Tom Gayner’s Apollo Global Management APO Stock Holding History

Tom Gayner’s Portfolio APO Stock Details APO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$120M	Hold	1,012,500	–	–	0.91%	33
2026 Q1	$113M	Hold	1,012,500	–	–	0.94%	32
2025 Q4	$147M	Hold	1,012,500	–	–	1.17%	26
2025 Q3	$135M	Hold	1,012,500	–	–	1.1%	28
2025 Q2	$144M	Hold	1,012,500	–	–	1.21%	27
2025 Q1	$139M	Hold	1,012,500	–	–	1.23%	26
2024 Q4	$167M	Hold	1,012,500	–	–	1.47%	24
2024 Q3	$126M	Hold	1,012,500	–	–	1.14%	27
2024 Q2	$120M	Hold	1,012,500	–	–	1.18%	27
2024 Q1	$114M	Hold	1,012,500	–	–	1.12%	27
2023 Q4	$94.4M	Hold	1,012,500	–	–	1.03%	29
2023 Q3	$90.9M	Hold	1,012,500	–	–	1.1%	26
2023 Q2	$77.8M	Hold	1,012,500	–	–	0.93%	32
2023 Q1	$63.9M	Hold	1,012,500	–	–	0.81%	35
2022 Q4	$64.6M	Hold	1,012,500	–	–	0.87%	34
2022 Q3	$47.1M	Hold	1,012,500	–	–	0.69%	38
2022 Q2	$49.1M	Hold	1,012,500	–	–	0.7%	38
2022 Q1	$62.8M	Hold	1,012,500	–	–	0.74%	36
2021 Q4	$73.3M	Hold	1,012,500	–	–	0.84%	34
2021 Q3	$62.4M	Hold	1,012,500	–	–	0.79%	36
2021 Q2	$63M	Hold	1,012,500	–	–	0.8%	35
2021 Q1	$47.6M	Hold	1,012,500	–	–	0.66%	44
2020 Q4	$49.6M	Hold	1,012,500	–	–	0.74%	40
2020 Q3	$45.3M	Hold	1,012,500	–	–	0.77%	40
2020 Q2	$50.5M	Hold	1,012,500	–	–	0.94%	31
2020 Q1	$33.9M	Hold	1,012,500	–	–	0.64%	42
2019 Q4	$48.3M	Hold	1,012,500	–	–	0.67%	40
2019 Q3	$38.3M	Hold	1,012,500	–	–	0.58%	47
2019 Q2	$34.7M	Buy	1,012,500 +22,000	+2%	+$699K	0.53%	49
2019 Q1	$28M	Buy	990,500 +22,000	+2%	+$626K	0.47%	62
2018 Q4	$23.8M	Buy	968,500 +1,000	+0.1%	+$28.7K	0.45%	58
2018 Q3	$33.4M	Buy	967,500 +42,500	+5%	+$1.48M	0.56%	50
2018 Q2	$29.5M	Buy	925,000 +80,000	+9%	+$2.45M	0.54%	52
2018 Q1	$25M	Buy	845,000 +160,000	+23%	+$5.38M	0.48%	51
2017 Q4	$22.9M	Hold	685,000	–	–	0.43%	55
2017 Q3	$20.6M	Buy	685,000 +100,000	+17%	+$2.88M	0.41%	59
2017 Q2	$15.5M	Buy	585,000 +165,000	+39%	+$4.39M	0.33%	69
2017 Q1	$10.2M	Buy	420,000 +33,000	+9%	+$736K	0.23%	80
2016 Q4	$7.49M	Hold	387,000	–	–	0.18%	84
2016 Q3	$6.95M	Hold	387,000	–	–	0.18%	86
2016 Q2	$5.86M	Hold	387,000	–	–	0.15%	88
2016 Q1	$6.63M	Hold	387,000	–	–	0.18%	82
2015 Q4	$5.88M	Hold	387,000	–	–	0.16%	84
2015 Q3	$6.65M	Buy	387,000 +24,000	+7%	+$478K	0.18%	88
2015 Q2	$8.04M	Buy	363,000 +27,000	+8%	+$593K	0.2%	83
2015 Q1	$7.26M	Buy	336,000 +31,000	+10%	+$723K	0.18%	83
2014 Q4	$7.19M	Buy	305,000 +30,000	+11%	+$692K	0.18%	79
2014 Q3	$6.56M	Buy	275,000 +54,000	+24%	+$1.35M	0.18%	76
2014 Q2	$6.13M	Buy	221,000 +39,000	+21%	+$1.06M	0.17%	77
2014 Q1	$5.79M	Buy	182,000 +26,700	+17%	+$870K	0.18%	80
2013 Q4	$4.91M	Buy	155,300 +55,000	+55%	+$1.7M	0.16%	84
2013 Q3	$2.83M	Buy	+100,300	New	+$2.69M	0.1%	91

Other funds holding APO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

Tom Gayner's APO Position: Q2 2026 in Review

Tom Gayner held its Apollo Global Management (APO) position steady in Q2 2026 at 1,012,500 shares worth $120M. The position accounts for 0.91% of the portfolio, ranked #33.

Tom Gayner first reported a position in APO in Q3 2013 and has held it in 52 quarters since. The position peaked at $167M in Q4 2024. 1,174 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Tom Gayner held 1,012,500 shares of Apollo Global Management worth $120M as of Q2 2026.
Tom Gayner left its Apollo Global Management share count unchanged in Q2 2026.
Apollo Global Management made up 0.91% of Tom Gayner's portfolio in Q2 2026, its #33 holding.
Tom Gayner first reported a position in Apollo Global Management in Q3 2013 and has held it in 52 quarters since.
Tom Gayner's Apollo Global Management position peaked at $167M in Q4 2024.
1,174 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Markel Group's 13F filing for Q2 2026, filed 31 Jul 2026.