Tom Gayner's LPLA Position Overview
Tom Gayner (via Markel Group Inc.) currently holds 553.3K shares of LPL Financial Holdings Inc. (LPLA) worth $184.08 M, representing 1.49% of the portfolio. First purchased in 2022-Q4, this medium-term investment has been held for 12 quarters.
Based on 13F filings, Tom Gayner has maintained a strategic position in LPLA, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2023, adding 174.2K shares.
Analysis based on 13F filings available since 2013 Q2
Tom Gayner's LPL Financial Holdings (LPLA) Holding Value Over Time
Track share changes against reported price movement
Quarterly LPL Financial Holdings (LPLA) Trades by Tom Gayner
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2022 | +2,681 | New Buy | 2,681 | $216.17 |
| Q1 2023 | +16,989 | Add 633.68% | 19,670 | $202.40 |
| Q2 2023 | +107,389 | Add 545.95% | 127,059 | $217.43 |
| Q3 2023 | +174,205 | Add 137.11% | 301,264 | $237.65 |
| Q4 2023 | +125,122 | Add 41.53% | 426,386 | $227.62 |
| Q1 2024 | +27,905 | Add 6.54% | 454,291 | $264.20 |
| Q2 2024 | +27,500 | Add 6.05% | 481,791 | $279.30 |
| Q3 2024 | +38,613 | Add 8.01% | 520,404 | $232.63 |
| Q4 2024 | +12,000 | Add 2.31% | 532,404 | $326.51 |
| Q1 2025 | +6,700 | Add 1.26% | 539,104 | $327.14 |
| Q2 2025 | +5,500 | Add 1.02% | 544,604 | $374.97 |
| Q3 2025 | +8,717 | Add 1.60% | 553,321 | $332.69 |
Tom Gayner's LPL Financial Holdings Investment FAQs
Tom Gayner first purchased LPL Financial Holdings Inc. (LPLA) in Q4 2022, acquiring 2,681 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 LPL Financial Holdings Inc. (LPLA) for 12 quarters since Q4 2022. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Tom Gayner's largest addition to LPL Financial Holdings Inc. (LPLA) was in Q3 2023, adding 301,264 shares worth $71.6 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 553,321 shares of LPL Financial Holdings Inc. (LPLA), valued at approximately $184.08 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, LPL Financial Holdings Inc. (LPLA) represents approximately 1.49% 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 LPL Financial Holdings Inc. (LPLA) was 553,321 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.