Tom Gayner’s Ferguson FERG Stock Holding History

Tom Gayner’s Portfolio FERG Stock Details FERG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$42.8M	Buy	180,200 +9,500	+6%	+$2.29M	0.33%	60
2026 Q1	$39.8M	Buy	170,700 +7,200	+4%	+$1.75M	0.33%	60
2025 Q4	$36.4M	Buy	163,500 +16,500	+11%	+$3.94M	0.29%	62
2025 Q3	$33M	Buy	147,000 +12,500	+9%	+$2.83M	0.27%	67
2025 Q2	$29.3M	Buy	134,500 +11,500	+9%	+$2.12M	0.25%	71
2025 Q1	$19.7M	Buy	123,000 +17,000	+16%	+$2.95M	0.18%	80
2024 Q4	$18.4M	Buy	106,000 +21,500	+25%	+$4.27M	0.16%	82
2024 Q3	$16.8M	Buy	84,500 +14,000	+20%	+$2.84M	0.15%	88
2024 Q2	$13.7M	Buy	70,500 +13,000	+23%	+$2.73M	0.13%	87
2024 Q1	$12.6M	Buy	57,500 +19,000	+49%	+$3.79M	0.12%	90
2023 Q4	$7.43M	Buy	38,500 +32,500	+542%	+$5.48M	0.08%	102
2023 Q3	$987K	Buy	+6,000	New	+$947K	0.01%	131

Other funds holding FERG

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Jupiter Topco New York $245B AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

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

Tom Gayner's FERG Position: Q2 2026 in Review

Tom Gayner increased its Ferguson (FERG) stake by 5.6% in Q2 2026, buying an estimated $2.29M and bringing the position to 180,200 shares worth $42.8M. The position accounts for 0.33% of the portfolio, ranked #60.

Tom Gayner first reported a position in FERG in Q3 2023 and has held it in 12 quarters since. 939 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

Tom Gayner held 180,200 shares of Ferguson worth $42.8M as of Q2 2026.
Tom Gayner bought 9,500 Ferguson shares in Q2 2026, an estimated $2.29M.
Ferguson made up 0.33% of Tom Gayner's portfolio in Q2 2026, its #60 holding.
Tom Gayner first reported a position in Ferguson in Q3 2023 and has held it in 12 quarters since.
939 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

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