Thomas Gayner - Markel Group – Largest Buy Additions (2026 Q1)
A detailed view of the stocks most significantly increased by Thomas Gayner - Markel Group during the 2026 Q1 reporting period. This breakdown highlights where new capital was added, revealing the investor’s highest-conviction opportunities and sector preferences.
| Symbol | Shares | Reported Price(USD) | Action | Change % | Portfolio Weight | Position Value | Filing Period |
|---|---|---|---|---|---|---|---|
| V | 1,004,331 | $302.24 | Increased | 0.50% | 2.55% | $303.55M | 2026 Q1 |
| WSO | 582,169 | $363.79 | Increased | 0.78% | 1.78% | $211.79M | 2026 Q1 |
| MSFT | 537,630 | $370.17 | Increased | 0.36% | 1.67% | $199.01M | 2026 Q1 |
| FNV | 708,500 | $247.05 | Increased | 3.66% | 1.47% | $175.03M | 2026 Q1 |
| LOW | 738,480 | $236.28 | Increased | 0.54% | 1.47% | $174.49M | 2026 Q1 |
| AXP | 490,450 | $302.48 | Increased | 0.40% | 1.25% | $148.35M | 2026 Q1 |
| MRSH | 763,500 | $173.45 | Increased | 0.23% | 1.11% | $132.43M | 2026 Q1 |
| SCHW | 1,383,800 | $93.98 | Increased | 0.58% | 1.09% | $130.05M | 2026 Q1 |
| DEO | 1,372,208 | $74.45 | Increased | 0.04% | 0.86% | $102.16M | 2026 Q1 |
| LIN | 204,600 | $495.76 | Increased | 2.25% | 0.85% | $101.43M | 2026 Q1 |
| ODFL | 429,150 | $195.4 | Increased | 1.78% | 0.70% | $83.86M | 2026 Q1 |
| NSC | 282,500 | $287 | Increased | 3.29% | 0.68% | $81.08M | 2026 Q1 |
| ROL | 1,498,025 | $53.41 | Increased | 0.60% | 0.67% | $80.01M | 2026 Q1 |
| NVR | 12,087 | $6589.81 | Increased | 0.67% | 0.67% | $79.65M | 2026 Q1 |
| SUNB | 963,361 | $65.09 | Buy | 100.00% | 0.53% | $62.71M | 2026 Q1 |
| TSN | 889,500 | $64.07 | Increased | 0.57% | 0.48% | $56.99M | 2026 Q1 |
| AON | 135,800 | $322.78 | Increased | 1.31% | 0.37% | $43.83M | 2026 Q1 |
| FERG | 170,700 | $233.26 | Increased | 4.40% | 0.33% | $39.82M | 2026 Q1 |
| LMT | 65,213 | $604.39 | Increased | 1.09% | 0.33% | $39.41M | 2026 Q1 |
| HCA | 82,430 | $473.24 | Increased | 2.17% | 0.33% | $39.01M | 2026 Q1 |
| YUM | 245,213 | $155.48 | Increased | 8.29% | 0.32% | $38.13M | 2026 Q1 |
| UNP | 150,278 | $242.62 | Increased | 6.37% | 0.31% | $36.46M | 2026 Q1 |
| TMO | 67,100 | $491.54 | Increased | 6.85% | 0.28% | $32.98M | 2026 Q1 |
| MAR | 93,750 | $327.07 | Increased | 4.46% | 0.26% | $30.66M | 2026 Q1 |
| ABNB | 242,389 | $126.28 | Increased | 0.87% | 0.26% | $30.61M | 2026 Q1 |