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  Ferguson Enterprises Inc. (FERG)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 170,700 0.33 Add 4.40% 0.01 $233.26 $39,817,482 SEC
2025   Q4 163,500 0.29 Add 11.22% 0.03 $222.63 $36,400,005 SEC
2025   Q3 147,000 0.27 Add 9.29% 0.02 $224.58 $33,013,260 SEC
2025   Q2 134,500 0.25 Add 9.35% 0.02 $217.75 $29,287,375 SEC
2025   Q1 123,000 0.18 Add 16.04% 0.02 $160.23 $19,708,290 SEC
2024   Q4 106,000 0.16 Add 25.44% 0.03 $173.57 $18,398,420 SEC
2024   Q3 84,500 0.15 Add 19.86% 0.02 $198.57 $16,779,165 SEC
2024   Q2 70,500 0.13 Add 22.61% 0.02 $193.65 $13,652,325 SEC
2024   Q1 57,500 0.12 Add 49.35% 0.04 $218.43 $12,559,725 SEC
2023   Q4 38,500 0.08 Add 541.67% 0.07 $193.07 $7,433,195 SEC
2023   Q3 6,000 0.01 Buy 0.01 $164.47 $986,820 SEC