Thomas Gayner - Markel Group Inc.
Holding/activity history for LPL Financial Holdings Inc. (LPLA)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 559,951 | 1.41 | $300.83 | $168,450,059 | SEC | ||
| 2025 Q4 | 559,951 | 1.59 | Add 1.20% | 0.02 | $357.17 | $199,997,699 | SEC |
| 2025 Q3 | 553,321 | 1.49 | Add 1.60% | 0.02 | $332.69 | $184,084,364 | SEC |
| 2025 Q2 | 544,604 | 1.73 | Add 1.02% | 0.02 | $374.97 | $204,210,161 | SEC |
| 2025 Q1 | 539,104 | 1.57 | Add 1.26% | 0.02 | $327.14 | $176,362,483 | SEC |
| 2024 Q4 | 532,404 | 1.53 | Add 2.31% | 0.03 | $326.51 | $173,835,230 | SEC |
| 2024 Q3 | 520,404 | 1.09 | Add 8.01% | 0.08 | $232.63 | $121,061,583 | SEC |
| 2024 Q2 | 481,791 | 1.32 | Add 6.05% | 0.08 | $279.30 | $134,564,227 | SEC |
| 2024 Q1 | 454,291 | 1.18 | Add 6.54% | 0.07 | $264.20 | $120,023,681 | SEC |
| 2023 Q4 | 426,386 | 1.06 | Add 41.53% | 0.31 | $227.62 | $97,053,983 | SEC |
| 2023 Q3 | 301,264 | 0.86 | Add 137.11% | 0.50 | $237.65 | $71,595,389 | SEC |
| 2023 Q2 | 127,059 | 0.33 | Add 545.95% | 0.28 | $217.43 | $27,626,438 | SEC |
| 2023 Q1 | 19,670 | 0.05 | Add 633.68% | 0.04 | $202.40 | $3,981,208 | SEC |
| 2022 Q4 | 2,681 | 0.01 | Buy | 0.01 | $216.17 | $579,552 | SEC |