Tom Gayner

Tom Gayner

Last Update: 2014-05-13

Number of Stocks: 105
Number of New Stocks: 6

Total Value: $3,257 Mil
Q/Q Turnover: 3%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
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Plans start from as little as $349/year. 7-Day FREE TRIAL

Tom Gayner Latest Trades these stocks:



View:
TickerCompanyDate Action
Impactdown Price Range
(Average)*
Current Price Change from Average Comment Current Shares
UL Unilever PLC 2014-03-31 Add0.51%$37.85 - $42.62
($40.11)
$ 4410%Add 179.72%607,000
SLB Schlumberger NV 2014-03-31 Add0.26%$86.16 - $97.57
($90.33)
$ 110.2722%Add 49.43%260,000
CPRT Copart Inc 2014-03-31 Add0.24%$32.64 - $36.84
($35.5)
$ 33.84-5%Add 75%490,000
CVS CVS Caremark Corp 2014-03-31 Buy 0.22%$65.44 - $75.3
($70.6)
$ 77.7410%New holding, 96000 sh.96,000
NOV National Oilwell Var... 2014-03-31 Add0.17%$65.79 - $71.9
($68.59)
$ 81.7319%Add 28.93%312,000
LMCA Liberty Media Corpor... 2014-03-31 Add0.16%$44.01 - $51.04
($47.09)
$ 48.393%Add 30.6%175,000
TRV Travelers Companies ... 2014-03-31 Buy 0.16%$80.26 - $90.54
($84.26)
$ 90.948%New holding, 61000 sh.61,000
BLK BlackRock Inc 2014-03-31 Add0.14%$286.39 - $323.89
($305.85)
$ 314.823%Add 24.58%74,000
PG Procter & Gamble Co 2014-03-31 Add0.13%$75.7 - $82
($78.86)
$ 78.16-1%Add 126.73%95,000
CB Chubb Corp 2014-03-31 Buy 0.1%$83 - $96.63
($87.8)
$ 87.90%New holding, 38000 sh.38,000
FDS FactSet Research Sys... 2014-03-31 Add0.09%$101.99 - $114.65
($105.8)
$ 122.4116%Add 46.43%82,000
WLP WellPoint Inc 2014-03-31 Add0.09%$84.25 - $100.97
($90.34)
$ 112.4724%Add 26.42%134,000
MHFI McGraw Hill Financia... 2014-03-31 Add0.07%$73.27 - $82.04
($78.26)
$ 81.664%Add 100%60,000
MAT Mattel Inc 2014-03-31 Add0.05%$35.24 - $47.82
($39.96)
$ 35.69-11%Add 20.22%223,000
MSCI MSCI Inc 2014-03-31 Add0.04%$40.28 - $46.27
($43.62)
$ 46.567%Add 560%33,000
ECL Ecolab Inc 2014-03-31 Add0.04%$98.03 - $111.24
($104.68)
$ 109.354%Add 24.11%70,000
ROL Rollins Inc 2014-03-31 Add0.03%$27.15 - $30.58
($29.49)
$ 28.73-3%Add 59.57%75,000
MMC Marsh & McLennan Com... 2014-03-31 Buy 0.02%$44.4 - $50.14
($47.89)
$ 51.918%New holding, 12000 sh.12,000
TGT Target Corp 2014-03-31 Add0.02%$55.07 - $63.49
($59.36)
$ 61.383%Add 37.5%33,000
CSCO Cisco Systems Inc 2014-03-31 Buy 0.02%$21.35 - $22.85
($22.1)
$ 25.6316%New holding, 23000 sh.23,000
Premium Real Time Picks are included for Premium Members only!!
*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:

Ticker Shares Value ($1000)
KMX4,963,070232,272
BRK.A1,078201,963
BRK.B1,511,607188,906
DEO1,202,000149,757
WAG2,135,000140,974
BAM3,198,548130,660
FRFHF279,459121,034
DIS1,484,500118,864
WMT1,098,00083,920
XOM868,80084,864
» More Current Portfolio

Tom Gayner's Sector Weightings:


SectorsSector Weightings (%)
Financial Services 27.6% 27.6%
Consumer Defensive 18.4% 18.4%
Consumer Cyclical 18.1% 18.1%
Technology 13% 13%
Healthcare 6.4% 6.4%
Real Estate 5.8% 5.8%
Energy 3.2% 3.2%
Industrials 1.6% 1.6%
Basic Materials 1.1% 1.1%
» More Sector Weightings

Tom Gayner's News:

» More Related News


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