Tom Gayner's GOOG Position Overview
Tom Gayner (via Markel Group Inc.) currently holds 2.7M shares of Alphabet Inc. (GOOG) worth $669.73 M, representing 5.44% of the portfolio. First purchased in 2015-Q4, this long-term strategic position has been held for 40 quarters.
Based on 13F filings, Tom Gayner has maintained a strategic position in GOOG, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2016, adding 310.0K shares.
Analysis based on 13F filings available since 2013 Q2
Tom Gayner's Alphabet (GOOG) Holding Value Over Time
Track share changes against reported price movement
Quarterly Alphabet (GOOG) Trades by Tom Gayner
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2015 | +320,620 | New Buy | 320,620 | $37.95 |
| Q1 2016 | +140,000 | Add 43.67% | 460,620 | $37.25 |
| Q2 2016 | +210,000 | Add 45.59% | 670,620 | $34.61 |
| Q3 2016 | +310,000 | Add 46.23% | 980,620 | $38.86 |
| Q4 2016 | +240,000 | Add 24.47% | 1.22 M | $38.59 |
| Q1 2017 | +260,000 | Add 21.30% | 1.48 M | $41.48 |
| Q2 2017 | +260,000 | Add 17.56% | 1.74 M | $45.44 |
| Q3 2017 | +200,000 | Add 11.49% | 1.94 M | $47.96 |
| Q1 2018 | +132,860 | Add 6.85% | 2.07 M | $51.59 |
| Q2 2018 | +117,000 | Add 5.64% | 2.19 M | $55.78 |
| Q3 2018 | +85,700 | Add 3.91% | 2.28 M | $59.67 |
| Q4 2018 | +27,600 | Add 1.21% | 2.3 M | $51.78 |
| Q1 2019 | +175,000 | Add 7.60% | 2.48 M | $58.67 |
| Q2 2019 | +101,680 | Add 4.10% | 2.58 M | $54.05 |
| Q3 2019 | +84,300 | Add 3.27% | 2.66 M | $60.95 |
| Q4 2019 | +46,400 | Add 1.74% | 2.71 M | $66.85 |
| Q1 2020 | +38,700 | Add 1.43% | 2.75 M | $58.14 |
Tom Gayner's Alphabet Investment FAQs
Tom Gayner first purchased Alphabet Inc. (GOOG) in Q4 2015, acquiring 320,620 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 Alphabet Inc. (GOOG) for 40 quarters since Q4 2015. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Tom Gayner's largest addition to Alphabet Inc. (GOOG) was in Q4 2015, adding 320,620 shares worth $12.17 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 2,749,860 shares of Alphabet Inc. (GOOG), valued at approximately $669.73 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Alphabet Inc. (GOOG) represents approximately 5.44% 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 Alphabet Inc. (GOOG) was 2,749,860 shares, as reported at the end of Q1 2020. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.