Tom Gayner’s Brookfield Asset Management BAM Stock Holding History

Tom Gayner’s Portfolio BAM Stock Details BAM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$98.4M	Hold	2,193,953	–	–	0.75%	39
2026 Q1	$97.5M	Hold	2,193,953	–	–	0.82%	39
2025 Q4	$115M	Hold	2,193,953	–	–	0.92%	37
2025 Q3	$125M	Hold	2,193,953	–	–	1.01%	34
2025 Q2	$121M	Hold	2,193,953	–	–	1.03%	31
2025 Q1	$106M	Hold	2,193,953	–	–	0.94%	33
2024 Q4	$119M	Hold	2,193,953	–	–	1.05%	29
2024 Q3	$104M	Hold	2,193,953	–	–	0.93%	32
2024 Q2	$83.5M	Hold	2,193,953	–	–	0.82%	39
2024 Q1	$92.2M	Hold	2,193,953	–	–	0.91%	35
2023 Q4	$88.1M	Hold	2,193,953	–	–	0.96%	36
2023 Q3	$73.1M	Hold	2,193,953	–	–	0.88%	34
2023 Q2	$71.6M	Sell	2,193,953 -5	-0%	-$161	0.85%	36
2023 Q1	$71.8M	Hold	2,193,958	–	–	0.91%	32
2022 Q4	$62.9M	Buy	+2,193,958	New	+$66M	0.84%	35

Other funds holding BAM

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

PVI

Partners Value Investments Hamilton, Bermuda $9.8B AUM 0.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Tom Gayner's BAM Position: Q2 2026 in Review

Tom Gayner held its Brookfield Asset Management (BAM) position steady in Q2 2026 at 2,193,953 shares worth $98.4M. The position accounts for 0.75% of the portfolio, ranked #39.

Tom Gayner first reported a position in BAM in Q4 2022 and has held it in 15 quarters since. The position peaked at $125M in Q3 2025. 619 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

Tom Gayner held 2,193,953 shares of Brookfield Asset Management worth $98.4M as of Q2 2026.
Tom Gayner left its Brookfield Asset Management share count unchanged in Q2 2026.
Brookfield Asset Management made up 0.75% of Tom Gayner's portfolio in Q2 2026, its #39 holding.
Tom Gayner first reported a position in Brookfield Asset Management in Q4 2022 and has held it in 15 quarters since.
Tom Gayner's Brookfield Asset Management position peaked at $125M in Q3 2025.
619 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

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