Tom Gayner's V Position Overview
Tom Gayner (via Markel Group Inc.) currently holds 999.3K shares of Visa Inc. (V) worth $341.14 M, representing 2.77% 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 V, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2014, adding 68.0K shares.
Analysis based on 13F filings available since 2013 Q2
Tom Gayner's Visa (V) Holding Value Over Time
Track share changes against reported price movement
Quarterly Visa (V) Trades by Tom Gayner
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +478,404 | Add 0.00% | 478,400 | $45.69 |
| Q3 2013 | +12,000 | Add 2.51% | 490,400 | $47.78 |
| Q4 2013 | +56,000 | Add 11.42% | 546,400 | $55.67 |
| Q1 2014 | +43,600 | Add 7.98% | 590,000 | $53.96 |
| Q2 2014 | +68,000 | Add 11.53% | 658,000 | $52.68 |
| Q3 2014 | +56,000 | Add 8.51% | 714,000 | $53.34 |
| Q4 2014 | +48,000 | Add 6.72% | 762,000 | $65.55 |
| Q1 2015 | +46,000 | Add 6.04% | 808,000 | $65.41 |
| Q2 2015 | +11,000 | Add 1.36% | 819,000 | $67.15 |
| Q3 2015 | +15,000 | Add 1.83% | 834,000 | $69.66 |
| Q4 2015 | +17,500 | Add 2.10% | 851,500 | $77.55 |
| Q1 2016 | +3,200 | Add 0.38% | 854,700 | $76.48 |
| Q2 2016 | +7,000 | Add 0.82% | 861,700 | $74.17 |
| Q3 2016 | +9,100 | Add 1.06% | 870,800 | $82.70 |
| Q4 2016 | +11,500 | Add 1.32% | 882,300 | $78.02 |
| Q1 2017 | +9,000 | Add 1.02% | 891,300 | $88.87 |
| Q2 2017 | +13,000 | Add 1.46% | 904,300 | $93.78 |
| Q3 2017 | +10,000 | Add 1.11% | 914,300 | $105.24 |
| Q1 2018 | +6,100 | Add 0.67% | 920,400 | $119.62 |
| Q3 2018 | +4,000 | Add 0.43% | 924,400 | $150.09 |
| Q4 2018 | +1,400 | Add 0.15% | 925,800 | $131.94 |
| Q1 2019 | +6,000 | Add 0.65% | 931,800 | $156.19 |
| Q2 2019 | +6,500 | Add 0.70% | 938,300 | $173.55 |
| Q3 2019 | +11,200 | Add 1.19% | 949,500 | $172.01 |
| Q4 2019 | +5,650 | Add 0.60% | 955,150 | $187.90 |
| Q1 2020 | +1,500 | Add 0.16% | 956,650 | $161.12 |
| Q4 2020 | +90 | Add 0.01% | 956,740 | $218.73 |
| Q1 2021 | +940 | Add 0.10% | 957,680 | $211.73 |
| Q2 2021 | +360 | Add 0.04% | 958,040 | $233.82 |
| Q1 2022 | +3,065 | Add 0.32% | 961,105 | $221.77 |
| Q2 2022 | +1,674 | Add 0.17% | 962,779 | $196.89 |
| Q4 2022 | +482 | Add 0.05% | 963,261 | $207.76 |
| Q1 2023 | +1,059 | Add 0.11% | 964,320 | $225.46 |
| Q2 2023 | +24,950 | Add 2.59% | 989,270 | $237.48 |
| Q3 2023 | +10,015 | Add 1.01% | 999,285 | $230.01 |
Tom Gayner's Visa Investment FAQs
Tom Gayner first purchased Visa Inc. (V) in Q2 2013, acquiring 478,400 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 Visa Inc. (V) 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 Visa Inc. (V) was in Q2 2013, adding 478,400 shares worth $21.86 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 999,285 shares of Visa Inc. (V), valued at approximately $341.14 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Visa Inc. (V) represents approximately 2.77% 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 Visa Inc. (V) was 999,285 shares, as reported at the end of Q3 2023. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.