Tom Gayner's ADI Position Overview
Tom Gayner (via Markel Group Inc.) currently holds 1.02 M shares of Analog Devices, Inc. (ADI) worth $277.5 M, representing 2.21% of the portfolio. First purchased in 2016-Q1, this long-term strategic position has been held for 40 quarters.
Based on 13F filings, Tom Gayner has maintained a strategic position in ADI, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2021, adding 166,010 shares. Largest reduction occurred in Q4 2025, reducing 144,426 shares.
Analysis based on 13F filings available since 2013 Q2
Tom Gayner's Analog Devices (ADI) Holding Value Over Time
Track share changes against reported price movement
Quarterly Analog Devices (ADI) Trades by Tom Gayner
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -144,426 | Reduce 12.37% | 1.02 M | $271.20 |
| Q2 2024 | +200 | Add 0.02% | 1.17 M | $228.26 |
| Q1 2024 | +3,500 | Add 0.30% | 1.17 M | $197.79 |
| Q4 2023 | +35,300 | Add 3.13% | 1.16 M | $198.56 |
| Q3 2023 | +6,100 | Add 0.54% | 1.13 M | $175.09 |
| Q2 2023 | +6,500 | Add 0.58% | 1.12 M | $194.81 |
| Q1 2023 | +7,000 | Add 0.63% | 1.12 M | $197.22 |
| Q4 2022 | +19,000 | Add 1.74% | 1.11 M | $164.03 |
| Q3 2022 | +7,000 | Add 0.65% | 1.09 M | $139.34 |
| Q2 2022 | +5,250 | Add 0.49% | 1.08 M | $146.09 |
| Q1 2022 | +15,150 | Add 1.43% | 1.08 M | $165.18 |
| Q4 2021 | +5,250 | Add 0.50% | 1.06 M | $175.77 |
| Q3 2021 | +166,010 | Add 18.62% | 1.06 M | $167.48 |
| Q2 2021 | +5,600 | Add 0.63% | 891,411 | $172.16 |
| Q1 2020 | +30,000 | Add 3.51% | 885,811 | $89.65 |
| Q4 2019 | +12,000 | Add 1.42% | 855,811 | $118.84 |
| Q3 2019 | +31,000 | Add 3.81% | 843,811 | $111.73 |
| Q2 2019 | +58,000 | Add 7.68% | 812,811 | $112.87 |
| Q1 2019 | +55,000 | Add 7.86% | 754,811 | $105.27 |
| Q4 2018 | +40,000 | Add 6.06% | 699,811 | $85.83 |
| Q3 2018 | +23,000 | Add 3.61% | 659,811 | $92.46 |
| Q2 2018 | +49,000 | Add 8.34% | 636,811 | $95.92 |
| Q1 2018 | +50,000 | Add 9.30% | 587,811 | $91.13 |
| Q3 2017 | +22,000 | Add 4.27% | 537,811 | $86.17 |
| Q2 2017 | +15,000 | Add 3.00% | 515,811 | $77.80 |
| Q1 2017 | +108,811 | Add 27.76% | 500,811 | $81.95 |
| Q4 2016 | +80,000 | Add 25.64% | 392,000 | $72.62 |
| Q3 2016 | +106,000 | Add 51.46% | 312,000 | $64.45 |
| Q2 2016 | +150,000 | Add 267.86% | 206,000 | $56.64 |
| Q1 2016 | +56,000 | New Buy | 56,000 | $59.20 |
Tom Gayner's Analog Devices Investment FAQs
Tom Gayner first purchased Analog Devices, Inc. (ADI) in Q1 2016, acquiring 56,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Tom Gayner has held Analog Devices, Inc. (ADI) for 40 quarters since Q1 2016.
Tom Gayner's largest addition to Analog Devices, Inc. (ADI) was in Q3 2021, adding 1,057,421 shares worth $177.1 M.
According to the latest 13F filing for Q4 2025, Tom Gayner's firm, Markel Group Inc., owns 1,023,245 shares of Analog Devices, Inc. (ADI), valued at approximately $277.5 M.
As of the Q4 2025 filing, Analog Devices, Inc. (ADI) represents approximately 2.21% of Tom Gayner's publicly disclosed stock portfolio, making it one of their key holdings.
Tom Gayner's peak holding in Analog Devices, Inc. (ADI) was 1,167,671 shares, as reported at the end of Q2 2024.