Tom Gayner's SCHW Position Overview
Tom Gayner (via Markel Group Inc.) currently holds 1.4M shares of The Charles Schwab Corporation (SCHW) worth $130.3 M, representing 1.06% 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 SCHW, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2023, adding 79.6K shares. Largest reduction occurred in Q3 2013, reducing 23.1K shares.
Analysis based on 13F filings available since 2013 Q2
Tom Gayner's The Charles Schwab Corporation (SCHW) Holding Value Over Time
Track share changes against reported price movement
Quarterly The Charles Schwab Corporation (SCHW) Trades by Tom Gayner
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +1.03 M | Add 0.00% | 1.03 M | $21.23 |
| Q3 2013 | -23,097 | Reduce 2.25% | 1 M | $21.14 |
| Q4 2013 | -4,019 | Reduce 0.40% | 999,700 | $26.00 |
| Q1 2014 | +57,300 | Add 5.73% | 1.06 M | $27.33 |
| Q3 2018 | +100 | Add 0.01% | 1.06 M | $49.15 |
| Q2 2019 | -100 | Reduce 0.01% | 1.06 M | $40.19 |
| Q3 2019 | +12,000 | Add 1.14% | 1.07 M | $41.83 |
| Q4 2019 | +13,700 | Add 1.28% | 1.08 M | $47.56 |
| Q1 2020 | +12,600 | Add 1.16% | 1.1 M | $33.62 |
| Q2 2022 | +8,000 | Add 0.73% | 1.1 M | $63.18 |
| Q3 2022 | +13,000 | Add 1.18% | 1.12 M | $71.87 |
| Q4 2022 | +19,000 | Add 1.70% | 1.14 M | $83.26 |
| Q1 2023 | +31,372 | Add 2.76% | 1.17 M | $52.38 |
| Q2 2023 | +79,594 | Add 6.82% | 1.25 M | $56.68 |
| Q3 2023 | +30,500 | Add 2.45% | 1.28 M | $54.90 |
| Q4 2023 | +58,000 | Add 4.54% | 1.33 M | $68.80 |
| Q1 2024 | +19,000 | Add 1.42% | 1.35 M | $72.34 |
| Q2 2024 | +13,000 | Add 0.96% | 1.37 M | $73.69 |
| Q3 2024 | -15,966 | Reduce 1.17% | 1.35 M | $64.81 |
| Q4 2024 | +13,000 | Add 0.96% | 1.36 M | $74.01 |
| Q1 2025 | +1,000 | Add 0.07% | 1.36 M | $78.28 |
Tom Gayner's The Charles Schwab Corporation Investment FAQs
Tom Gayner first purchased The Charles Schwab Corporation (SCHW) in Q2 2013, acquiring 1,026,816 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 The Charles Schwab Corporation (SCHW) 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 The Charles Schwab Corporation (SCHW) was in Q2 2013, adding 1,026,816 shares worth $21.8 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 1,364,800 shares of The Charles Schwab Corporation (SCHW), valued at approximately $130.3 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, The Charles Schwab Corporation (SCHW) represents approximately 1.06% 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 The Charles Schwab Corporation (SCHW) was 1,366,766 shares, as reported at the end of Q2 2024. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.