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Tom Gayner

Markel Gayner Asset Management Corp

Thomas Gayner is Co-Chief Executive Officer of Markel Corporation. He oversees the investing activities for the company, as well as the Markel Ventures diverse industrial and service businesses. Gayner joined Markel in 1990 to form Markel Gayner Asset Management which provided equity investment counsel for Markel Corporation as well as outside clients.

Shares Held
Asset Size
% Top 10
161
$12.32B
40.91%
Latest2025Q2
Top BuysCSX (US)
Top SellsLSXMK (US)

Latest Changes

Indicators
Latest (2025Q2)
Previous (2025Q1)
Change
Mkt Value (report date)
12.32B
11.26B
+9.37%
Shares Held
161
156
+3.21%
Buys
27
40
-32.50%
Sells
2
1
+100.00%

Sector Allocation

No.
Name
% Portfolio
Shares Traded
Mkt Value (Date)
Market Value
Shares Held
Report Date
6.82%
0.00
$840.18M
$811.88M
1.11K
2025-09-30
6.25%
0.00
$770.18M
$744.19M
1.53M
2025-09-30
5.44%
0.00
$669.73M
$487.80M
2.75M
2025-09-30
4.85%
0.00
$597.73M
$808.60M
13.07M
2025-09-30
3.62%
0.00
$445.89M
$445.53M
2.03M
2025-09-30
3.26%
0.00
$401.43M
$446.40M
877.90K
2025-09-30
3.03%
0.00
$372.77M
$337.31M
920.00K
2025-09-30
2.77%
0.00
$341.14M
$354.80M
999.28K
2025-09-30
2.54%
0.00
$312.50M
$251.80M
1.23M
2025-09-30
2.33%
0.00
$286.90M
$277.93M
1.17M
2025-09-30

Latest Trades

No.
Name
Action
Shares Traded
% Change
Shares Held
Mkt Value (Date)
Report Date
Exit
-473.70K
-100.00%
0.00
$0.00
2025-09-30
Buy
+220.00K
+43.50%
285.00K
$10.12M
2025-09-30
Exit
-174.00K
-100.00%
0.00
$0.00
2025-09-30
Exit
-118.25K
-100.00%
0.00
$0.00
2025-09-30
Buy
+110.06K
+4.40%
2.37M
$131.44M
2025-09-30
Exit
-81.30K
-100.00%
0.00
$0.00
2025-09-30
Sell
-68.00K
-4.30%
1.51M
$89.96M
2025-09-30
Exit
-51.00K
-100.00%
0.00
$0.00
2025-09-30
9
Franco Nevada Ord Shs (CA)
FNV
Buy
+36.00K
+5.60%
605.50K
$134.75M
2025-09-30
Buy
+32.50K
+3.60%
848.50K
$46.07M
2025-09-30

Holding Performance

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