Tom Gayner's AXP Position Overview
Tom Gayner (via Markel Group Inc.) currently holds 484.3K shares of American Express Company (AXP) worth $160.85 M, representing 1.31% 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 AXP, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2019, adding 59.0K shares. Largest reduction occurred in Q3 2013, reducing 13.7K shares.
Analysis based on 13F filings available since 2013 Q2
Tom Gayner's American Express Company (AXP) Holding Value Over Time
Track share changes against reported price movement
Quarterly American Express Company (AXP) Trades by Tom Gayner
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +367,937 | Add 0.00% | 367,936 | $74.76 |
| Q3 2013 | -13,699 | Reduce 3.72% | 354,237 | $75.52 |
| Q4 2013 | -1,737 | Reduce 0.49% | 352,500 | $90.73 |
| Q1 2014 | -3,500 | Reduce 0.99% | 349,000 | $90.03 |
| Q1 2015 | +12,000 | Add 3.44% | 361,000 | $78.12 |
| Q2 2015 | +6,000 | Add 1.66% | 367,000 | $77.72 |
| Q3 2015 | +19,000 | Add 5.18% | 386,000 | $74.13 |
| Q1 2019 | +6,000 | Add 1.55% | 392,000 | $109.30 |
| Q2 2019 | +59,000 | Add 15.05% | 451,000 | $123.44 |
| Q3 2019 | +20,300 | Add 4.50% | 471,300 | $118.28 |
| Q4 2019 | +9,950 | Add 2.11% | 481,250 | $124.49 |
| Q1 2020 | +2,700 | Add 0.56% | 483,950 | $85.61 |
| Q1 2021 | +200 | Add 0.04% | 484,150 | $141.44 |
| Q2 2021 | +100 | Add 0.02% | 484,250 | $165.23 |
Tom Gayner's American Express Company Investment FAQs
Tom Gayner first purchased American Express Company (AXP) in Q2 2013, acquiring 367,936 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 American Express Company (AXP) 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 American Express Company (AXP) was in Q2 2013, adding 367,936 shares worth $27.51 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 484,250 shares of American Express Company (AXP), valued at approximately $160.85 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, American Express Company (AXP) represents approximately 1.31% 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 American Express Company (AXP) was 484,250 shares, as reported at the end of Q2 2021. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.