Tom Gayner's UNH Position Overview
Tom Gayner (via Markel Group Inc.) currently holds 18,700 shares of UnitedHealth Group Incorporated (UNH) worth $5.06 M, representing 0.04% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 39 quarters.
Based on 13F filings, Tom Gayner has maintained a strategic position in UNH, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2013, adding 30,600 shares. Largest reduction occurred in Q1 2020, reducing 599,000 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
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -7,800 | Reduce 29.43% | 18,700 | $270.59 |
| Q2 2025 | -1,514 | Reduce 5.40% | 26,500 | $311.97 |
| Q1 2025 | +1,300 | Add 4.87% | 28,014 | $523.75 |
| Q4 2024 | +2,650 | Add 11.01% | 26,714 | $505.86 |
| Q3 2024 | +3,250 | Add 15.61% | 24,064 | $584.68 |
| Q2 2024 | +4,714 | Add 29.28% | 20,814 | $509.26 |
| Q1 2024 | +5,100 | Add 46.36% | 16,100 | $494.70 |
| Q4 2023 | +6,000 | Add 120.00% | 11,000 | $526.47 |
| Q3 2023 | +5,000 | New Buy | 5,000 | $504.19 |
| Q1 2020 | -599,000 | Sold Out | 0 | $0.00 |
| Q4 2018 | -64,000 | Reduce 9.65% | 599,000 | $249.12 |
| Q1 2015 | +7,000 | Add 1.07% | 663,000 | $118.29 |
| Q4 2014 | +12,000 | Add 1.86% | 656,000 | $101.09 |
| Q3 2014 | +17,000 | Add 2.71% | 644,000 | $86.25 |
| Q2 2014 | +29,000 | Add 4.85% | 627,000 | $81.75 |
| Q1 2014 | -8,900 | Reduce 1.47% | 598,000 | $81.99 |
| Q4 2013 | +30,600 | Add 5.31% | 606,900 | $75.30 |
| Q3 2013 | +6,500 | Add 1.14% | 576,300 | $71.61 |
| Q2 2013 | +569,800 | Add 0.00% | 569,800 | $65.48 |
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 39 quarters since Q2 2013.
Tom Gayner's largest addition to UnitedHealth Group Incorporated (UNH) was in Q2 2013, adding 569,800 shares worth $37.31 M.
According to the latest 13F filing for Q1 2026, Tom Gayner's firm, Markel Group Inc., owns 18,700 shares of UnitedHealth Group Incorporated (UNH), valued at approximately $5.06 M.
As of the Q1 2026 filing, UnitedHealth Group Incorporated (UNH) represents approximately 0.04% of Tom Gayner's publicly disclosed stock portfolio, making it one of their key holdings.
Tom Gayner's peak holding in UnitedHealth Group Incorporated (UNH) was 663,000 shares, as reported at the end of Q1 2015.