Thomas Gayner - Markel Group – Largest Buy Additions (2025 Q4)
A detailed view of the stocks most significantly increased by Thomas Gayner - Markel Group during the 2025 Q4 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 |
|---|---|---|---|---|---|---|---|
| MSFT | 535,680 | $483.62 | Increased | 0.68% | 2.07% | $259.07M | 2025 Q4 |
| LPLA | 559,951 | $357.17 | Increased | 1.20% | 1.60% | $200M | 2025 Q4 |
| WSO | 577,669 | $336.95 | Increased | 2.21% | 1.56% | $194.65M | 2025 Q4 |
| AXP | 488,500 | $369.95 | Increased | 0.88% | 1.45% | $180.72M | 2025 Q4 |
| LOW | 734,480 | $241.16 | Increased | 1.07% | 1.42% | $177.13M | 2025 Q4 |
| NVO | 2,869,774 | $50.88 | Increased | 21.16% | 1.17% | $146.01M | 2025 Q4 |
| FNV | 683,500 | $207.28 | Increased | 12.88% | 1.13% | $141.68M | 2025 Q4 |
| MRSH | 761,750 | $185.52 | Increased | 0.89% | 1.13% | $141.32M | 2025 Q4 |
| SCHW | 1,375,800 | $99.91 | Increased | 0.81% | 1.10% | $137.46M | 2025 Q4 |
| DEO | 1,371,708 | $86.27 | Increased | 0.37% | 0.95% | $118.34M | 2025 Q4 |
| ROL | 1,489,025 | $60.02 | Increased | 0.90% | 0.71% | $89.37M | 2025 Q4 |
| NVR | 12,007 | $7292.75 | Increased | 0.92% | 0.70% | $87.56M | 2025 Q4 |
| LIN | 200,100 | $426.39 | Increased | 3.76% | 0.68% | $85.32M | 2025 Q4 |
| NSC | 273,500 | $288.72 | Increased | 6.63% | 0.63% | $78.96M | 2025 Q4 |
| ODFL | 421,650 | $156.8 | Increased | 17.53% | 0.53% | $66.11M | 2025 Q4 |
| TSN | 884,500 | $58.62 | Increased | 4.24% | 0.41% | $51.85M | 2025 Q4 |
| AON | 134,050 | $352.88 | Increased | 3.27% | 0.38% | $47.3M | 2025 Q4 |
| HCA | 80,680 | $466.86 | Increased | 7.27% | 0.30% | $37.67M | 2025 Q4 |
| FERG | 163,500 | $222.63 | Increased | 11.22% | 0.29% | $36.4M | 2025 Q4 |
| TMO | 62,800 | $579.44 | Increased | 12.54% | 0.29% | $36.39M | 2025 Q4 |
| FDS | 121,873 | $290.19 | Increased | 4.41% | 0.28% | $35.37M | 2025 Q4 |
| UNP | 141,278 | $231.32 | Increased | 11.44% | 0.26% | $32.68M | 2025 Q4 |
| ABNB | 240,289 | $135.72 | Increased | 5.79% | 0.26% | $32.61M | 2025 Q4 |
| LMT | 64,513 | $483.67 | Increased | 3.61% | 0.25% | $31.2M | 2025 Q4 |
| MAR | 89,750 | $310.24 | Increased | 22.53% | 0.22% | $27.84M | 2025 Q4 |