About Tom Gayner
Thomas "Tom" Gayner is the Co-CEO of Markel Corporation, a diversified financial holding company often referred to as a "mini-Berkshire Hathaway." He is highly respected for his role in managing Markel's extensive investment portfolio, where he has achieved an outstanding long-term track record. Gayner is a classic value investor known for his patient and business-focused approach.
Tom Gayner Top Holdings of 2025-06-30
| Ticker | Name | Shares | Value | % of Portfolio | Time Held | % Change |
|---|---|---|---|---|---|---|
| 1,114 | $811.88 M | 6.86% | >10 Years | 0.00% | ||
| 1.53 M | $744.19 M | 6.29% | >10 Years | 0.00% | ||
| 13.07 M | $539.07 M | 4.56% | 2.5 Years | 0.00% | ||
| 2.75 M | $487.8 M | 4.12% | 9.5 Years | 0.00% | ||
| 877,900 | $446.4 M | 3.77% | >10 Years | +0.02% | ||
| 2.03 M | $445.53 M | 3.77% | 9.5 Years | 0.00% | ||
| 999,285 | $354.8 M | 3.00% | >10 Years | 0.00% | ||
| 920,000 | $337.31 M | 2.85% | >10 Years | 0.00% | ||
| 1.17 M | $277.93 M | 2.35% | 9.2 Years | 0.00% | ||
| 527,480 | $262.37 M | 2.22% | 9.5 Years | +0.91% |
Recent Moves
Significant New Position
+14,000 Shares | +$5.42 M Value
Continues to build a major stake in the Technology sector
2025 Q2
Added to Core Holding
+108,588 Shares | +$7.49 M Value
Modest increase in Healthcare
2025 Q2
Reduced Exposure to Position
-175,500 Shares | -$26.72 M Value
Significant reduction in holdings of Industrials
2025 Q2
Complete Exit
-11,900 Shares | -$3.16 M Value
Cleared CABO, sector remains in portfolio
2025 Q2
Tom Gayner's Historical Top Holdings Breakdown
Portfolio Date:
Tom Gayner Top Stock Picks
| Ticker | Name | Date | Activity | Shares | Shares Change | Value Change |
|---|---|---|---|---|---|---|
| 06/30/2025 | Reduce -59.7% | 118,250 | -175,500 | $26.72 M | ||
| 06/30/2025 | Reduce -4.3% | 565,169 | -25,331 | $11.19 M | ||
| 06/30/2025 | Add 5.1% | 2.26 M | 108,588 | $7.49 M | ||
| 06/30/2025 | Add 8.4% | 569,500 | 44,250 | $7.25 M | ||
| 06/30/2025 | Reduce -62.3% | 174,000 | -287,225 | $6.05 M | ||
| 06/30/2025 | Reduce -45.8% | 473,700 | -400,400 | $5.9 M | ||
| 06/30/2025 | New Buy | 14,000 | 14,000 | $5.42 M | ||
| 06/30/2025 | Add 9.3% | 342,450 | 29,250 | $4.75 M | ||
| 06/30/2025 | Add 15.3% | 212,003 | 28,183 | $3.73 M | ||
| 06/30/2025 | Add 136.8% | 22,500 | 13,000 | $3.58 M |