 0.07% | — |
| 110 | XOM | EXXON MOBIL CORP | 47000 | $8.0M | 0.07% | +23.7% |
| 111 | EPD | ENTERPRISE PRODS PARTNERS L | 202000 | $7.6M | 0.06% | NEW |
| 112 | SNEJF | SONY GROUP CORP | 335000 | $6.9M | 0.06% | — |
| 113 | EMN | EASTMAN CHEM CO | 74950 | $5.7M | 0.05% | — |
| 114 | KMX | CARMAX INC | 136500 | $5.7M | 0.05% | — |
| 115 | CNI | CANADIAN NATL RY CO | 53500 | $5.5M | 0.05% | +20.2% |
| 116 | GHC | GRAHAM HLDGS CO | 5200 | $5.5M | 0.05% | — |
| 117 | UNH | UNITEDHEALTH GROUP INC | 18700 | $5.1M | 0.04% | -29.4% |
| 118 | NSP | INSPERITY INC | 181336 | $4.9M | 0.04% | +18.6% |
| 119 | CP | CANADIAN PACIFIC KANSAS CITY | 59500 | $4.7M | 0.04% | +17.8% |
| 120 | ICE | Intercontinental Exchange | 28870 | $4.5M | 0.04% | +38.3% |
| 121 | WRB | BERKLEY W R CORP | 60750 | $4.0M | 0.03% | — |
| 122 | BC | BRUNSWICK CORP | 51250 | $3.7M | 0.03% | +7.3% |
| 123 | MGM | MGM RESORTS INTERNATIONAL | 87500 | $3.2M | 0.03% | — |
| 124 | EXP | EAGLE MATLS INC | 14750 | $2.8M | 0.02% | — |
| 125 | AYI | ACUITY INC | 9750 | $2.7M | 0.02% | — |
| 126 | SYY | SYSCO CORP | 30500 | $2.2M | 0.02% | — |
| 127 | DPZ | DOMINOS PIZZA INC | 5500 | $2.0M | 0.02% | — |
| 128 | BRO | BROWN & BROWN INC | 14000 | $913K | 0.01% | +27.3% |
| 129 | WY | WEYERHAEUSER CO MTN BE | 17500 | $428K | 0.00% | NEW |