Tom Gayner

Markel Corp

Period:  Q3, 2024
Filed Date:  Nov 01, 2024
Reported Date:  Sep 30, 2024
No. of Stocks:  132
Portfolio Value:  11.11B
Stock% of portfoliioActivitySharesValueRecent Price

BRK-A - Berkshire hathaway inc-cl a

6.930%1114769.97M$691180.000

BRK-B - Berkshire hathaway inc-cl b

6.346%1.53M705.10M$460.260

BN - Brookfield corp

4.169%8.72M463.24M$53.150

GOOG - Alphabet inc

4.138%2.75M459.75M$167.190

AMZN - Amazon.com inc

3.406%2.03M378.39M$186.330

HD - Home depot inc

3.355%920K372.78M$405.200

DE - Deere & co

3.264%Add 2.81%869.1K362.70M$417.330

WSO - Watsco inc

2.579%Add 1.97%582.5K286.52M$491.880

AAPL - Apple inc

2.574%1.23M285.96M$233.000

V - Visa inc

2.473%999.285K274.75M$274.950

ADI - Analog devices inc

2.419%1.17M268.76M$230.170

NVO - Novo nordisk a/s

2.304%2.15M256.00M$119.070

MSFT - Microsoft corp

1.994%Add 1.48%514.98K221.60M$430.300

BLK - Blackrock inc

1.882%220.2K209.08M$949.510

DIS - Walt disney co

1.759%2.03M195.43M$96.190

DEO - Diageo plc

1.726%1.37M191.80M$140.340

PGR - Progressive corp

1.722%753.75K191.27M$253.760

KKR - Kkr & co inc

1.706%1.45M189.58M$130.580

BX - Blackstone inc

1.694%1.23M188.20M$153.130

LOW - Lowe's companies inc

1.683%Add 2.15%690.48K187.02M$270.850

RLI - Rli corp

1.670%1.20M185.55M$154.980

GS - Goldman sachs group inc

1.601%359.36K177.92M$495.110

MMC - Marsh & mclennan companies inc

1.451%Add 2.26%722.5K161.18M$223.090

META - Meta platforms inc

1.418%Add 1.57%275.231K157.55M$572.440

TXN - Texas instruments inc

1.346%724K149.56M$206.570

AXP - American express co

1.182%484.25K131.33M$271.200

APO - Apollo global management inc

1.138%1.01M126.47M$124.910

CAT - Caterpillar inc

1.122%Add 2.33%318.75K124.67M$391.120

LPLA - Lpl financial holdings inc.

1.090%Add 8.01%520.404K121.06M$232.630

GD - General dynamics corp

1.064%391K118.16M$302.200

NVR - Nvr inc

1.034%Add 1.52%11.704K114.84M$9811.800

MA - Mastercard inc

0.922%207.54K102.48M$493.800

MCO - Moody's corp

0.914%213.89K101.51M$474.590

JNJ - Johnson & johnson

0.891%610.8K98.99M$162.060

GOOGL - Alphabet inc

0.828%555K92.05M$165.850

SCHW - Charles schwab corp

0.788%Reduced 1.17%1.35M87.55M$64.810

ADM - Archer-daniels-midland co

0.787%1.46M87.42M$59.740

ITW - Illinois tool works inc

0.772%327.5K85.83M$262.070

MSCI - Msci inc

0.749%142.85K83.27M$582.930

SPGI - S&p global inc

0.701%150.69K77.85M$516.620

HEI-A - Heico corp-class a

0.696%379.644K77.36M$203.760

LIN - Linde plc

0.665%Add 8.01%155K73.91M$476.860

ROL - Rollins inc

0.662%Add 0.97%1.45M73.51M$50.580

ECL - Ecolab inc

0.630%274.3K70.04M$255.330

DG - Dollar general corp

0.565%Add 6.45%742.25K62.77M$84.570

ODFL - Old dominion freight line inc

0.527%Add 5.55%295K58.60M$198.640

SBUX - Starbucks corp

0.527%Add 5.63%600.318K58.53M$97.490

CG - Carlyle group inc

0.514%1.33M57.14M$43.060

NSC - Norfolk southern corp

0.513%229.5K57.03M$248.500

ACN - Accenture plc

0.507%159.4K56.34M$353.480

FDS - Factset research systems inc

0.483%116.72K53.67M$459.850

FDX - Fedex corp

0.480%Add 7.73%195K53.37M$273.680

JPM - Jpmorgan chase & co

0.479%252.55K53.25M$210.860

ITIC - Investors title co

0.441%213.3K49.02M$229.800

TSN - Tyson foods, inc.

0.423%Add 0.51%789.5K47.02M$59.560

CMCSA - Comcast corp

0.406%1.08M45.16M$41.770

FNV - Franco-nevada corp

0.386%Add 41.02%345.5K42.93M$124.251

ROK - Rockwell automation, inc

0.374%154.9K41.58M$268.460

AON - Aon plc

0.374%Add 5.44%120.15K41.57M$345.990

BF-A - Brown-forman corp-class a

0.365%843K40.53M$48.080

MMM - 3m co

0.361%293.75K40.16M$136.700

VRSK - Verisk analytics, inc.

0.350%Add 8.41%144.95K38.84M$267.960

NKE - Nike inc

0.341%Add 10.29%428.9K37.91M$88.400

THG - Hanover insurance group inc

0.339%Add 5.83%254K37.62M$148.110

SHW - Sherwin-williams co

0.324%94.172K35.94M$381.670

COST - Costco wholesale corp

0.312%39.15K34.71M$886.520

TROW - T rowe price group inc

0.308%314K34.20M$108.930

LMT - Lockheed martin corp

0.297%56.363K32.95M$584.560

HGTY - Hagerty inc

0.275%3.00M30.51M$10.170

ALL - Allstate corp

0.264%154.55K29.31M$189.650
Rtx corporation
0.244%Buy224K27.14M$121.160

BF-B - Brown-forman corp-class b

0.210%474.187K23.33M$49.200

TMO - Thermo fisher scientific inc

0.197%Add 20.41%35.4K21.90M$618.570

YUM - Yum brands inc

0.197%Add 80.92%156.502K21.86M$139.710

EFX - Equifax inc

0.193%Reduced 25.55%72.85K21.41M$293.860

UNP - Union pacific corp

0.190%85.778K21.14M$246.480

URI - United rentals inc

0.189%Add 17.95%25.95K21.01M$809.730

CABO - Cable one inc

0.189%Add 11.62%60.05K21.00M$349.790

TGT - Target corp

0.187%133K20.73M$155.860

HCA - Hca healthcare inc

0.186%Add 45.08%50.93K20.70M$406.430

PAYX - Paychex inc

0.181%150K20.13M$134.190

RNR - Renaissancere holdings ltd

0.172%70K19.07M$272.400

CARR - Carrier global corp

0.170%235K18.92M$80.490

CSCO - Cisco systems inc

0.164%342K18.20M$53.220

CCK - Crown holdings inc

0.164%189.5K18.17M$95.880

WHR - Whirlpool corp

0.152%Reduced 44.12%157.619K16.87M$107.000
Ferguson plc new
0.151%Buy84.5K16.78M$198.570

PEP - Pepsico inc

0.147%96.21K16.36M$170.050

APD - Air products and chemicals inc

0.139%Add 36.84%52K15.48M$297.740

CHH - Choice hotels international inc

0.135%Add 4.52%115.5K15.05M$130.300

LAMR - Lamar advertising co/new

0.133%Add 18.09%111K14.83M$133.600

SMG - Scotts miracle-gro co

0.131%168K14.57M$86.700

UNH - Unitedhealth group inc

0.127%Add 15.61%24.064K14.07M$584.680

IQV - Iqvia holdings inc

0.125%58.726K13.92M$236.970

PM - Philip morris international inc

0.125%114.5K13.90M$121.400

COF - Capital one financial corp

0.123%91K13.63M$149.730

AMT - American tower corp

0.109%51.91K12.07M$232.560

SEIC - Sei investments co

0.108%173.2K11.98M$69.190

OTIS - Otis worldwide corp

0.107%114.62K11.91M$103.940

HXL - Hexcel corp

0.105%189K11.69M$61.830

GPK - Graphic packaging holding co

0.105%Add 17.93%394.725K11.68M$29.590

WFC - Wells fargo & co

0.104%204.45K11.55M$56.490

OI - O-i glass inc

0.096%Add 20.77%814.1K10.68M$13.120

TRU - Transunion

0.095%101.05K10.58M$104.700

CE - Celanese corp

0.095%77.8K10.58M$135.960

KMX - Carmax inc

0.095%136.5K10.56M$77.380

SPOT - Spotify technology sa

0.086%25.9K9.54M$368.530

MAR - Marriott international inc

0.081%Add 63.64%36K8.95M$248.600

BK - Bank of new york mellon corp

0.079%121.5K8.73M$71.860

EMN - Eastman chemical co

0.076%74.95K8.39M$111.950

SHOP - Shopify inc

0.074%102.75K8.23M$80.140

HSY - Hershey co

0.062%Add 67.44%36K6.90M$191.780

UBER - Uber technologies inc

0.060%Add 23.94%88K6.61M$75.160

SONY - Sony group corp

0.058%67K6.47M$96.570

NSP - Insperity inc

0.056%Add 32.58%70.143K6.17M$88.000

FIX - Comfort systems usa inc

0.046%13K5.07M$390.350

GHC - Graham holdings co

0.038%52004.27M$821.720

BALL - Ball corp

0.031%51K3.46M$67.910

WRB - W r berkley corp

0.031%Add 50.00%60.75K3.45M$56.730

IT - Gartner inc

0.026%57002.89M$506.760

WTW - Willis towers watson plc

0.023%86272.54M$294.530

ABNB - Airbnb inc

0.022%Buy19.15K2.43M$126.810

DPZ - Dominos pizza inc

0.017%Buy45001.94M$430.140

INTU - Intuit inc

0.015%27201.69M$621.000

CSGP - Costar group inc

0.013%18.6K1.40M$75.440

EL - Estee lauder companies inc

0.013%Buy14K1.40M$99.690

BC - Brunswick corp

0.011%Buy14K1.17M$83.820

ICE - Intercontinental exchange inc

0.007%5120822.477K$160.640

BUD - Anheuser-busch inbev sa

0.007%11K729.19K$66.290

SOLV - Solventum corp

0.000%Reduced 98.98%75052.29K$69.720