Tom Gayner

Markel Corp

Period:  Q4, 2024
Filed Date:  Feb 07, 2025
Reported Date:  Dec 31, 2024
No. of Stocks:  132
Portfolio Value:  11.34B
Stock% of portfoliioActivitySharesValueRecent Price

BRK-A - Berkshire hathaway inc-cl a

6.687%1114758.54M$680920.000

BRK-B - Berkshire hathaway inc-cl b

6.121%1.53M694.41M$453.280

GOOG - Alphabet inc

4.616%2.75M523.68M$190.440

BN - Brookfield corp

4.414%8.72M500.72M$57.450

AMZN - Amazon.com inc

3.927%2.03M445.53M$219.390

DE - Deere & co

3.268%Add 0.67%874.95K370.72M$423.700

HD - Home depot inc

3.155%920K357.87M$388.990

V - Visa inc

2.784%999.285K315.81M$316.040

AAPL - Apple inc

2.709%1.23M307.34M$250.420

WSO - Watsco inc

2.467%Add 1.37%590.5K279.83M$473.890

ADI - Analog devices inc

2.187%1.17M248.08M$212.460

DIS - Walt disney co

1.994%2.03M226.23M$111.350
Blackrock ord
1.990%Buy220.2K225.73M$1025.110

MSFT - Microsoft corp

1.930%Add 0.87%519.48K218.96M$421.500

KKR - Kkr & co inc

1.893%1.45M214.74M$147.910

BX - Blackstone inc

1.868%1.23M211.90M$172.420

GS - Goldman sachs group inc

1.814%359.36K205.78M$572.620

RLI - Rli corp

1.740%1.20M197.35M$164.830

NVO - Novo nordisk a/s

1.630%2.15M184.94M$86.020

PGR - Progressive corp

1.592%753.75K180.61M$239.610

LPLA - Lpl financial holdings inc.

1.532%Add 2.31%532.404K173.84M$326.510

DEO - Diageo plc

1.532%1.37M173.75M$127.130

LOW - Lowe's companies inc

1.526%Add 1.59%701.48K173.13M$246.800

APO - Apollo global management inc

1.474%1.01M167.22M$165.160

META - Meta platforms inc

1.437%Add 1.14%278.381K162.99M$585.510

MMC - Marsh & mclennan companies inc

1.377%Add 1.80%735.5K156.23M$212.410

AXP - American express co

1.267%484.25K143.72M$296.790

TXN - Texas instruments inc

1.197%724K135.76M$187.510

CAT - Caterpillar inc

1.039%Add 1.90%324.8K117.82M$362.760

MA - Mastercard inc

0.963%207.54K109.28M$526.570

GOOGL - Alphabet inc

0.926%555K105.06M$189.300

GD - General dynamics corp

0.908%391K103.02M$263.490

MCO - Moody's corp

0.893%213.89K101.25M$473.370

SCHW - Charles schwab corp

0.890%Add 0.96%1.36M100.93M$74.010

NVR - Nvr inc

0.852%Add 0.94%11.814K96.63M$8178.900

JNJ - Johnson & johnson

0.779%610.8K88.33M$144.620

MSCI - Msci inc

0.756%142.85K85.71M$600.010

ITW - Illinois tool works inc

0.732%327.5K83.04M$253.560

SPGI - S&p global inc

0.662%150.69K75.05M$498.030

ADM - Archer-daniels-midland co

0.657%Add 0.75%1.47M74.48M$50.520

HEI-A - Heico corp-class a

0.623%379.644K70.64M$186.080

LIN - Linde plc

0.620%Add 8.39%168K70.34M$418.670

ROL - Rollins inc

0.597%Add 0.62%1.46M67.78M$46.350

CG - Carlyle group inc

0.591%1.33M67.00M$50.490

ECL - Ecolab inc

0.567%274.3K64.27M$234.320

DG - Dollar general corp

0.559%Add 12.60%835.75K63.37M$75.820

JPM - Jpmorgan chase & co

0.534%252.55K60.54M$239.710

FDX - Fedex corp

0.512%Add 5.90%206.5K58.09M$281.330

FNV - Franco-nevada corp

0.501%Add 39.87%483.25K56.83M$117.590

SBUX - Starbucks corp

0.497%Add 2.83%617.318K56.33M$91.250

ACN - Accenture plc

0.494%159.4K56.08M$351.790

FDS - Factset research systems inc

0.494%116.72K56.06M$480.280

NSC - Norfolk southern corp

0.475%229.5K53.86M$234.700

ODFL - Old dominion freight line inc

0.468%Add 1.93%300.7K53.04M$176.400

ITIC - Investors title co

0.445%213.3K50.50M$236.760

TSN - Tyson foods, inc.

0.404%Add 1.14%798.5K45.87M$57.440

AON - Aon plc

0.400%Add 5.04%126.2K45.33M$359.160

ROK - Rockwell automation, inc

0.390%154.9K44.27M$285.790

VRSK - Verisk analytics, inc.

0.379%Add 7.59%155.95K42.95M$275.430

THG - Hanover insurance group inc

0.364%Add 5.12%267K41.29M$154.660

MMM - 3m co

0.334%293.75K37.92M$129.090

CMCSA - Comcast corp

0.318%Reduced 11.04%961.88K36.10M$37.530

COST - Costco wholesale corp

0.316%39.15K35.87M$916.270

TROW - T rowe price group inc

0.313%314K35.51M$113.090

NKE - Nike inc

0.288%Add 0.82%432.4K32.72M$75.670

SHW - Sherwin-williams co

0.282%94.172K32.01M$339.930

BF-A - Brown-forman corp-class a

0.280%843K31.77M$37.690

HGTY - Hagerty inc

0.264%Add 3.60%3.11M29.99M$9.650

ALL - Allstate corp

0.263%154.55K29.80M$192.790

YUM - Yum brands inc

0.243%Add 31.31%205.502K27.57M$134.160

LMT - Lockheed martin corp

0.241%56.363K27.39M$485.940

RTX - Rtx corp

0.228%Buy224K25.92M$115.720

TMO - Thermo fisher scientific inc

0.188%Add 16.10%41.1K21.38M$520.230

PAYX - Paychex inc

0.185%150K21.03M$140.220

URI - United rentals inc

0.184%Add 14.26%29.65K20.89M$704.440

CSCO - Cisco systems inc

0.178%342K20.25M$59.200

UNP - Union pacific corp

0.172%85.778K19.56M$228.040

APD - Air products and chemicals inc

0.165%Add 24.04%64.5K18.71M$290.040

EFX - Equifax inc

0.164%72.85K18.57M$254.850

CABO - Cable one inc

0.162%Reduced 15.24%50.9K18.43M$362.120
Ferguson enterprises inc
0.162%Add 25.44%106K18.40M$173.570

BF-B - Brown-forman corp-class b

0.159%474.187K18.01M$37.980

TGT - Target corp

0.158%133K17.98M$135.180

RNR - Renaissancere holdings ltd

0.154%70K17.42M$248.810

HCA - Hca healthcare inc

0.150%Add 11.09%56.58K16.98M$300.150

CHH - Choice hotels international inc

0.145%115.5K16.40M$141.980

COF - Capital one financial corp

0.143%91K16.23M$178.320

CARR - Carrier global corp

0.141%235K16.04M$68.260

CCK - Crown holdings inc

0.138%189.5K15.67M$82.690

ABNB - Airbnb inc

0.134%Add 502.14%115.31K15.15M$131.410

LAMR - Lamar advertising co/new

0.133%Add 11.71%124K15.10M$121.740

PEP - Pepsico inc

0.129%96.21K14.63M$152.060

WFC - Wells fargo & co

0.127%204.45K14.36M$70.240

SEIC - Sei investments co

0.126%173.2K14.29M$82.480

PM - Philip morris international inc

0.121%114.5K13.78M$120.350

UNH - Unitedhealth group inc

0.119%Add 11.01%26.714K13.51M$505.860

MAR - Marriott international inc

0.116%Add 30.56%47K13.11M$278.940

HXL - Hexcel corp

0.104%189K11.85M$62.700

GPK - Graphic packaging holding co

0.102%Add 8.23%427.225K11.60M$27.160

SPOT - Spotify technology sa

0.102%25.9K11.59M$447.380

IQV - Iqvia holdings inc

0.102%58.726K11.54M$196.510

KMX - Carmax inc

0.098%136.5K11.16M$81.760

SMG - Scotts miracle-gro co

0.098%168K11.15M$66.340

SHOP - Shopify inc

0.096%102.75K10.93M$106.330

OTIS - Otis worldwide corp

0.094%114.62K10.61M$92.610

NSP - Insperity inc

0.090%Add 87.80%131.728K10.21M$77.510

TRU - Transunion

0.083%101.05K9.37M$92.710

BK - Bank of new york mellon corp

0.082%121.5K9.33M$76.830

OI - O-i glass inc

0.079%Add 1.23%824.1K8.93M$10.840

HSY - Hershey co

0.067%Add 25.00%45K7.62M$169.350

SONY - Sony group corp

0.062%Add 400.00%335K7.09M$21.160

EMN - Eastman chemical co

0.060%74.95K6.84M$91.320

UBER - Uber technologies inc

0.058%Add 23.86%109K6.57M$60.320

CE - Celanese corp

0.050%Add 4.50%81.3K5.63M$69.210

FIX - Comfort systems usa inc

0.049%13K5.51M$424.060

GHC - Graham holdings co

0.040%52004.53M$871.920

WRB - W r berkley corp

0.031%60.75K3.56M$58.520

BALL - Ball corp

0.025%51K2.81M$55.130

IT - Gartner inc

0.024%57002.76M$484.470

WTW - Willis towers watson plc

0.024%86272.70M$313.240

DPZ - Dominos pizza inc

0.020%Add 22.22%55002.31M$419.760

INTU - Intuit inc

0.015%27201.71M$628.500

MGM - Mgm resorts international

0.012%Buy40K1.39M$34.650

CSGP - Costar group inc

0.012%18.6K1.33M$71.590

EL - Estee lauder companies inc

0.010%Add 7.14%15K1.12M$74.980

BC - Brunswick corp

0.009%Add 7.14%15K970.2K$64.680

AYI - Acuity brands inc

0.008%Buy3000876.39K$292.130

ICE - Intercontinental exchange inc

0.007%5120762.931K$149.010

HII - Huntington ingalls industries inc

0.007%Buy4000755.88K$188.970

CME - Cme group inc

0.006%Buy3000696.69K$232.230

BUD - Anheuser-busch inbev sa

0.005%11K550.77K$50.070