Thomas Gayner - Markel Asset Management

History Stock Activity ▼ Share change % change to portfolio
Q1  2022
≡ MMM - 3M Co. Add 6.54% 16,550 0.03
≡ SRCL - Stericycle Inc. Add 6.40% 38,000 0.03
≡ HCSG - Healthcare Services Group Add 6.38% 72,000 0.02
≡ PGR - Progressive Corp. Add 4.13% 29,750 0.04
≡ MSCI - MSCI Inc. Add 3.43% 4,700 0.03
≡ VRSK - Verisk Analytics Inc. Add 3.38% 2,500 0.01
≡ SEIC - SEI Investments Add 3.25% 14,000 0.01
≡ EFX - Equifax Inc. Add 2.50% 3,050 0.01
≡ DIS - Walt Disney Co. Add 2.26% 42,500 0.07
≡ TSN - Tyson Foods Add 2.12% 8,000 0.01
≡ TRU - TransUnion Add 1.64% 1,550 0.00
≡ MMC - Marsh & McLennan Add 1.53% 9,300 0.02
≡ ADI - Analog Devices Add 1.43% 15,150 0.03
≡ ROK - Rockwell Automation Inc. Add 1.33% 2,000 0.01
≡ REGN - Regeneron Pharmaceuticals Add 1.26% 1,000 0.01
≡ GD - General Dynamics Add 0.90% 3,500 0.01
≡ SPGI - S&P Global Inc. Add 0.84% 1,250 0.01
≡ MCO - Moody's Corp. Add 0.83% 1,750 0.01
≡ AAPL - Apple Inc. Add 0.71% 8,450 0.02
≡ AMZN - Amazon.com Inc. Add 0.56% 11,000 0.02
≡ ROL - Rollins Inc. Add 0.40% 5,000 0.00
≡ V - Visa Inc. Add 0.32% 3,065 0.01
≡ KKR - KKR & Co. L.P. Add 0.24% 3,350 0.00
≡ SBUX - Starbucks Corp. Add 0.19% 1,000 0.00
≡ ENOV - Enovis Corp. Add 0.00% 1 0.00
≡ THG - Hanover Insurance Group Buy 47,000 0.08
≡ EA - Electronic Arts Buy 16,900 0.03
≡ SHOP - Shopify Inc. Buy 27,500 0.02
≡ SONY - Sony Group Corp. Buy 16,000 0.02
≡ AXTA - Axalta Coating Systems Ltd. Buy 20,626 0.01
≡ IT - Gartner Inc. Buy 2,500 0.01
≡ PYPL - PayPal Holdings Inc. Buy 10,551 0.01
≡ SMG - Scotts Miracle-Gro Co. Buy 6,500 0.01
≡ WTW - Willis Towers Watson plc Buy 2,050 0.01
≡ DCT-OLD - Duck Creek Technologies Buy 9,250 0.00
≡ MHK - Mohawk Industries Sell 100.00% 221,000 0.46
≡ ALB - Albemarle Corp. Sell 100.00% 76,000 0.20
≡ MCHP - Microchip Technology Sell 100.00% 112,000 0.11
≡ SHAK - Shake Shack Inc. Sell 100.00% 30,600 0.03
Q4  2021
≡ ALL - Allstate Corp. Add 623.64% 34,300 0.04
≡ SPOT - Spotify Technology S.A. Add 202.08% 1,940 0.01
≡ OI - O-I Glass Inc. Add 100.00% 120,000 0.02
≡ DG - Dollar General Add 87.25% 32,500 0.09
≡ ATVI - Activision Blizzard Inc. Add 35.16% 118,000 0.09
≡ HCSG - Healthcare Services Group Add 33.79% 285,000 0.06
≡ INTU - Intuit Inc. Add 33.33% 680 0.01
≡ LMT - Lockheed Martin Corp. Add 24.61% 1,800 0.01
≡ ICE - Intercontinental Exchange Inc. Add 24.27% 1,000 0.00
≡ TPL - Texas Pacific Land Corp. Add 14.49% 3,000 0.01
≡ AON - Aon Plc Add 12.60% 6,500 0.02
≡ EMN - Eastman Chemical Add 8.72% 1,400 0.00
≡ REGN - Regeneron Pharmaceuticals Add 6.73% 5,000 0.04
≡ GOOGL - Alphabet Inc. Add 6.00% 15,000 0.02
≡ PGR - Progressive Corp. Add 2.63% 18,500 0.02
≡ MMM - 3M Co. Add 2.43% 6,000 0.01
≡ ROK - Rockwell Automation Inc. Add 2.03% 3,000 0.01
≡ CARR - Carrier Global Corp. Add 1.95% 4,500 0.00
≡ WSO - Watsco Inc. Add 1.09% 4,500 0.02
≡ DIS - Walt Disney Co. Add 0.86% 16,000 0.03
≡ CMCSA - Comcast Corp. Add 0.76% 4,000 0.00
≡ ADI - Analog Devices Add 0.50% 5,250 0.01
≡ WHR - Whirlpool Corp. Add 0.39% 1,100 0.00
≡ CG - Carlyle Group Add 0.16% 2,000 0.00
≡ KKR - KKR & Co. L.P. Add 0.07% 1,000 0.00
≡ HGTY - Hagerty Inc. Buy 3,000,000 0.49
≡ FDX - FedEx Corp. Buy 17,500 0.05
≡ HGTY.WS - Hagerty Inc. WTS Buy 540,000 0.03
≡ CSGP - CoStar Group Inc. Buy 3,100 0.00
≡ TMO - Thermo Fisher Scientific Buy 300 0.00
≡ IFF - International Flavors & Fragrances Inc. Reduce 71.78% 58,500 0.10
≡ C - Citigroup Inc. Sell 100.00% 21,020 0.02
≡ ILMN - Illumina Inc. Sell 100.00% 4,000 0.02
≡ CRM - Salesforce.com Sell 100.00% 1,753 0.01
≡ DHI - D.R. Horton Sell 100.00% 13,999 0.01
≡ LEN.B - Lennar Corp. CL B Sell 100.00% 13,000 0.01
≡ MTCH - Match Group Inc. Sell 100.00% 3,560 0.01
≡ PYPL - PayPal Holdings Inc. Sell 100.00% 1,830 0.01
≡ TWTR-OLD - Twitter Inc. Sell 100.00% 10,500 0.01
≡ IAC - IAC Inc. Sell 100.00% 2,454 0.00
≡ ROP - Roper Technologies Inc. Sell 100.00% 820 0.00
Q3  2021
≡ ALL - Allstate Corp. Add 175.00% 3,500 0.01
≡ LMT - Lockheed Martin Corp. Add 159.97% 4,500 0.02
≡ TPL - Texas Pacific Land Corp. Add 53.33% 7,200 0.04
≡ EMN - Eastman Chemical Add 33.75% 4,050 0.01
≡ ADI - Analog Devices Add 18.62% 166,010 0.35
≡ AON - Aon Plc Add 14.92% 6,700 0.02
≡ REGN - Regeneron Pharmaceuticals Add 11.23% 7,500 0.06
≡ ATVI - Activision Blizzard Inc. Add 9.64% 29,500 0.03
≡ ROK - Rockwell Automation Inc. Add 4.08% 5,800 0.02
≡ HCSG - Healthcare Services Group Add 2.99% 24,500 0.01
≡ CARR - Carrier Global Corp. Add 2.90% 6,500 0.00
≡ MMM - 3M Co. Add 2.70% 6,500 0.01
≡ WSO - Watsco Inc. Add 1.91% 7,750 0.03
≡ WHR - Whirlpool Corp. Add 1.48% 4,100 0.01
≡ PGR - Progressive Corp. Add 1.33% 9,200 0.01
≡ SEIC - SEI Investments Add 0.94% 4,000 0.00
≡ CG - Carlyle Group Add 0.90% 11,000 0.01
≡ KKR - KKR & Co. L.P. Add 0.60% 8,500 0.01
≡ DG - Dollar General Buy 37,250 0.10
≡ BNRE - Brookfield Reinsurance Ltd Buy 60,101 0.04