Thomas Gayner - Markel Group Inc.
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    129
Portfolio value:    $11,938,885,174
Holdings Activity Buys Sells    History
Holding/activity history for  Archer-Daniels-Midland (ADM)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 1,505,800 0.92 $72.69 $109,456,602 SEC
2025   Q4 1,505,800 0.69 $57.49 $86,568,442 SEC
2025   Q3 1,505,800 0.73 Reduce 4.32% 0.03 $59.74 $89,956,492 SEC
2025   Q2 1,573,800 0.70 Add 1.45% 0.01 $52.78 $83,065,165 SEC
2025   Q1 1,551,300 0.66 Add 5.22% 0.03 $48.01 $74,477,912 SEC
2024   Q4 1,474,300 0.66 Add 0.75% <0.01 $50.52 $74,481,637 SEC
2024   Q3 1,463,300 0.79 $59.74 $87,417,542 SEC
2024   Q2 1,463,300 0.87 $60.45 $88,456,484 SEC
2024   Q1 1,463,300 0.91 $62.81 $91,909,874 SEC
2023   Q4 1,463,300 1.15 $72.22 $105,679,525 SEC
2023   Q3 1,463,300 1.33 $75.42 $110,362,086 SEC
2023   Q2 1,463,300 1.32 $75.56 $110,566,949 SEC
2023   Q1 1,463,300 1.49 $79.66 $116,566,477 SEC
2022   Q4 1,463,300 1.83 $92.85 $135,867,405 SEC
2022   Q3 1,463,300 1.75 $80.45 $117,723,000 SEC
2022   Q2 1,463,300 1.63 $77.60 $113,552,000 SEC
2022   Q1 1,463,300 1.58 $90.26 $132,077,000 SEC
2021   Q4 1,463,300 1.15 $67.59 $98,904,000 SEC
2021   Q3 1,463,300 1.12 $60.01 $87,813,000 SEC
2021   Q2 1,463,300 1.13 $60.60 $88,676,000 SEC
2021   Q1 1,463,300 1.16 Reduce 1.01% 0.01 $57.00 $83,408,000 SEC
2020   Q4 1,478,300 1.12 $50.41 $74,522,000 SEC
2020   Q3 1,478,300 1.17 $46.49 $68,726,000 SEC
2020   Q2 1,478,300 1.11 $39.90 $58,985,000 SEC
2020   Q1 1,478,300 0.98 Add 1.03% <0.01 $35.18 $52,007,000 SEC
2019   Q4 1,463,300 0.95 $46.35 $67,824,000 SEC
2019   Q3 1,463,300 0.92 $41.07 $60,098,000 SEC
2019   Q2 1,463,300 0.93 $40.80 $59,702,000 SEC
2019   Q1 1,463,300 1.07 $43.13 $63,112,000 SEC
2018   Q4 1,463,300 1.15 $40.97 $59,951,000 SEC
2018   Q3 1,463,300 1.25 $50.27 $73,560,000 SEC
2018   Q2 1,463,300 1.25 $45.83 $67,063,000 SEC
2018   Q1 1,463,300 1.22 $43.37 $63,463,000 SEC
2017   Q4 1,463,300 1.13 $40.08 $58,649,000 SEC
2017   Q3 1,463,300 1.26 $42.51 $62,205,000 SEC
2017   Q2 1,463,300 1.31 $41.38 $60,551,000 SEC
2017   Q1 1,463,300 1.54 $46.04 $67,370,000 SEC
2016   Q4 1,463,300 1.63 $45.65 $66,800,000 SEC
2016   Q3 1,463,300 1.61 $42.17 $61,707,000 SEC
2016   Q2 1,463,300 1.67 Add 2.24% 0.04 $42.89 $62,761,000 SEC
2016   Q1 1,431,300 1.42 Add 0.51% <0.01 $36.31 $51,971,000 SEC
2015   Q4 1,424,000 1.44 Add 3.49% 0.05 $36.68 $52,232,000 SEC
2015   Q3 1,376,000 1.53 $41.45 $57,035,000 SEC
2015   Q2 1,376,000 1.69 $48.22 $66,351,000 SEC
2015   Q1 1,376,000 1.69 $47.40 $65,222,000 SEC
2014   Q4 1,376,000 1.83 $52.00 $71,552,000 SEC
2014   Q3 1,376,000 2.05 $51.10 $70,314,000 SEC
2014   Q2 1,376,000 1.80 $44.11 $60,695,000 SEC
2014   Q1 1,376,000 1.90 Reduce 0.56% 0.01 $43.39 $59,705,000 SEC
2013   Q4 1,383,800 1.96 $43.40 $60,057,000 SEC
2013   Q3 1,383,800 1.81 $36.84 $50,979,000 SEC
2013   Q2 1,383,800 1.76 Add 2.48% 0.04 $33.91 $46,925,000 SEC
2013   Q1 1,350,300 1.77 Add 1.20% 0.02 $33.73 $45,546,000 SEC
2012   Q4 1,334,300 1.61 Add 6.51% 0.10 $27.39 $36,546,000 SEC
2012   Q3 1,252,800 1.60 Add 27.08% 0.34 $27.18 $34,051,000 SEC
2012   Q2 985,800 1.46 Add 162.18% 0.90 $29.52 $29,101,000 SEC
2012   Q1 376,000 0.59 Buy 0.59 $31.66 $11,904,000 SEC