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  Illinois Tool Works (ITW)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 327,500 0.71 $260.29 $85,244,976 SEC
2025   Q4 327,500 0.64 $246.30 $80,663,249 SEC
2025   Q3 327,500 0.69 $260.76 $85,398,900 SEC
2025   Q2 327,500 0.68 $247.25 $80,974,377 SEC
2025   Q1 327,500 0.72 $248.01 $81,223,276 SEC
2024   Q4 327,500 0.73 $253.56 $83,040,900 SEC
2024   Q3 327,500 0.77 $262.07 $85,827,926 SEC
2024   Q2 327,500 0.76 $236.96 $77,604,400 SEC
2024   Q1 327,500 0.87 $268.33 $87,878,076 SEC
2023   Q4 327,500 0.93 $261.94 $85,785,350 SEC
2023   Q3 327,500 0.91 $230.31 $75,426,526 SEC
2023   Q2 327,500 0.98 $250.16 $81,927,400 SEC
2023   Q1 327,500 1.02 $243.45 $79,729,876 SEC
2022   Q4 327,500 0.97 $220.30 $72,148,250 SEC
2022   Q3 327,500 0.88 $180.65 $59,164,000 SEC
2022   Q2 327,500 0.86 $182.26 $59,689,000 SEC
2022   Q1 327,500 0.82 $209.40 $68,579,000 SEC
2021   Q4 327,500 0.94 $246.80 $80,827,000 SEC
2021   Q3 327,500 0.86 $206.63 $67,672,000 SEC
2021   Q2 327,500 0.93 $223.56 $73,216,000 SEC
2021   Q1 327,500 1.01 $221.52 $72,548,000 SEC
2020   Q4 327,500 1.00 $203.88 $66,771,000 SEC
2020   Q3 327,500 1.08 $193.21 $63,276,000 SEC
2020   Q2 327,500 1.07 $174.85 $57,263,000 SEC
2020   Q1 327,500 0.88 Add 2.66% 0.02 $142.12 $46,544,000 SEC
2019   Q4 319,000 0.80 Add 11.54% 0.08 $179.63 $57,302,000 SEC
2019   Q3 286,000 0.68 Add 13.94% 0.08 $156.49 $44,756,000 SEC
2019   Q2 251,000 0.59 Add 9.13% 0.05 $150.81 $37,853,000 SEC
2019   Q1 230,000 0.56 $143.53 $33,012,000 SEC
2018   Q4 230,000 0.56 $126.69 $29,139,000 SEC
2018   Q3 230,000 0.55 $141.12 $32,457,000 SEC
2018   Q2 230,000 0.59 $138.54 $31,864,000 SEC
2018   Q1 230,000 0.70 $156.66 $36,031,000 SEC
2017   Q4 230,000 0.74 $166.85 $38,376,000 SEC
2017   Q3 230,000 0.69 $147.96 $34,031,000 SEC
2017   Q2 230,000 0.71 $143.25 $32,947,000 SEC
2017   Q1 230,000 0.70 $132.47 $30,468,000 SEC
2016   Q4 230,000 0.69 $122.46 $28,166,000 SEC
2016   Q3 230,000 0.72 $119.84 $27,563,000 SEC
2016   Q2 230,000 0.64 $104.16 $23,957,000 SEC
2016   Q1 230,000 0.64 $102.44 $23,561,000 SEC
2015   Q4 230,000 0.59 $92.68 $21,316,000 SEC
2015   Q3 230,000 0.51 $82.31 $18,931,000 SEC
2015   Q2 230,000 0.54 $91.79 $21,112,000 SEC
2015   Q1 230,000 0.58 $97.14 $22,342,000 SEC
2014   Q4 230,000 0.56 $94.70 $21,781,000 SEC
2014   Q3 230,000 0.57 $84.42 $19,417,000 SEC
2014   Q2 230,000 0.60 $87.56 $20,139,000 SEC
2014   Q1 230,000 0.59 Reduce 4.64% 0.03 $81.33 $18,706,000 SEC
2013   Q4 241,200 0.66 Reduce 0.66% <0.01 $84.08 $20,280,000 SEC
2013   Q3 242,810 0.66 Reduce 0.45% <0.01 $76.27 $18,519,000 SEC
2013   Q2 243,905 0.63 Reduce 0.45% <0.01 $69.17 $16,871,000 SEC
2013   Q1 245,000 0.58 Reduce 0.20% <0.01 $60.94 $14,930,000 SEC
2012   Q4 245,500 0.66 Reduce 0.80% <0.01 $60.81 $14,929,000 SEC
2012   Q3 247,490 0.69 Reduce 0.47% <0.01 $59.47 $14,718,000 SEC
2012   Q2 248,652 0.66 Add 0.00% $52.89 $13,151,000 SEC
2012   Q1 248,647 0.70 Reduce 0.40% <0.01 $57.12 $14,203,000 SEC
2011   Q4 249,641 0.67 Reduce 0.16% <0.01 $46.71 $11,661,000 SEC
2011   Q3 250,035 0.67 Reduce 0.99% <0.01 $41.60 $10,401,000 SEC
2011   Q2 252,530 0.81 Reduce 0.13% <0.01 $56.49 $14,265,000 SEC
2011   Q1 252,859 0.79 Add 0.00% $53.72 $13,584,000 SEC
2010   Q4 252,854 0.80 Add 4.08% 0.03 $53.40 $13,502,000 SEC
2010   Q3 242,949 0.74 Reduce 0.04% <0.01 $47.02 $11,423,000 SEC
2010   Q2 243,043 0.72 Add 0.00% $41.28 $10,033,000 SEC
2010   Q1 243,039 0.77 Add 0.00% $47.36 $11,510,000 SEC
2009   Q4 243,034 0.85 Add 0.00% $47.99 $11,663,000 SEC
2009   Q3 243,029 0.81 Add 0.00% $42.71 $10,380,000 SEC
2009   Q2 243,023 0.90 Add 0.04% <0.01 $37.34 $9,074,000 SEC
2009   Q1 242,916 0.81 Reduce 0.08% <0.01 $30.85 $7,494,000 SEC
2008   Q4 243,110 0.79 Add 0.13% <0.01 $35.05 $8,521,000 SEC
2008   Q3 242,804 0.73 Add 0.17% <0.01 $44.45 $10,792,000 SEC
2008   Q2 242,400 0.79 Reduce 0.41% <0.01 $47.51 $11,516,000 SEC
2008   Q1 243,400 0.68 Add 0.04% <0.01 $48.23 $11,739,000 SEC
2007   Q4 243,300 0.70 $53.54 $13,026,000 SEC