Tom Gayner's ADM Position Overview
Tom Gayner (via Markel Group Inc.) currently holds 1.51 M shares of Archer-Daniels-Midland Company (ADM) worth $89.96 M, representing 0.73% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.
Based on 13F filings since 2013, Tom Gayner has maintained a long-term strategic position in ADM, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2025, adding 77,000 shares. Largest reduction occurred in Q3 2025, reducing 68,000 shares.
Analysis based on 13F filings available since 2013 Q2
Tom Gayner's Archer-Daniels-Midland Company (ADM) Holding Value Over Time
Track share changes against reported price movement
Quarterly Archer-Daniels-Midland Company (ADM) Trades by Tom Gayner
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +1.38 M | Add 0.00% | 1.38 M | $33.91 |
| Q1 2014 | -7,800 | Reduce 0.56% | 1.38 M | $43.39 |
| Q4 2015 | +48,000 | Add 3.49% | 1.42 M | $36.68 |
| Q1 2016 | +7,300 | Add 0.51% | 1.43 M | $36.31 |
| Q2 2016 | +32,000 | Add 2.24% | 1.46 M | $42.89 |
| Q1 2020 | +15,000 | Add 1.03% | 1.48 M | $35.18 |
| Q1 2021 | -15,000 | Reduce 1.01% | 1.46 M | $57.00 |
| Q4 2024 | +11,000 | Add 0.75% | 1.47 M | $50.52 |
| Q1 2025 | +77,000 | Add 5.22% | 1.55 M | $48.01 |
| Q2 2025 | +22,500 | Add 1.45% | 1.57 M | $52.78 |
| Q3 2025 | -68,000 | Reduce 4.32% | 1.51 M | $59.74 |
Tom Gayner's Archer-Daniels-Midland Company Investment FAQs
Tom Gayner first purchased Archer-Daniels-Midland Company (ADM) in Q2 2013, acquiring 1,383,800 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 Archer-Daniels-Midland Company (ADM) for 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Tom Gayner's largest addition to Archer-Daniels-Midland Company (ADM) was in Q2 2013, adding 1,383,800 shares worth $46.92 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Tom Gayner's firm, Markel Group Inc., owns 1,505,800 shares of Archer-Daniels-Midland Company (ADM), valued at approximately $89.96 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Archer-Daniels-Midland Company (ADM) represents approximately 0.73% of Tom Gayner's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Tom Gayner's peak holding in Archer-Daniels-Midland Company (ADM) was 1,573,800 shares, as reported at the end of Q2 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.