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  Walt Disney Co. (DIS)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 2,031,665 1.64 $96.38 $195,811,874 SEC
2025   Q4 2,031,665 1.84 $113.77 $231,142,527 SEC
2025   Q3 2,031,665 1.89 $114.50 $232,625,645 SEC
2025   Q2 2,031,665 2.13 $124.01 $251,946,778 SEC
2025   Q1 2,031,665 1.78 $98.70 $200,525,336 SEC
2024   Q4 2,031,665 1.99 $111.35 $226,225,897 SEC
2024   Q3 2,031,665 1.76 $96.19 $195,425,856 SEC
2024   Q2 2,031,665 1.98 $99.29 $201,724,019 SEC
2024   Q1 2,031,665 2.45 $122.36 $248,594,528 SEC
2023   Q4 2,031,665 1.99 Add 0.10% <0.01 $90.29 $183,439,034 SEC
2023   Q3 2,029,665 1.99 Add 0.45% <0.01 $81.05 $164,504,348 SEC
2023   Q2 2,020,665 2.15 Add 0.10% <0.01 $89.28 $180,404,972 SEC
2023   Q1 2,018,665 2.58 Add 0.65% 0.02 $100.13 $202,128,926 SEC
2022   Q4 2,005,665 2.34 Add 0.70% 0.02 $86.88 $174,252,176 SEC
2022   Q3 1,991,665 2.79 Add 1.27% 0.04 $94.33 $187,874,000 SEC
2022   Q2 1,966,665 2.67 Add 2.29% 0.06 $94.40 $185,653,000 SEC
2022   Q1 1,922,665 3.16 Add 2.26% 0.07 $137.16 $263,713,000 SEC
2021   Q4 1,880,165 3.37 Add 0.86% 0.03 $154.89 $291,219,000 SEC
2021   Q3 1,864,165 4.01 $169.17 $315,361,000 SEC
2021   Q2 1,864,165 4.18 Add 0.01% <0.01 $175.77 $327,665,000 SEC
2021   Q1 1,863,945 4.79 Add 0.02% <0.01 $184.52 $343,935,000 SEC
2020   Q4 1,863,585 5.06 Add 0.06% <0.01 $181.18 $337,645,000 SEC
2020   Q3 1,862,380 3.94 $124.08 $231,084,000 SEC
2020   Q2 1,862,380 3.89 $111.51 $207,673,000 SEC
2020   Q1 1,862,380 3.40 Add 0.43% 0.01 $96.60 $179,906,000 SEC
2019   Q4 1,854,430 3.77 Add 0.62% 0.02 $144.63 $268,206,000 SEC
2019   Q3 1,842,950 3.66 Add 1.09% 0.04 $130.32 $240,173,000 SEC
2019   Q2 1,823,000 3.95 Add 0.91% 0.04 $139.64 $254,564,000 SEC
2019   Q1 1,806,500 3.39 Add 0.33% 0.01 $111.03 $200,576,000 SEC
2018   Q4 1,800,500 3.80 Add 0.07% <0.01 $109.65 $197,424,000 SEC
2018   Q3 1,799,200 3.59 Add 1.70% 0.06 $116.94 $210,398,000 SEC
2018   Q2 1,769,200 3.46 Add 1.52% 0.05 $104.81 $185,430,000 SEC
2018   Q1 1,742,700 3.38 Add 2.56% 0.08 $100.44 $175,037,000 SEC
2017   Q4 1,699,200 3.50 $107.51 $182,681,000 SEC
2017   Q3 1,699,200 3.39 Add 0.71% 0.02 $98.57 $167,490,000 SEC
2017   Q2 1,687,200 3.88 Add 1.44% 0.06 $106.25 $179,265,000 SEC
2017   Q1 1,663,200 4.31 Add 1.03% 0.04 $113.39 $188,590,000 SEC
2016   Q4 1,646,200 4.19 Add 1.79% 0.07 $104.22 $171,567,000 SEC
2016   Q3 1,617,200 3.92 Add 0.37% 0.01 $92.86 $150,173,000 SEC
2016   Q2 1,611,200 4.20 Add 1.26% 0.05 $97.82 $157,608,000 SEC
2016   Q1 1,591,200 4.31 Add 0.14% <0.01 $99.31 $158,022,000 SEC
2015   Q4 1,589,000 4.59 Add 0.86% 0.04 $105.08 $166,972,000 SEC
2015   Q3 1,575,500 4.31 Add 1.48% 0.06 $102.20 $161,016,000 SEC
2015   Q2 1,552,500 4.52 Add 0.71% 0.03 $114.14 $177,202,000 SEC
2015   Q1 1,541,500 4.18 Add 0.85% 0.04 $104.89 $161,688,000 SEC
2014   Q4 1,528,500 3.68 Add 0.92% 0.03 $94.19 $143,969,000 SEC
2014   Q3 1,514,500 3.93 Add 1.00% 0.04 $89.03 $134,836,000 SEC
2014   Q2 1,499,500 3.82 Add 1.01% 0.04 $85.74 $128,567,000 SEC
2014   Q1 1,484,500 3.78 Reduce 1.59% 0.06 $80.07 $118,864,000 SEC
2013   Q4 1,508,500 3.76 Reduce 0.21% <0.01 $76.40 $115,249,000 SEC
2013   Q3 1,511,735 3.46 Reduce 1.12% 0.04 $64.49 $97,492,000 SEC
2013   Q2 1,528,935 3.62 Reduce 0.40% 0.01 $63.15 $96,552,000 SEC
2013   Q1 1,535,135 3.39 Reduce 0.34% 0.01 $56.80 $87,196,000 SEC
2012   Q4 1,540,335 3.38 Reduce 0.24% <0.01 $49.79 $76,693,000 SEC
2012   Q3 1,544,002 3.79 Reduce 0.18% <0.01 $52.28 $80,720,000 SEC
2012   Q2 1,546,802 3.75 Add 0.07% <0.01 $48.50 $75,020,000 SEC
2012   Q1 1,545,702 3.35 Add 0.51% 0.02 $43.78 $67,671,000 SEC
2011   Q4 1,537,794 3.32 Reduce 0.19% <0.01 $37.50 $57,667,000 SEC
2011   Q3 1,540,794 3.01 Add 3.77% 0.11 $30.16 $46,470,000 SEC
2011   Q2 1,484,794 3.27 Reduce 0.07% <0.01 $39.04 $57,966,000 SEC
2011   Q1 1,485,794 3.74 Reduce 0.07% <0.01 $43.09 $64,023,000 SEC
2010   Q4 1,486,789 3.31 Reduce 0.13% <0.01 $37.51 $55,769,000 SEC
2010   Q3 1,488,789 3.20 Reduce 0.11% <0.01 $33.10 $49,279,000 SEC
2010   Q2 1,490,489 3.39 $31.50 $46,950,000 SEC
2010   Q1 1,490,489 3.49 Reduce 0.01% <0.01 $34.91 $52,033,000 SEC
2009   Q4 1,490,683 3.50 Reduce 0.05% <0.01 $32.25 $48,075,000 SEC
2009   Q3 1,491,383 3.21 Reduce 0.07% <0.01 $27.46 $40,953,000 SEC
2009   Q2 1,492,383 3.44 Add 0.01% <0.01 $23.33 $34,817,000 SEC
2009   Q1 1,492,283 2.93 Add 0.64% 0.02 $18.16 $27,100,000 SEC
2008   Q4 1,482,775 3.11 Add 122.55% 1.71 $22.69 $33,644,000 SEC
2008   Q3 666,275 1.38 Add 18.45% 0.22 $30.69 $20,448,000 SEC
2008   Q2 562,475 1.21 Add 352.97% 0.94 $31.20 $17,549,000 SEC
2008   Q1 124,175 0.22 Buy 0.22 $31.38 $3,897,000 SEC