0000950123-15-011046.txt : 20151110 0000950123-15-011046.hdr.sgml : 20151110 20151109170311 ACCESSION NUMBER: 0000950123-15-011046 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20150930 FILED AS OF DATE: 20151109 DATE AS OF CHANGE: 20151109 EFFECTIVENESS DATE: 20151109 FILER: COMPANY DATA: COMPANY CONFORMED NAME: MARKEL CORP CENTRAL INDEX KEY: 0001096343 STANDARD INDUSTRIAL CLASSIFICATION: FIRE, MARINE & CASUALTY INSURANCE [6331] IRS NUMBER: 541959284 STATE OF INCORPORATION: VA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-06647 FILM NUMBER: 151216528 BUSINESS ADDRESS: STREET 1: 4521 HIGHWOODS PARKWAY CITY: GLEN ALLEN STATE: VA ZIP: 23060-3382 BUSINESS PHONE: 8047470136 MAIL ADDRESS: STREET 1: 4521 HIGHWOODS PKWY CITY: GLEN ALLEN STATE: VA ZIP: 23060 FORMER COMPANY: FORMER CONFORMED NAME: MARKEL HOLDINGS INC DATE OF NAME CHANGE: 19991005 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001096343 XXXXXXXX 09-30-2015 09-30-2015 Markel Corp

4521 Highwoods Pkwy Glen Allen VA 23060

13F HOLDINGS REPORT 028-06647 28-6056 Markel Gayner Asset Management Corporation N Thomas S. Gayner 804-527-3806 /s/ Thomas S. Gayner Richmond VA 11-09-2015 1 139 3795929 false 1 28-6056 Markel Gayner Asset Management Corporation INFORMATION TABLE 2 form13fInfoTable.xml INFORMATION TABLE FOR FORM 13F 3M Company COM 88579y101 4253 30000 SH SOLE 30000 0 0 3M Company COM 88579y101 24668 174000 SH DFND 1 174000 0 0 Aaron's Inc COM 002535300 11772 326000 SH DFND 1 326000 0 0 Accenture COM G1151C101 983 10000 SH SOLE 10000 0 0 Accenture COM G1151C101 12282 125000 SH DFND 1 125000 0 0 Alleghany Corporation COM 017175100 2026 4328 SH SOLE 4328 0 0 American Express COM 025816109 741 10000 SH SOLE 10000 0 0 American Express COM 025816109 27873 376000 SH DFND 1 376000 0 0 American Tower COM 03027x100 1760 20000 SH DFND 1 20000 0 0 Anheuser-Busch Inbev ADR COM 03524A108 45186 425000 SH DFND 1 425000 0 0 Anthem Inc COM 036752103 31360 224000 SH DFND 1 224000 0 0 Aon Corporation COM G0408v102 2481 28000 SH DFND 1 28000 0 0 Apollo Global Management - A COM 037612306 6649 387000 SH DFND 1 387000 0 0 Apple Inc COM 037833100 1985 18000 SH DFND 1 18000 0 0 Archer Daniels COM 039483102 57035 1376000 SH DFND 1 1376000 0 0 Automatic Data Processing COM 053015103 42647 530700 SH DFND 1 530700 0 0 Baxter International Inc COM 071813109 328 10000 SH DFND 1 10000 0 0 Becton Dickinson COM 075887109 531 4000 SH DFND 1 4000 0 0 Berkshire Hathaway Cl B COM 084670702 63257 485100 SH SOLE 485100 0 0 Berkshire Hathaway Cl B COM 084670702 133857 1026507 SH DFND 1 1026507 0 0 Berkshire Hathaway, Inc. COM 084670108 53691 275 SH SOLE 275 0 0 Berkshire Hathaway, Inc. COM 084670108 156973 804 SH DFND 1 804 0 0 Blackrock Inc COM 09247X101 45215 152000 SH DFND 1 152000 0 0 Blackstone Group COM 09253U108 15423 487000 SH DFND 1 487000 0 0 Brookfield Asset Management COM 112585104 20279 645000 SH SOLE 645000 0 0 Brookfield Asset Management COM 112585104 137513 4373821 SH DFND 1 4373821 0 0 Brown Forman Class A COM 115637100 45096 421500 SH DFND 1 421500 0 0 Brown-Forman Class B COM 115637209 10211 105375 SH DFND 1 105375 0 0 CDK Global Inc COM 12508e101 8452 176897 SH DFND 1 176897 0 0 CME Group Inc COM 12572q105 10758 116000 SH DFND 1 116000 0 0 CR Bard COM 067383109 745 4000 SH DFND 1 4000 0 0 CVS Corporation COM 126650100 23831 247000 SH DFND 1 247000 0 0 Cable One COM 12685j105 2181 5200 SH DFND 1 5200 0 0 Capital One Financial Corp COM 14040H105 9065 125000 SH DFND 1 125000 0 0 Carbo Ceramics Inc COM 140781105 4083 215000 SH DFND 1 215000 0 0 Carmax COM 143130102 13940 235000 SH SOLE 235000 0 0 Carmax COM 143130102 277503 4678070 SH DFND 1 4678070 0 0 Caterpillar Inc COM 149123101 18170 278000 SH DFND 1 278000 0 0 Charles Schwab COM 808513105 30188 1057000 SH DFND 1 1057000 0 0 Coach Inc COM 189754104 1562 54000 SH DFND 1 54000 0 0 Colfax Corporation COM 194014106 32454 1085070 SH SOLE 1085070 0 0 Colfax Corporation COM 194014106 1495 50000 SH DFND 1 50000 0 0 Copart Inc COM 217204106 31748 965000 SH DFND 1 965000 0 0 Core Labs NV COM N22717107 10878 109000 SH DFND 1 109000 0 0 Costco COM 22160K105 723 5000 SH SOLE 5000 0 0 Costco COM 22160K105 4915 34000 SH DFND 1 34000 0 0 Culp Inc COM 230215105 969 30227 SH DFND 1 30227 0 0 Cummins Inc. COM 231021106 2714 25000 SH DFND 1 25000 0 0 Darling Ingredients Inc COM 237266101 731 65000 SH DFND 1 65000 0 0 Diageo PLC COM 25243Q205 35409 328500 SH SOLE 328500 0 0 Diageo PLC COM 25243Q205 101592 942500 SH DFND 1 942500 0 0 Discovery Communications COM 25470f302 12947 533000 SH DFND 1 533000 0 0 Disney COM 254687106 161016 1575500 SH DFND 1 1575500 0 0 Donaldson COM 257651109 505 18000 SH DFND 1 18000 0 0 Ecolab COM 278865100 16348 149000 SH DFND 1 149000 0 0 Emerson Electric COM 291011104 6979 158000 SH DFND 1 158000 0 0 Exxon Corporation COM 30231G102 14855 199800 SH SOLE 199800 0 0 Exxon Corporation COM 30231G102 55093 741000 SH DFND 1 741000 0 0 Factset Research COM 303075105 26209 164000 SH DFND 1 164000 0 0 Federated Investors COM 314211103 58060 2009000 SH DFND 1 2009000 0 0 Fedex Corp COM 31428X106 2160 15000 SH DFND 1 15000 0 0 General Dynamics COM 369550108 53387 387000 SH DFND 1 387000 0 0 General Electric COM 369604103 74727 2963000 SH DFND 1 2963000 0 0 Google Class A COM 38259P508 7980 12500 SH DFND 1 12500 0 0 Google Class C COM 38259P706 7624 12531 SH DFND 1 12531 0 0 Graham Holdings Co COM 384637104 3000 5200 SH DFND 1 5200 0 0 Halliburton COM 406216101 8625 244000 SH DFND 1 244000 0 0 Harley Davidson COM 412822108 11803 215000 SH DFND 1 215000 0 0 Hasbro, Inc COM 418056107 26259 364000 SH DFND 1 364000 0 0 Home Depot COM 437076102 2310 20000 SH SOLE 20000 0 0 Home Depot COM 437076102 103941 900000 SH DFND 1 900000 0 0 Illinois Tool Works COM 452308109 18931 230000 SH DFND 1 230000 0 0 Intel COM 458140100 1808 60000 SH SOLE 60000 0 0 Intel COM 458140100 28060 931000 SH DFND 1 931000 0 0 Investors Title Company COM 461804106 15251 213300 SH DFND 1 213300 0 0 JP Morgan COM 46625H100 11158 183000 SH DFND 1 183000 0 0 John Deere COM 244199105 76590 1035000 SH DFND 1 1035000 0 0 Johnson and Johnson COM 478160104 5134 55000 SH SOLE 55000 0 0 Johnson and Johnson COM 478160104 49214 527200 SH DFND 1 527200 0 0 KKR & Co LLC COM 48248M102 8944 533000 SH DFND 1 533000 0 0 Las Vegas Sands Corp COM 517834107 1823 48000 SH DFND 1 48000 0 0 Liberty Broadband A COM 530307107 4128 80250 SH DFND 1 80250 0 0 Liberty Broadband Class C COM 530307305 8807 172113 SH DFND 1 172113 0 0 Liberty Global PLC COM G5480U104 5067 118000 SH DFND 1 118000 0 0 Liberty Media COM 531229102 15217 426000 SH DFND 1 426000 0 0 Liberty Media Corp Cl C COM 531229300 17781 516000 SH DFND 1 516000 0 0 Lowes COM 548661107 6547 95000 SH SOLE 95000 0 0 Lowes COM 548661107 30669 445000 SH DFND 1 445000 0 0 MSCI COM 55354g100 8146 137000 SH DFND 1 137000 0 0 Marriott International COM 571903202 97040 1422869 SH DFND 1 1422869 0 0 Marsh & McLennan COM 571748102 29191 559000 SH DFND 1 559000 0 0 Mastercard, Inc COM 57636Q104 11625 129000 SH DFND 1 129000 0 0 Mattel COM 577081102 12299 584000 SH DFND 1 584000 0 0 McDonalds COM 580135101 17834 181000 SH DFND 1 181000 0 0 McGraw Hill Financial COM 580645109 12715 147000 SH DFND 1 147000 0 0 Monsanto Co COM 61166W101 21250 249000 SH DFND 1 249000 0 0 Moody's Corp COM 615369105 28478 290000 SH DFND 1 290000 0 0 National Oilwell COM 637071101 22966 610000 SH DFND 1 610000 0 0 Nike COM 654106103 19675 160000 SH DFND 1 160000 0 0 Norfolk Southern COM 655844108 11613 152000 SH DFND 1 152000 0 0 Novo-Nordisk A/S COM 670100205 58308 1075000 SH DFND 1 1075000 0 0 Now Inc COM 67011P100 1754 118500 SH DFND 1 118500 0 0 Oaktree Capital Group LLC COM 674001201 22498 454500 SH DFND 1 454500 0 0 Oracle Corp COM 68389x105 23045 638000 SH DFND 1 638000 0 0 Paccar COM 693718108 3391 65000 SH DFND 1 65000 0 0 Parker-Hannifin Corp COM 701094104 2919 30000 SH DFND 1 30000 0 0 Patterson Companies Inc. COM 703395103 7266 168000 SH DFND 1 168000 0 0 Paychex COM 704326107 7144 150000 SH DFND 1 150000 0 0 Pepsico COM 713448108 13136 139300 SH DFND 1 139300 0 0 Philip Morris International COM 718172109 9083 114500 SH DFND 1 114500 0 0 Procter & Gamble COM 742718109 9136 127000 SH DFND 1 127000 0 0 RLI Corporation COM 749607107 64090 1197272 SH DFND 1 1197272 0 0 Rent-A-Center COM 76009N100 5771 238000 SH DFND 1 238000 0 0 Ritchie Bros COM 767744105 2821 109000 SH DFND 1 109000 0 0 Rockwell Automation Inc COM 773903109 3653 36000 SH DFND 1 36000 0 0 Rollins, Inc. COM 775711104 7416 276000 SH DFND 1 276000 0 0 Ross Stores, Inc COM 778296103 2230 46000 SH DFND 1 46000 0 0 Rush Enterprises Inc COM 781846209 363 15000 SH DFND 1 15000 0 0 SEI Investments Co COM 784117103 11431 237000 SH DFND 1 237000 0 0 Schlumberger COM 806857108 44968 652000 SH DFND 1 652000 0 0 Starz Liberty Capital COM 85571Q102 448 12000 SH DFND 1 12000 0 0 Synalloy Corporation COM 871565107 4388 485343 SH SOLE 485343 0 0 Synalloy Corporation COM 871565107 2712 300000 SH DFND 1 300000 0 0 T.Rowe Price COM 74144T108 764 11000 SH SOLE 11000 0 0 T.Rowe Price COM 74144T108 18626 268000 SH DFND 1 268000 0 0 The Carlyle Group COM 14309L102 6703 399000 SH DFND 1 399000 0 0 The Travelers Companies Inc COM 89417e109 30158 303000 SH DFND 1 303000 0 0 Unilever PLC ADR COM 904767704 61048 1497000 SH DFND 1 1497000 0 0 United Health Group Inc COM 91324P102 76915 663000 SH DFND 1 663000 0 0 United Parcel Service COM 911312106 75745 767500 SH DFND 1 767500 0 0 United Technologies COM 913017109 4716 53000 SH DFND 1 53000 0 0 Verisk Analytics Inc COM 92345Y106 3252 44000 SH DFND 1 44000 0 0 Visa COM 92826C839 58096 834000 SH DFND 1 834000 0 0 W.P. Carey COM 92936U109 2601 45000 SH SOLE 45000 0 0 W.P. Carey COM 92936U109 52330 905200 SH DFND 1 905200 0 0 Wal-Mart Stores COM 931142103 71194 1098000 SH DFND 1 1098000 0 0 Walgreens Boots Alliance Inc COM 931427108 177418 2135000 SH DFND 1 2135000 0 0 Watsco Inc COM 942622200 12914 109000 SH DFND 1 109000 0 0 Wesco Aircraft Holdings COM 950814103 3501 287000 SH DFND 1 287000 0 0