Christopher Davis - Davis Selected Advisers
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    112
Portfolio value:    $21,781,443,023
Holdings Activity Buys Sells    History
Holding/activity history for  Markel Group Inc. (MKL)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 383,433 3.37 Reduce 7.64% 0.31 $1,914.18 $733,959,392 SEC
2025   Q4 415,160 4.01 Add 11.15% 0.40 $2,149.76 $892,495,821 SEC
2025   Q3 373,528 3.73 Add 0.65% 0.02 $1,911.36 $713,946,478 SEC
2025   Q2 371,131 3.96 Reduce 0.09% <0.01 $1,997.36 $741,282,215 SEC
2025   Q1 371,469 4.00 Add 0.26% 0.01 $1,869.61 $694,502,157 SEC
2024   Q4 370,522 3.72 Add 27.94% 0.81 $1,726.23 $639,606,192 SEC
2024   Q3 289,600 2.55 Add 0.88% 0.02 $1,568.58 $454,260,768 SEC
2024   Q2 287,061 2.63 Add 0.34% <0.01 $1,575.66 $452,310,535 SEC
2024   Q1 286,091 2.44 Reduce 4.83% 0.12 $1,521.48 $435,281,734 SEC
2023   Q4 300,604 2.41 Add 14.69% 0.31 $1,419.97 $426,849,496 SEC
2023   Q3 262,103 2.42 Reduce 1.18% 0.03 $1,472.53 $385,954,613 SEC
2023   Q2 265,233 2.24 Add 7.97% 0.17 $1,383.20 $366,869,812 SEC
2023   Q1 245,656 2.07 Reduce 1.88% 0.04 $1,277.41 $313,803,528 SEC
2022   Q4 250,362 2.24 Add 20.24% 0.38 $1,317.49 $329,849,431 SEC
2022   Q3 208,220 1.61 Reduce 1.53% 0.03 $1,084.22 $225,756,000 SEC
2022   Q2 211,457 1.75 Reduce 2.14% 0.03 $1,293.25 $273,467,000 SEC
2022   Q1 216,073 1.61 Reduce 1.56% 0.02 $1,475.24 $318,760,000 SEC
2021   Q4 219,505 1.26 Reduce 0.23% <0.01 $1,234.00 $270,869,000 SEC
2021   Q3 220,001 1.22 Reduce 2.14% 0.02 $1,195.13 $262,930,000 SEC
2021   Q2 224,821 1.14 Add 4.40% 0.05 $1,186.71 $266,797,000 SEC
2021   Q1 215,341 1.15 Add 9.05% 0.10 $1,139.62 $245,407,000 SEC
2020   Q4 197,477 1.06 Reduce 1.91% 0.02 $1,033.30 $204,053,000 SEC
2020   Q3 201,320 1.17 Reduce 3.12% 0.04 $973.70 $196,025,000 SEC
2020   Q2 207,800 1.17 Add 1.22% 0.01 $923.17 $191,835,000 SEC
2020   Q1 205,300 1.36 Reduce 5.18% 0.07 $927.89 $190,496,000 SEC
2019   Q4 216,521 1.26 Reduce 3.80% 0.05 $1,143.17 $247,520,000 SEC
2019   Q3 225,069 1.42 Reduce 4.40% 0.06 $1,181.90 $266,009,000 SEC
2019   Q2 235,429 1.34 Reduce 1.34% 0.02 $1,089.60 $256,523,000 SEC
2019   Q1 238,632 1.23 Reduce 3.03% 0.04 $996.24 $237,735,000 SEC
2018   Q4 246,090 1.48 Add 1.52% 0.02 $1,037.51 $255,320,000 SEC
2018   Q3 242,399 1.27 Reduce 2.87% 0.03 $1,188.49 $288,089,000 SEC
2018   Q2 249,562 1.18 Reduce 1.28% 0.02 $1,084.35 $270,613,000 SEC
2018   Q1 252,800 1.31 Reduce 1.25% 0.02 $1,170.25 $295,839,000 SEC
2017   Q4 256,000 1.25 Reduce 3.05% 0.04 $1,139.13 $291,617,000 SEC
2017   Q3 264,054 1.21 Reduce 4.34% 0.05 $1,068.03 $282,018,000 SEC
2017   Q2 276,033 1.19 Reduce 1.83% 0.02 $975.86 $269,370,000 SEC
2017   Q1 281,185 1.19 Add 3.45% 0.04 $975.86 $274,397,000 SEC
2016   Q4 271,805 1.09 Reduce 2.85% 0.03 $904.50 $245,848,000 SEC
2016   Q3 279,791 1.15 Reduce 2.78% 0.03 $928.77 $259,861,000 SEC
2016   Q2 287,801 1.25 Reduce 12.80% 0.17 $952.78 $274,211,000 SEC
2016   Q1 330,052 1.35 Reduce 2.45% 0.03 $891.57 $294,264,000 SEC
2015   Q4 338,336 1.30 Reduce 1.29% 0.02 $883.35 $298,869,000 SEC
2015   Q3 342,769 1.19 Reduce 2.51% 0.03 $801.86 $274,853,000 SEC
2015   Q2 351,587 1.03 Reduce 0.28% <0.01 $800.68 $281,509,000 SEC
2015   Q1 352,590 0.97 Add 0.22% <0.01 $768.96 $271,128,000 SEC
2014   Q4 351,824 0.81 Add 2.01% 0.02 $682.84 $240,240,000 SEC
2014   Q3 344,882 0.71 Add 4.78% 0.03 $636.15 $219,397,000 SEC
2014   Q2 329,134 0.67 Reduce 5.22% 0.03 $655.63 $215,790,000 SEC
2014   Q1 347,245 0.59 Add 14.66% 0.08 $596.10 $206,993,000 SEC
2013   Q4 302,859 0.44 Reduce 6.90% 0.03 $580.35 $175,764,000 SEC
2013   Q3 325,293 0.45 Add 3.48% 0.02 $517.77 $168,427,000 SEC
2013   Q2 314,363 0.43 Add 0.79% <0.01 $526.95 $165,654,000 SEC
2012   Q2 311,900 0.32 Reduce 1.07% <0.01 $441.70 $137,767,000 SEC
2012   Q1 315,274 0.33 Reduce 0.29% <0.01 $448.94 $141,540,000 SEC
2011   Q4 316,182 0.32 Add 0.49% <0.01 $414.67 $131,111,000 SEC
2011   Q3 314,632 0.32 Reduce 0.95% <0.01 $357.13 $112,365,000 SEC
2011   Q2 317,646 0.27 Reduce 5.47% 0.02 $396.81 $126,045,000 SEC
2011   Q1 336,021 0.29 Add 3.40% <0.01 $414.45 $139,264,000 SEC
2010   Q4 324,960 0.25 Reduce 4.96% 0.02 $378.13 $122,877,000 SEC
2010   Q3 341,911 0.45 Reduce 2.07% <0.01 $344.59 $117,819,000 SEC
2010   Q2 349,135 0.23 Reduce 0.91% $340.00 $118,706,000 SEC
2010   Q1 352,332 0.00 Reduce 1.38% <0.01 $374.66 $132,005,000 SEC
2009   Q4 357,268 0.30 Reduce 1.02% <0.01 $340.00 $121,471,000 SEC
2009   Q3 360,955 0.31 Reduce 3.63% <0.01 $329.82 $119,050,000 SEC
2009   Q2 374,550 0.27 Reduce 1.59% <0.01 $281.70 $105,511,000 SEC
2009   Q1 380,607 0.38 Reduce 12.64% 0.05 $282.25 $107,425,000 SEC
2008   Q4 435,672 0.36 Reduce 7.23% 0.02 $297.59 $129,650,000 SEC
2008   Q3 469,603 0.32 Reduce 4.04% 0.01 $351.50 $165,065,000 SEC
2008   Q2 489,357 0.32 Reduce 0.82% <0.01 $367.00 $179,594,000 SEC
2008   Q1 493,393 0.38 Reduce 0.45% <0.01 $439.97 $217,078,000 SEC
2007   Q4 495,617 0.36 Reduce 0.85% <0.01 $491.10 $243,398,000 SEC
2007   Q3 499,842 0.30 Reduce 0.10% <0.01 $342.47 $171,182,000 SEC
2007   Q2 500,331 0.38 Add 4.27% 0.02 $484.56 $242,440,000 SEC
2007   Q1 479,821 0.38 Add 4.16% 0.02 $484.81 $232,621,000 SEC
2006   Q4 460,639 0.35 Add 4.35% 0.01 $480.10 $221,153,000 SEC
2006   Q3 441,416 0.33 Add 4.59% 0.01 $410.66 $181,272,000 SEC
2006   Q2 422,051 0.27 Add 64.75% 0.11 $347.00 $146,452,000 SEC
2006   Q1 256,181 0.17 Add 0.41% <0.01 $337.68 $86,507,000 SEC
2005   Q4 255,147 0.17 Add 1.45% <0.01 $317.05 $80,894,000 SEC
2005   Q3 251,512 0.18 Add 0.82% <0.01 $330.50 $83,125,000 SEC
2005   Q2 249,462 0.06 Add 0.68% <0.01 $339.00 $84,568,000 SEC
2005   Q1 247,772 0.00 Add 1.40% $345.21 $85,533,000 SEC
2004   Q4 244,340 0.00 Add 0.86% $364.00 $88,940,000 SEC
2004   Q3 242,260 0.03 Reduce 0.47% <0.01 $308.40 $74,713,000 SEC
2004   Q2 243,400 0.04 Add 0.33% <0.01 $277.50 $67,544,000 SEC
2003   Q4 242,600 0.04 Add 1.89% <0.01 $253.51 $61,502,000 SEC
2003   Q3 238,100 0.13 Add 0.46% <0.01 $267.00 $63,573,000 SEC
2003   Q2 237,000 0.03 Reduce 2.03% <0.01 $256.00 $60,672,000 SEC
2003   Q1 241,900 0.21 Add 4.19% <0.01 $287.90 $69,643,000 SEC
2002   Q4 232,170 0.04 Add 1.44% <0.01 $205.50 $47,711,000 SEC
2002   Q3 228,865 0.04 Add 0.17% <0.01 $199.18 $45,585,000 SEC
2002   Q2 228,475 0.00 Add 0.59% $197.00 $45,010,000 SEC
2002   Q1 227,145 0.03 Add 0.93% <0.01 $203.51 $46,226,000 SEC
2001   Q4 225,050 0.03 Add 125.84% 0.02 $179.65 $40,430,000 SEC
2001   Q3 99,650 0.01 Reduce 0.75% $195.00 $19,432,000 SEC
2001   Q2 100,400 0.00 Add 4.47% $19.64 $1,972,000 SEC
2001   Q1 96,100 0.02 Add 622.56% 0.02 $187.00 $17,971,000 SEC
2000   Q4 13,300 0.00 $180.98 $2,407,000 SEC
2000   Q3 13,300 <0.01 Reduce 2.92% <0.01 $151.73 $2,018,000 SEC
2000   Q2 13,700 0.01 $141.61 $1,940,000 SEC
2000   Q1 13,700 <0.01 Reduce 0.72% $178.98 $2,452,000 SEC
1999   Q4 13,800 <0.01 Add 0.73% $155.00 $2,139,000 SEC
1999   Q3 13,700 0.01 $182.04 $2,494,000 SEC
1999   Q2 13,700 0.02 $187.01 $2,562,000 SEC
1999   Q1 13,700 <0.01 $180.22 $2,469,000 SEC