Tom Gayner's GOOGL Position Overview
Tom Gayner (via Markel Group Inc.) currently holds 572,000 shares of Alphabet Inc. (GOOGL) worth $179.04 M, representing 1.43% of the portfolio. First purchased in 2015-Q4, this long-term strategic position has been held for 41 quarters.
Based on 13F filings since 2013, Tom Gayner has maintained a long-term strategic position in GOOGL, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2023, adding 160,000 shares.
Analysis based on 13F filings available since 2013 Q2
Tom Gayner's Alphabet (GOOGL) Holding Value Over Time
Track share changes against reported price movement
Quarterly Alphabet (GOOGL) Trades by Tom Gayner
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2015 | +250,000 | New Buy | 250,000 | $38.90 |
| Q4 2021 | +15,000 | Add 6.00% | 265,000 | $144.85 |
| Q1 2022 | +45,000 | Add 16.98% | 310,000 | $139.06 |
| Q2 2022 | +23,000 | Add 7.42% | 333,000 | $108.96 |
| Q3 2022 | +23,500 | Add 7.06% | 356,500 | $95.65 |
| Q4 2022 | +16,500 | Add 4.63% | 373,000 | $88.23 |
| Q1 2023 | +160,000 | Add 42.90% | 533,000 | $103.73 |
| Q2 2023 | +17,000 | Add 3.19% | 550,000 | $119.70 |
| Q3 2023 | +5,000 | Add 0.91% | 555,000 | $130.86 |
| Q1 2025 | +2,000 | Add 0.36% | 557,000 | $154.64 |
| Q2 2025 | +15,000 | Add 2.69% | 572,000 | $176.23 |
Tom Gayner's Alphabet Investment FAQs
Tom Gayner first purchased Alphabet Inc. (GOOGL) in Q4 2015, acquiring 250,000 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 Alphabet Inc. (GOOGL) for 41 quarters since Q4 2015.
Tom Gayner's largest addition to Alphabet Inc. (GOOGL) was in Q4 2015, adding 250,000 shares worth $9.72 M.
According to the latest 13F filing for Q4 2025, Tom Gayner's firm, Markel Group Inc., owns 572,000 shares of Alphabet Inc. (GOOGL), valued at approximately $179.04 M.
As of the Q4 2025 filing, Alphabet Inc. (GOOGL) represents approximately 1.43% of Tom Gayner's publicly disclosed stock portfolio, making it one of their key holdings.
Tom Gayner's peak holding in Alphabet Inc. (GOOGL) was 572,000 shares, as reported at the end of Q2 2025.