Tom Gayner's CMCSA Position Overview
Tom Gayner (via Markel Group Inc.) currently holds 961,880 shares of Comcast Corporation (CMCSA) worth $28.75 M, representing 0.23% of the portfolio. First purchased in 2016-Q2, this long-term strategic position has been held for 39 quarters.
Based on 13F filings, Tom Gayner has maintained a strategic position in CMCSA, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2018, adding 105,000 shares. Largest reduction occurred in Q4 2024, reducing 119,361 shares.
Analysis based on 13F filings available since 2013 Q2
Tom Gayner's Comcast Corporation (CMCSA) Holding Value Over Time
Track share changes against reported price movement
Quarterly Comcast Corporation (CMCSA) Trades by Tom Gayner
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2024 | -119,361 | Reduce 11.04% | 961,880 | $37.53 |
| Q2 2024 | +9,000 | Add 0.84% | 1.08 M | $39.16 |
| Q1 2024 | +11,500 | Add 1.08% | 1.07 M | $43.35 |
| Q3 2023 | +1,000 | Add 0.09% | 1.06 M | $44.34 |
| Q2 2023 | +54,025 | Add 5.37% | 1.06 M | $41.55 |
| Q1 2023 | +75,144 | Add 8.08% | 1.01 M | $37.91 |
| Q4 2022 | +103,763 | Add 12.55% | 930,572 | $34.97 |
| Q3 2022 | +101,897 | Add 14.06% | 826,809 | $29.33 |
| Q2 2022 | +94,300 | Add 14.95% | 724,912 | $39.24 |
| Q1 2022 | +98,332 | Add 18.47% | 630,612 | $46.82 |
| Q4 2021 | +4,000 | Add 0.76% | 532,280 | $50.33 |
| Q2 2021 | +2,540 | Add 0.48% | 528,280 | $57.02 |
| Q1 2021 | +3,740 | Add 0.72% | 525,740 | $54.11 |
| Q1 2020 | +1,000 | Add 0.19% | 522,000 | $34.38 |
| Q3 2019 | +9,000 | Add 1.76% | 521,000 | $45.08 |
| Q2 2019 | +72,000 | Add 16.36% | 512,000 | $42.28 |
| Q1 2019 | +41,000 | Add 10.28% | 440,000 | $39.98 |
| Q4 2018 | +3,000 | Add 0.76% | 399,000 | $34.05 |
| Q3 2018 | +105,000 | Add 36.08% | 396,000 | $35.41 |
| Q2 2018 | +80,000 | Add 37.91% | 291,000 | $32.81 |
| Q2 2017 | +2,000 | Add 0.96% | 211,000 | $38.92 |
| Q1 2017 | +27,000 | Add 14.84% | 209,000 | $37.59 |
| Q4 2016 | +32,000 | Add 21.33% | 182,000 | $34.53 |
| Q3 2016 | +80,000 | Add 114.29% | 150,000 | $33.17 |
| Q2 2016 | +70,000 | New Buy | 70,000 | $32.60 |
Tom Gayner's Comcast Corporation Investment FAQs
Tom Gayner first purchased Comcast Corporation (CMCSA) in Q2 2016, acquiring 70,000 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 Comcast Corporation (CMCSA) for 39 quarters since Q2 2016.
Tom Gayner's largest addition to Comcast Corporation (CMCSA) was in Q3 2018, adding 396,000 shares worth $14.02 M.
According to the latest 13F filing for Q4 2025, Tom Gayner's firm, Markel Group Inc., owns 961,880 shares of Comcast Corporation (CMCSA), valued at approximately $28.75 M.
As of the Q4 2025 filing, Comcast Corporation (CMCSA) represents approximately 0.23% of Tom Gayner's publicly disclosed stock portfolio, making it one of their key holdings.
Tom Gayner's peak holding in Comcast Corporation (CMCSA) was 1,081,241 shares, as reported at the end of Q2 2024.