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  Progressive Corp. (PGR)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 753,750 1.25 $198.24 $149,423,400 SEC
2025   Q4 753,750 1.37 $227.72 $171,643,949 SEC
2025   Q3 753,750 1.51 $246.95 $186,138,563 SEC
2025   Q2 753,750 1.70 $266.86 $201,145,726 SEC
2025   Q1 753,750 1.89 $283.01 $213,318,787 SEC
2024   Q4 753,750 1.59 $239.61 $180,606,038 SEC
2024   Q3 753,750 1.73 $253.76 $191,271,600 SEC
2024   Q2 753,750 1.54 $207.71 $156,561,413 SEC
2024   Q1 753,750 1.54 $206.82 $155,890,574 SEC
2023   Q4 753,750 1.31 $159.28 $120,057,301 SEC
2023   Q3 753,750 1.27 $139.30 $104,997,375 SEC
2023   Q2 753,750 1.19 $132.37 $99,773,889 SEC
2023   Q1 753,750 1.38 $143.06 $107,831,475 SEC
2022   Q4 753,750 1.32 $129.71 $97,768,913 SEC
2022   Q3 753,750 1.30 $116.21 $87,593,000 SEC
2022   Q2 753,750 1.26 Add 0.40% <0.01 $116.27 $87,638,000 SEC
2022   Q1 750,750 1.03 Add 4.13% 0.04 $113.99 $85,578,000 SEC
2021   Q4 721,000 0.86 Add 2.63% 0.02 $102.65 $74,011,000 SEC
2021   Q3 702,500 0.81 Add 1.33% 0.01 $90.39 $63,499,000 SEC
2021   Q2 693,300 0.87 Add 0.17% <0.01 $98.21 $68,089,000 SEC
2021   Q1 692,100 0.92 Add 2.31% 0.02 $95.61 $66,172,000 SEC
2020   Q4 676,500 1.00 Add 0.30% <0.01 $98.88 $66,893,000 SEC
2020   Q3 674,500 1.09 $94.67 $63,855,000 SEC
2020   Q2 674,500 1.01 $80.11 $54,035,000 SEC
2020   Q1 674,500 0.94 Add 5.39% 0.05 $73.84 $49,805,000 SEC
2019   Q4 640,000 0.65 Add 10.73% 0.06 $72.39 $46,329,000 SEC
2019   Q3 578,000 0.68 Add 7.43% 0.05 $77.25 $44,650,000 SEC
2019   Q2 538,000 0.67 Add 15.20% 0.09 $79.93 $43,002,000 SEC
2019   Q1 467,000 0.57 Add 8.86% 0.05 $72.09 $33,666,000 SEC
2018   Q4 429,000 0.50 Add 1.06% <0.01 $60.33 $25,881,000 SEC
2018   Q3 424,500 0.51 Add 34.76% 0.13 $71.04 $30,156,000 SEC
2018   Q2 315,000 0.35 Add 50.00% 0.12 $59.15 $18,632,000 SEC
2018   Q1 210,000 0.25 Buy 0.25 $60.93 $12,795,000 SEC
2009   Q3 0 0.00 Sell 100.00% 0.07 SEC
2009   Q2 46,516 0.07 $15.11 $703,000 SEC
2009   Q1 46,516 0.07 $13.44 $625,000 SEC
2008   Q4 46,516 0.06 $14.81 $689,000 SEC
2008   Q3 46,516 0.05 $17.39 $809,000 SEC
2008   Q2 46,516 0.06 $18.72 $871,000 SEC
2008   Q1 46,516 0.04 $16.08 $748,000 SEC
2007   Q4 46,516 0.05 $19.15 $891,000 SEC