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Markel Group (Thomas Gayner) - FilingSpy
Markel Group
Thomas Gayner
$7.86B
13F
2023 Q1
12 of 53 quarters
Overview
Activity
Holdings
Buys
LIN
NEW
Linde Plc
$37.29M
+104.9K shares
IQV
NEW
Iqvia Holdings Inc
$2.92M
+14.7K shares
SKWD
NEW
Skyward Specialty Insurance Group Inc
$1.31M
+60.1K shares
ADI
Analog Devices Inc
$181.92M
+ $38.19M
=
$220.11M
1.11M
+7.0K (+0.63%)
V
Visa Inc
$200.13M
+ $17.29M
=
$217.42M
963.3K
+1.1K (+0.11%)
AMZN
Amazon.com Inc
$167.82M
+ $39.73M
=
$207.55M
2.00M
+11.5K (+0.58%)
DIS
Walt Disney Co. (the)
$174.25M
+ $27.88M
=
$202.13M
2.01M
+13.0K (+0.65%)
WSO
Watsco, Inc.
$124.76M
+ $43.46M
=
$168.23M
500.3K
+28.5K (+5.70%)
LOW
Lowe'S Companies Inc
$120.84M
+ $3.04M
=
$123.88M
606.5K
+13.0K (+2.14%)
MRSH
Marsh & Mclennan Companies Inc
$105.99M
+ $2.35M
=
$108.34M
640.5K
+10.0K (+1.56%)
SCHW
The Charles Schwab Corporation
$94.53M
- $33.41M
=
$61.11M
1.14M
+31.4K (+2.76%)
DG
Dollar General Corp.
$45.62M
+ $13.15M
=
$58.77M
185.3K
+94.0K (+50.74%)
NVR
NVR Inc
$46.26M
+ $10.93M
=
$57.19M
10.0K
+235 (+2.34%)
ATVI
Activision Blizzard, Inc.
$47.51M
+ $8.18M
=
$55.68M
620.6K
+30.0K (+4.83%)
GOOGL
Alphabet Inc
$32.91M
+ $22.38M
=
$55.29M
373.0K
+160.0K (+42.90%)
META
Meta Platforms Inc
$27.44M
+ $23.91M
=
$51.35M
228.0K
+14.3K (+6.26%)
HEI.A
Heico Corporation
$42.50M
+ $7.87M
=
$50.37M
354.6K
+16.0K (+4.51%)
ROL
Rollins Inc
$47.42M
+ $2.17M
=
$49.59M
1.30M
+23.5K (+1.81%)
CMCSA
Comcast Corporation
$32.54M
+ $5.58M
=
$38.13M
930.6K
+75.1K (+8.07%)
MMM
3m Co.
$34.51M
- $3.63M
=
$30.88M
287.8K
+6.0K (+2.09%)
Show all 43 buys (23 more)
Sells
ENOV
EXIT
Enovis Corporation
$9.55M
- $9.55M
=
Closed
-178.4K shares (100%)
DCT
EXIT
Duck Creek Technologies Inc
$304.3K
- $304.3K
=
Closed
-25.3K shares (100%)
NFLX
EXIT
Netflix Inc
$12.68M
- $12.68M
=
Closed
-43.0K shares (100%)
REGN
EXIT
Regeneron Pharmaceuticals, Inc.
$22.01M
- $22.01M
=
Closed
-30.5K shares (100%)
AXTA
EXIT
Axalta Coating Systems Ltd.
$724.4K
- $724.4K
=
Closed
-28.4K shares (100%)
LIN
EXIT
Linde Plc
$32.10M
- $32.10M
=
Closed
-98.4K shares (100%)
ESAB
Esab Corporation
$17.75M
+ $2.82M
=
$20.58M
348.4K left
-30.0K (-7.93%)
HCSG
Healthcare Services Group, Inc.
$14.41M
- $7.36M
=
$7.05M
508.0K left
-692.5K (-57.68%)
