FORGET THE FADS: WHY THIS BILLIONAIRE INVESTOR OWNS APPLE AND AMAZON FOR A DECADE AND NEVER SOLD

In a quarter defined by fear and rapid rotation, the latest 13F filing from Tom Gayner's Markel Group Inc. delivers a powerful, simple message: True conviction means holding, not trading. With a gigantic $12.32 Billion AUM, Gayner recorded an almost unthinkable 0.42% turnover rate. This level of inaction in a volatile market is, in itself, the biggest market signal of Q3 2025.

The Unbreakable 'Big Tech' Commitment

While pundits debate the fate of growth stocks, Gayner's portfolio stability speaks volumes. He has held core positions in five of the world's most dominant companies for nearly a decade. Look at the numbers—these are not small bets, but foundational pillars:

✅ Amazon (AMZN) & Alphabet (GOOG): Both held for 9.7 Years with 0% change this quarter. Their combined value exceeds $1.1 Billion.

This unwavering stance on the core technology leaders, alongside his long-term positions in Apple (AAPL) and Meta Platforms (META), demonstrates a belief that these moats are simply too wide to fail over a long time horizon. When most managers are panicking, Gayner confirms his faith by doing nothing.

The Buffett-Sized Financial Anchor

Gayner's highest conviction bet remains his closest peer. His stakes in Berkshire Hathaway (BRK.A and BRK.B) are valued at an astonishing $1.61 Billion, cementing them as the top two holdings. This is not just an investment; it is a clear philosophical alignment with compounding value and quality management.

Minor Tweaks, Major Meaning

Despite the near-zero turnover, Gayner made two telling additions: Microsoft (MSFT) saw a small bump of +0.87% (an additional 4,600 shares), and LPL Financial Holdings (LPLA) was increased by +1.60%. These moves confirm his focus on high-quality software infrastructure and robust financial services—the backbone of the modern economy. He didn't chase hype; he doubled down on excellence.

To analyze the exact shares, value, and precise history of Tom Gayner’s Q3 2025 holdings—including his decade-long positions in Deere (DE) and Disney (DIS)—you need professional-grade data. See his full portfolio and track his long-term strategy on 13radar.