Tom Gayner's BAM Position Overview
Tom Gayner (via Markel Group Inc.) currently holds 2.2M shares of Brookfield Asset Management Ltd. (BAM) worth $124.92 M, representing 1.01% 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 BAM, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2018, adding 165.1K shares. Largest reduction occurred in Q4 2022, reducing 6.5M shares.
Analysis based on 13F filings available since 2013 Q2
Tom Gayner's Brookfield Asset Management (BAM) Holding Value Over Time
Track share changes against reported price movement
Quarterly Brookfield Asset Management (BAM) Trades by Tom Gayner
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +7.06 M | Add 0.00% | 7.06 M | $15.90 |
| Q3 2013 | +111,287 | Add 1.58% | 7.17 M | $16.51 |
| Q4 2013 | +117,903 | Add 1.64% | 7.29 M | $17.14 |
| Q1 2014 | -43,106 | Reduce 0.59% | 7.25 M | $18.03 |
| Q2 2014 | +149,540 | Add 2.06% | 7.4 M | $19.43 |
| Q3 2014 | +49,846 | Add 0.67% | 7.45 M | $19.84 |
| Q4 2014 | +61,175 | Add 0.82% | 7.51 M | $22.13 |
| Q1 2015 | +13,595 | Add 0.18% | 7.52 M | $23.66 |
| Q2 2015 | +32,474 | Add 0.43% | 7.55 M | $23.12 |
| Q3 2015 | +27,189 | Add 0.36% | 7.58 M | $20.81 |
| Q4 2015 | +36,252 | Add 0.48% | 7.62 M | $20.87 |
| Q1 2016 | +7,855 | Add 0.10% | 7.63 M | $23.03 |
| Q2 2016 | +52,565 | Add 0.69% | 7.68 M | $21.89 |
| Q3 2016 | +45,315 | Add 0.59% | 7.72 M | $23.29 |
| Q4 2016 | +54,378 | Add 0.70% | 7.78 M | $21.85 |
| Q1 2017 | +160,113 | Add 2.06% | 7.94 M | $24.14 |
| Q2 2017 | +160,113 | Add 2.02% | 8.1 M | $25.96 |
| Q3 2017 | +113,288 | Add 1.40% | 8.21 M | $27.34 |
| Q1 2018 | +165,097 | Add 2.01% | 8.38 M | $25.82 |
| Q2 2018 | +111,928 | Add 1.34% | 8.49 M | $26.84 |
| Q3 2018 | +67,701 | Add 0.80% | 8.56 M | $29.48 |
| Q4 2018 | +15,256 | Add 0.18% | 8.57 M | $25.39 |
| Q1 2019 | +95,992 | Add 1.12% | 8.67 M | $30.88 |
| Q2 2019 | +40,255 | Add 0.46% | 8.71 M | $31.63 |
| Q3 2019 | +26,887 | Add 0.31% | 8.73 M | $35.15 |
| Q4 2019 | +18,881 | Add 0.22% | 8.75 M | $38.27 |
| Q1 2020 | +8,761 | Add 0.10% | 8.76 M | $29.29 |
| Q4 2020 | +5,941 | Add 0.07% | 8.77 M | $40.98 |
| Q1 2021 | +2,397 | Add 0.03% | 8.77 M | $44.19 |
| Q2 2021 | -54,163 | Reduce 0.62% | 8.72 M | $50.98 |
| Q4 2022 | -6.52 M | Reduce 74.83% | 2.19 M | $28.67 |
| Q2 2023 | -5 | Reduce 0.00% | 2.19 M | $32.63 |
Tom Gayner's Brookfield Asset Management Investment FAQs
Tom Gayner first purchased Brookfield Asset Management Ltd. (BAM) in Q2 2013, acquiring 7,061,026 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 Brookfield Asset Management Ltd. (BAM) 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 Brookfield Asset Management Ltd. (BAM) was in Q2 2013, adding 7,061,026 shares worth $112.25 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 2,193,953 shares of Brookfield Asset Management Ltd. (BAM), valued at approximately $124.92 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Brookfield Asset Management Ltd. (BAM) represents approximately 1.01% 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 Brookfield Asset Management Ltd. (BAM) was 8,769,904 shares, as reported at the end of Q1 2021. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.