Tom Gayner's SPGI Position Overview
Tom Gayner (via Markel Group Inc.) currently holds 117,690 shares of S&P Global Inc. (SPGI) worth $47.93 M, representing 0.37% of the portfolio. First purchased in 2016-Q2, this long-term strategic position has been held for 41 quarters.
Based on 13F filings since 2013, Tom Gayner has maintained a long-term strategic position in SPGI, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2022, adding 1,250 shares. Largest reduction occurred in Q1 2026, reducing 33,000 shares.
Analysis based on 13F filings available since 2013 Q2
Tom Gayner's S&P Global (SPGI) Holding Value Over Time
Track share changes against reported price movement
Quarterly S&P Global (SPGI) Trades by Tom Gayner
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -33,000 | Reduce 21.90% | 117,690 | $425.34 |
| Q4 2022 | +400 | Add 0.27% | 150,690 | $334.94 |
| Q3 2022 | +500 | Add 0.33% | 150,290 | $305.35 |
| Q1 2022 | +1,250 | Add 0.84% | 149,790 | $410.18 |
| Q2 2021 | +300 | Add 0.20% | 148,540 | $410.45 |
| Q1 2021 | +980 | Add 0.67% | 148,240 | $352.87 |
| Q4 2020 | +260 | Add 0.18% | 147,260 | $328.73 |
| Q2 2016 | +147,000 | New Buy | 147,000 | $107.26 |
Tom Gayner's S&P Global Investment FAQs
Tom Gayner first purchased S&P Global Inc. (SPGI) in Q2 2016, acquiring 147,000 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 S&P Global Inc. (SPGI) for 41 quarters since Q2 2016.
Tom Gayner's largest addition to S&P Global Inc. (SPGI) was in Q2 2016, adding 147,000 shares worth $15.77 M.
According to the latest 13F filing for Q2 2026, Tom Gayner's firm, Markel Group Inc., owns 117,690 shares of S&P Global Inc. (SPGI), valued at approximately $47.93 M.
As of the Q2 2026 filing, S&P Global Inc. (SPGI) represents approximately 0.37% of Tom Gayner's publicly disclosed stock portfolio, making it one of their key holdings.
Tom Gayner's peak holding in S&P Global Inc. (SPGI) was 150,690 shares, as reported at the end of Q4 2022.