Great investors · Tom Gayner
Tom Gayner portfolio · Q3 2026
Tom Gayner, head of Markel Group. This is the stock portfolio Markel Group reported to the SEC (Form 13F) as of Sep 30, 2026, filed on Oct 30, 2026.
The 13F is filed by the firm, not the person: when this page says what Tom Gayner “owns” or “bought”, it means the positions of Markel Group as a whole.
Not counted as a concentrated manager: its portfolio is not within 5 to 100 positions; its top 10 positions are under 45%. Its portfolio is shown all the same, but it is left out of manager counts, the consensus and the ranking. How this is decided
What stocks does Tom Gayner own?
The largest positions of Markel Group in Q3 2026 are BRK/A, GOOG, DE, AMZN, BN.
- 1Berkshire HathawayBRK/A · BRK/B12.4%
- 2AlphabetGOOG · GOOGL8.7%
- 3DeereDEReduced4.5%
- 4Amazon.comAMZN3.9%
- 5BrookfieldBN3.7%
- 6AppleAAPL3.2%
- 7Analog DevicesADI3.1%
- 8VisaV2.8%
- 9Goldman Sachs GroupGS2.5%
- 10MicrosoftMSFT2.1%
Where there are two tickers (e.g. GOOGL · GOOG) they are two share classes of the same company and the weight is the sum: that is why there are 142 rows here and the 13F has 145 positions.
What did Tom Gayner buy in Q3 2026?
- IncreasedZoetisZTS+542% shares · 0.2% of portfolio
- IncreasedWatscoWSO+4.2% shares · 1.5% of portfolio
- IncreasedFranco NevadaFNV+1.7% shares · 1.5% of portfolio
- IncreasedHome DepotHD+1.0% shares · 2.1% of portfolio
- IncreasedLindeLIN+2.3% shares · 0.8% of portfolio
- IncreasedRollinsROL+4.3% shares · 0.4% of portfolio
- IncreasedLPL Financial HoldingsLPLA+1.1% shares · 1.3% of portfolio
- IncreasedLowe'sLOW+1.3% shares · 1.1% of portfolio
What did Tom Gayner sell in Q3 2026?
- ReducedMeta PlatformsMETA−11% shares · 1.2% of portfolio
- ReducedYum! BrandsYUM−42% shares · 0.2% of portfolio
- ReducedDeereDE−1.9% shares · 4.5% of portfolio
- ReducedCostco WholesaleCOST−14% shares · 0.2% of portfolio
- Sold outBrown & BrownBROwas under 0.1%
16 positions opened or added to and 5 trimmed or closed, against the previous quarter's 13F. Each is measured the same way across the page: how much the share count changed and its weight in the portfolio today (share classes of the same company added together). The 13F has 46 positions with a change, 0 of them material (0.5 points of the portfolio or more). All full exits are listed, even those that moved less than 0.5 points of the portfolio.
Source: SEC 13F filings show the portfolio at quarter end and are filed up to 45 days later: positions may have changed. They only cover U.S.-listed stocks and some others; no short positions or cash. Not investment advice.