Investor profile · Q1 2026 13F

Tom Gayner’s Portfolio

Runs Markel, the specialty insurer often called a 'baby Berkshire,' and has managed its public equity portfolio with a quality-compounder discipline since 1990.

Portfolio value

$11.94B

Holdings

205

Last 13F filed

May 1, 2026

Report quarter

Q1 2026

MARKEL GROUP INC. Read the full Q1 2026 analysis →

Top holdings

1BRK/ABerkshire Hathaway Inc Del$800.01M6.7%2GOOGAlphabet Inc$788.82M6.6%3BRK/BBerkshire Hathaway Inc Del$734.12M6.1%4BNBrookfield Corp$529.09M4.4%5DEDeere & Co$494.52M4.1%6AMZNAmazon Com Inc$422.95M3.5%7ADIAnalog Devices Inc$325.54M2.7%8AAPLApple Inc$311.47M2.6%9GSGoldman Sachs Group Inc$304.01M2.5%10VVisa Inc$303.55M2.5%

Full holdings, history & AI analysis on the Markel Group page →

Data source: Markel Group’s SEC Form 13F-HR filings, most recently filed May 1, 2026. 13F filings disclose long U.S. equity positions only, with up to a 45-day lag. How we process this data →