Tom Gayner's TXN Position Overview
Tom Gayner (via Markel Group Inc.) currently holds 724,000 shares of Texas Instruments Incorporated (TXN) worth $125.61 M, representing 1.00% of the portfolio. First purchased in 2016-Q1, this long-term strategic position has been held for 40 quarters.
Based on 13F filings, Tom Gayner has maintained a strategic position in TXN, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2016, adding 170,000 shares.
Analysis based on 13F filings available since 2013 Q2
Tom Gayner's Texas Instruments Incorporated (TXN) Holding Value Over Time
Track share changes against reported price movement
Quarterly Texas Instruments Incorporated (TXN) Trades by Tom Gayner
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2016 | +55,000 | New Buy | 55,000 | $57.42 |
| Q2 2016 | +170,000 | Add 309.09% | 225,000 | $62.65 |
| Q3 2016 | +105,000 | Add 46.67% | 330,000 | $70.18 |
| Q4 2016 | +85,000 | Add 25.76% | 415,000 | $72.97 |
| Q1 2017 | +59,000 | Add 14.22% | 474,000 | $80.56 |
| Q2 2017 | +24,000 | Add 5.06% | 498,000 | $76.93 |
| Q3 2017 | +28,000 | Add 5.62% | 526,000 | $89.64 |
| Q1 2018 | +49,000 | Add 9.32% | 575,000 | $103.89 |
| Q2 2018 | +37,000 | Add 6.43% | 612,000 | $110.25 |
| Q3 2018 | +23,000 | Add 3.76% | 635,000 | $107.29 |
| Q4 2018 | +1,000 | Add 0.16% | 636,000 | $94.50 |
| Q1 2019 | +22,000 | Add 3.46% | 658,000 | $106.07 |
| Q2 2019 | +19,000 | Add 2.89% | 677,000 | $114.76 |
| Q3 2019 | +26,500 | Add 3.91% | 703,500 | $129.24 |
| Q4 2019 | +11,000 | Add 1.56% | 714,500 | $128.29 |
| Q1 2020 | +9,500 | Add 1.33% | 724,000 | $99.93 |
Tom Gayner's Texas Instruments Incorporated Investment FAQs
Tom Gayner first purchased Texas Instruments Incorporated (TXN) in Q1 2016, acquiring 55,000 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 Texas Instruments Incorporated (TXN) for 40 quarters since Q1 2016.
Tom Gayner's largest addition to Texas Instruments Incorporated (TXN) was in Q2 2016, adding 225,000 shares worth $14.1 M.
According to the latest 13F filing for Q4 2025, Tom Gayner's firm, Markel Group Inc., owns 724,000 shares of Texas Instruments Incorporated (TXN), valued at approximately $125.61 M.
As of the Q4 2025 filing, Texas Instruments Incorporated (TXN) represents approximately 1.00% of Tom Gayner's publicly disclosed stock portfolio, making it one of their key holdings.
Tom Gayner's peak holding in Texas Instruments Incorporated (TXN) was 724,000 shares, as reported at the end of Q1 2020.