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Thomas Gayner - Markel Group
Thomas Gayner - Markel GroupFecha: 30 Sep 2025Inversiones: 129Valor: $12,320,983,000
Inversiones actuales
Historial
Stock
% de la cartera
Actividad reciente
Comparte
Precio
Valor
Precio Actual
Precio reportado
52 Week Low
52 Week High
BRK.A - Berkshire Hathaway CL A
6.93
1,114
$691179.53
$769,974,000
$663000.01
-4.08%
$543235.73
$741971.39
BRK.B - Berkshire Hathaway CL B
6.35
1,531,971
$460.26
$705,105,000
$442.81
-3.79%
$357.98
$491.67
BN - Brookfield Corp.
4.17
8,715,741
$53.15
$463,242,000
$55.00
3.48%
$37.53
$62.35
GOOG - Alphabet Inc. CL C
4.14
2,749,860
$167.19
$459,749,000
$190.88
14.17%
$131.08
$202.88
AMZN - Amazon.com Inc.
3.41
2,030,760
$186.33
$378,391,000
$218.01
17.00%
$149.91
$233.00
HD - Home Depot
3.36
920,000
$405.20
$372,784,000
$388.72
-4.07%
$317.92
$437.07
DE - Deere & Co.
3.26
Add 2.81%
869,100
$417.33
$362,702,000
$425.79
2.03%
$337.71
$467.60
WSO - Watsco Inc.
2.58
Add 1.97%
582,500
$491.88
$286,520,000
$470.65
-4.32%
$366.88
$571.42
AAPL - Apple Inc.
2.57
1,227,290
$233.00
$285,959,000
$232.74
-0.11%
$163.48
$260.10
V - Visa Inc.
2.47
999,285
$274.95
$274,753,000
$305.05
10.95%
$251.72
$321.62
ADI - Analog Devices
2.42
1,167,671
$230.17
$268,763,000
$211.38
-8.16%
$179.83
$242.16
NVO - Novo Nordisk A S
2.30
2,150,000
$119.07
$256,000,000
$84.43
-29.09%
$81.50
$147.60
MSFT - Microsoft Corp.
1.99
Add 1.48%
514,980
$430.30
$221,596,000
$414.43
-3.69%
$377.56
$466.57
BLK - BlackRock Inc.
1.88
220,200
$949.51
$209,082,000
$947.54
-0.21%
$732.68
$1082.45
DIS - Walt Disney Co.
1.76
2,031,665
$96.19
$195,426,000
$107.30
11.55%
$83.54
$122.63
DEO - Diageo ADR
1.73
1,366,708
$140.34
$191,804,000
$116.08
-17.29%
$116.08
$150.19
PGR - Progressive Corp.
1.72
753,750
$253.76
$191,272,000
$233.12
-8.13%
$160.84
$265.51
KKR - KKR & Co. L.P.
1.71
1,451,800
$130.58
$189,576,000
$140.46
7.57%
$79.70
$163.68
BX - Blackstone Group
1.69
1,229,000
$153.13
$188,197,000
$163.92
7.05%
$112.01
$200.96
LOW - Lowe's Cos.
1.68
Add 2.15%
690,480
$270.85
$187,016,000
$248.30
-8.33%
$206.67
$285.80
RLI - RLI Corp.
1.67
1,197,272
$154.98
$185,554,000
$149.21
-3.72%
$130.14
$177.96
GS - Goldman Sachs Group
1.60
359,360
$495.11
$177,922,000
$559.48
13.00%
$363.27
$611.91
MMC - Marsh & McLennan
1.45
Add 2.26%
722,500
$223.09
$161,182,000
$211.71
-5.10%
$186.26
$235.50
META - Meta Platforms Inc.
1.42
Add 1.57%
275,231
$572.44
$157,553,000
$603.84
5.49%
$357.25
$637.89
TXN - Texas Instruments
1.35
724,000
$206.57
$149,556,000
$191.57
-7.26%
$152.35
$220.39
AXP - American Express
1.18
484,250
$271.20
$131,329,000
$295.81
9.07%
$175.86
$307.10
APO - Apollo Global Management
1.14
1,012,500
$124.91
$126,471,000
$153.39
22.80%
$92.81
$189.49
CAT - Caterpillar Inc.
1.12
Add 2.33%
318,750
$391.12
$124,670,000
$358.82
-8.26%
$272.57
$418.50
LPLA - LPL Financial Holdings Inc.
1.09
Add 8.01%
520,404
$232.63
$121,061,000
$328.66
41.28%
$186.73
$344.86
GD - General Dynamics
1.06
391,000
$302.20
$118,160,000
$263.30
-12.87%
$243.18
$316.90
NVR - NVR Inc.
1.03
Add 1.52%
11,704
$9811.77
$114,837,000
$7912.80
-19.35%
$6800.00
$9964.77
BAM - Brookfield Asset Management
0.93
2,193,953
$47.29
$103,752,000
$51.50
8.90%
$35.91
$59.58
MA - Mastercard Inc.
0.92
207,540
$493.80
$102,483,000
$504.30
2.13%
$423.08
$536.91
MCO - Moody's Corp.
0.91
213,890
$474.59
$101,510,000
$455.00
-4.13%
$358.01
$503.95
JNJ - Johnson & Johnson
0.89
610,800
$162.06
$98,986,000
$143.39
-11.52%
$139.79
$167.51
GOOGL - Alphabet Inc.
0.83
555,000
$165.85
$92,047,000
$189.62
14.33%
$130.19
$201.42
ADM - Archer-Daniels-Midland
0.79
1,463,300
$59.74
$87,417,000
$51.80
-13.29%
$48.40
$68.05
SCHW - Charles Schwab Corp.
0.79
Reduce 1.17%
1,350,800
$64.81
$87,545,000
$72.15
11.33%
$58.80
$83.35
ITW - Illinois Tool Works
0.77
327,500
$262.07
$85,828,000
$247.75
-5.46%
$228.93
$277.49
MSCI - MSCI Inc.
0.75
142,850
$582.93
$83,272,000
$579.26
-0.63%
$436.11
$642.45
HEI.A - HEICO Corp. CL A
0.70
379,644
$203.76
$77,356,000
$176.47
-13.39%
$132.80
$219.09
SPGI - S&P Global Inc.
0.70
150,690
$516.62
$77,850,000
$479.76
-7.13%
$405.38
$532.36
LIN - Linde plc
0.67
Add 8.01%
155,000
$476.86
$73,914,000
$420.30
-11.86%
$391.30
$486.02
ROL - Rollins Inc.
0.66
Add 0.97%
1,453,275
$50.58
$73,507,000
$46.22
-8.62%
$39.88
$52.16
ECL - Ecolab Inc.
0.63
274,300
$255.33
$70,037,000
$232.09
-9.10%
$193.60
$261.92
DG - Dollar General
0.56
Add 6.45%
742,250
$84.57
$62,772,000
$70.79
-16.29%
$70.15
$164.24
ODFL - Old Dominion Freight Line
0.53
Add 5.55%
295,000
$198.64
$58,599,000
$178.10
-10.34%
$165.07
$232.98
SBUX - Starbucks Corp.
0.53
Add 5.63%
600,318
$97.49
$58,525,000
$92.03
-5.60%
$70.40
$103.32
ACN - Accenture
0.51
159,400
$353.48
$56,344,000
$348.67
-1.36%
$276.35
$382.77
CG - Carlyle Group
0.51
1,327,000
$43.06
$57,140,000
$50.40
17.05%
$36.40
$55.11
NSC - Norfolk Southern Corp.
0.51
229,500
$248.50
$57,031,000
$236.23
-4.94%
$204.47
$277.60
FDS - FactSet Research Systems
0.48
116,720
$459.85
$53,674,000
$454.28
-1.21%
$390.03
$498.81
FDX - FedEx Corp.
0.48
Add 7.73%
195,000
$273.68
$53,368,000
$274.07
0.14%
$229.73
$310.77
JPM - JPMorgan Chase & Co.
0.48
252,550
$210.86
$53,253,000
$241.99
14.76%
$160.63
$253.00
ITIC - Investors Title Co.
0.44
213,300
$229.80
$49,016,000
$214.83
-6.51%
$138.38
$276.65
TSN - Tyson Foods
0.42
Add 0.51%
789,500
$59.56
$47,023,000
$55.46
-6.88%
$49.49
$66.36
CMCSA - Comcast Corp.
0.41
1,081,241
$41.77
$45,164,000
$36.37
-12.93%
$35.57
$45.66
FNV - Franco Nevada Corp.
0.39
Add 41.02%
345,500
$124.25
$42,929,000
$124.18
-0.06%
$102.39
$137.20
AON - Aon Plc
0.37
Add 5.44%
120,150
$345.99
$41,571,000
$352.99
2.02%
$266.38
$395.33
ROK - Rockwell Automation Inc.
0.37
154,900
$268.46
$41,585,000
$272.85
1.64%
$240.53
$304.29
BF.A - Brown-Forman Corp. CL A
0.36
843,000
$48.08
$40,531,000
$34.36
-28.54%
$33.29
$60.19
MMM - 3M Co.
0.36
293,750
$136.70
$40,156,000
$132.42
-3.13%
$73.93
$140.59
VRSK - Verisk Analytics Inc.
0.35
Add 8.41%
144,950
$267.96
$38,841,000
$273.15
1.94%
$216.41
$296.18
NKE - NIKE Inc.
0.34
Add 10.29%
428,900
$88.40
$37,914,000
$72.05
-18.50%
$70.08
$105.62
THG - Hanover Insurance Group
0.34
Add 5.83%
254,000
$148.11
$37,620,000
$148.84
0.49%
$118.27
$165.17
SHW - Sherwin-Williams
0.32
94,172
$381.67
$35,943,000
$330.83
-13.32%
$281.01
$400.42
COST - Costco Co.
0.31
39,150
$886.51
$34,707,000
$928.41
4.73%
$663.76
$1008.25
TROW - T. Rowe Price Group
0.31
314,000
$108.93
$34,204,000
$110.03
1.01%
$98.28
$124.52
LMT - Lockheed Martin Corp.
0.30
56,363
$584.57
$32,948,000
$479.85
-17.91%
$403.36
$615.09
HGTY - Hagerty Inc.
0.27
3,000,000
$10.17
$30,510,000
$9.23
-9.24%
$7.68
$12.35
ALL - Allstate Corp.
0.26
154,550
$189.65
$29,310,000
$182.18
-3.94%
$145.19
$208.95
RTX - RTX Corp.
0.24
224,000
$121.16
$27,140,000
$116.45
-3.89%
$82.49
$128.02
BF.B - Brown-Forman Corp.
0.21
474,187
$49.20
$23,330,000
$34.56
-29.76%
$33.50
$59.84
TMO - Thermo Fisher Scientific
0.20
Add 20.41%
35,400
$618.56
$21,897,000
$556.59
-10.02%
$492.93
$627.02
YUM - Yum! Brands Inc.
0.20
Add 80.92%
156,502
$139.71
$21,865,000
$123.38
-11.69%
$123.19
$141.11
CABO - Cable ONE Inc.
0.19
Add 11.62%
60,050
$349.79
$21,005,000
$336.51
-3.80%
$309.11
$556.12
EFX - Equifax Inc.
0.19
Reduce 25.55%
72,850
$293.86
$21,408,000
$246.28
-16.19%
$212.08
$309.15
HCA - HCA Healthcare Inc.
0.19
Add 45.08%
50,930
$406.42
$20,699,000
$306.42
-24.61%
$274.36
$416.26
TGT - Target Corp.
0.19
133,000
$155.86
$20,729,000
$138.32
-11.25%
$120.21
$177.93
UNP - Union Pacific
0.19
85,778
$246.49
$21,143,000
$225.76
-8.41%
$216.15
$256.59
URI - United Rentals
0.19
Add 17.95%
25,950
$809.71
$21,012,000
$671.36
-17.09%
$531.99
$895.30
PAYX - Paychex Inc.
0.18
150,000
$134.19
$20,128,000
$139.90
4.26%
$112.14
$150.71
CARR - Carrier Global Corp.
0.17
235,000
$80.49
$18,915,000
$66.62
-17.23%
$52.49
$82.82
RNR - RenaissanceRe Holdings Ltd.
0.17
70,000
$272.40
$19,068,000
$249.66
-8.35%
$198.46
$299.56
CCK - Crown Holdings
0.16
189,500
$95.88
$18,170,000
$81.19
-15.32%
$68.78
$98.19
CSCO - Cisco Systems
0.16
342,000
$53.22
$18,202,000
$58.68
10.26%
$43.86
$59.82
FERG - Ferguson Enterprises Inc.
0.15
Add 19.86%
84,500
$198.57
$16,779,000
$168.91
-14.94%
$168.91
$222.16
PEP - PepsiCo Inc.
0.15
96,210
$170.06
$16,361,000
$144.41
-15.08%
$141.51
$179.08
WHR - Whirlpool Corp.
0.15
Reduce 44.12%
157,619
$107.00
$16,866,000
$119.89
12.05%
$81.47
$126.30
APD - Air Products & Chemicals
0.14
Add 36.84%
52,000
$297.73
$15,482,000
$299.31
0.53%
$206.74
$334.94
CHH - Choice Hotels Int. Inc.
0.14
Add 4.52%
115,500
$130.30
$15,050,000
$140.16
7.57%
$107.94
$153.50
IQV - IQVIA Holdings Inc.
0.13
58,726
$236.96
$13,916,000
$203.65
-14.06%
$187.62
$261.73
LAMR - Lamar Advertising Co.
0.13
Add 18.09%
111,000
$133.60
$14,830,000
$119.35
-10.67%
$97.48
$138.08
PM - Philip Morris Intl.
0.13
114,500
$121.40
$13,900,000
$116.82
-3.77%
$84.98
$132.68
SMG - Scotts Miracle-Gro Co.
0.13
168,000
$86.70
$14,565,000
$66.88
-22.86%
$51.35
$93.09
UNH - United Health Group Inc.
0.13
Add 15.61%
24,064
$584.69
$14,070,000
$543.06
-7.12%
$431.35
$628.32
COF - Capital One Financial
0.12
91,000
$149.73
$13,625,000
$177.19
18.34%
$121.23
$197.66
AMT - American Tower Corp.
0.11
51,910
$232.58
$12,073,000
$175.62
-24.49%
$166.36
$239.67
GPK - Graphic Packaging Hldg Co.
0.11
Add 17.93%
394,725
$29.59
$11,680,000
$26.38
-10.85%
$23.14
$30.60
HXL - Hexcel Corp.
0.11
189,000
$61.83
$11,686,000
$65.30
5.61%
$57.35
$76.54