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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
160
$11.83B
39.80%
Latest2025Q2
Top BuysNVO (US)
Top SellsLSXMK (US)

Sector Allocation

Level 3 sector breakdown
Level 1 sector breakdown
Level 2 sector breakdown
Level 3 sector breakdown
Investment Banking & Investment Services
Software & IT Services
Machinery, Tools, Heavy Vehicles, Trains & Ships
Insurance
Diversified Retail
Specialty Retailers
Professional & Commercial Services
Semiconductors & Semiconductor Equipment
Aerospace & Defense
Banking Services
Computers, Phones & Household Electronics
Other

Holdings

2025Q2
2025Q2
2025Q1
2024Q4
2024Q3
2024Q2
2024Q1
2023Q4
2023Q3
2023Q2
No.
Name
% Portfolio
Shares Traded
Mkt Value (Date)
Market Value
Shares Held
Industry
Report Date
6.86%
0.00
$811.88M
$811.88M
1.11K
--
2025-06-30
6.29%
0.00
$744.19M
$744.19M
1.53M
--
2025-06-30
4.56%
0.00
$539.07M
$539.07M
8.72M
Investment Banking & Investment Services
2025-06-30
4.12%
0.00
$487.80M
$487.80M
2.75M
Software & IT Services
2025-06-30
3.77%
+200.00
$446.40M
$446.40M
877.90K
Machinery, Tools, Heavy Vehicles, Trains & Ships
2025-06-30
3.77%
0.00
$445.53M
$445.53M
2.03M
Diversified Retail
2025-06-30
3.00%
0.00
$354.80M
$354.80M
999.28K
Software & IT Services
2025-06-30
2.85%
0.00
$337.31M
$337.31M
920.00K
Specialty Retailers
2025-06-30
2.35%
0.00
$277.93M
$277.93M
1.17M
Semiconductors & Semiconductor Equipment
2025-06-30
2.22%
+4.75K
$262.37M
$262.37M
527.48K
Software & IT Services
2025-06-30
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