Thomas Gayner - Markel Group – Largest Position Reductions (2025 Q4)
This report summarizes the most meaningful reductions and sell-offs made by Thomas Gayner - Markel Group in 2025 Q4. The analysis highlights which positions were trimmed or exited, providing insight into how the investor adjusted risk exposure and portfolio strategy.
| Symbol | Shares | Reported Price(USD) | Action | Change % | Portfolio Weight | Position Value | Filing Period |
|---|---|---|---|---|---|---|---|
| BN | 13,073,609 | $45.89 | Reduced | -0.00% | 4.80% | $599.95M | 2025 Q4 |
| ADI | 1,023,245 | $271.2 | Reduced | -12.37% | 2.22% | $277.5M | 2025 Q4 |
| META | 248,303 | $660.09 | Reduced | -11.41% | 1.31% | $163.9M | 2025 Q4 |
| TRU | 2,000 | $86 | Reduced | -98.02% | 0.00% | $172K | 2025 Q4 |
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