Tom Gayner's ITW Position Overview
Tom Gayner (via Markel Group Inc.) currently holds 327,500 shares of Illinois Tool Works Inc. (ITW) worth $85.4 M, representing 0.69% 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 ITW, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2019, adding 35,000 shares. Largest reduction occurred in Q1 2014, reducing 11,200 shares.
Analysis based on 13F filings available since 2013 Q2
Tom Gayner's Illinois Tool Works (ITW) Holding Value Over Time
Track share changes against reported price movement
Quarterly Illinois Tool Works (ITW) Trades by Tom Gayner
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +243,906 | Add 0.00% | 243,905 | $69.17 |
| Q3 2013 | -1,095 | Reduce 0.45% | 242,810 | $76.27 |
| Q4 2013 | -1,610 | Reduce 0.66% | 241,200 | $84.08 |
| Q1 2014 | -11,200 | Reduce 4.64% | 230,000 | $81.33 |
| Q2 2019 | +21,000 | Add 9.13% | 251,000 | $150.81 |
| Q3 2019 | +35,000 | Add 13.94% | 286,000 | $156.49 |
| Q4 2019 | +33,000 | Add 11.54% | 319,000 | $179.63 |
| Q1 2020 | +8,500 | Add 2.66% | 327,500 | $142.12 |
Tom Gayner's Illinois Tool Works Investment FAQs
Tom Gayner first purchased Illinois Tool Works Inc. (ITW) in Q2 2013, acquiring 243,905 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 Illinois Tool Works Inc. (ITW) for 50 quarters since Q2 2013.
Tom Gayner's largest addition to Illinois Tool Works Inc. (ITW) was in Q2 2013, adding 243,905 shares worth $16.87 M.
According to the latest 13F filing for Q3 2025, Tom Gayner's firm, Markel Group Inc., owns 327,500 shares of Illinois Tool Works Inc. (ITW), valued at approximately $85.4 M.
As of the Q3 2025 filing, Illinois Tool Works Inc. (ITW) represents approximately 0.69% of Tom Gayner's publicly disclosed stock portfolio, making it one of their key holdings.
Tom Gayner's peak holding in Illinois Tool Works Inc. (ITW) was 327,500 shares, as reported at the end of Q1 2020.