Tom Gayner's FERG Position Overview
Tom Gayner (via Markel Group Inc.) currently holds 170,700 shares of Ferguson Enterprises Inc. (FERG) worth $39.82 M, representing 0.33% of the portfolio. First purchased in 2023-Q3, this medium-term investment has been held for 11 quarters.
Based on 13F filings, Tom Gayner has maintained a strategic position in FERG, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2023, adding 32,500 shares.
Analysis based on 13F filings available since 2013 Q2
Tom Gayner's Ferguson Enterprises (FERG) Holding Value Over Time
Track share changes against reported price movement
Quarterly Ferguson Enterprises (FERG) Trades by Tom Gayner
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +7,200 | Add 4.40% | 170,700 | $233.26 |
| Q4 2025 | +16,500 | Add 11.22% | 163,500 | $222.63 |
| Q3 2025 | +12,500 | Add 9.29% | 147,000 | $224.58 |
| Q2 2025 | +11,500 | Add 9.35% | 134,500 | $217.75 |
| Q1 2025 | +17,000 | Add 16.04% | 123,000 | $160.23 |
| Q4 2024 | +21,500 | Add 25.44% | 106,000 | $173.57 |
| Q3 2024 | +14,000 | Add 19.86% | 84,500 | $198.57 |
| Q2 2024 | +13,000 | Add 22.61% | 70,500 | $193.65 |
| Q1 2024 | +19,000 | Add 49.35% | 57,500 | $218.43 |
| Q4 2023 | +32,500 | Add 541.67% | 38,500 | $193.07 |
| Q3 2023 | +6,000 | New Buy | 6,000 | $164.47 |
Tom Gayner's Ferguson Enterprises Investment FAQs
Tom Gayner first purchased Ferguson Enterprises Inc. (FERG) in Q3 2023, acquiring 6,000 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 Ferguson Enterprises Inc. (FERG) for 11 quarters since Q3 2023.
Tom Gayner's largest addition to Ferguson Enterprises Inc. (FERG) was in Q4 2023, adding 38,500 shares worth $7.43 M.
According to the latest 13F filing for Q1 2026, Tom Gayner's firm, Markel Group Inc., owns 170,700 shares of Ferguson Enterprises Inc. (FERG), valued at approximately $39.82 M.
As of the Q1 2026 filing, Ferguson Enterprises Inc. (FERG) represents approximately 0.33% of Tom Gayner's publicly disclosed stock portfolio, making it one of their key holdings.
Tom Gayner's peak holding in Ferguson Enterprises Inc. (FERG) was 170,700 shares, as reported at the end of Q1 2026.