Tom Gayner's UNH Position Overview
Tom Gayner (via Markel Group Inc.) currently holds 26.5K shares of UnitedHealth Group Incorporated (UNH) worth $9.15 M, representing 0.07% 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 UNH, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2013, adding 30.6K shares. Largest reduction occurred in Q3 2023, reducing 594.0K shares.
Analysis based on 13F filings available since 2013 Q2
Tom Gayner's UnitedHealth Group Incorporated (UNH) Holding Value Over Time
Track share changes against reported price movement
Quarterly UnitedHealth Group Incorporated (UNH) Trades by Tom Gayner
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +569,801 | Add 0.00% | 569,800 | $65.48 |
| Q3 2013 | +6,500 | Add 1.14% | 576,300 | $71.61 |
| Q4 2013 | +30,600 | Add 5.31% | 606,900 | $75.30 |
| Q1 2014 | -8,900 | Reduce 1.47% | 598,000 | $81.99 |
| Q2 2014 | +29,000 | Add 4.85% | 627,000 | $81.75 |
| Q3 2014 | +17,000 | Add 2.71% | 644,000 | $86.25 |
| Q4 2014 | +12,000 | Add 1.86% | 656,000 | $101.09 |
| Q1 2015 | +7,000 | Add 1.07% | 663,000 | $118.29 |
| Q4 2018 | -64,000 | Reduce 9.65% | 599,000 | $249.12 |
| Q1 2020 | -599,000 | Sold Out | 599,000 | $0.00 |
| Q3 2023 | +5,000 | New Buy | 5,000 | $504.19 |
| Q4 2023 | +6,000 | Add 120.00% | 11,000 | $526.47 |
| Q1 2024 | +5,100 | Add 46.36% | 16,100 | $494.70 |
| Q2 2024 | +4,714 | Add 29.28% | 20,814 | $509.26 |
| Q3 2024 | +3,250 | Add 15.61% | 24,064 | $584.68 |
| Q4 2024 | +2,650 | Add 11.01% | 26,714 | $505.86 |
| Q1 2025 | +1,300 | Add 4.87% | 28,014 | $523.75 |
| Q2 2025 | -1,514 | Reduce 5.40% | 26,500 | $311.97 |
Tom Gayner's UnitedHealth Group Incorporated Investment FAQs
Tom Gayner first purchased UnitedHealth Group Incorporated (UNH) in Q2 2013, acquiring 569,800 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 UnitedHealth Group Incorporated (UNH) 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 UnitedHealth Group Incorporated (UNH) was in Q2 2013, adding 569,800 shares worth $37.31 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 26,500 shares of UnitedHealth Group Incorporated (UNH), valued at approximately $9.15 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, UnitedHealth Group Incorporated (UNH) represents approximately 0.07% 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 UnitedHealth Group Incorporated (UNH) was 663,000 shares, as reported at the end of Q1 2015. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.