Tom Gayner's FERG Position Overview
Tom Gayner (via Markel Group Inc.) currently holds 147.0K shares of Ferguson Enterprises Inc. (FERG) worth $33.01 M, representing 0.27% of the portfolio. First purchased in 2023-Q3, this medium-term investment has been held for 9 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 32.5K 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2023 | +6,000 | New Buy | 6,000 | $164.47 |
| Q4 2023 | +32,500 | Add 541.67% | 38,500 | $193.07 |
| Q1 2024 | +19,000 | Add 49.35% | 57,500 | $218.43 |
| Q2 2024 | +13,000 | Add 22.61% | 70,500 | $193.65 |
| Q3 2024 | +14,000 | Add 19.86% | 84,500 | $198.57 |
| Q4 2024 | +21,500 | Add 25.44% | 106,000 | $173.57 |
| Q1 2025 | +17,000 | Add 16.04% | 123,000 | $160.23 |
| Q2 2025 | +11,500 | Add 9.35% | 134,500 | $217.75 |
| Q3 2025 | +12,500 | Add 9.29% | 147,000 | $224.58 |
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 9 quarters since Q3 2023. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Tom Gayner's largest addition to Ferguson Enterprises Inc. (FERG) was in Q4 2023, adding 38,500 shares worth $7.43 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 147,000 shares of Ferguson Enterprises Inc. (FERG), valued at approximately $33.01 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Ferguson Enterprises Inc. (FERG) represents approximately 0.27% 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 Ferguson Enterprises Inc. (FERG) was 147,000 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.