Tom Gayner's CSCO Position Overview
Tom Gayner (via Markel Group Inc.) currently holds 355.5K shares of Cisco Systems, Inc. (CSCO) worth $24.32 M, representing 0.20% of the portfolio. First purchased in 2014-Q1, this long-term strategic position has been held for 47 quarters.
Based on 13F filings since 2013, Tom Gayner has maintained a long-term strategic position in CSCO, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2016, adding 132.0K shares.
Analysis based on 13F filings available since 2013 Q2
Tom Gayner's Cisco Systems (CSCO) Holding Value Over Time
Track share changes against reported price movement
Quarterly Cisco Systems (CSCO) Trades by Tom Gayner
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2014 | +23,000 | New Buy | 23,000 | $22.43 |
| Q2 2015 | -23,000 | Sold Out | 23,000 | $0.00 |
| Q1 2016 | +63,000 | New Buy | 63,000 | $28.48 |
| Q2 2016 | +132,000 | Add 209.52% | 195,000 | $28.69 |
| Q3 2016 | +74,000 | Add 37.95% | 269,000 | $31.72 |
| Q4 2016 | +40,000 | Add 14.87% | 309,000 | $30.22 |
| Q1 2017 | +33,000 | Add 10.68% | 342,000 | $33.80 |
| Q2 2025 | +7,500 | Add 2.19% | 349,500 | $69.38 |
| Q3 2025 | +6,000 | Add 1.72% | 355,500 | $68.42 |
Tom Gayner's Cisco Systems Investment FAQs
Tom Gayner first purchased Cisco Systems, Inc. (CSCO) in Q1 2014, acquiring 23,000 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 Cisco Systems, Inc. (CSCO) for 47 quarters since Q1 2014. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Tom Gayner's largest addition to Cisco Systems, Inc. (CSCO) was in Q2 2016, adding 195,000 shares worth $5.6 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 355,500 shares of Cisco Systems, Inc. (CSCO), valued at approximately $24.32 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Cisco Systems, Inc. (CSCO) represents approximately 0.20% 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 Cisco Systems, Inc. (CSCO) was 355,500 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.