Tom Gayner’s Deere & Co DE Stock Holding History

Tom Gayner’s Portfolio DE Stock Details DE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$557M	Hold	877,900	–	–	4.24%	4
2026 Q1	$495M	Hold	877,900	–	–	4.14%	5
2025 Q4	$409M	Hold	877,900	–	–	3.26%	6
2025 Q3	$401M	Hold	877,900	–	–	3.26%	6
2025 Q2	$446M	Buy	877,900 +200	+0%	+$97.9K	3.77%	5
2025 Q1	$412M	Buy	877,700 +2,750	+0.3%	+$1.29M	3.66%	5
2024 Q4	$371M	Buy	874,950 +5,850	+0.7%	+$2.46M	3.27%	6
2024 Q3	$363M	Buy	869,100 +23,750	+3%	+$8.95M	3.26%	7
2024 Q2	$316M	Buy	845,350 +21,550	+3%	+$8.4M	3.11%	7
2024 Q1	$338M	Buy	823,800 +26,000	+3%	+$9.97M	3.34%	7
2023 Q4	$319M	Buy	797,800 +39,000	+5%	+$14.7M	3.47%	5
2023 Q3	$286M	Buy	758,800 +3,000	+0.4%	+$1.24M	3.46%	4
2023 Q2	$306M	Hold	755,800	–	–	3.65%	4
2023 Q1	$312M	Hold	755,800	–	–	3.97%	3
2022 Q4	$324M	Hold	755,800	–	–	4.34%	3
2022 Q3	$252M	Hold	755,800	–	–	3.72%	6
2022 Q2	$226M	Hold	755,800	–	–	3.24%	7
2022 Q1	$314M	Hold	755,800	–	–	3.73%	6
2021 Q4	$259M	Hold	755,800	–	–	2.97%	9
2021 Q3	$253M	Hold	755,800	–	–	3.2%	9
2021 Q2	$267M	Hold	755,800	–	–	3.37%	8
2021 Q1	$283M	Hold	755,800	–	–	3.91%	7
2020 Q4	$203M	Hold	755,800	–	–	3.03%	10
2020 Q3	$168M	Hold	755,800	–	–	2.84%	10
2020 Q2	$119M	Sell	755,800 -250,100	-25%	-$36.2M	2.21%	11
2020 Q1	$139M	Hold	1,005,900	–	–	2.61%	11
2019 Q4	$174M	Hold	1,005,900	–	–	2.42%	13
2019 Q3	$170M	Hold	1,005,900	–	–	2.56%	9
2019 Q2	$167M	Hold	1,005,900	–	–	2.56%	10
2019 Q1	$161M	Sell	1,005,900 -89,500	-8%	-$14.3M	2.69%	10
2018 Q4	$163M	Hold	1,095,400	–	–	3.12%	8
2018 Q3	$165M	Hold	1,095,400	–	–	2.78%	11
2018 Q2	$153M	Hold	1,095,400	–	–	2.81%	10
2018 Q1	$170M	Hold	1,095,400	–	–	3.23%	8
2017 Q4	$171M	Hold	1,095,400	–	–	3.24%	9
2017 Q3	$138M	Hold	1,095,400	–	–	2.74%	10
2017 Q2	$135M	Hold	1,095,400	–	–	2.89%	10
2017 Q1	$119M	Hold	1,095,400	–	–	2.69%	10
2016 Q4	$113M	Hold	1,095,400	–	–	2.72%	10
2016 Q3	$93.5M	Buy	1,095,400 +3,000	+0.3%	+$245K	2.41%	10
2016 Q2	$88.5M	Hold	1,092,400	–	–	2.33%	12
2016 Q1	$84.1M	Buy	1,092,400 +1,400	+0.1%	+$110K	2.26%	11
2015 Q4	$83.2M	Buy	1,091,000 +56,000	+5%	+$4.33M	2.25%	10
2015 Q3	$76.6M	Buy	1,035,000 +50,000	+5%	+$4.4M	2.02%	11
2015 Q2	$95.6M	Buy	985,000 +79,000	+9%	+$7.19M	2.39%	10
2015 Q1	$79.4M	Buy	906,000 +73,000	+9%	+$6.48M	2.01%	11
2014 Q4	$73.7M	Buy	833,000 +293,000	+54%	+$25.3M	1.86%	15
2014 Q3	$44.3M	Buy	+540,000	New	+$46.2M	1.25%	26

Other funds holding DE

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Tom Gayner's DE Position: Q2 2026 in Review

Tom Gayner held its Deere & Co (DE) position steady in Q2 2026 at 877,900 shares worth $557M. The position accounts for 4.24% of the portfolio, ranked #4.

Tom Gayner first reported a position in DE in Q3 2014 and has held it in 48 quarters since. 2,636 funds tracked by Wall St. Rank hold DE as of Q2 2026.

Tom Gayner held 877,900 shares of Deere & Co worth $557M as of Q2 2026.
Tom Gayner left its Deere & Co share count unchanged in Q2 2026.
Deere & Co made up 4.24% of Tom Gayner's portfolio in Q2 2026, its #4 holding.
Tom Gayner first reported a position in Deere & Co in Q3 2014 and has held it in 48 quarters since.
2,636 funds tracked by Wall St. Rank held Deere & Co as of Q2 2026.

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