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  Lowe's Cos. (LOW)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 738,480 1.46 Add 0.54% <0.01 $236.28 $174,488,053 SEC
2025   Q4 734,480 1.41 Add 1.07% 0.01 $241.16 $177,127,198 SEC
2025   Q3 726,730 1.48 Add 1.32% 0.02 $251.31 $182,634,517 SEC
2025   Q2 717,230 1.35 Add 1.27% 0.02 $221.87 $159,131,820 SEC
2025   Q1 708,230 1.47 Add 0.96% 0.01 $233.23 $165,180,482 SEC
2024   Q4 701,480 1.53 Add 1.59% 0.02 $246.80 $173,125,264 SEC
2024   Q3 690,480 1.69 Add 2.15% 0.04 $270.85 $187,016,508 SEC
2024   Q2 675,980 1.47 Add 1.88% 0.03 $220.46 $149,026,551 SEC
2024   Q1 663,480 1.67 Add 0.99% 0.02 $254.73 $169,008,260 SEC
2023   Q4 656,980 1.59 Add 1.78% 0.03 $222.55 $146,210,898 SEC
2023   Q3 645,480 1.62 Add 2.06% 0.03 $207.84 $134,156,562 SEC
2023   Q2 632,480 1.70 Add 2.10% 0.03 $225.70 $142,750,737 SEC
2023   Q1 619,480 1.58 Add 2.14% 0.03 $199.97 $123,877,416 SEC
2022   Q4 606,480 1.63 Add 1.59% 0.03 $199.24 $120,835,075 SEC
2022   Q3 596,980 1.66 Add 1.10% 0.02 $187.81 $112,119,000 SEC
2022   Q2 590,480 1.48 Add 0.25% <0.01 $174.67 $103,139,000 SEC
2022   Q1 588,980 1.43 $202.19 $119,086,000 SEC
2021   Q4 588,980 1.76 $258.48 $152,239,000 SEC
2021   Q3 588,980 1.52 $202.86 $119,480,000 SEC
2021   Q2 588,980 1.46 Add 0.05% <0.01 $193.97 $114,244,000 SEC
2021   Q1 588,680 1.56 Add 0.03% <0.01 $190.18 $111,955,000 SEC
2020   Q4 588,500 1.42 $160.51 $94,460,000 SEC
2020   Q3 588,500 1.67 $165.86 $97,609,000 SEC
2020   Q2 588,500 1.49 $135.12 $79,518,000 SEC
2020   Q1 588,500 0.96 Add 1.29% 0.01 $86.05 $50,641,000 SEC
2019   Q4 581,000 0.98 Add 1.93% 0.02 $119.76 $69,580,000 SEC
2019   Q3 570,000 0.96 $109.96 $62,677,000 SEC
2019   Q2 570,000 0.89 $100.91 $57,518,000 SEC
2019   Q1 570,000 1.06 $109.47 $62,398,000 SEC
2018   Q4 570,000 1.01 $92.36 $52,645,000 SEC
2018   Q3 570,000 1.12 $114.82 $65,447,000 SEC
2018   Q2 570,000 1.02 $95.57 $54,475,000 SEC
2018   Q1 570,000 0.97 $87.75 $50,017,000 SEC
2017   Q4 570,000 1.02 $92.94 $52,975,000 SEC
2017   Q3 570,000 0.92 $79.94 $45,565,000 SEC
2017   Q2 570,000 0.96 Add 1.24% 0.01 $77.53 $44,192,000 SEC
2017   Q1 563,000 1.06 Add 4.26% 0.04 $82.21 $46,284,000 SEC
2016   Q4 540,000 0.94 $71.12 $38,404,000 SEC
2016   Q3 540,000 1.02 $72.21 $38,993,000 SEC
2016   Q2 540,000 1.14 $79.17 $42,752,000 SEC
2016   Q1 540,000 1.12 $75.75 $40,905,000 SEC
2015   Q4 540,000 1.13 $76.04 $41,062,000 SEC
2015   Q3 540,000 1.00 $68.92 $37,216,000 SEC
2015   Q2 540,000 0.92 $66.97 $36,164,000 SEC
2015   Q1 540,000 1.04 $74.39 $40,171,000 SEC
2014   Q4 540,000 0.95 $68.80 $37,152,000 SEC
2014   Q3 540,000 0.83 $52.92 $28,576,000 SEC
2014   Q2 540,000 0.77 $47.99 $25,915,000 SEC
2014   Q1 540,000 0.84 Reduce 3.64% 0.03 $48.90 $26,405,000 SEC
2013   Q4 560,400 0.91 Reduce 0.05% <0.01 $49.55 $27,768,000 SEC
2013   Q3 560,700 0.95 Reduce 2.10% 0.02 $47.61 $26,695,000 SEC
2013   Q2 572,700 0.88 Reduce 0.40% <0.01 $40.90 $23,423,000 SEC
2013   Q1 575,000 0.85 Reduce 0.21% <0.01 $37.92 $21,804,000 SEC
2012   Q4 576,200 0.90 $35.52 $20,466,000 SEC
2012   Q3 576,200 0.82 Add 2.67% 0.02 $30.24 $17,424,000 SEC
2012   Q2 561,200 0.80 Add 1.72% 0.01 $28.44 $15,961,000 SEC
2012   Q1 551,700 0.86 Reduce 0.90% <0.01 $31.38 $17,312,000 SEC
2011   Q4 556,700 0.81 Add 24.76% 0.16 $25.38 $14,129,000 SEC
2011   Q3 446,200 0.56 Add 27.49% 0.12 $19.34 $8,629,000 SEC
2011   Q2 350,000 0.46 $23.31 $8,158,000 SEC
2011   Q1 350,000 0.54 Add 13.31% 0.06 $26.43 $9,251,000 SEC
2010   Q4 308,900 0.46 Reduce 0.13% <0.01 $25.08 $7,748,000 SEC
2010   Q3 309,300 0.45 Reduce 0.16% <0.01 $22.29 $6,895,000 SEC
2010   Q2 309,800 0.46 $20.42 $6,326,000 SEC
2010   Q1 309,800 0.50 $24.24 $7,510,000 SEC
2009   Q4 309,800 0.53 Add 3.16% 0.02 $23.39 $7,246,000 SEC
2009   Q3 300,300 0.49 Reduce 0.33% <0.01 $20.94 $6,288,000 SEC
2009   Q2 301,300 0.58 Add 0.07% <0.01 $19.41 $5,848,000 SEC
2009   Q1 301,100 0.59 $18.25 $5,495,000 SEC
2008   Q4 301,100 0.60 Add 7.42% 0.04 $21.52 $6,479,000 SEC
2008   Q3 280,300 0.45 Add 3.89% 0.02 $23.69 $6,641,000 SEC
2008   Q2 269,800 0.39 Add 5.06% 0.02 $20.75 $5,598,000 SEC
2008   Q1 256,800 0.34 Add 66.97% 0.14 $22.94 $5,891,000 SEC
2007   Q4 153,800 0.19 $22.62 $3,479,000 SEC