Tom Gayner

Tom Gayner

Last Update: 11-10-2015

Number of Stocks: 122
Number of New Stocks: 9

Total Value: $3,796 Mil
Q/Q Turnover: 3%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
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Tom Gayner Latest Trades these stocks:

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)


View:
TickerCompanyDate Action
Impactdown Price Range
(Average)*
Current Price Change from Average Comment Current Shares
CB Chubb Ltd 2015-09-30 Sold Out -0.75%$119.17 - $126
($122.34)
$ 110.58-10%Sold Out0
HOG Harley-Davidson Inc 2015-09-30 Add0.25%$52.75 - $60.41
($56.42)
$ 38.71-31%Add 377.78%215,000
COF Capital One Financial Corp 2015-09-30 Buy 0.24%$71.55 - $91.71
($80.32)
$ 62.42-22%New holding125,000
DISCK Discovery Communications Inc 2015-09-30 Add0.19%$24.21 - $32.68
($27.75)
$ 24.33-12%Add 130.74%533,000
OAK Oaktree Capital Group LLC 2015-09-30 Add0.17%$49.5 - $55.42
($53)
$ 46.53-12%Add 40.06%454,500
JPM JPMorgan Chase & Co 2015-09-30 Add0.16%$59.84 - $70.08
($65.57)
$ 56.20-14%Add 115.29%183,000
MMC Marsh & McLennan Companies Inc 2015-09-30 Add0.14%$51.54 - $58.59
($55.83)
$ 55.28-1%Add 22.59%559,000
MON Monsanto Co 2015-09-30 Add0.13%$83.11 - $108.81
($98.8)
$ 91.70-7%Add 30.37%249,000
NSC Norfolk Southern Corp 2015-09-30 Add0.11%$72.44 - $88.1
($81.25)
$ 71.42-12%Add 55.10%152,000
DE Deere & Co 2015-09-30 Add0.1%$73.62 - $97.33
($87.98)
$ 78.08-11%Add 5.08%1,035,000
XOM Exxon Mobil Corporation 2015-09-30 Add0.1%$68.71 - $83.14
($77.12)
$ 80.084%Add 5.97%940,800
FII Federated Investors Inc 2015-09-30 Reduce-0.1%$28.51 - $34.33
($32.04)
$ 23.58-26%Reduce -5.86%2,009,000
BLK BlackRock Inc 2015-09-30 Add0.09%$293.52 - $354.54
($322.62)
$ 294.53-9%Add 8.57%152,000
TRV Travelers Companies Inc 2015-09-30 Add0.09%$97.49 - $107.82
($102.27)
$ 105.924%Add 12.22%303,000
PCAR PACCAR Inc 2015-09-30 Buy 0.09%$51.77 - $65.66
($60.77)
$ 49.84-18%New holding65,000
MAR Marriott International Inc 2015-09-30 Add0.07%$65.44 - $78.25
($72.29)
$ 60.77-16%Add 2.82%1,422,869
CMI Cummins Inc 2015-09-30 Buy 0.07%$106.84 - $131.49
($123.51)
$ 99.70-19%New holding25,000
FDX FedEx Corp 2015-09-30 Buy 0.06%$140.74 - $171.89
($159.59)
$ 129.77-19%New holding15,000
PH Parker Hannifin Corp 2015-09-30 Add0.06%$94.87 - $117.15
($108.59)
$ 99.73-8%Add 275.00%30,000
AON Aon PLC 2015-09-30 Add0.06%$88.4 - $102.79
($96.81)
$ 92.88-4%Add 600.00%28,000
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*The price and date might not be the actual time and price at which the transactions were made. In the case of institutional owners, the date is stated as the last day of their fiscal quarter. The prices are estimates if no accurate information available. Foreign holdings may not be included.

Tom Gayner's Profile:

Tom Gayner is the Executive Vice President and Chief Investment Officer Of Markel Corp and President, Markel Gayner Asset Management, Inc., the investment subsidiary Of Markel Corp since December of 1990. The asset under management is about $2 billion.



Tom Gayner's Performance:

Average Annual Return of Markel Corp. Equity Portfolio
5 Yrs 10 Yrs Since Inception
0.7% 6% 9.8%
» More Profile & Performance

Tom Gayner's Current Portfolio:

» More Current Portfolio

Tom Gayner's Sector Weightings:


SectorsSector Weightings (%)
Financial Services 23.8% 23.8%
Consumer Cyclical 22.8% 22.8%
Consumer Defensive 17% 17%
Technology 15.3% 15.3%
Healthcare 6.7% 6.7%
Real Estate 5.6% 5.6%
Industrials 2.5% 2.5%
Energy 1.8% 1.8%
Basic Materials 1.2% 1.2%
Communication Services 0.6% 0.6%
» More Sector Weightings

Tom Gayner's News:

» More Related News


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