13F-HR
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d13fhr.txt
FORM 13F DATED 3/31/01
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
Form 13F
Form 13F COVER PAGE
Report for the Calendar Year or Quarter: March 31, 2001
-----------------
Check here if Amendment [ ]; Amendment Number: ____
This Amendment (Check only one.): [ ] is a restatement.
[ ] adds new holdings entries.
Institutional Investment Manager Filing this Report:
Name: Markel Gayner Asset Management Corporation
Address: 4521 Highwoods Pkwy
Glen Allen, VA 23060
Form 13F File Number: 28-6056
--------
The institutional investment manager filing this report and the person by whom
it is signed hereby represent that the person signing the report is authorized
to submit it, that all information contained herein is true, correct and
complete, and that it is understood that all required items, statements,
schedules, lists, and tables, are considered integral parts of this form.
Person Signing this Report on Behalf of Reporting Manager:
Name: Thomas S. Gayner
Title: President
Phone: 804-527-3806
Signature, Place, and Date of Signing:
Thomas S. Gayner Richmond, VA 05/11/01
---------------------- ---------------------------- -------------------
[Signature] [City, State] [Date]
Report Type (Check only one.):
[X] 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager
are reported in this report.)
[ ] 13F NOTICE. (Check here if no holdings reported are in this report, and
all holdings are reported by other reporting manager(s).)
[ ] 13F COMBINATION REPORT. (Check here if a portion of the holdings for this
reporting manager are reported in this report and a portion are reported by
other reporting manager(s).)
Form 13F SUMMARY PAGE
Report Summary:
Number of Other Included Managers: 2
----------------------
Form 13F Information Table Entry Total: 110
-----------------
Form 13F Information Table Value Total: $439,701
-----------------
(thousands)
List of Other Included Managers:
Provide a numbered list of the name(s) and Form 13F file number(s) of all
institutional investment managers with respect to which this report is filed,
other than the manager filing this report.
No. Form 13F File Number Name
--- -------------------- ----
1 To Be Assigned Markel Corporation
2 To Be Assigned Evanston Insurance Company
Markel Gayner Asset Management Corporation
FORM 13F
March 31, 2001
Voting Authority
--------------------------
Title of Value Shares/ Sh/ Put/ Invstmt Other
Name of Issuer class CUSIP (x$1000) Prn Amt Prn Call Dscretn Managers Sole Shared None
------------------------------ --------- --------- -------- ------- --- ---- ------- ---------- -------- -------- --------
A.J. Gallagher COM 363576109 554 20000 SH Other 1,2 20000
720 23000 SH Other 1 23000
Abbott Laboratories COM 002824100 1269 26900 SH Other 1 26900
Ace Limited COM G0070K103 5985 162800 SH Other 1 162800
Albertsons COM 013104104 795 25000 SH Other 1,2 25000
4401 138300 SH Other 1 138300
Aluminum Company of America COM 022249106 7078 196880 SH Other 1,2 196880
3775 105002 SH Other 1 105002
American Express COM 025816109 4213 102000 SH Other 1,2 102000
2354 57000 SH Other 1 57000
American Home Products COM 026609107 1875 31920 SH Other 1 31920
Amwest COM 032345100 63 84458 SH Other 1,2 84458
117 156115 SH Other 1 156115
Anheuser Busch COM 035229103 10472 228000 SH Other 1,2 228000
21655 471468 SH Other 1 471468
Automatic Data Processing COM 019411107 1126 20700 SH Other 1 20700
Bank of New York COM 064057102 246 5000 SH Other 1,2 5000
1261 25600 SH Other 1 25600
Berkshire Hathaway Class B COM 084670207 10282 4725 SH Other 1,2 4725
44858 20615 SH Other 1 20615
Berkshire Hathaway, Inc. COM 10382K102 9490 145 SH Other 1,2 145
4320 66 SH Other 1 66
Bristol Myers Squibb COM 110122108 1206 20300 SH Other 1 20300
Brown Forman Class A COM 115637100 719 11500 SH Other 1,2 11500
8395 134330 SH Other 1 134330
Caraustar Industries COM 140909102 259 32300 SH Other 1,2 32300
667 83000 SH Other 1 83000
Carmax COM 172737306 3872 513500 SH Other 1,2 513500
3268 433500 SH Other 1 433500
Cedar Fair LP COM 150185106 1132 51000 SH Other 1,2 51000
8469 381500 SH Other 1 381500
Centerpoint Property Trust COM 151895109 10282 220400 SH Other 1,2 220400
13146 281800 SH Other 1 281800
Cincinnati Financial COM 172062101 2276 60000 SH Other 1,2 60000
11588 305435 SH Other 1 305435
Circuit City COM 172737108 1325 125000 SH Other 1,2 125000
2504 236200 SH Other 1 236200
Claire's Stores COM 179584107 442 25000 SH Other 1,2 25000
3156 178300 SH Other 1 178300
Clayton Homes COM 184190106 301 25000 SH Other 1,2 25000
20044 1663350 SH Other 1 1663350
Costco COM 22160K105 1374 35000 SH Other 1,2 35000
981 25000 SH Other 1 25000
DuPont COM 263534109 407 10000 SH Other 1 10000
Exxon Corporation COM 302290101 2486 30686 SH Other 1 30686
Gannett Company COM 364730101 1320 22100 SH Other 1 22100
General Dynamics COM 369550108 1914 30500 SH Other 1 30500
General Electric COM 369604103 402 9600 SH Other 1 9600
Glaxo COM 37733W105 204 4000 SH Other 1 4000
H&R Block COM 093671105 50 1000 SH Other 1,2 1000
2523 50400 SH Other 1 50400
March 31, 2001
Voting Authority
--------------------------
Title of Value Shares/ Sh/ Put/ Invstmt
Name of Issuer class CUSIP (x$1000) Prn Amt Prn Call Dscretn Managers Sole Shared None
------------------------------ --------- --------- -------- ------- --- ---- ------- ---------- -------- -------- --------
HCC Corporation COM 404132102 15870 600000 SH Other 1,2 600000
6890 260500 SH Other 1 260500
Highlands Insurance Group COM 431032101 577 174900 SH Other 1 174900
Hillenbrand Industries COM 431573104 2757 57100 SH Other 1,2 57100
8741 181000 SH Other 1 181000
Intel COM 458140180 818 31072 SH Other 1 31072
International Speedway COM 460335201 841 22700 SH Other 1,2 22700
5263 142000 SH Other 1 142000
Interpublic Group COM 460690100 618 18000 SH Other 1,2 18000
1263 36760 SH Other 1 36760
Investors Title Company COM 461804106 633 42200 SH Other 1,2 42200
2978 198550 SH Other 1 198550
J. Alexanders COM 928753102 154 73400 SH Other 1 73400
Johnson and Johnson COM 478160104 1199 13702 SH Other 1 13702
Kimberly Clark Corp COM 494368103 339 5000 SH Other 1,2 5000
1730 25505 SH Other 1 25505
Marriot International COM 571903202 2302 55900 SH Other 1 55900
Marsh & McLennan COM 571748102 1568 16500 SH Other 1 16500
Martin Marietta Materials COM 573284106 1815 42500 SH Other 1,2 42500
19373 453716 SH Other 1 453716
Massey Energy COM 576206106 6246 261100 SH Other 1 261100
Merck COM 58155Q103 1085 14300 SH Other 1 14300
National Golf Properties COM 63623G109 495 20000 SH Other 1,2 20000
1580 63800 SH Other 1 63800
Navigator Group COM 638904102 490 36500 SH Other 1 36500
Nike COM 654106103 1216 30000 SH Other 1 30000
Penn National Gaming COM 707569109 739 59100 SH Other 1 59100
Penn Virginia Corporation COM 707882106 932 25000 SH Other 1,2 25000
1626 43600 SH Other 1 43600
Pepsico COM 713448108 1464 33300 SH Other 1 33300
Pfizer Inc COM 717081103 2232 54500 SH Other 1 54500
Pharmacia & Upjohn COM 71713U102 801 15900 SH Other 1 15900
Philip Morris, Inc. COM 718154107 6325 133300 SH Other 1 133300
Plum Creek Lumber MLP COM 729237107 414 17100 SH Other 1 17100
RLI Corporation COM 749607107 1891 46312 SH Other 1,2 46312
11447 280283 SH Other 1 280283
Regis Corporation COM 758932107 965 66000 SH Other 1 66000
Sealed Air COM 81211K100 800 24000 SH Other 1 24000
ServiceMaster COM 817615107 1741 155000 SH Other 1,2 155000
3653 325343 SH Other 1 325343
State Street Corp COM 857477103 953 10200 SH Other 1 10200
Synalloy Corporation COM 871565107 140 28000 SH Other 1,2 28000
1283 256650 SH Other 1 256650
Trenwick Group COM 895290104 933 47272 SH Other 1 47272
United Dominion Realty Trust COM 910197102 168 13200 SH Other 1 13200
United Mobile Homes COM 911024107 124 10000 SH Other 1 10000
Valley National Bank COM 919794107 430 15855 SH Other 1,2 15855
883 32600 SH Other 1 32600
Vulcan Materials COM 929160109 281 6000 SH Other 1,2 6000
2060 44000 SH Other 1 44000
Wal-Mart Stores COM 931142103 1424 28200 SH Other 1 28200
Washington Post Co COM 939640108 1113 1925 SH Other 1 1925
Washington Real Estate Investm COM 939653101 945 40500 SH Other 1,2 40500
9220 395000 SH Other 1 395000
Waste Management COM 94106l109 4322 175000 SH Other 1 175000
White Mountain COM G9618E107 99 300 SH Other 1,2 300
6570 20000 SH Other 1 20000
XL Capital COM G3242A102 27321 359160 SH Other 1,2 359160
17940 235837 SH Other 1 235837
REPORT SUMMARY 110 DATA RECORDS $439,701 2 OTHER MANAGERS ON WHOSE BEHALF REPORT IS FILED
--------
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
Form 13F
Form 13F COVER PAGE
Report for the Calendar Year or Quarter: March 31, 2001
-----------------
Check here if Amendment [ ]; Amendment Number: ____
This Amendment (Check only one.): [ ] is a restatement.
[ ] adds new holdings entries.
Institutional Investment Manager Filing this Report:
Name: Markel Corporation
Address: 4521 Highwoods Pkwy
Glen Allen, VA 23060
Form 13F File Number: To Be Assigned
--------------
The institutional investment manager filing this report and the person by whom
it is signed hereby represent that the person signing the report is authorized
to submit it, that all information contained herein is true, correct and
complete, and that it is understood that all required items, statements,
schedules, lists, and tables, are considered integral parts of this form.
Person Signing this Report on Behalf of Reporting Manager:
Name: Thomas S. Gayner
Title: Chief Investment Officer
Phone: 804-527-3806
Signature, Place, and Date of Signing:
Thomas S. Gayner Richmond, VA 05/11/01
---------------------- ---------------------------- -------------------
[Signature] [City, State] [Date]
Report Type (Check only one.):
[ ] 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager
are reported in this report.)
[X] 13F NOTICE. (Check here if no holdings reported are in this report, and
all holdings are reported by other reporting manager(s).)
[ ] 13F COMBINATION REPORT. (Check here if a portion of the holdings for this
reporting manager are reported in this report and a portion are reported by
other reporting manager(s).)
List of Other Managers Reporting for this Manager:
Form 13F File Number Name
-------------------- ----
28-6056 Markel Gayner Asset Management
Corporation
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
Form 13F
Form 13F COVER PAGE
Report for the Calendar Year or Quarter: March 31, 2001
-----------------
Check here if Amendment [ ]; Amendment Number: ____
This Amendment (Check only one.): [ ] is a restatement.
[ ] adds new holdings entries.
Institutional Investment Manager Filing this Report:
Name: Evanston Insurance Company
Address: Ten Parkway North
Deerfield, IL 60015
Form 13F File Number: To Be Assigned
--------------
The institutional investment manager filing this report and the person by whom
it is signed hereby represent that the person signing the report is authorized
to submit it, that all information contained herein is true, correct and
complete, and that it is understood that all required items, statements,
schedules, lists, and tables, are considered integral parts of this form.
Person Signing this Report on Behalf of Reporting Manager:
Name: Anne Waleski
Title: Assistant Treasurer
Phone: 804-747-0136
Signature, Place, and Date of Signing:
Anne Waleski Richmond, VA 05/11/01
---------------------- ---------------------------- -------------------
[Signature] [City, State] [Date]
Report Type (Check only one.):
[ ] 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager
are reported in this report.)
[X] 13F NOTICE. (Check here if no holdings reported are in this report, and
all holdings are reported by other reporting manager(s).)
[ ] 13F COMBINATION REPORT. (Check here if a portion of the holdings for this
reporting manager are reported in this report and a portion are reported by
other reporting manager(s).)
List of Other Managers Reporting for this Manager:
Form 13F File Number Name
-------------------- ----
28-6056 Markel Gayner Asset Management
Corporation