Markel Corp, under direction of Tom Gayner has filed its 13F form on November 01, 2024 for Q3 2024 where it was disclosed a total value porftolio of $10.3 Billion distributed in 216 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc with a value of $769M, Berkshire Hathaway Inc Class B with a value of $705M, Alphabet Inc. with a value of $460M, Amazon Com Inc with a value of $378M, and Home Depot, Inc. with a value of $373M.
Examining the 13F form we can see an increase of $751M in the current position value, from $9.52B to 10.3B.
Below you can find more details about Tom Gayner portfolio as well as his latest detailed transactions.
Portfolio value
$10.3 Billion
Financial Services: $4.34 Billion
Industrials: $1.45 Billion
Consumer Cyclical: $1.35 Billion
Technology: $1.02 Billion
Communication Services: $980 Million
Consumer Defensive: $488 Million
Healthcare: $426 Million
Basic Materials: $198 Million
Other: $28.3 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
Tom Gayner is the president and chief investment officer of Markel Corporation, a financial services holding company. Gayner is known for his expertise in value investing and has a reputation for being a patient and disciplined investor.