Francois Rochon - Giverny Capital Inc.
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    51
Portfolio value:    $2,731,351,278
Holdings Activity Buys Sells    History
Holding/activity history for  Markel Group Inc. (MKL)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 42,944 3.01 Reduce 2.35% 0.07 $1,914.07 $82,197,822 SEC
2025   Q4 43,978 3.15 Add 0.34% 0.01 $2,149.65 $94,537,308 SEC
2025   Q3 43,829 2.84 Add 0.30% <0.01 $1,911.36 $83,772,997 SEC
2025   Q2 43,696 2.99 Add 0.68% 0.02 $1,997.36 $87,276,643 SEC
2025   Q1 43,402 2.99 Add 0.16% <0.01 $1,869.61 $81,144,813 SEC
2024   Q4 43,331 2.73 Add 1.52% 0.04 $1,726.23 $74,799,272 SEC
2024   Q3 42,684 2.55 Add 2.92% 0.07 $1,568.58 $66,953,269 SEC
2024   Q2 41,471 2.76 Reduce 48.51% 2.42 $1,575.66 $65,344,196 SEC
2024   Q1 80,549 4.98 Add 1.73% 0.08 $1,521.48 $122,553,693 SEC
2023   Q4 79,180 5.28 Reduce 6.32% 0.43 $1,419.90 $112,427,682 SEC
2023   Q3 84,525 6.76 Add 0.86% 0.06 $1,472.49 $124,462,217 SEC
2023   Q2 83,806 6.10 Add 5.29% 0.31 $1,383.18 $115,918,783 SEC
2023   Q1 79,596 6.12 Reduce 2.17% 0.14 $1,277.41 $101,676,726 SEC
2022   Q4 81,360 6.63 Reduce 0.97% 0.06 $1,317.49 $107,190,986 SEC
2022   Q3 82,153 6.03 Add 2.02% 0.12 $1,084.22 $89,072,000 SEC
2022   Q2 80,529 6.86 Add 2.51% 0.17 $1,293.25 $104,144,000 SEC
2022   Q1 78,559 6.54 Add 2.94% 0.19 $1,475.24 $115,893,000 SEC
2021   Q4 76,314 5.02 Add 2.83% 0.14 $1,233.99 $94,171,000 SEC
2021   Q3 74,212 5.29 Add 4.07% 0.21 $1,195.13 $88,693,000 SEC
2021   Q2 71,312 5.15 Add 4.74% 0.23 $1,186.71 $84,627,000 SEC
2021   Q1 68,082 5.19 Add 45.62% 1.63 $1,139.63 $77,588,000 SEC
2020   Q4 46,752 3.71 Add 4.54% 0.16 $1.03 $48,309 SEC
2020   Q3 44,723 3.99 Add 1.25% 0.05 $973.70 $43,547,000 SEC
2020   Q2 44,170 4.05 Add 7.21% 0.27 $923.16 $40,776,000 SEC
2020   Q1 41,199 4.87 Add 5.61% 0.26 $927.89 $38,228,000 SEC
2019   Q4 39,012 4.04 Add 1.83% 0.07 $1,143.16 $44,597,000 SEC
2019   Q3 38,312 4.51 Add 1.10% 0.05 $1,181.90 $45,281,000 SEC
2019   Q2 37,894 4.17 Add 3.75% 0.15 $1,089.59 $41,289,000 SEC
2019   Q1 36,523 4.17 Add 6.05% 0.24 $996.25 $36,386,000 SEC
2018   Q4 34,438 4.71 Add 0.66% 0.03 $1,038.04 $35,748,000 SEC
2018   Q3 34,211 4.89 Add 5.85% 0.27 $1,188.48 $40,659,000 SEC
2018   Q2 32,319 4.93 Add 2.06% 0.10 $1,084.35 $35,045,000 SEC
2018   Q1 31,666 5.39 Add 3.06% 0.16 $1,170.25 $37,057,000 SEC
2017   Q4 30,727 5.22 Add 0.89% 0.05 $1,139.13 $35,002,000 SEC
2017   Q3 30,457 5.20 Add 1.85% 0.09 $1,067.96 $32,527,000 SEC
2017   Q2 29,904 5.18 Add 1.13% 0.06 $975.86 $29,182,000 SEC
2017   Q1 29,569 5.31 Add 5.50% 0.28 $975.85 $28,855,000 SEC
2016   Q4 28,027 4.77 Add 4.64% 0.21 $904.48 $25,350,000 SEC
2016   Q3 26,785 6.89 Add 0.54% 0.04 $928.77 $24,877,000 SEC
2016   Q2 26,642 7.39 Add 3.22% 0.23 $952.78 $25,384,000 SEC
2016   Q1 25,812 6.85 Add 1.98% 0.13 $891.56 $23,013,000 SEC
2015   Q4 25,310 6.48 Add 1.50% 0.10 $883.37 $22,358,000 SEC
2015   Q3 24,936 5.87 Add 3.34% 0.19 $801.85 $19,995,000 SEC
2015   Q2 24,129 5.49 Add 2.04% 0.11 $800.70 $19,320,000 SEC
2015   Q1 23,646 4.61 $768.97 $18,183,000 SEC