Tom Gayner's ROK Position Overview
Tom Gayner (via Markel Group Inc.) currently holds 154,900 shares of Rockwell Automation, Inc. (ROK) worth $60.27 M, representing 0.48% of the portfolio. First purchased in 2015-Q2, this long-term strategic position has been held for 43 quarters.
Based on 13F filings since 2013, Tom Gayner has maintained a long-term strategic position in ROK, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2016, adding 21,000 shares.
Analysis based on 13F filings available since 2013 Q2
Tom Gayner's Rockwell Automation (ROK) Holding Value Over Time
Track share changes against reported price movement
Quarterly Rockwell Automation (ROK) Trades by Tom Gayner
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2022 | +2,000 | Add 1.31% | 154,900 | $199.31 |
| Q1 2022 | +2,000 | Add 1.33% | 152,900 | $280.03 |
| Q4 2021 | +3,000 | Add 2.03% | 150,900 | $348.85 |
| Q3 2021 | +5,800 | Add 4.08% | 147,900 | $294.04 |
| Q1 2020 | +2,000 | Add 1.43% | 142,100 | $150.91 |
| Q4 2019 | +5,500 | Add 4.09% | 140,100 | $202.67 |
| Q3 2019 | +6,800 | Add 5.32% | 134,600 | $164.80 |
| Q3 2017 | +10,000 | Add 8.49% | 127,800 | $178.21 |
| Q2 2017 | +13,000 | Add 12.40% | 117,800 | $161.96 |
| Q1 2017 | +13,000 | Add 14.16% | 104,800 | $155.71 |
| Q4 2016 | +12,000 | Add 15.04% | 91,800 | $134.40 |
| Q3 2016 | +21,000 | Add 35.71% | 79,800 | $122.34 |
| Q2 2016 | +8,600 | Add 17.13% | 58,800 | $114.81 |
| Q1 2016 | +2,700 | Add 5.68% | 50,200 | $113.75 |
| Q4 2015 | +11,500 | Add 31.94% | 47,500 | $102.61 |
| Q3 2015 | +18,000 | Add 100.00% | 36,000 | $101.47 |
| Q2 2015 | +18,000 | New Buy | 18,000 | $124.67 |
Tom Gayner's Rockwell Automation Investment FAQs
Tom Gayner first purchased Rockwell Automation, Inc. (ROK) in Q2 2015, acquiring 18,000 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 Rockwell Automation, Inc. (ROK) for 43 quarters since Q2 2015.
Tom Gayner's largest addition to Rockwell Automation, Inc. (ROK) was in Q3 2016, adding 79,800 shares worth $9.76 M.
According to the latest 13F filing for Q4 2025, Tom Gayner's firm, Markel Group Inc., owns 154,900 shares of Rockwell Automation, Inc. (ROK), valued at approximately $60.27 M.
As of the Q4 2025 filing, Rockwell Automation, Inc. (ROK) represents approximately 0.48% of Tom Gayner's publicly disclosed stock portfolio, making it one of their key holdings.
Tom Gayner's peak holding in Rockwell Automation, Inc. (ROK) was 154,900 shares, as reported at the end of Q2 2022.