GAYNERby Soar (parsed from SEC EDGAR)
Thomas Gayner
Thomas Gayner is co-CEO and chief investment officer of Markel Group, an insurance holding company often described as a 'baby Berkshire.' He invests the company's insurance float into a long-horizon portfolio of high-quality public equities, favoring durable businesses with good management and reinvestment runways.
Track Record
Building track record
0/10 resolved
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Total signals
A full track record — win rate, average return, and equity curve — publishes once this strategy has at least 10 resolved trades. We don’t show a win rate off a handful of trades because a small sample misleads.
Current Holdings
20 top holdings across 1 fund
Largest disclosed positions by reported value from each fund's most recent 13F-HR filing (Q1 2026). These reflect quarter-end holdings — not a signal to buy now.
Showing the top 20 of 129 disclosed holdings across 1 fund.
Markel Group (Thomas Gayner)Top 20 of 129 holdings
+109 more holdings not shown.
Holdings are from each fund’s most recent 13F-HR filing with the SEC (Q1 2026). 13F reports long U.S. equity positions only, filed up to 45 days after quarter-end — a fund may have already exited a position by the time the filing appears. Share counts and dollar values are as reported in the filing. Showing the largest positions per fund by reported value.
Recent Signals
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About this strategy
Why it matters
Gayner runs one of the most Berkshire-like public equity books in the market. Markel's disclosed positions reflect a patient, quality-focused approach funded by permanent insurance capital.
Disclosure: Soar publishes analysis from this source. We do not endorse, recommend, or advise on any trade. Past performance does not guarantee future results. All signals are educational; do your own research before acting.
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