Tom Gayner's ROL Position Overview
Tom Gayner (via Markel Group Inc.) currently holds 1.5 M shares of Rollins, Inc. (ROL) worth $80.01 M, representing 0.67% of the portfolio. First purchased in 2013-Q4, 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 ROL, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2015, adding 121,500 shares.
Analysis based on 13F filings available since 2013 Q2
Tom Gayner's Rollins (ROL) Holding Value Over Time
Track share changes against reported price movement
Quarterly Rollins (ROL) Trades by Tom Gayner
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +9,000 | Add 0.60% | 1.5 M | $53.41 |
| Q4 2025 | +13,250 | Add 0.90% | 1.49 M | $60.02 |
| Q3 2025 | +6,500 | Add 0.44% | 1.48 M | $58.74 |
| Q2 2025 | +7,000 | Add 0.48% | 1.47 M | $56.42 |
| Q4 2024 | +9,000 | Add 0.62% | 1.46 M | $46.35 |
| Q3 2024 | +14,000 | Add 0.97% | 1.45 M | $50.58 |
| Q2 2024 | +13,000 | Add 0.91% | 1.44 M | $48.79 |
| Q1 2024 | +19,000 | Add 1.35% | 1.43 M | $46.27 |
| Q4 2023 | +24,000 | Add 1.74% | 1.41 M | $43.67 |
| Q3 2023 | +27,000 | Add 1.99% | 1.38 M | $37.33 |
| Q2 2023 | +35,000 | Add 2.65% | 1.36 M | $42.83 |
| Q1 2023 | +23,500 | Add 1.81% | 1.32 M | $37.53 |
| Q4 2022 | +22,500 | Add 1.76% | 1.3 M | $36.54 |
| Q3 2022 | +13,000 | Add 1.03% | 1.28 M | $34.68 |
| Q2 2022 | +14,000 | Add 1.12% | 1.26 M | $34.92 |
| Q1 2022 | +5,000 | Add 0.40% | 1.25 M | $35.05 |
| Q1 2020 | +14,250 | Add 1.16% | 1.24 M | $24.09 |
| Q4 2019 | +16,500 | Add 1.36% | 1.23 M | $22.11 |
| Q3 2019 | +15,450 | Add 1.29% | 1.21 M | $22.71 |
| Q2 2019 | +9,750 | Add 0.82% | 1.2 M | $23.91 |
| Q1 2019 | +9,000 | Add 0.76% | 1.19 M | $27.75 |
| Q4 2018 | +4,500 | Add 0.38% | 1.18 M | $24.07 |
| Q3 2018 | +38,250 | Add 3.37% | 1.17 M | $26.97 |
| Q2 2018 | +56,250 | Add 5.21% | 1.14 M | $23.37 |
| Q1 2018 | +81,000 | Add 8.11% | 1.08 M | $22.68 |
| Q3 2017 | +67,500 | Add 7.25% | 998,325 | $20.51 |
| Q2 2017 | +87,750 | Add 10.41% | 930,825 | $18.09 |
| Q1 2017 | +42,750 | Add 5.34% | 843,075 | $16.50 |
| Q4 2016 | +27,000 | Add 3.49% | 800,325 | $15.01 |
| Q3 2016 | +36,000 | Add 4.88% | 773,325 | $13.01 |
| Q2 2016 | +57,600 | Add 8.47% | 737,325 | $13.01 |
| Q1 2016 | +8,100 | Add 1.21% | 679,725 | $12.05 |
| Q4 2015 | +50,625 | Add 8.15% | 671,625 | $11.51 |
| Q3 2015 | +81,000 | Add 15.00% | 621,000 | $11.94 |
| Q2 2015 | +74,250 | Add 15.94% | 540,000 | $12.68 |
| Q1 2015 | +121,500 | Add 35.29% | 465,750 | $10.99 |
| Q4 2014 | +50,625 | Add 17.24% | 344,250 | $9.81 |
| Q2 2014 | +40,500 | Add 16.00% | 293,625 | $8.89 |
| Q1 2014 | +94,500 | Add 59.57% | 253,125 | $8.96 |
| Q4 2013 | +158,625 | New Buy | 158,625 | $8.98 |
Tom Gayner's Rollins Investment FAQs
Tom Gayner first purchased Rollins, Inc. (ROL) in Q4 2013, acquiring 158,625 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 Rollins, Inc. (ROL) for 50 quarters since Q4 2013.
Tom Gayner's largest addition to Rollins, Inc. (ROL) was in Q4 2013, adding 158,625 shares worth $1.42 M.
According to the latest 13F filing for Q1 2026, Tom Gayner's firm, Markel Group Inc., owns 1,498,025 shares of Rollins, Inc. (ROL), valued at approximately $80.01 M.
As of the Q1 2026 filing, Rollins, Inc. (ROL) represents approximately 0.67% of Tom Gayner's publicly disclosed stock portfolio, making it one of their key holdings.
Tom Gayner's peak holding in Rollins, Inc. (ROL) was 1,498,025 shares, as reported at the end of Q1 2026.