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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
155
$12.70B
41.48%
Latest2025Q3
Top BuysNVO (US)
Top SellsOI (US)

Latest Changes

Indicators
Latest (2025Q3)
Previous (2025Q2)
Change
Mkt Value (report date)
12.70B
12.32B
+3.02%
Shares Held
155
163
-4.91%
Buys
42
27
+55.56%
Sells
4
2
+100.00%

Sector Allocation

No.
Name
% Portfolio
Shares Traded
Mkt Value (Date)
Market Value
Shares Held
Report Date
6.80%
0.00
$862.91M
$669.73M
2.75M
2025-12-31
6.62%
0.00
$840.85M
$840.18M
1.11K
2025-12-31
6.07%
0.00
$770.05M
$770.18M
1.53M
2025-12-31
4.73%
-3.00
$599.95M
$597.73M
13.07M
2025-12-31
3.69%
0.00
$468.74M
$445.89M
2.03M
2025-12-31
3.22%
0.00
$408.72M
$401.43M
877.90K
2025-12-31
2.76%
0.00
$350.46M
$341.14M
999.28K
2025-12-31
2.63%
0.00
$333.65M
$312.50M
1.23M
2025-12-31
2.49%
0.00
$316.57M
$372.77M
920.00K
2025-12-31
2.49%
0.00
$315.88M
$286.18M
359.36K
2025-12-31

Latest Trades

No.
Name
Action
Shares Traded
% Change
Shares Held
Mkt Value (Date)
Report Date
Buy
+501.13K
+14.80%
2.87M
$146.01M
2025-12-31
Exit
-213.00K
-100.00%
0.00
$0.00
2025-12-31
Buy
+155.00K
+26.00%
440.00K
$15.95M
2025-12-31
Sell
-144.43K
-12.30%
1.02M
$277.50M
2025-12-31
Sell
-99.05K
-98.00%
2.00K
$171.50K
2025-12-31
6
Franco Nevada Ord Shs (CA)
FNV
Buy
+78.00K
+10.20%
683.50K
$141.70M
2025-12-31
Buy
+62.90K
+12.90%
421.65K
$66.11M
2025-12-31
Buy
+36.00K
+3.90%
884.50K
$51.85M
2025-12-31
Buy
+35.00K
+47.90%
38.00K
$4.57M
2025-12-31
Sell
-31.98K
-11.40%
248.30K
$163.90M
2025-12-31

Holding Performance

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