Markel
Tom Gayner
conglomeratevalue
Portfolio Value
$11.9B
Positions
205
Quarter
2026-03-31
New Positions
0
Exits
0
Portfolio Value History — 8 Quarters
| Ticker | Value | Shares | % of Portfolio |
|---|---|---|---|
| $703.6M | 2.5M | 5.9% | |
| $494.5M | 877.9K | 4.1% | |
| $392.0M | 1.9M | 3.3% | |
| $376.3M | 524 | 3.2% | |
| $336.5M | 8.3M | 2.8% | |
| $322.4M | 1.0M | 2.7% | |
| $299.2M | 1.2M | 2.5% | |
| $284.0M | 335.7K | 2.4% | |
| $280.5M | 928.2K | 2.3% | |
| $225.8M | 318.6K | 1.9% | |
| $211.5M | 643.1K | 1.8% | |
| $204.9M | 427.5K | 1.7% | |
| $200.2M | 208.2K | 1.7% | |
| $196.7M | 540.6K | 1.6% | |
| $190.3M | 514.0K | 1.6% | |
| $175.0M | 708.5K | 1.5% | |
| $167.8M | 557.7K | 1.4% | |
| $159.9M | 676.7K | 1.3% | |
| $152.0M | 1.6M | 1.3% | |
| $145.3M | 480.4K | 1.2% | |
| $143.8M | 500.0K | 1.2% | |
| $142.8M | 584.1K | 1.2% | |
| $140.6M | 724.0K | 1.2% | |
| $137.5M | 693.8K | 1.2% | |
| $137.4M | 1.2M | 1.2% | |
| $132.6M | 1.4M | 1.1% | |
| $129.7M | 226.7K | 1.1% | |
| $128.9M | 743.0K | 1.1% | |
| $125.6M | 2.2M | 1.1% | |
| $119.1M | 347.0K | 1.0% | |
| $117.9M | 1.3M | 1.0% | |
| $110.3M | 990.0K | 0.9% | |
| $102.8M | 865.8K | 0.9% | |
LINDE PLC | $97.8M | 197.2K | 0.8% |
| $97.0M | 1.3M | 0.8% | |
| $93.7M | 187.6K | 0.8% | |
| $84.1M | 192.8K | 0.7% | |
| $82.7M | 423.1K | 0.7% | |
| $80.9M | 310.6K | 0.7% | |
| $78.5M | 11.9K | 0.7% | |
| $77.6M | 367.4K | 0.6% | |
| $76.7M | 1.4M | 0.6% | |
| $76.5M | 141.8K | 0.6% | |
| $74.3M | 252.6K | 0.6% | |
| $72.8M | 253.5K | 0.6% | |
| $66.9M | 251.3K | 0.6% | |
SUNBELT RE | $62.7M | 963.4K | 0.5% |
| $62.1M | 1.3M | 0.5% | |
| $61.7M | 1.7M | 0.5% | |
| $58.6M | 786.9K | 0.5% | |
| $56.3M | 879.5K | 0.5% | |
| $52.8M | 147.0K | 0.4% | |
| $52.3M | 583.3K | 0.4% | |
| $49.6M | 116.7K | 0.4% | |
| $47.7M | 275.0K | 0.4% | |
| $46.4M | 213.3K | 0.4% | |
AON PLC | $43.3M | 134.3K | 0.4% |
| $42.5M | 955.5K | 0.4% | |
| $39.8M | 170.7K | 0.3% | |
| $39.4M | 65.2K | 0.3% | |
| $39.0M | 39.1K | 0.3% | |
| $39.0M | 82.4K | 0.3% | |
| $38.1M | 245.2K | 0.3% | |
| $33.8M | 139.2K | 0.3% | |
| $33.0M | 67.1K | 0.3% | |
HAGERTY IN | $32.7M | 3.1M | 0.3% |
| $32.7M | 169.4K | 0.3% | |
| $32.0M | 154.6K | 0.3% | |
ACCENTURE | $31.6M | 159.4K | 0.3% |
| $30.7M | 93.8K | 0.3% | |
| $30.6M | 242.4K | 0.3% | |
| $30.2M | 94.2K | 0.3% | |
| $29.1M | 153.4K | 0.2% | |
| $25.4M | 282.0K | 0.2% | |
| $24.4M | 193.0K | 0.2% | |
| $24.4M | 112.4K | 0.2% | |
| $23.8M | 828.8K | 0.2% | |
| $22.7M | 31.1K | 0.2% | |
| $21.9M | 75.5K | 0.2% | |
| $21.8M | 530.0K | 0.2% | |
| $21.8M | 217.0K | 0.2% | |
| $21.2M | 401.4K | 0.2% | |
RENAISSANC | $19.9M | 67.0K | 0.2% |
| $18.9M | 114.5K | 0.2% | |
| $18.2M | 678.4K | 0.2% | |
| $17.9M | 13.0K | 0.2% | |
| $16.1M | 207.5K | 0.1% | |
| $15.6M | 75.0K | 0.1% | |
| $15.2M | 83.5K | 0.1% | |
| $14.9M | 96.2K | 0.1% | |
| $14.8M | 124.5K | 0.1% | |
| $14.7M | 49.8K | 0.1% | |
| $13.7M | 172.4K | 0.1% | |
| $13.1M | 72.8K | 0.1% | |
SPOTIFY TE | $12.6M | 25.9K | 0.1% |
| $12.4M | 36.4K | 0.1% | |
| $12.3M | 43.7K | 0.1% | |
| $12.2M | 151.0K | 0.1% | |
| $12.2M | 102.8K | 0.1% | |
| $10.4M | 27.5K | 0.1% | |
| $10.3M | 142.5K | 0.1% | |
| $10.2M | 180.4K | 0.1% | |
| $9.7M | 159.0K | 0.1% | |
| $9.4M | 5.5K | 0.1% | |
| $9.0M | 114.2K | 0.1% | |
| $8.7M | 328.8K | 0.1% | |
| $8.0M | 46.9K | 0.1% | |
| $8.0M | 47.0K | 0.1% | |
| $7.6M | 202.0K | 0.1% | |
| $7.4M | 80.0K | 0.1% | |
| $6.9M | 335.0K | 0.1% | |
| $6.7M | 87.3K | 0.1% | |
| $5.5M | 53.5K | 0.0% | |
| $5.5M | 5.2K | 0.0% | |
| $5.4M | 71.0K | 0.0% | |
| $5.4M | 129.5K | 0.0% | |
| $5.1M | 18.7K | 0.0% | |
| $4.9M | 181.3K | 0.0% | |
| $4.7M | 59.5K | 0.0% | |
| $4.5M | 28.9K | 0.0% | |
| $4.0M | 60.8K | 0.0% | |
| $3.7M | 51.3K | 0.0% | |
| $3.2M | 87.5K | 0.0% | |
| $2.8M | 14.8K | 0.0% | |
| $2.7M | 9.8K | 0.0% | |
| $2.2M | 30.5K | 0.0% | |
| $2.0M | 5.5K | 0.0% | |
| $913K | 14.0K | 0.0% | |
| $428K | 17.5K | 0.0% |
Filing History
| Quarter | Filed | Portfolio Value | Positions | SEC Filing |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-01 | $11.9B | 205 | View on EDGAR |
| 2025-12-31 | 2026-02-06 | $12.5B | 205 | View on EDGAR |
| 2025-09-30 | 2025-10-31 | $12.3B | 208 | View on EDGAR |
| 2025-06-30 | 2025-08-01 | $11.8B | 218 | View on EDGAR |
| 2025-03-31 | 2025-05-02 | $11.3B | 217 | View on EDGAR |
| 2024-12-31 | 2025-02-07 | $11.3B | 214 | View on EDGAR |
| 2024-09-30 | 2024-11-01 | $11.1B | 216 | View on EDGAR |
| 2024-06-30 | 2024-08-02 | $10.2B | 222 | View on EDGAR |