Tom Gayner’s Top Holdings, Trades & Investment Strategy (opens in new tab)

Tom Gayner’s Markel Group reported an equity portfolio of approximately $11.94 billion in the latest quarter, reflecting a disciplined, long-term investment approach rooted in quality businesses, capital allocation, and compounding. Often compared to a “mini Berkshire Hathaway,” Markel’s portfolio mirrors Gayner’s preference for durable franchises, strong management teams, and businesses capable of generating consistent returns on capital.