Tom Gayner’s United Rentals URI Stock Holding History

Tom Gayner’s Portfolio URI Stock Details URI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$35.3M	Hold	31,150	–	–	0.27%	71
2026 Q1	$22.7M	Hold	31,150	–	–	0.19%	80
2025 Q4	$25.2M	Hold	31,150	–	–	0.2%	78
2025 Q3	$29.7M	Hold	31,150	–	–	0.24%	75
2025 Q2	$23.5M	Hold	31,150	–	–	0.2%	76
2025 Q1	$19.5M	Buy	31,150 +1,500	+5%	+$1.03M	0.17%	81
2024 Q4	$20.9M	Buy	29,650 +3,700	+14%	+$3.01M	0.18%	76
2024 Q3	$21M	Buy	25,950 +3,950	+18%	+$2.84M	0.19%	78
2024 Q2	$14.2M	Buy	22,000 +6,500	+42%	+$4.32M	0.14%	85
2024 Q1	$11.2M	Buy	15,500 +6,500	+72%	+$4.17M	0.11%	95
2023 Q4	$5.16M	Buy	9,000 +6,000	+200%	+$2.83M	0.06%	110
2023 Q3	$1.33M	Buy	+3,000	New	+$1.37M	0.02%	128

Other funds holding URI

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

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

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

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

Tom Gayner's URI Position: Q2 2026 in Review

Tom Gayner held its United Rentals (URI) position steady in Q2 2026 at 31,150 shares worth $35.3M. The position accounts for 0.27% of the portfolio, ranked #71.

Tom Gayner first reported a position in URI in Q3 2023 and has held it in 12 quarters since. 1,579 funds tracked by Wall St. Rank hold URI as of Q2 2026.

Tom Gayner held 31,150 shares of United Rentals worth $35.3M as of Q2 2026.
Tom Gayner left its United Rentals share count unchanged in Q2 2026.
United Rentals made up 0.27% of Tom Gayner's portfolio in Q2 2026, its #71 holding.
Tom Gayner first reported a position in United Rentals in Q3 2023 and has held it in 12 quarters since.
1,579 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

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