Tom Gayner's DIS Position Overview
Tom Gayner (via Markel Group Inc.) currently holds 2.03 M shares of The Walt Disney Company (DIS) worth $232.63 M, representing 1.89% 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 DIS, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2022, adding 44,000 shares. Largest reduction occurred in Q1 2014, reducing 24,000 shares.
Analysis based on 13F filings available since 2013 Q2
Tom Gayner's The Walt Disney Company (DIS) Holding Value Over Time
Track share changes against reported price movement
Quarterly The Walt Disney Company (DIS) Trades by Tom Gayner
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +1.53 M | Add 0.00% | 1.53 M | $63.15 |
| Q3 2013 | -17,200 | Reduce 1.12% | 1.51 M | $64.49 |
| Q4 2013 | -3,235 | Reduce 0.21% | 1.51 M | $76.40 |
| Q1 2014 | -24,000 | Reduce 1.59% | 1.48 M | $80.07 |
| Q2 2014 | +15,000 | Add 1.01% | 1.5 M | $85.74 |
| Q3 2014 | +15,000 | Add 1.00% | 1.51 M | $89.03 |
| Q4 2014 | +14,000 | Add 0.92% | 1.53 M | $94.19 |
| Q1 2015 | +13,000 | Add 0.85% | 1.54 M | $104.89 |
| Q2 2015 | +11,000 | Add 0.71% | 1.55 M | $114.14 |
| Q3 2015 | +23,000 | Add 1.48% | 1.58 M | $102.20 |
| Q4 2015 | +13,500 | Add 0.86% | 1.59 M | $105.08 |
| Q1 2016 | +2,200 | Add 0.14% | 1.59 M | $99.31 |
| Q2 2016 | +20,000 | Add 1.26% | 1.61 M | $97.82 |
| Q3 2016 | +6,000 | Add 0.37% | 1.62 M | $92.86 |
| Q4 2016 | +29,000 | Add 1.79% | 1.65 M | $104.22 |
| Q1 2017 | +17,000 | Add 1.03% | 1.66 M | $113.39 |
| Q2 2017 | +24,000 | Add 1.44% | 1.69 M | $106.25 |
| Q3 2017 | +12,000 | Add 0.71% | 1.7 M | $98.57 |
| Q1 2018 | +43,500 | Add 2.56% | 1.74 M | $100.44 |
| Q2 2018 | +26,500 | Add 1.52% | 1.77 M | $104.81 |
| Q3 2018 | +30,000 | Add 1.70% | 1.8 M | $116.94 |
| Q4 2018 | +1,300 | Add 0.07% | 1.8 M | $109.65 |
| Q1 2019 | +6,000 | Add 0.33% | 1.81 M | $111.03 |
| Q2 2019 | +16,500 | Add 0.91% | 1.82 M | $139.64 |
| Q3 2019 | +19,950 | Add 1.09% | 1.84 M | $130.32 |
| Q4 2019 | +11,480 | Add 0.62% | 1.85 M | $144.63 |
| Q1 2020 | +7,950 | Add 0.43% | 1.86 M | $96.60 |
| Q4 2020 | +1,205 | Add 0.06% | 1.86 M | $181.18 |
| Q1 2021 | +360 | Add 0.02% | 1.86 M | $184.52 |
| Q2 2021 | +220 | Add 0.01% | 1.86 M | $175.77 |
| Q4 2021 | +16,000 | Add 0.86% | 1.88 M | $154.89 |
| Q1 2022 | +42,500 | Add 2.26% | 1.92 M | $137.16 |
| Q2 2022 | +44,000 | Add 2.29% | 1.97 M | $94.40 |
| Q3 2022 | +25,000 | Add 1.27% | 1.99 M | $94.33 |
| Q4 2022 | +14,000 | Add 0.70% | 2.01 M | $86.88 |
| Q1 2023 | +13,000 | Add 0.65% | 2.02 M | $100.13 |
| Q2 2023 | +2,000 | Add 0.10% | 2.02 M | $89.28 |
| Q3 2023 | +9,000 | Add 0.45% | 2.03 M | $81.05 |
| Q4 2023 | +2,000 | Add 0.10% | 2.03 M | $90.29 |
Tom Gayner's The Walt Disney Company Investment FAQs
Tom Gayner first purchased The Walt Disney Company (DIS) in Q2 2013, acquiring 1,528,935 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 Walt Disney Company (DIS) 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 The Walt Disney Company (DIS) was in Q2 2013, adding 1,528,935 shares worth $96.55 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 2,031,665 shares of The Walt Disney Company (DIS), valued at approximately $232.63 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, The Walt Disney Company (DIS) represents approximately 1.89% 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 Walt Disney Company (DIS) was 2,031,665 shares, as reported at the end of Q4 2023. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.