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  Marsh (MRSH)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 763,500 1.11 Add 0.23% <0.01 $173.45 $132,429,077 SEC
2025   Q4 761,750 1.13 Add 0.89% 0.01 $185.52 $141,319,860 SEC
2025   Q3 755,000 1.23 Add 0.83% 0.01 $201.53 $152,155,151 SEC
2025   Q2 748,750 1.38 Add 0.71% <0.01 $218.64 $163,706,700 SEC
2025   Q1 743,500 1.61 Add 1.09% 0.02 $244.03 $181,436,306 SEC
2024   Q4 735,500 1.38 Add 1.80% 0.02 $212.41 $156,227,556 SEC
2024   Q3 722,500 1.45 Add 2.26% 0.03 $223.09 $161,182,526 SEC
2024   Q2 706,500 1.46 Add 1.80% 0.03 $210.72 $148,873,680 SEC
2024   Q1 694,000 1.41 Add 1.39% 0.02 $205.98 $142,950,120 SEC
2023   Q4 684,500 1.41 Add 1.78% 0.02 $189.47 $129,692,216 SEC
2023   Q3 672,500 1.55 Add 1.97% 0.03 $190.30 $127,976,750 SEC
2023   Q2 659,500 1.48 Add 1.38% 0.02 $188.08 $124,038,760 SEC
2023   Q1 650,500 1.38 Add 1.56% 0.02 $166.55 $108,340,776 SEC
2022   Q4 640,500 1.43 Add 1.91% 0.03 $165.48 $105,989,940 SEC
2022   Q3 628,500 1.39 Add 0.62% <0.01 $149.29 $93,830,000 SEC
2022   Q2 624,600 1.39 Add 0.94% 0.01 $155.25 $96,970,000 SEC
2022   Q1 618,800 1.26 Add 1.53% 0.02 $170.42 $105,456,000 SEC
2021   Q4 609,500 1.23 $173.82 $105,943,000 SEC
2021   Q3 609,500 1.18 $151.43 $92,297,000 SEC
2021   Q2 609,500 1.09 $140.68 $85,745,000 SEC
2021   Q1 609,500 1.03 $121.80 $74,238,000 SEC
2020   Q4 609,500 1.07 $117.00 $71,312,000 SEC
2020   Q3 609,500 1.19 $114.70 $69,909,000 SEC
2020   Q2 609,500 1.23 $107.37 $65,442,000 SEC
2020   Q1 609,500 1.00 $86.46 $52,697,000 SEC
2019   Q4 609,500 0.95 $111.41 $67,905,000 SEC
2019   Q3 609,500 0.93 $100.05 $60,981,000 SEC
2019   Q2 609,500 0.94 $99.75 $60,798,000 SEC
2019   Q1 609,500 0.97 $93.90 $57,232,000 SEC
2018   Q4 609,500 0.94 $79.75 $48,608,000 SEC
2018   Q3 609,500 0.86 $82.72 $50,418,000 SEC
2018   Q2 609,500 0.93 $81.97 $49,961,000 SEC
2018   Q1 609,500 0.97 $82.59 $50,339,000 SEC
2017   Q4 609,500 0.95 $81.39 $49,607,000 SEC
2017   Q3 609,500 1.03 $83.81 $51,082,000 SEC
2017   Q2 609,500 1.03 $77.96 $47,517,000 SEC
2017   Q1 609,500 1.03 $73.89 $45,036,000 SEC
2016   Q4 609,500 1.01 $67.59 $41,196,000 SEC
2016   Q3 609,500 1.07 $67.25 $40,989,000 SEC
2016   Q2 609,500 1.11 Add 3.39% 0.04 $68.46 $41,726,000 SEC
2016   Q1 589,500 0.98 $60.79 $35,836,000 SEC
2015   Q4 589,500 0.90 Add 5.46% 0.05 $55.45 $32,688,000 SEC
2015   Q3 559,000 0.78 Add 22.59% 0.14 $52.22 $29,191,000 SEC
2015   Q2 456,000 0.66 Add 13.72% 0.08 $56.70 $25,855,000 SEC
2015   Q1 401,000 0.58 Add 19.35% 0.09 $56.09 $22,492,000 SEC
2014   Q4 336,000 0.49 Add 45.45% 0.15 $57.24 $19,233,000 SEC
2014   Q3 231,000 0.35 Add 63.83% 0.14 $52.34 $12,091,000 SEC
2014   Q2 141,000 0.22 Add 1,075.00% 0.20 $51.82 $7,307,000 SEC
2014   Q1 12,000 0.02 Buy 0.02 $49.33 $592,000 SEC
2008   Q4 0 0.00 Sell 100.00% 1.92 SEC
2008   Q3 898,776 1.92 Reduce 10.07% 0.18 $31.76 $28,545,000 SEC
2008   Q2 999,406 1.83 Reduce 11.52% 0.18 $26.55 $26,534,000 SEC
2008   Q1 1,129,556 1.58 Reduce 11.03% 0.20 $24.35 $27,505,000 SEC
2007   Q4 1,269,594 1.81 $26.47 $33,606,000 SEC