Tom Gayner (Trades, Portfolio) 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 assets under management is about $2 billion. Tom Gayner (Trades, Portfolio) is a value investor. He has a relatively concentrated portfolio. He believes that he can earn the best returns by concentrating his focus and portfolio in promising areas where he has the best understanding and knowledge.
Last quarter, Tom increased his position in Monsanto Company (NYSE:MON) by buying 59,000 shares. He currently holds 154,000 shares of the company. The following chart shows his holding history in Monsanto. Continue Reading »