Tom Gayner's SMG Position Overview
Tom Gayner (via Markel Group Inc.) currently holds 168,000 shares of The Scotts Miracle-Gro Company (SMG) worth $9.8 M, representing 0.08% of the portfolio. First purchased in 2018-Q1, this long-term strategic position has been held for 25 quarters.
Based on 13F filings, Tom Gayner has maintained a strategic position in SMG, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2019, adding 120,000 shares. Largest reduction occurred in Q1 2020, reducing 422,000 shares.
Analysis based on 13F filings available since 2013 Q2
Tom Gayner's The Scotts Miracle-Gro Company (SMG) Holding Value Over Time
Track share changes against reported price movement
Quarterly The Scotts Miracle-Gro Company (SMG) Trades by Tom Gayner
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2024 | +12,000 | Add 7.69% | 168,000 | $74.59 |
| Q3 2023 | +6,265 | Add 4.18% | 156,000 | $51.68 |
| Q1 2023 | +20,500 | Add 15.86% | 149,735 | $69.74 |
| Q4 2022 | +71,735 | Add 124.76% | 129,235 | $48.59 |
| Q3 2022 | +34,000 | Add 144.68% | 57,500 | $42.75 |
| Q2 2022 | +17,000 | Add 261.54% | 23,500 | $78.98 |
| Q1 2022 | +6,500 | New Buy | 6,500 | $122.92 |
| Q1 2020 | -422,000 | Sold Out | 0 | $0.00 |
| Q4 2019 | +11,000 | Add 2.68% | 422,000 | $106.18 |
| Q3 2019 | +33,000 | Add 8.73% | 411,000 | $101.82 |
| Q2 2019 | +80,000 | Add 26.85% | 378,000 | $98.50 |
| Q1 2019 | +120,000 | Add 67.42% | 298,000 | $78.58 |
| Q4 2018 | +9,000 | Add 5.33% | 178,000 | $61.46 |
| Q3 2018 | +95,000 | Add 128.38% | 169,000 | $78.73 |
| Q2 2018 | +61,000 | Add 469.23% | 74,000 | $83.16 |
| Q1 2018 | +13,000 | New Buy | 13,000 | $85.77 |
Tom Gayner's The Scotts Miracle-Gro Company Investment FAQs
Tom Gayner first purchased The Scotts Miracle-Gro Company (SMG) in Q1 2018, acquiring 13,000 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 The Scotts Miracle-Gro Company (SMG) for 25 quarters since Q1 2018.
Tom Gayner's largest addition to The Scotts Miracle-Gro Company (SMG) was in Q1 2019, adding 298,000 shares worth $23.42 M.
According to the latest 13F filing for Q4 2025, Tom Gayner's firm, Markel Group Inc., owns 168,000 shares of The Scotts Miracle-Gro Company (SMG), valued at approximately $9.8 M.
As of the Q4 2025 filing, The Scotts Miracle-Gro Company (SMG) represents approximately 0.08% of Tom Gayner's publicly disclosed stock portfolio, making it one of their key holdings.
Tom Gayner's peak holding in The Scotts Miracle-Gro Company (SMG) was 422,000 shares, as reported at the end of Q4 2019.