Tom Gayner’s Sherwin-Williams SHW Stock Holding History

Tom Gayner’s Portfolio SHW Stock Details SHW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$32.4M	Hold	94,172	–	–	0.25%	75
2026 Q1	$30.2M	Hold	94,172	–	–	0.25%	72
2025 Q4	$30.5M	Hold	94,172	–	–	0.24%	73
2025 Q3	$32.6M	Hold	94,172	–	–	0.26%	68
2025 Q2	$32.3M	Hold	94,172	–	–	0.27%	66
2025 Q1	$32.9M	Hold	94,172	–	–	0.29%	66
2024 Q4	$32M	Hold	94,172	–	–	0.28%	67
2024 Q3	$35.9M	Hold	94,172	–	–	0.32%	66
2024 Q2	$28.1M	Hold	94,172	–	–	0.28%	70
2024 Q1	$32.7M	Hold	94,172	–	–	0.32%	64
2023 Q4	$29.4M	Hold	94,172	–	–	0.32%	66
2023 Q3	$24M	Hold	94,172	–	–	0.29%	70
2023 Q2	$25M	Hold	94,172	–	–	0.3%	68
2023 Q1	$21.2M	Hold	94,172	–	–	0.27%	71
2022 Q4	$22.3M	Hold	94,172	–	–	0.3%	70
2022 Q3	$19.3M	Hold	94,172	–	–	0.28%	69
2022 Q2	$21.1M	Hold	94,172	–	–	0.3%	69
2022 Q1	$23.5M	Hold	94,172	–	–	0.28%	71
2021 Q4	$33.2M	Hold	94,172	–	–	0.38%	64
2021 Q3	$26.3M	Hold	94,172	–	–	0.33%	68
2021 Q2	$25.7M	Buy	94,172 +380	+0.4%	+$104K	0.32%	72
2021 Q1	$23.1M	Buy	93,792 +600	+0.6%	+$143K	0.32%	68
2020 Q4	$22.8M	Buy	93,192 +192	+0.2%	+$45.5K	0.34%	66
2020 Q3	$21.6M	Hold	93,000	–	–	0.37%	64
2020 Q2	$17.9M	Hold	93,000	–	–	0.33%	69
2020 Q1	$14.2M	Hold	93,000	–	–	0.27%	80
2019 Q4	$18.1M	Hold	93,000	–	–	0.25%	86
2019 Q3	$17M	Hold	93,000	–	–	0.26%	85
2019 Q2	$14.2M	Hold	93,000	–	–	0.22%	92
2019 Q1	$13.4M	Buy	93,000 +60,000	+182%	+$8.35M	0.22%	88
2018 Q4	$4.33M	Buy	+33,000	New	+$4.45M	0.08%	108

Other funds holding SHW

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Norges Bank Oslo, Norway $1T AUM

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Tom Gayner's SHW Position: Q2 2026 in Review

Tom Gayner held its Sherwin-Williams (SHW) position steady in Q2 2026 at 94,172 shares worth $32.4M. The position accounts for 0.25% of the portfolio, ranked #75.

Tom Gayner first reported a position in SHW in Q4 2018 and has held it in 31 quarters since. The position peaked at $35.9M in Q3 2024. 1,733 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

Tom Gayner held 94,172 shares of Sherwin-Williams worth $32.4M as of Q2 2026.
Tom Gayner left its Sherwin-Williams share count unchanged in Q2 2026.
Sherwin-Williams made up 0.25% of Tom Gayner's portfolio in Q2 2026, its #75 holding.
Tom Gayner first reported a position in Sherwin-Williams in Q4 2018 and has held it in 31 quarters since.
Tom Gayner's Sherwin-Williams position peaked at $35.9M in Q3 2024.
1,733 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

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