Tom Gayner's top dividend stocks (June 2026) include RLI Corp. (RLI), a specialty insurance company that provides a diverse range of property and casualty coverages through its multiple subsidiaries.

Tom Gayner serves as the Chief Executive Officer of Markel Group, where he directs the company's investment strategies. His focus remains on identifying businesses with sustainable business models and strong management teams that can effectively allocate capital over long periods.

RLI Corp. (RLI)

RLI Corp. operates as a specialty insurance carrier, catering to niche markets with products ranging from professional liability to commercial property coverage. The company maintains a strong presence by underwriting unique risks that traditional insurers often overlook.

Currently, the value of this position in Tom Gayner’s portfolio stands at $119.82M. Investors may note the stock's dividend yield of 9.63% and a trailing twelve-month dividend rate of $4.82. Furthermore, the discounted cash flow value for the insurer is estimated at $199.23.

Here's an overview of Tom Gayner's trades in RLI Corp.:

Progressive Corp. (PGR)

Progressive Corp. is a major player in the American insurance industry, offering personal and commercial auto insurance, as well as other specialty property-casualty insurance products. The firm is recognized for its heavy investment in technology and data to refine its underwriting processes and customer service.

This holding represents a current value of $143.51M within the portfolio. The company offers a trailing twelve-month dividend rate of $13.9, which translates to a current dividend yield of 7.30%. Analysts have set a price target of $224.64 for the company, while the discounted cash flow is calculated at $59.37.

Here's an overview of Tom Gayner's trades in Progressive Corp.:

Insperity Inc (NSP)

Insperity Inc provides comprehensive human resources and business performance solutions designed to help small and medium-sized businesses manage their workforce. Their offerings include everything from payroll and benefits administration to risk management and organizational development.

At present, the current value of this position in Tom Gayner’s portfolio is $6.25M. The stock features a dividend yield of 6.96% and provides a TTM dividend rate of $2.4. Market observers have established an analyst price target of $48.67, alongside a discounted cash flow value of $259.13.

Here's an overview of Tom Gayner's trades in Insperity Inc:

Enterprise Products Partners L P (EPD)

Enterprise Products Partners is a leading North American provider of midstream energy services, focusing on the transport and storage of natural gas, crude oil, and refined products. Their integrated infrastructure network connects the major shale basins to domestic consumers and international export markets.

The energy giant accounts for a current value of $7.43M in the portfolio's total holdings. It currently offers a dividend yield of 5.95%, supported by a trailing twelve-month dividend rate of $2.19. The company has an analyst price target of $31.83 and a discounted cash flow valuation of $66.99.

Here's an overview of Tom Gayner's trades in Enterprise Products Partners L P:

Comcast Corp (CMCSA)

Comcast Corp is a global media and technology powerhouse, operating as a primary provider of residential high-speed internet and cable television services. Through its NBCUniversal division, the company also manages a massive portfolio of news, entertainment, and sports networks, as well as several world-class theme parks.

Gayner’s stake in the media firm has a current value of $23.92M. The stock provides a TTM dividend rate of $1.32, which equates to a dividend yield of 5.31%. According to current data, the analyst price target for the stock is $31.83, while the discounted cash flow value sits at $105.83.

Here's an overview of Tom Gayner's trades in Comcast Corp: