Tom Gayner’s CG Holdings & Trades

First Buy
Q1 2020
Duration Held
23 Quarters
Largest Add
Q1 2020
+1.22 M Shares
Current Position
1.33 M Shares
$83.2 M Value

Tom Gayner's CG Position Overview

Tom Gayner (via Markel Group Inc.) currently holds 1.33 M shares of The Carlyle Group Inc. (CG) worth $83.2 M, representing 0.68% of the portfolio. First purchased in 2020-Q1, this long-term strategic position has been held for 23 quarters.

Based on 13F filings, Tom Gayner has maintained a strategic position in CG, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2022, adding 70,000 shares.

Analysis based on 13F filings available since 2013 Q2

Tom Gayner's The Carlyle Group (CG) Holding Value Over Time

Track share changes against reported price movement

Quarterly The Carlyle Group (CG) Trades by Tom Gayner

Period Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q1 2020 +1.22 M New Buy 1.22 M $21.65
Q2 2021 +2,000 Add 0.16% 1.22 M $46.48
Q3 2021 +11,000 Add 0.90% 1.24 M $47.28
Q4 2021 +2,000 Add 0.16% 1.24 M $54.90
Q3 2022 +70,000 Add 5.66% 1.31 M $25.84
Q4 2022 +20,000 Add 1.53% 1.33 M $29.84

Tom Gayner's The Carlyle Group Investment FAQs

Tom Gayner first purchased The Carlyle Group Inc. (CG) in Q1 2020, acquiring 1,222,000 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 The Carlyle Group Inc. (CG) for 23 quarters since Q1 2020. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Tom Gayner's largest addition to The Carlyle Group Inc. (CG) was in Q1 2020, adding 1,222,000 shares worth $26.46 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 1,327,000 shares of The Carlyle Group Inc. (CG), valued at approximately $83.2 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

As of the Q3 2025 filing, The Carlyle Group Inc. (CG) represents approximately 0.68% 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 The Carlyle Group Inc. (CG) was 1,327,000 shares, as reported at the end of Q4 2022. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.