Tom Gayner’s Otis Worldwide OTIS Stock Holding History

Tom Gayner’s Portfolio OTIS Stock Details OTIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.57M	Buy	133,620 +19,000	+17%	+$1.42M	0.07%	107
2026 Q1	$8.83M	Hold	114,620	–	–	0.07%	108
2025 Q4	$10M	Hold	114,620	–	–	0.08%	106
2025 Q3	$10.5M	Hold	114,620	–	–	0.09%	102
2025 Q2	$11.3M	Hold	114,620	–	–	0.1%	100
2025 Q1	$11.8M	Hold	114,620	–	–	0.11%	100
2024 Q4	$10.6M	Hold	114,620	–	–	0.09%	106
2024 Q3	$11.9M	Hold	114,620	–	–	0.11%	100
2024 Q2	$11M	Hold	114,620	–	–	0.11%	98
2024 Q1	$11.4M	Hold	114,620	–	–	0.11%	94
2023 Q4	$10.3M	Hold	114,620	–	–	0.11%	95
2023 Q3	$9.21M	Hold	114,620	–	–	0.11%	94
2023 Q2	$10.2M	Hold	114,620	–	–	0.12%	96
2023 Q1	$9.67M	Hold	114,620	–	–	0.12%	98
2022 Q4	$8.98M	Hold	114,620	–	–	0.12%	99
2022 Q3	$7.31M	Hold	114,620	–	–	0.11%	98
2022 Q2	$8.1M	Hold	114,620	–	–	0.12%	95
2022 Q1	$8.82M	Hold	114,620	–	–	0.1%	95
2021 Q4	$9.98M	Hold	114,620	–	–	0.11%	92
2021 Q3	$9.43M	Hold	114,620	–	–	0.12%	92
2021 Q2	$9.37M	Buy	114,620 +760	+0.7%	+$58.5K	0.12%	94
2021 Q1	$7.79M	Buy	113,860 +800	+0.7%	+$52.3K	0.11%	96
2020 Q4	$7.64M	Buy	113,060 +1,060	+0.9%	+$68.8K	0.11%	95
2020 Q3	$6.99M	Hold	112,000	–	–	0.12%	92
2020 Q2	$6.37M	Buy	+112,000	New	+$5.8M	0.12%	92

Other funds holding OTIS

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Tom Gayner's OTIS Position: Q2 2026 in Review

Tom Gayner increased its Otis Worldwide (OTIS) stake by 17% in Q2 2026, buying an estimated $1.42M and bringing the position to 133,620 shares worth $9.57M. The position accounts for 0.07% of the portfolio, ranked #107.

Tom Gayner first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $11.9M in Q3 2024. 1,220 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Tom Gayner held 133,620 shares of Otis Worldwide worth $9.57M as of Q2 2026.
Tom Gayner bought 19,000 Otis Worldwide shares in Q2 2026, an estimated $1.42M.
Otis Worldwide made up 0.07% of Tom Gayner's portfolio in Q2 2026, its #107 holding.
Tom Gayner first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
Tom Gayner's Otis Worldwide position peaked at $11.9M in Q3 2024.
1,220 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

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