Tom Gayner

Chief executive identified in Markel Group’s SEC filings. This table covers the reporting institution and the other managers identified in its disclosure.

RECORD OWNER / ASSOCIATIONMarkel Group Inc.
LATEST COLLECTED RECORD DATE30 Jun 2026
RESEARCH COVERAGE259 records · 2 dates
READ THIS FIRST ↗

These are disclosures by an associated institution. The person’s name provides context; it does not establish current management, personal ownership or who made the trade.

PERIOD COMPARISON

Comparison unavailable.

Choose one report period to compare it with the preceding quarter.

The disclosed positions.

2 record sources ↗
ASSET / SECURITYREPORTED QUANTITYREPORTED VALUE / USDWEIGHTQUARTERLY ACTIVITYRECORD TYPE / OWNERSOURCE
02079K107ALPHABET INC2,749,860shares$971,608,033Reported market value$353.33 / reported unit (derived)7.40%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
084670108BERKSHIRE HATHAWAY INC DEL1,114shares$834,218,900Reported market value$748,850 / reported unit (derived)6.35%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
084670108BERKSHIRE HATHAWAY INC DEL1,114shares$800,007,960Reported market value$718,140 / reported unit (derived)6.70%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
02079K107ALPHABET INC2,749,860shares$788,824,840Reported market value$286.86 / reported unit (derived)6.61%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
084670702BERKSHIRE HATHAWAY INC DEL1,531,971shares$766,582,969Reported market value$500.39 / reported unit (derived)5.84%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
084670702BERKSHIRE HATHAWAY INC DEL1,531,971shares$734,120,503Reported market value$479.2 / reported unit (derived)6.15%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
244199105DEERE & CO877,900shares$556,878,306Reported market value$634.33 / reported unit (derived)4.24%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
11271J107BROOKFIELD CORP13,073,609shares$556,805,009Reported market value$42.59 / reported unit (derived)4.24%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
11271J107BROOKFIELD CORP13,073,609shares$529,088,957Reported market value$40.47 / reported unit (derived)4.43%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
244199105DEERE & CO877,900shares$494,521,070Reported market value$563.3 / reported unit (derived)4.14%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
023135106AMAZON COM INC2,030,760shares$484,011,339Reported market value$238.34 / reported unit (derived)3.69%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
023135106AMAZON COM INC2,030,760shares$422,946,385Reported market value$208.27 / reported unit (derived)3.54%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
032654105ANALOG DEVICES INC999,671shares$397,039,330Reported market value$397.17 / reported unit (derived)3.02%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
38141G104GOLDMAN SACHS GROUP INC359,360shares$363,445,924Reported market value$1,011.37 / reported unit (derived)2.77%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
037833100APPLE INC1,227,290shares$355,128,634Reported market value$289.36 / reported unit (derived)2.70%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
149123101CATERPILLAR INC328,650shares$349,979,385Reported market value$1,064.9 / reported unit (derived)2.67%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
92826C839VISA INC1,013,912shares$347,863,069Reported market value$343.09 / reported unit (derived)2.65%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
032654105ANALOG DEVICES INC1,023,245shares$325,535,164Reported market value$318.14 / reported unit (derived)2.73%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
437076102HOME DEPOT INC922,500shares$325,347,299Reported market value$352.68 / reported unit (derived)2.48%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
037833100APPLE INC1,227,290shares$311,473,930Reported market value$253.79 / reported unit (derived)2.61%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
38141G104GOLDMAN SACHS GROUP INC359,360shares$304,014,965Reported market value$845.99 / reported unit (derived)2.55%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
92826C839VISA INC1,004,331shares$303,549,001Reported market value$302.24 / reported unit (derived)2.54%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
437076102HOME DEPOT INC920,000shares$302,578,801Reported market value$328.89 / reported unit (derived)2.53%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
942622200WATSCO INC597,750shares$249,100,359Reported market value$416.73 / reported unit (derived)1.90%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
149123101CATERPILLAR INC328,650shares$232,835,379Reported market value$708.46 / reported unit (derived)1.95%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
882508104TEXAS INSTRS INC724,000shares$215,802,680Reported market value$298.07 / reported unit (derived)1.64%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
942622200WATSCO INC582,169shares$211,787,262Reported market value$363.79 / reported unit (derived)1.77%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
09290D101BLACKROCK INC220,200shares$211,768,543Reported market value$961.71 / reported unit (derived)1.77%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
09290D101BLACKROCK INC220,200shares$211,735,512Reported market value$961.56 / reported unit (derived)1.61%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
02079K305ALPHABET INC572,000shares$204,415,640Reported market value$357.37 / reported unit (derived)1.56%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
594918104MICROSOFT CORP537,630shares$200,546,744Reported market value$373.02 / reported unit (derived)1.53%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
594918104MICROSOFT CORP537,630shares$199,014,496Reported market value$370.17 / reported unit (derived)1.67%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
254687106DISNEY WALT CO2,031,665shares$195,811,874Reported market value$96.38 / reported unit (derived)1.64%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
254687106DISNEY WALT CO2,031,665shares$195,547,757Reported market value$96.25 / reported unit (derived)1.49%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
351858105FRANCO NEV CORP708,500shares$175,034,926Reported market value$247.05 / reported unit (derived)1.47%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
548661107LOWES COS INC738,480shares$174,488,053Reported market value$236.28 / reported unit (derived)1.46%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
50212V100LPL FINL HLDGS INC559,951shares$168,450,059Reported market value$300.83 / reported unit (derived)1.41%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
025816109AMERICAN EXPRESS CO490,450shares$165,894,715Reported market value$338.25 / reported unit (derived)1.26%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
548661107LOWES COS INC751,980shares$165,804,070Reported market value$220.49 / reported unit (derived)1.26%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
743315103PROGRESSIVE CORP753,750shares$164,656,689Reported market value$218.45 / reported unit (derived)1.25%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
02079K305ALPHABET INC572,000shares$164,484,320Reported market value$287.56 / reported unit (derived)1.38%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
351858105FRANCO NEV CORP773,500shares$161,228,340Reported market value$208.44 / reported unit (derived)1.23%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
50212V100LPL FINL HLDGS INC559,951shares$157,726,999Reported market value$281.68 / reported unit (derived)1.20%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
478160104JOHNSON & JOHNSON610,800shares$155,124,875Reported market value$253.97 / reported unit (derived)1.18%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
743315103PROGRESSIVE CORP753,750shares$149,423,400Reported market value$198.24 / reported unit (derived)1.25%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
478160104JOHNSON & JOHNSON610,800shares$149,303,952Reported market value$244.44 / reported unit (derived)1.25%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
025816109AMERICAN EXPRESS CO490,450shares$148,351,316Reported market value$302.48 / reported unit (derived)1.24%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
09260D107BLACKSTONE INC1,229,000shares$144,616,429Reported market value$117.67 / reported unit (derived)1.10%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
30303M102META PLATFORMS INC248,303shares$142,061,595Reported market value$572.13 / reported unit (derived)1.19%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
749607107RLI CORP2,394,544shares$141,445,715Reported market value$59.07 / reported unit (derived)1.08%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
09260D107BLACKSTONE INC1,229,000shares$141,322,710Reported market value$114.99 / reported unit (derived)1.18%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
882508104TEXAS INSTRS INC724,000shares$140,557,359Reported market value$194.14 / reported unit (derived)1.18%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
369550108GENERAL DYNAMICS CORP391,000shares$138,507,840Reported market value$354.24 / reported unit (derived)1.05%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
670100205NOVO-NORDISK A S2,869,774shares$137,576,966Reported market value$47.94 / reported unit (derived)1.05%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
749607107RLI CORP2,394,544shares$136,584,790Reported market value$57.04 / reported unit (derived)1.14%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
48251W104KKR & CO INC1,451,800shares$134,291,502Reported market value$92.5 / reported unit (derived)1.12%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
369550108GENERAL DYNAMICS CORP391,000shares$134,199,019Reported market value$343.22 / reported unit (derived)1.12%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
48251W104KKR & CO INC1,451,800shares$133,246,205Reported market value$91.78 / reported unit (derived)1.01%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
571748102MARSH & MCLENNAN COS INC763,500shares$132,429,077Reported market value$173.45 / reported unit (derived)1.11%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
30303M102META PLATFORMS INC234,163shares$131,901,676Reported market value$563.29 / reported unit (derived)1.00%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
808513105SCHWAB CHARLES CORP1,383,800shares$130,049,523Reported market value$93.98 / reported unit (derived)1.09%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
808513105SCHWAB CHARLES CORP1,394,800shares$128,698,196Reported market value$92.27 / reported unit (derived)0.98%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
571748102MARSH & MCLENNAN COS INC763,500shares$127,252,547Reported market value$166.67 / reported unit (derived)0.97%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
03769M106APOLLO GLOBAL MGMT INC1,012,500shares$119,788,875Reported market value$118.31 / reported unit (derived)0.91%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
039483102ARCHER DANIELS MIDLAND CO1,505,800shares$115,043,119Reported market value$76.4 / reported unit (derived)0.88%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
03769M106APOLLO GLOBAL MGMT INC1,012,500shares$112,812,750Reported market value$111.42 / reported unit (derived)0.94%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
G54950103LINDE PLC215,600shares$111,883,464Reported market value$518.94 / reported unit (derived)0.85%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
25243Q205DIAGEO PLC1,372,208shares$110,298,080Reported market value$80.38 / reported unit (derived)0.84%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
039483102ARCHER DANIELS MIDLAND CO1,505,800shares$109,456,602Reported market value$72.69 / reported unit (derived)0.92%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
57636Q104MASTERCARD INCORPORATED207,540shares$106,592,545Reported market value$513.6 / reported unit (derived)0.81%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
670100205NOVO-NORDISK A S2,869,774shares$105,464,196Reported market value$36.75 / reported unit (derived)0.88%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
57636Q104MASTERCARD INCORPORATED207,540shares$103,699,436Reported market value$499.66 / reported unit (derived)0.87%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
256677105DOLLAR GEN CORP NEW869,250shares$103,206,052Reported market value$118.73 / reported unit (derived)0.86%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
25243Q205DIAGEO PLC1,372,208shares$102,160,886Reported market value$74.45 / reported unit (derived)0.86%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
G54950103LINDE PLC204,600shares$101,432,496Reported market value$495.76 / reported unit (derived)0.85%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
256677105DOLLAR GEN CORP869,250shares$100,059,367Reported market value$115.11 / reported unit (derived)0.76%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
113004105BROOKFIELD ASSET MANAGMT LTD2,193,953shares$98,398,791Reported market value$44.85 / reported unit (derived)0.75%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
422806208HEICO CORP NEW379,644shares$97,913,984Reported market value$257.91 / reported unit (derived)0.75%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
113004105BROOKFIELD ASSET MANAGMT LTD2,193,953shares$97,521,212Reported market value$44.45 / reported unit (derived)0.82%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
615369105MOODYS CORP213,890shares$96,875,059Reported market value$452.92 / reported unit (derived)0.74%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
615369105MOODYS CORP213,890shares$93,309,514Reported market value$436.25 / reported unit (derived)0.78%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
679580100OLD DOMINION FREIGHT LINE IN429,150shares$92,953,890Reported market value$216.6 / reported unit (derived)0.71%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
655844108NORFOLK SOUTHN CORP282,500shares$88,871,675Reported market value$314.59 / reported unit (derived)0.68%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
452308109ILLINOIS TOOL WKS INC327,500shares$88,578,926Reported market value$270.47 / reported unit (derived)0.67%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
452308109ILLINOIS TOOL WKS INC327,500shares$85,244,976Reported market value$260.29 / reported unit (derived)0.71%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
679580100OLD DOMINION FREIGHT LINE IN429,150shares$83,855,910Reported market value$195.4 / reported unit (derived)0.70%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
46625H100JPMORGAN CHASE & CO252,550shares$82,667,192Reported market value$327.33 / reported unit (derived)0.63%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
62944T105NVR INC12,097shares$82,421,700Reported market value$6,813.4 / reported unit (derived)0.63%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
655844108NORFOLK SOUTHN CORP282,500shares$81,077,500Reported market value$287 / reported unit (derived)0.68%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
422806208HEICO CORP NEW379,644shares$80,139,052Reported market value$211.09 / reported unit (derived)0.67%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
775711104ROLLINS INC1,498,025shares$80,009,516Reported market value$53.41 / reported unit (derived)0.67%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
55354G100MSCI INC142,850shares$80,001,714Reported market value$560.04 / reported unit (derived)0.61%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
62944T105NVR INC12,087shares$79,651,275Reported market value$6,589.83 / reported unit (derived)0.67%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
55354G100MSCI INC142,850shares$76,997,578Reported market value$539.01 / reported unit (derived)0.64%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
773903109ROCKWELL AUTOMATION INC154,900shares$76,687,892Reported market value$495.08 / reported unit (derived)0.58%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
278865100ECOLAB INC274,300shares$76,422,723Reported market value$278.61 / reported unit (derived)0.58%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
46625H100JPMORGAN CHASE & CO.252,550shares$74,290,108Reported market value$294.16 / reported unit (derived)0.62%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
278865100ECOLAB INC274,300shares$72,969,286Reported market value$266.02 / reported unit (derived)0.61%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
866966104SUNBELT RENTALS HOLDINGS INC974,361shares$72,891,947Reported market value$74.81 / reported unit (derived)0.56%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
14316J108CARLYLE GROUP INC1,327,000shares$64,213,530Reported market value$48.39 / reported unit (derived)0.54%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
855244109STARBUCKS CORP623,818shares$63,747,961Reported market value$102.19 / reported unit (derived)0.49%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
775711104ROLLINS INC1,516,525shares$63,299,755Reported market value$41.74 / reported unit (derived)0.48%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
866966104SUNBELT RENTALS HOLDINGS INC963,361shares$62,705,167Reported market value$65.09 / reported unit (derived)0.53%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
410867105HANOVER INS GROUP INC281,000shares$60,167,720Reported market value$214.12 / reported unit (derived)0.46%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
461804106INVESTORS TITLE CO NC213,300shares$58,375,945Reported market value$273.68 / reported unit (derived)0.44%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
902494103TYSON FOODS INC889,500shares$56,990,265Reported market value$64.07 / reported unit (derived)0.48%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
855244109STARBUCKS CORP623,818shares$55,887,855Reported market value$89.59 / reported unit (derived)0.47%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
14316J108CARLYLE GROUP INC1,327,000shares$55,879,970Reported market value$42.11 / reported unit (derived)0.43%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
773903109ROCKWELL AUTOMATION INC154,900shares$55,590,512Reported market value$358.88 / reported unit (derived)0.47%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
902494103TYSON FOODS INC913,500shares$52,297,875Reported market value$57.25 / reported unit (derived)0.40%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
78409V104S&P GLOBAL INC117,690shares$50,058,265Reported market value$425.34 / reported unit (derived)0.42%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
410867105HANOVER INS GROUP INC281,000shares$48,711,350Reported market value$173.35 / reported unit (derived)0.41%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
78409V104S&P GLOBAL INC117,690shares$47,930,429Reported market value$407.26 / reported unit (derived)0.37%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
461804106INVESTORS TITLE CO NC213,300shares$46,358,621Reported market value$217.34 / reported unit (derived)0.39%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
G0403H108AON PLC135,800shares$45,043,503Reported market value$331.69 / reported unit (derived)0.34%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
G0403H108AON PLC135,800shares$43,833,524Reported market value$322.78 / reported unit (derived)0.37%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
907818108UNION PAC CORP161,028shares$43,799,616Reported market value$272 / reported unit (derived)0.33%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
75513E101RTX CORPORATION224,000shares$43,209,600Reported market value$192.9 / reported unit (derived)0.36%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
31488V107FERGUSON ENTERPRISES INC180,200shares$42,766,866Reported market value$237.33 / reported unit (derived)0.33%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
75513E101RTX CORPORATION224,000shares$42,499,520Reported market value$189.73 / reported unit (derived)0.32%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
17275R102CISCO SYS INC355,500shares$41,757,030Reported market value$117.46 / reported unit (derived)0.32%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
58733R102MERCADOLIBRE INC24,000shares$40,737,361Reported market value$1,697.39 / reported unit (derived)0.31%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
31488V107FERGUSON ENTERPRISES INC170,700shares$39,817,482Reported market value$233.26 / reported unit (derived)0.33%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
539830109LOCKHEED MARTIN CORP65,213shares$39,414,086Reported market value$604.39 / reported unit (derived)0.33%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
988498101YUM BRANDS INC245,213shares$39,199,750Reported market value$159.86 / reported unit (derived)0.30%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
22160K105COSTCO WHSL CORP NEW39,150shares$39,010,235Reported market value$996.43 / reported unit (derived)0.33%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
40412C101HCA HEALTHCARE INC82,430shares$39,009,174Reported market value$473.24 / reported unit (derived)0.33%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
988498101YUM BRANDS INC245,213shares$38,125,718Reported market value$155.48 / reported unit (derived)0.32%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
571903202MARRIOTT INTL INC NEW99,500shares$36,873,706Reported market value$370.59 / reported unit (derived)0.28%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
020002101ALLSTATE CORP154,550shares$36,773,627Reported market value$237.94 / reported unit (derived)0.28%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
883556102THERMO FISHER SCIENTIFIC INC73,100shares$36,649,416Reported market value$501.36 / reported unit (derived)0.28%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
22160K105COSTCO WHOLESALE CORPORATION39,150shares$36,623,651Reported market value$935.47 / reported unit (derived)0.28%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
907818108UNION PAC CORP150,278shares$36,460,448Reported market value$242.62 / reported unit (derived)0.31%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
405166109HAGERTY INC3,108,000shares$35,897,400Reported market value$11.55 / reported unit (derived)0.27%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institution30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
74144T108PRICE T ROWE GROUP INC314,000shares$35,698,661Reported market value$113.69 / reported unit (derived)0.27%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
911363109UNITED RENTALS INC31,150shares$35,289,524Reported market value$1,132.89 / reported unit (derived)0.27%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
009066101AIRBNB INC242,389shares$34,685,867Reported market value$143.1 / reported unit (derived)0.26%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
539830109LOCKHEED MARTIN CORP65,213shares$33,223,415Reported market value$509.46 / reported unit (derived)0.25%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
883556102THERMO FISHER SCIENTIFIC INC67,100shares$32,981,664Reported market value$491.53 / reported unit (derived)0.28%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
40412C101HCA HEALTHCARE INC84,366shares$32,893,460Reported market value$389.89 / reported unit (derived)0.25%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
405166109HAGERTY INC3,108,000shares$32,727,240Reported market value$10.53 / reported unit (derived)0.27%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institution31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
824348106SHERWIN WILLIAMS CO94,172shares$32,425,304Reported market value$344.32 / reported unit (derived)0.25%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
020002101ALLSTATE CORP154,550shares$32,044,397Reported market value$207.34 / reported unit (derived)0.27%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
G1151C101ACCENTURE PLC IRELAND159,400shares$31,607,425Reported market value$198.29 / reported unit (derived)0.26%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
303075105FACTSET RESH SYS INC135,376shares$31,147,311Reported market value$230.08 / reported unit (derived)0.24%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
571903202MARRIOTT INTL INC NEW93,750shares$30,662,813Reported market value$327.07 / reported unit (derived)0.26%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
009066101AIRBNB INC242,389shares$30,608,884Reported market value$126.28 / reported unit (derived)0.26%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
824348106SHERWIN WILLIAMS CO94,172shares$30,186,834Reported market value$320.55 / reported unit (derived)0.25%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
512816109LAMAR ADVERTISING CO193,000shares$30,104,140Reported market value$155.98 / reported unit (derived)0.23%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
92345Y106VERISK ANALYTICS INC155,950shares$29,591,513Reported market value$189.75 / reported unit (derived)0.25%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
303075105FACTSET RESH SYS INC135,376shares$29,375,238Reported market value$216.99 / reported unit (derived)0.25%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
74144T108PRICE T ROWE GROUP INC314,000shares$28,303,960Reported market value$90.14 / reported unit (derived)0.24%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
92345Y106VERISK ANALYTICS INC155,950shares$27,997,704Reported market value$179.53 / reported unit (derived)0.21%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
126408103CSX CORP584,500shares$27,781,285Reported market value$47.53 / reported unit (derived)0.21%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
20030N101COMCAST CORP NEW961,880shares$27,615,574Reported market value$28.71 / reported unit (derived)0.23%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
17275R102CISCO SYS INC355,500shares$27,583,245Reported market value$77.59 / reported unit (derived)0.23%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
038222105APPLIED MATLS INC36,350shares$26,281,050Reported market value$723 / reported unit (derived)0.20%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
009158106AIR PRODUCTS AND CHEMICALS I88,500shares$25,946,430Reported market value$293.18 / reported unit (derived)0.20%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
199908104COMFORT SYS USA INC13,000shares$25,765,350Reported market value$1,981.95 / reported unit (derived)0.20%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
228368106CROWN HLDGS INC220,000shares$24,600,400Reported market value$111.82 / reported unit (derived)0.19%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
512816109LAMAR ADVERTISING CO NEW193,000shares$24,445,380Reported market value$126.66 / reported unit (derived)0.20%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
654106103NIKE INC447,400shares$23,631,668Reported market value$52.82 / reported unit (derived)0.20%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
115637100BROWN FORMAN CORP843,000shares$23,064,480Reported market value$27.36 / reported unit (derived)0.18%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
911363109UNITED RENTALS INC31,150shares$22,694,644Reported market value$728.56 / reported unit (derived)0.19%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
115637100BROWN FORMAN CORP843,000shares$22,583,969Reported market value$26.79 / reported unit (derived)0.19%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
G7496G103RENAISSANCERE HLDGS LTD70,000shares$22,183,000Reported market value$316.9 / reported unit (derived)0.17%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
228368106CROWN HLDGS INC220,000shares$22,055,000Reported market value$100.25 / reported unit (derived)0.18%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
009158106AIR PRODS & CHEMS INC75,500shares$21,931,995Reported market value$290.49 / reported unit (derived)0.18%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
126408103CSX CORP530,000shares$21,756,500Reported market value$41.05 / reported unit (derived)0.18%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
293792107ENTERPRISE PRODS PARTNERS L569,000shares$20,916,440Reported market value$36.76 / reported unit (derived)0.16%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
G7496G103RENAISSANCERE HLDGS LTD70,000shares$20,806,100Reported market value$297.23 / reported unit (derived)0.17%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
718172109PHILIP MORRIS INTL INC114,500shares$20,714,195Reported market value$180.91 / reported unit (derived)0.16%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
G1151C101ACCENTURE PLC IRELAND159,400shares$19,835,735Reported market value$124.44 / reported unit (derived)0.15%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
20030N101COMCAST CORP NEW802,074shares$19,690,917Reported market value$24.55 / reported unit (derived)0.15%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
718172109PHILIP MORRIS INTL INC114,500shares$18,931,431Reported market value$165.34 / reported unit (derived)0.16%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
428291108HEXCEL CORP NEW189,000shares$18,911,340Reported market value$100.06 / reported unit (derived)0.14%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
654106103NIKE INC447,400shares$18,365,770Reported market value$41.05 / reported unit (derived)0.14%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
14040H105CAPITAL ONE FINL CORP91,000shares$18,256,420Reported market value$200.62 / reported unit (derived)0.14%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
064058100BANK NEW YORK MELLON CORP124,500shares$18,003,945Reported market value$144.61 / reported unit (derived)0.14%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
199908104COMFORT SYS USA INC13,000shares$17,926,870Reported market value$1,378.99 / reported unit (derived)0.15%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
14448C104CARRIER GLOBAL CORPORATION235,000shares$17,237,250Reported market value$73.35 / reported unit (derived)0.13%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
949746101WELLS FARGO & CO204,450shares$16,895,748Reported market value$82.64 / reported unit (derived)0.13%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
14040H105CAPITAL ONE FINL CORP91,000shares$16,601,130Reported market value$182.43 / reported unit (derived)0.14%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
949746101WELLS FARGO CO NEW204,450shares$16,276,265Reported market value$79.61 / reported unit (derived)0.14%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
427866108HERSHEY CO75,000shares$15,591,750Reported market value$207.89 / reported unit (derived)0.13%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
428291108HEXCEL CORP NEW189,000shares$15,295,770Reported market value$80.93 / reported unit (derived)0.13%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
784117103SEI INVTS CO173,200shares$15,191,372Reported market value$87.71 / reported unit (derived)0.12%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
713448108PEPSICO INC96,210shares$14,940,451Reported market value$155.29 / reported unit (derived)0.13%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
064058100BANK NEW YORK MELLON CORP124,500shares$14,769,435Reported market value$118.63 / reported unit (derived)0.12%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
704326107PAYCHEX INC150,000shares$14,749,500Reported market value$98.33 / reported unit (derived)0.11%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
12572Q105CME GROUP INC49,750shares$14,693,663Reported market value$295.35 / reported unit (derived)0.12%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
704326107PAYCHEX INC150,000shares$13,818,000Reported market value$92.12 / reported unit (derived)0.12%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
784117103SEI INVTS CO173,200shares$13,591,004Reported market value$78.47 / reported unit (derived)0.11%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
14448C104CARRIER GLOBAL CORPORATION235,000shares$13,232,850Reported market value$56.31 / reported unit (derived)0.11%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
427866108HERSHEY CO75,000shares$13,158,750Reported market value$175.45 / reported unit (derived)0.10%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
294429105EQUIFAX INC72,850shares$13,118,100Reported market value$180.07 / reported unit (derived)0.11%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
713448108PEPSICO INC96,210shares$13,026,834Reported market value$135.4 / reported unit (derived)0.10%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
115637209BROWN FORMAN CORP474,187shares$12,637,084Reported market value$26.65 / reported unit (derived)0.10%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
L8681T102SPOTIFY TECHNOLOGY S A25,900shares$12,559,169Reported market value$484.91 / reported unit (derived)0.11%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
115637209BROWN FORMAN CORP474,187shares$12,537,504Reported market value$26.44 / reported unit (derived)0.11%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
038222105APPLIED MATLS INC36,350shares$12,424,067Reported market value$341.79 / reported unit (derived)0.10%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
12503M108CBOE GLOBAL MKTS INC43,700shares$12,282,760Reported market value$281.07 / reported unit (derived)0.10%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
82509L107SHOPIFY INC102,750shares$12,188,205Reported market value$118.62 / reported unit (derived)0.10%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
L8681T102SPOTIFY TECHNOLOGY S A25,900shares$11,891,467Reported market value$459.13 / reported unit (derived)0.09%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
82509L107SHOPIFY INC102,750shares$11,731,995Reported market value$114.18 / reported unit (derived)0.09%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
294429105EQUIFAX INC72,850shares$11,562,752Reported market value$158.72 / reported unit (derived)0.09%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
12572Q105CME GROUP INC49,750shares$10,986,293Reported market value$220.83 / reported unit (derived)0.08%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
12503M108CBOE GLOBAL MKTS INC43,700shares$10,604,680Reported market value$242.67 / reported unit (derived)0.08%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
446413106HUNTINGTON INGALLS INDS INC27,500shares$10,447,250Reported market value$379.9 / reported unit (derived)0.09%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
90353T100UBER TECHNOLOGIES INC142,500shares$10,282,800Reported market value$72.16 / reported unit (derived)0.08%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
90353T100UBER TECHNOLOGIES INC142,500shares$10,250,025Reported market value$71.93 / reported unit (derived)0.09%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
810186106SCOTTS MIRACLE-GRO CO168,000shares$10,216,081Reported market value$60.81 / reported unit (derived)0.09%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
68902V107OTIS WORLDWIDE CORP133,620shares$9,567,192Reported market value$71.6 / reported unit (derived)0.07%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
58733R102MERCADOLIBRE INC5,450shares$9,423,159Reported market value$1,729.02 / reported unit (derived)0.08%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
46266C105IQVIA HLDGS INC46,900shares$9,062,018Reported market value$193.22 / reported unit (derived)0.07%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
68902V107OTIS WORLDWIDE CORP114,620shares$8,834,910Reported market value$77.08 / reported unit (derived)0.07%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
46266C105IQVIA HLDGS INC46,900shares$7,998,326Reported market value$170.54 / reported unit (derived)0.07%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
30231G102EXXON MOBIL CORP47,000shares$7,974,020Reported market value$169.66 / reported unit (derived)0.07%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
446413106HUNTINGTON INGALLS INDS INC27,500shares$7,696,975Reported market value$279.89 / reported unit (derived)0.06%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
30231G102EXXON MOBIL CORP56,100shares$7,669,992Reported market value$136.72 / reported unit (derived)0.06%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
293792107ENTERPRISE PRODS PARTNERS L202,000shares$7,643,680Reported market value$37.84 / reported unit (derived)0.06%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
45778Q107INSPERITY INC181,336shares$7,490,989Reported market value$41.31 / reported unit (derived)0.06%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
143130102CARMAX INC136,500shares$7,219,485Reported market value$52.89 / reported unit (derived)0.05%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
835699307SONY GROUP CORP335,000shares$6,934,500Reported market value$20.7 / reported unit (derived)0.06%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
835699307SONY GROUP CORP335,000shares$6,720,100Reported market value$20.06 / reported unit (derived)0.05%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
136375102CANADIAN NATL RY CO53,500shares$6,379,340Reported market value$119.24 / reported unit (derived)0.05%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
13646K108CANADIAN PACIFIC KANSAS CITY73,000shares$6,325,450Reported market value$86.65 / reported unit (derived)0.05%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
384637104GRAHAM HLDGS CO5,200shares$5,935,384Reported market value$1,141.42 / reported unit (derived)0.05%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
277432100EASTMAN CHEM CO74,950shares$5,720,184Reported market value$76.32 / reported unit (derived)0.05%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
143130102CARMAX INC136,500shares$5,675,670Reported market value$41.58 / reported unit (derived)0.05%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
136375102CANADIAN NATL RY CO53,500shares$5,498,195Reported market value$102.77 / reported unit (derived)0.05%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
384637104GRAHAM HLDGS CO5,200shares$5,497,752Reported market value$1,057.26 / reported unit (derived)0.05%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
91324P102UNITEDHEALTH GROUP INC18,700shares$5,060,034Reported market value$270.59 / reported unit (derived)0.04%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
277432100EASTMAN CHEM CO74,950shares$5,020,151Reported market value$66.98 / reported unit (derived)0.04%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
45778Q107INSPERITY INC181,336shares$4,903,326Reported market value$27.04 / reported unit (derived)0.04%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
98978V103ZOETIS INC66,195shares$4,756,773Reported market value$71.86 / reported unit (derived)0.04%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
13646K108CANADIAN PACIFIC KANSAS CITY59,500shares$4,680,270Reported market value$78.66 / reported unit (derived)0.04%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
45866F104INTERCONTINENTAL EXCHANGE IN28,870shares$4,540,674Reported market value$157.28 / reported unit (derived)0.04%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
117043109BRUNSWICK CORP51,250shares$4,317,300Reported market value$84.24 / reported unit (derived)0.03%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
084423102BERKLEY W R CORP60,750shares$4,284,699Reported market value$70.53 / reported unit (derived)0.03%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
552953101MGM RESORTS INTERNATIONAL87,500shares$4,183,375Reported market value$47.81 / reported unit (derived)0.03%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
084423102BERKLEY W R CORP60,750shares$4,026,510Reported market value$66.28 / reported unit (derived)0.03%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
117043109BRUNSWICK CORP51,250shares$3,728,950Reported market value$72.76 / reported unit (derived)0.03%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
00508Y102ACUITY INC9,750shares$3,672,435Reported market value$376.66 / reported unit (derived)0.03%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
45866F104INTERCONTINENTAL EXCHANGE IN28,870shares$3,554,186Reported market value$123.11 / reported unit (derived)0.03%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
26969P108EAGLE MATLS INC14,750shares$3,318,750Reported market value$225 / reported unit (derived)0.03%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
552953101MGM RESORTS INTERNATIONAL87,500shares$3,238,375Reported market value$37.01 / reported unit (derived)0.03%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
962166104WEYERHAEUSER CO120,000shares$2,872,800Reported market value$23.94 / reported unit (derived)0.02%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
64110L106NETFLIX INC.40,000shares$2,856,000Reported market value$71.4 / reported unit (derived)0.02%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
26969P108EAGLE MATLS INC14,750shares$2,794,388Reported market value$189.45 / reported unit (derived)0.02%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
00508Y102ACUITY INC9,750shares$2,732,145Reported market value$280.22 / reported unit (derived)0.02%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
871829107SYSCO CORP30,500shares$2,549,190Reported market value$83.58 / reported unit (derived)0.02%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
871829107SYSCO CORP30,500shares$2,175,565Reported market value$71.33 / reported unit (derived)0.02%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
25754A201DOMINOS PIZZA INC5,500shares$1,973,345Reported market value$358.79 / reported unit (derived)0.02%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
25754A201DOMINOS PIZZA INC5,500shares$1,628,220Reported market value$296.04 / reported unit (derived)0.01%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
115236101BROWN & BROWN INC14,000shares$912,940Reported market value$65.21 / reported unit (derived)0.01%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
115236101BROWN & BROWN INC14,000shares$898,100Reported market value$64.15 / reported unit (derived)0.01%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗
962166104WEYERHAEUSER CO MTN BE17,500shares$427,525Reported market value$24.43 / reported unit (derived)0.00%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗31 Mar 2026U.S. SEC EDGAR ↗Record details ↗
90278Q108UFP INDUSTRIES INC4,000shares$362,960Reported market value$90.74 / reported unit (derived)0.00%Share of this filing tableNo comparable prior disclosureQuarter-end positionAssociated institutionOther managers referenced: Markel-Gayner Asset Management LLC. View original row attribution ↗30 Jun 2026U.S. SEC EDGAR ↗Record details ↗

Figures retain their source’s meaning. Unknown is not zero. Dates, share classes and option exposures may differ; source-table coverage is not a complete personal portfolio.

Go back to the evidence.

Found a missing detail or an error?Help improve this record ↗