Tom Gayner's DE Position Overview
Tom Gayner (via Markel Group Inc.) currently holds 877.9K shares of Deere & Company (DE) worth $401.43 M, representing 3.26% of the portfolio. First purchased in 2014-Q3, this long-term strategic position has been held for 45 quarters.
Based on 13F filings since 2013, Tom Gayner has maintained a long-term strategic position in DE, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2014, adding 293.0K shares. Largest reduction occurred in Q2 2020, reducing 250.1K shares.
Analysis based on 13F filings available since 2013 Q2
Tom Gayner's Deere & Company (DE) Holding Value Over Time
Track share changes against reported price movement
Quarterly Deere & Company (DE) Trades by Tom Gayner
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2014 | +540,000 | New Buy | 540,000 | $81.99 |
| Q4 2014 | +293,000 | Add 54.26% | 833,000 | $88.47 |
| Q1 2015 | +73,000 | Add 8.76% | 906,000 | $87.69 |
| Q2 2015 | +79,000 | Add 8.72% | 985,000 | $97.05 |
| Q3 2015 | +50,000 | Add 5.08% | 1.04 M | $74.00 |
| Q4 2015 | +56,000 | Add 5.41% | 1.09 M | $76.27 |
| Q1 2016 | +1,400 | Add 0.13% | 1.09 M | $76.99 |
| Q3 2016 | +3,000 | Add 0.27% | 1.1 M | $85.35 |
| Q1 2019 | -89,500 | Reduce 8.17% | 1.01 M | $159.84 |
| Q2 2020 | -250,100 | Reduce 24.86% | 755,800 | $157.15 |
| Q3 2023 | +3,000 | Add 0.40% | 758,800 | $377.38 |
| Q4 2023 | +39,000 | Add 5.14% | 797,800 | $399.87 |
| Q1 2024 | +26,000 | Add 3.26% | 823,800 | $410.74 |
| Q2 2024 | +21,550 | Add 2.62% | 845,350 | $373.63 |
| Q3 2024 | +23,750 | Add 2.81% | 869,100 | $417.33 |
| Q4 2024 | +5,850 | Add 0.67% | 874,950 | $423.70 |
| Q1 2025 | +2,750 | Add 0.31% | 877,700 | $469.35 |
| Q2 2025 | +200 | Add 0.02% | 877,900 | $508.49 |
Tom Gayner's Deere & Company Investment FAQs
Tom Gayner first purchased Deere & Company (DE) in Q3 2014, acquiring 540,000 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 Deere & Company (DE) for 45 quarters since Q3 2014. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Tom Gayner's largest addition to Deere & Company (DE) was in Q3 2014, adding 540,000 shares worth $44.28 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 877,900 shares of Deere & Company (DE), valued at approximately $401.43 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Deere & Company (DE) represents approximately 3.26% 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 Deere & Company (DE) was 1,095,400 shares, as reported at the end of Q3 2016. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.