European Shorting
Number of Stocks: 101
Number of New Stocks: 8
Total Value: $2,692 Mil
Q/Q Turnover: 2%
Tom Gayner has been successfully added into your Personalized Guru List.
Tom Gayner has been removed from your Personalized Guru List.
Tom Gayner has been successfully added into Guru Email Alerts list.
Tom Gayner has been removed from Guru Email Alerts list.
Markel Corp (MKL) CIO Tom Gayner just reported first quarter portfolio. Usually he has a low turnover with his portfolio. But over the last quarter he bought a lot of new stocks in health care and technology. He buys UnitedHealth Group, Liberty Media, Google., WellPoint, etc, according to the most recent filings of his investment company, Markel Gayner Asset Management Corp. 
GuruFocus interviewed Tom Gayner on Friday in Omaha. A former accountant, Gayner has been delivering market-beating returns managing $2 billion in float as the CIO of insurance company Markel Corp. (MKL), which he joined in 1990.
I've been doing some research this week on insurance as there are a number of stocks in this industry on my watch list. Yesterday I went through the Value Line list of life insurers, many of which are selling well below book value. I'll be taking a look at a few of these in more detail soon.
This is the excerpt of the investment section of the 2012 Annual Report of Markel Corp. (MKL), where Tom Gayner is chief investment officer. The complete report is available here. 
Tom Gayner, president and chief investment officer at Markel Corp. (MKL) and president of its subsidiary Markel Corp, continues to shed Union First Market Bankshares (UBSH) in his third reduction this month, according to GuruFocus Real Time Picks. On Feb. 15, the typical long-term holder Gayner reduced another 1.69% of Union First Market Bankshares Corp (UBSH) at the average price of $17.76 that day, as reported in the latest insider filings. As the CIO of Markel Corp, Tom Gayner has the luxury that most money managers don’t have: he never has to face redemption pressure. He certainly takes this advantage to almost its extreme, as he rarely sells stocks. With this buy and hold strategy, he has built great track record at Markel. To understand more about Mr. Gayner, read his interview with GuruFocus.
Tom Gayner, president and chief investment manager of the float at Markel Corp. (MKL) and president of its subsidiary Markel Corp, bought five new stocks in the fourth quarter: Liberty Media Corp. (LMCB), Bunge Ltd. (BG), Arch Coal (ACI), Resolute Forest Products (RFP) and Quaterra Resources Inc. (QMM). 
It has been about a week since the two insurance companies announced an acquisition agreement where Guru Tom Gayner’s Markel Corp. (MKL) will adopt Alterra Capital Holdings Ltd. (ALTE)’s majority stake.
Tom Gayner’s Markel Gayner Asset Management Corp. has reported its fifth miniscule share reduction to its Union First Market Bank (UBSH) stake. Its two latest transactions were reported Dec. 10 and 11 on GuruFocus Real Time Picks, costing the investment company 0.29 percent and 0.15 percent of its stake, respectively. Tom Gayner, of Markel Gayner Asset Management Corp., has shed less than 1 percent of his shares of Union First Market Bankshares as of Nov. 27, according to GuruFocus Real Time Picks. The reduction, totaling 0.42 percent of his current shares, is the third time he decreased his stake after first introducing the stock to his portfolio in the first quarter of 2010.
Investor Tom Gayner reported buying nine new stocks in the third quarter, of which most were basic resources and industrial goods and services companies and none exceeded 1% of the equity portfolio he manages for insurance company Markel Corp. The portfolio consists of $8.8 billion at June 30, with 25% invested in equity securities, up from 21% at year-end 2011. 
Tom Gayner, chief investment officer of financial holding company, Markel Corp. (MKL), has updated his portfolio for the third quarter ending Sept. 30, introducing nine companies to his portfolio, adding to current shares of seven stocks, reducing one stock and completely selling all of his shares of 12 companies – a total of 29 transactions.
Tom Gayner, chief investment officer of insurance company Markel Corp., has shed 1.72 percent of his holding of Union First Market Bankshares Corp. (UBSH) by selling 60,222 shares in the first week of November, GuruFocus Real Time Picks reports. At an average price of close to $15.50 per share, the transaction was worth approximately $933 million in total. 
Markel Corp’s Tom Gayner just reported his last portfolio. He has added to a lot of positions in the portfolio of Markel Corp (MKL). He buys Archer Daniels Midland Company, Artio Global Investors Inc., Berkshire Hathaway Inc., Walgreen Company, Schlumberger Limited., Oracle Corporation, Dell Inc., Monsanto Company, Carbo Ceramics Inc., Hasbro, Inc. etc during the 3-months ended 06/30/2012, according to the most recent filings of his investment company, Markel Gayner Asset Management Corp. As of 06/30/2012, Markel Gayner Asset Management Corp owns 101 stocks with a total value of $2.2 billion. To understand how Tom Gayner invests, please read Answers from Tom Gayner's Interview with GuruFocus. 
Tom Gayner, CIO of Markel Corp (MKL) was at Berkshire Hathaway shareholder meeting when Yahoo Breakout caught up with him. Here is an interview of Tom Gayner discussing value investing, his portfolio and Berkshire Hathaway Markel Corp just reported its first quarter portfolio. The portfolio was managed by renowned value investor Tom Gayner. The equity portfolio of Markel Corp has outperformed the S&P 500 in seven out of the last 10 years. Up to the end of 2011, it had a 10-year cumulative gain of 79%. In the same period, the S&P500 gained 35%.
Feedback
My Portfolios
Browse Gurus
Bookmark
Add to Personalized Guru List
Email Alerts
RSS Update
RSS