Tom Gayner's NVO Position Overview
Tom Gayner (via Markel Group Inc.) currently holds 2.4M shares of Novo Nordisk A/S (NVO) worth $131.44 M, representing 1.07% 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 NVO, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2025, adding 110.1K shares. Largest reduction occurred in Q1 2014, reducing 62.0K shares.
Analysis based on 13F filings available since 2013 Q2
Tom Gayner's Novo Nordisk A/S (NVO) Holding Value Over Time
Track share changes against reported price movement
Quarterly Novo Nordisk A/S (NVO) Trades by Tom Gayner
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +2.25 M | Add 0.00% | 2.25 M | $15.50 |
| Q3 2013 | -34,000 | Reduce 1.51% | 2.22 M | $16.92 |
| Q4 2013 | -5,000 | Reduce 0.23% | 2.21 M | $18.48 |
| Q1 2014 | -62,000 | Reduce 2.80% | 2.15 M | $22.83 |
| Q2 2025 | +108,588 | Add 5.05% | 2.26 M | $69.02 |
| Q3 2025 | +110,061 | Add 4.87% | 2.37 M | $55.49 |
Tom Gayner's Novo Nordisk A/S Investment FAQs
Tom Gayner first purchased Novo Nordisk A/S (NVO) in Q2 2013, acquiring 2,251,000 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 Novo Nordisk A/S (NVO) for 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Tom Gayner's largest addition to Novo Nordisk A/S (NVO) was in Q2 2013, adding 2,251,000 shares worth $34.88 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 2,368,649 shares of Novo Nordisk A/S (NVO), valued at approximately $131.44 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Novo Nordisk A/S (NVO) represents approximately 1.07% 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 Novo Nordisk A/S (NVO) was 2,368,649 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.