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  Deere & Co. (DE)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 877,900 4.14 $563.30 $494,521,070 SEC
2025   Q4 877,900 3.26 $465.57 $408,723,903 SEC
2025   Q3 877,900 3.26 $457.26 $401,428,555 SEC
2025   Q2 877,900 3.77 Add 0.02% <0.01 $508.49 $446,403,372 SEC
2025   Q1 877,700 3.66 Add 0.31% 0.01 $469.35 $411,948,496 SEC
2024   Q4 874,950 3.27 Add 0.67% 0.02 $423.70 $370,716,315 SEC
2024   Q3 869,100 3.27 Add 2.81% 0.09 $417.33 $362,701,502 SEC
2024   Q2 845,350 3.11 Add 2.62% 0.08 $373.63 $315,848,121 SEC
2024   Q1 823,800 3.34 Add 3.26% 0.11 $410.74 $338,367,612 SEC
2023   Q4 797,800 3.47 Add 5.14% 0.17 $399.87 $319,016,286 SEC
2023   Q3 758,800 3.46 Add 0.40% 0.01 $377.38 $286,355,944 SEC
2023   Q2 755,800 3.65 $405.19 $306,242,602 SEC
2023   Q1 755,800 3.98 $412.88 $312,054,704 SEC
2022   Q4 755,800 4.36 $428.76 $324,056,808 SEC
2022   Q3 755,800 3.74 $333.89 $252,355,000 SEC
2022   Q2 755,800 3.25 $299.47 $226,340,000 SEC
2022   Q1 755,800 3.76 $415.46 $314,005,000 SEC
2021   Q4 755,800 3.00 $342.89 $259,156,000 SEC
2021   Q3 755,800 3.22 $335.07 $253,246,000 SEC
2021   Q2 755,800 3.40 $352.71 $266,578,000 SEC
2021   Q1 755,800 3.94 $374.14 $282,775,000 SEC
2020   Q4 755,800 3.05 $269.05 $203,348,000 SEC
2020   Q3 755,800 2.86 $221.63 $167,508,000 SEC
2020   Q2 755,800 2.23 Reduce 24.86% 0.65 $157.15 $118,774,000 SEC
2020   Q1 1,005,900 2.63 $138.16 $138,975,000 SEC
2019   Q4 1,005,900 2.45 $173.26 $174,282,000 SEC
2019   Q3 1,005,900 2.59 $168.68 $169,675,000 SEC
2019   Q2 1,005,900 2.59 $165.71 $166,688,000 SEC
2019   Q1 1,005,900 2.72 Reduce 8.17% 0.26 $159.84 $160,783,000 SEC
2018   Q4 1,095,400 3.15 $149.17 $163,401,000 SEC
2018   Q3 1,095,400 2.81 $150.33 $164,671,000 SEC
2018   Q2 1,095,400 2.86 $139.80 $153,137,000 SEC
2018   Q1 1,095,400 3.28 $155.32 $170,138,000 SEC
2017   Q4 1,095,400 3.29 $156.51 $171,441,000 SEC
2017   Q3 1,095,400 2.79 $125.59 $137,571,000 SEC
2017   Q2 1,095,400 2.93 $123.59 $135,380,000 SEC
2017   Q1 1,095,400 2.73 $108.86 $119,245,000 SEC
2016   Q4 1,095,400 2.76 $103.04 $112,870,000 SEC
2016   Q3 1,095,400 2.44 Add 0.27% <0.01 $85.35 $93,492,000 SEC
2016   Q2 1,092,400 2.36 $81.04 $88,528,000 SEC
2016   Q1 1,092,400 2.30 Add 0.13% <0.01 $76.99 $84,104,000 SEC
2015   Q4 1,091,000 2.29 Add 5.41% 0.12 $76.27 $83,211,000 SEC
2015   Q3 1,035,000 2.05 Add 5.08% 0.10 $74.00 $76,590,000 SEC
2015   Q2 985,000 2.44 Add 8.72% 0.20 $97.05 $95,594,000 SEC
2015   Q1 906,000 2.05 Add 8.76% 0.17 $87.69 $79,447,000 SEC
2014   Q4 833,000 1.88 Add 54.26% 0.66 $88.47 $73,696,000 SEC
2014   Q3 540,000 1.29 Buy 1.29 $81.99 $44,275,000 SEC