What Tom Gayner Bought in Q4 2024
Markel Group · Quarterly 13F recap as filed with the SEC.
Period: 2024-12-31 · Filed · Historical
$11.34B
Total Value
132
Holdings
6
New Buys
6
Reduced
In Q4 2024, Tom Gayner reported 132 long equity positions worth $11.34B in their Markel Group 13F filing, including 6 new positions (largest: BLACKROCK ORD at $225.7M) and 40 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | BRK.A | Berkshire Hathaway Inc. Class A | 1114 | $758.5M | 6.69% | — |
| 2 | BRK.B | Berkshire Hathaway Inc. Class B | 1531971 | $694.4M | 6.12% | — |
| 3 | GOOG | ALPHABET INC | 2749860 | $523.7M | 4.62% | — |
| 4 | BN | BROOKFIELD CORP | 8715741 | $500.7M | 4.41% | — |
| 5 | AMZN | AMAZON COM INC | 2030760 | $445.5M | 3.93% | — |
| 6 | DE | DEERE & CO | 874950 | $370.7M | 3.27% | +0.7% |
| 7 | HD | HOME DEPOT INC | 920000 | $357.9M | 3.15% | — |
| 8 | V | VISA INC | 999285 | $315.8M | 2.78% | — |
| 9 | AAPL | APPLE INC | 1227290 | $307.3M | 2.71% | — |
| 10 | WSO | WATSCO INC | 590500 | $279.8M | 2.47% | +1.4% |
| 11 | ADI | ANALOG DEVICES INC | 1167671 | $248.1M | 2.19% | — |
| 12 | DIS | DISNEY WALT CO | 2031665 | $226.2M | 1.99% | — |
| 13 | BLK | BLACKROCK ORD | 220200 | $225.7M | 1.99% | NEW |
| 14 | MSFT | MICROSOFT CORP | 519480 | $219.0M | 1.93% | +0.9% |
| 15 | KKR | KKR & CO INC | 1451800 | $214.7M | 1.89% | — |
| 16 | BX | BLACKSTONE INC | 1229000 | $211.9M | 1.87% | — |
| 17 | GS | GOLDMAN SACHS GROUP INC | 359360 | $205.8M | 1.81% | — |
| 18 | RLI | RLI CORP | 1197272 | $197.3M | 1.74% | — |
| 19 | NVO | NOVO-NORDISK A S | 2150000 | $184.9M | 1.63% | — |
| 20 | PGR | PROGRESSIVE CORP | 753750 | $180.6M | 1.59% | — |
| 21 | LPLA | LPL FINL HLDGS INC | 532404 | $173.8M | 1.53% | +2.3% |
| 22 | DEO | DIAGEO PLC | 1366708 | $173.7M | 1.53% | — |
| 23 | LOW | LOWES COS INC | 701480 | $173.1M | 1.53% | +1.6% |
| 24 | APO | APOLLO GLOBAL MGMT INC | 1012500 | $167.2M | 1.47% | — |
| 25 | META | META PLATFORMS INC | 278381 | $163.0M | 1.44% | +1.1% |
| 26 | MRSH | MARSH & MCLENNAN COS INC | 735500 | $156.2M | 1.38% | +1.8% |
| 27 | AXP | AMERICAN EXPRESS CO | 484250 | $143.7M | 1.27% | — |
| 28 | TXN | TEXAS INSTRS INC | 724000 | $135.8M | 1.20% | — |
| 29 | BAM | BROOKFIELD ASSET MANAGMT LTD | 2193953 | $118.9M | 1.05% | — |
| 30 | CAT | CATERPILLAR INC | 324800 | $117.8M | 1.04% | +1.9% |
| 31 | MA | MASTERCARD INCORPORATED | 207540 | $109.3M | 0.96% | — |
| 32 | GOOGL | ALPHABET INC | 555000 | $105.1M | 0.93% | — |
| 33 | GD | GENERAL DYNAMICS CORP | 391000 | $103.0M | 0.91% | — |
| 34 | MCO | MOODYS CORP | 213890 | $101.2M | 0.89% | — |
| 35 | SCHW | SCHWAB CHARLES CORP | 1363800 | $100.9M | 0.89% | +1.0% |
| 36 | NVR | NVR INC | 11814 | $96.6M | 0.85% | +0.9% |
| 37 | JNJ | JOHNSON & JOHNSON | 610800 | $88.3M | 0.78% | — |
| 38 | MSCI | MSCI INC | 142850 | $85.7M | 0.76% | — |
| 39 | ITW | ILLINOIS TOOL WKS INC | 327500 | $83.0M | 0.73% | — |
| 40 | SPGI | S&P GLOBAL INC | 150690 | $75.0M | 0.66% | — |
| 41 | ADM | ARCHER DANIELS MIDLAND CO | 1474300 | $74.5M | 0.66% | +0.8% |
| 42 | HEI-A | HEICO CORP NEW | 379644 | $70.6M | 0.62% | — |
| 43 | LIN | LINDE PLC | 168000 | $70.3M | 0.62% | +8.4% |
| 44 | ROL | ROLLINS INC | 1462275 | $67.8M | 0.60% | +0.6% |
| 45 | CG | Carlyle Group | 1327000 | $67.0M | 0.59% | — |
| 46 | ECL | ECOLAB INC | 274300 | $64.3M | 0.57% | — |
| 47 | DG | DOLLAR GEN CORP NEW | 835750 | $63.4M | 0.56% | +12.6% |
| 48 | JPM | JPMORGAN CHASE & CO. | 252550 | $60.5M | 0.53% | — |
| 49 | FDX | FEDEX CORP | 206500 | $58.1M | 0.51% | +5.9% |
| 50 | FNV | FRANCO NEV CORP | 483250 | $56.8M | 0.50% | +39.9% |
| 51 | SBUX | STARBUCKS CORP | 617318 | $56.3M | 0.50% | +2.8% |
| 52 | ACN | ACCENTURE PLC IRELAND | 159400 | $56.1M | 0.49% | — |
| 53 | FDS | FACTSET RESH SYS INC | 116720 | $56.1M | 0.49% | — |
| 54 | NSC | NORFOLK SOUTHN CORP | 229500 | $53.9M | 0.47% | — |
| 55 | ODFL | OLD DOMINION FREIGHT LINE IN | 300700 | $53.0M | 0.47% | +1.9% |
| 56 | ITIC | INVESTORS TITLE CO NC | 213300 | $50.5M | 0.45% | — |
| 57 | TSN | TYSON FOODS INC | 798500 | $45.9M | 0.40% | +1.1% |
| 58 | AON | AON PLC | 126200 | $45.3M | 0.40% | +5.0% |
| 59 | ROK | ROCKWELL AUTOMATION INC | 154900 | $44.3M | 0.39% | — |
| 60 | VRSK | VERISK ANALYTICS INC | 155950 | $43.0M | 0.38% | +7.6% |
| 61 | THG | HANOVER INS GROUP INC | 267000 | $41.3M | 0.36% | +5.1% |
| 62 | MMM | 3M CO | 293750 | $37.9M | 0.33% | — |
| 63 | CMCSA | Comcast Corporation | 961880 | $36.1M | 0.32% | +-11.0% |
| 64 | COST | COSTCO WHSL CORP NEW | 39150 | $35.9M | 0.32% | — |
| 65 | TROW | PRICE T ROWE GROUP INC | 314000 | $35.5M | 0.31% | — |
| 66 | NKE | NIKE INC | 432400 | $32.7M | 0.29% | +0.8% |
| 67 | SHW | SHERWIN WILLIAMS CO | 94172 | $32.0M | 0.28% | — |
| 68 | BF-B | BROWN FORMAN CORP | 843000 | $31.8M | 0.28% | — |
| 69 | HGTY | HAGERTY INC | 3108000 | $30.0M | 0.26% | +3.6% |
| 70 | ALL-PJ | ALLSTATE CORP | 154550 | $29.8M | 0.26% | — |
| 71 | YUM | YUM BRANDS INC | 205502 | $27.6M | 0.24% | +31.3% |
| 72 | LMT | LOCKHEED MARTIN CORP | 56363 | $27.4M | 0.24% | — |
| 73 | RTX | RTX CORPORATION | 224000 | $25.9M | 0.23% | NEW |
| 74 | TMO | THERMO FISHER SCIENTIFIC INC | 41100 | $21.4M | 0.19% | +16.1% |
| 75 | PAYX | PAYCHEX INC | 150000 | $21.0M | 0.19% | — |
| 76 | URI | UNITED RENTALS INC | 29650 | $20.9M | 0.18% | +14.3% |
| 77 | CSCO | CISCO SYS INC | 342000 | $20.2M | 0.18% | — |
| 78 | UNP | UNION PAC CORP | 85778 | $19.6M | 0.17% | — |
| 79 | APD | AIR PRODS & CHEMS INC | 64500 | $18.7M | 0.16% | +24.0% |
| 80 | EFX | EQUIFAX INC | 72850 | $18.6M | 0.16% | — |
| 81 | CABO | CABLE ONE INC | 50900 | $18.4M | 0.16% | -15.2% |
| 82 | FERG | FERGUSON ENTERPRISES INC | 106000 | $18.4M | 0.16% | 25.4% |
| 83 | BF-B | BROWN FORMAN CORP | 474187 | $18.0M | 0.16% | — |
| 84 | TGT | TARGET CORP | 133000 | $18.0M | 0.16% | — |
| 85 | RNR-PG | RENAISSANCERE HLDGS LTD | 70000 | $17.4M | 0.15% | — |
| 86 | HCA | HCA HEALTHCARE INC | 56580 | $17.0M | 0.15% | +11.1% |
| 87 | CHH | CHOICE HOTELS INTL INC | 115500 | $16.4M | 0.14% | — |
| 88 | COF | Capital One Financial | 91000 | $16.2M | 0.14% | — |
| 89 | CARR | CARRIER GLOBAL CORPORATION | 235000 | $16.0M | 0.14% | — |
| 90 | CCK | CROWN HLDGS INC | 189500 | $15.7M | 0.14% | — |
| 91 | ABNB | AIRBNB INC | 115310 | $15.2M | 0.13% | 502.1% |
| 92 | LAMR | LAMAR ADVERTISING CO NEW | 124000 | $15.1M | 0.13% | +11.7% |
| 93 | PEP | PEPSICO INC | 96210 | $14.6M | 0.13% | — |
| 94 | WFC | WELLS FARGO CO NEW | 204450 | $14.4M | 0.13% | — |
| 95 | SEIC | SEI INVTS CO | 173200 | $14.3M | 0.13% | — |
| 96 | PM | PHILIP MORRIS INTL INC | 114500 | $13.8M | 0.12% | — |
| 97 | UNH | UNITEDHEALTH GROUP INC | 26714 | $13.5M | 0.12% | +11.0% |
| 98 | MAR | MARRIOTT INTL INC NEW | 47000 | $13.1M | 0.12% | +30.6% |
| 99 | HXL | HEXCEL CORP NEW | 189000 | $11.9M | 0.10% | — |
| 100 | GPK | GRAPHIC PACKAGING HLDG CO | 427225 | $11.6M | 0.10% | +8.2% |
| 101 | SPOT | SPOTIFY TECHNOLOGY S A | 25900 | $11.6M | 0.10% | — |
| 102 | IQV | IQVIA HLDGS INC | 58726 | $11.5M | 0.10% | — |
| 103 | KMX | CARMAX INC | 136500 | $11.2M | 0.10% | — |
| 104 | SMG | SCOTTS MIRACLE-GRO CO | 168000 | $11.1M | 0.10% | — |
| 105 | SHOP | SHOPIFY INC | 102750 | $10.9M | 0.10% | — |
| 106 | OTIS | OTIS WORLDWIDE CORP | 114620 | $10.6M | 0.09% | — |
| 107 | NSP | INSPERITY INC | 131728 | $10.2M | 0.09% | 87.8% |
| 108 | TRU | TRANSUNION | 101050 | $9.4M | 0.08% | — |
| 109 | BNY | BANK NEW YORK MELLON CORP | 121500 | $9.3M | 0.08% | — |
| 110 | OI | O-I GLASS INC | 824100 | $8.9M | 0.08% | +1.2% |
| 111 | HSY | HERSHEY CO | 45000 | $7.6M | 0.07% | +25.0% |
| 112 | SNEJF | SONY GROUP CORP | 335000 | $7.1M | 0.06% | 400.0% |
| 113 | EMN | EASTMAN CHEM CO | 74950 | $6.8M | 0.06% | — |
| 114 | UBER | UBER TECHNOLOGIES INC | 109000 | $6.6M | 0.06% | 23.9% |
| 115 | CE | CELANESE CORP DEL | 81300 | $5.6M | 0.05% | +4.5% |
| 116 | FIX | COMFORT SYS USA INC | 13000 | $5.5M | 0.05% | — |
| 117 | GHC | GRAHAM HLDGS CO | 5200 | $4.5M | 0.04% | — |
| 118 | WRB | BERKLEY W R CORP | 60750 | $3.6M | 0.03% | — |
| 119 | BALL | BALL CORP | 51000 | $2.8M | 0.02% | — |
| 120 | IT | GARTNER INC | 5700 | $2.8M | 0.02% | — |
| 121 | WTW | WILLIS TOWERS WATSON PLC LTD | 8627 | $2.7M | 0.02% | — |
| 122 | DPZ | DOMINOS PIZZA INC | 5500 | $2.3M | 0.02% | +22.2% |
| 123 | INTU | INTUIT | 2720 | $1.7M | 0.02% | — |
| 124 | MGM | MGM RESORTS INTERNATIONAL | 40000 | $1.4M | 0.01% | NEW |
| 125 | CSGP | COSTAR GROUP INC | 18600 | $1.3M | 0.01% | — |
| 126 | EL | LAUDER ESTEE COS INC | 15000 | $1.1M | 0.01% | +7.1% |
| 127 | BC | BRUNSWICK CORP | 15000 | $970K | 0.01% | +7.1% |
| 128 | AYI | ACUITY BRANDS INC | 3000 | $876K | 0.01% | NEW |
| 129 | ICE | Intercontinental Exchange | 5120 | $763K | 0.01% | — |
| 130 | HII | HUNTINGTON INGALLS INDS INC | 4000 | $756K | 0.01% | NEW |
| 131 | CME | CME GROUP INC | 3000 | $697K | 0.01% | NEW |
| 132 | BUDFF | ANHEUSER BUSCH INBEV SA/NV | 11000 | $551K | 0.00% | — |