Francois Rochon - Giverny Capital
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)
← All MKL superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 42,944 3.01 Reduce 2.35% 0.07 $1,719.41–2,086.96 · VW $1,873.99i $82,197,822 SEC
2025   Q4 43,978 3.15 Add 0.34% 0.01 $1,987.83–2,207.59 · VW $2,089.30i $94,537,308 SEC
2025   Q3 43,829 2.84 Add 0.30% <0.01 $1,812.24–2,109.91 · VW $2,000.86i $83,772,997 SEC
2025   Q2 43,696 2.99 Add 0.68% 0.02 $1,893.12–2,075.92 · VW $1,976.03i $87,276,643 SEC
2025   Q1 43,402 2.99 Add 0.16% <0.01 $1,621.89–1,952.78 · VW $1,838.79i $81,144,813 SEC
2024   Q4 43,331 2.73 Add 1.52% 0.04 $1,641.51–2,063.68 · VW $1,879.54i $74,799,272 SEC
2024   Q3 42,684 2.55 Add 2.92% 0.07 $1,494.00–1,809.11 · VW $1,695.34i $66,953,269 SEC
2024   Q2 41,471 2.76 Reduce 48.51% 2.42 $1,491.03–1,660.74 · VW $1,584.15i $65,344,196 SEC
2024   Q1 80,549 4.98 Add 1.73% 0.08 $1,417.65–1,670.24 · VW $1,576.49i $122,553,693 SEC
2023   Q4 79,180 5.28 Reduce 6.32% 0.43 $1,342.66–1,518.04 · VW $1,451.06i $112,427,682 SEC
2023   Q3 84,525 6.76 Add 0.86% 0.06 $1,295.65–1,560.00 · VW $1,431.58i $124,462,217 SEC
2023   Q2 83,806 6.10 Add 5.29% 0.31 $1,308.40–1,519.96 · VW $1,435.76i $115,918,783 SEC
2023   Q1 79,596 6.12 Reduce 2.17% 0.14 $1,186.56–1,395.53 · VW $1,298.94i $101,676,726 SEC
2022   Q4 81,360 6.63 Reduce 0.97% 0.06 $1,250.01–1,458.56 · VW $1,346.14i $107,190,986 SEC
2022   Q3 82,153 6.03 Add 2.02% 0.12 $1,064.09–1,329.51 · VW $1,239.48i $89,072,000 SEC
2022   Q2 80,529 6.86 Add 2.51% 0.17 $1,162.00–1,411.77 · VW $1,255.96i $104,144,000 SEC
2022   Q1 78,559 6.54 Add 2.94% 0.19 $1,200.34–1,519.25 · VW $1,363.01i $115,893,000 SEC
2021   Q4 76,314 5.02 Add 2.83% 0.14 $1,180.00–1,296.90 · VW $1,239.94i $94,171,000 SEC
2021   Q3 74,212 5.29 Add 4.07% 0.21 $1,179.00–1,343.56 · VW $1,239.13i $88,693,000 SEC
2021   Q2 71,312 5.15 Add 4.74% 0.23 $1,155.00–1,288.00 · VW $1,237.75i $84,627,000 SEC
2021   Q1 68,082 5.19 Add 45.62% 1.63 $1,085.00–1,268.96 · VW $1,193.15i $77,588,000 SEC
2020   Q4 46,752 3.71 Add 4.54% 0.16 $942.44–1,143.90 · VW $1,058.38i $48,309,000 SEC
2020   Q3 44,723 3.99 Add 1.25% 0.05 $913.04–1,119.60 · VW $1,002.16i $43,547,000 SEC
2020   Q2 44,170 4.05 Add 7.21% 0.27 $880.59–1,124.00 · VW $1,030.47i $40,776,000 SEC
2020   Q1 41,199 4.87 Add 5.61% 0.26 $710.52–1,273.92 · VW $960.62i $38,228,000 SEC
2019   Q4 39,012 4.04 Add 1.83% 0.07 $1,103.21–1,347.64 · VW $1,210.82i $44,597,000 SEC
2019   Q3 38,312 4.51 Add 1.10% 0.05 $1,100.00–1,216.47 · VW $1,150.67i $45,281,000 SEC
2019   Q2 37,894 4.17 Add 3.75% 0.15 $1,050.95–1,158.88 · VW $1,117.64i $41,289,000 SEC
2019   Q1 36,523 4.17 Add 6.05% 0.24 $950.16–1,087.29 · VW $1,032.11i $36,386,000 SEC
2018   Q4 34,438 4.71 Add 0.66% 0.03 $954.39–1,158.99 · VW $1,039.42i $35,748,000 SEC
2018   Q3 34,211 4.89 Add 5.85% 0.27 $1,020.00–1,225.00 · VW $1,129.71i $40,659,000 SEC
2018   Q2 32,319 4.93 Add 2.06% 0.10 $1,078.02–1,228.32 · VW $1,171.71i $35,045,000 SEC
2018   Q1 31,666 5.39 Add 3.06% 0.16 $1,086.56–1,194.98 · VW $1,126.21i $37,057,000 SEC
2017   Q4 30,727 5.22 Add 0.89% 0.05 $1,049.95–1,157.30 · VW $1,106.42i $35,002,000 SEC
2017   Q3 30,457 5.20 Add 1.85% 0.09 $995.30–1,115.62 · VW $1,072.61i $32,527,000 SEC
2017   Q2 29,904 5.18 Add 1.13% 0.06 $949.72–1,086.68 · VW $1,029.46i $29,182,000 SEC
2017   Q1 29,569 5.31 Add 5.50% 0.28 $936.95–992.00 · VW $968.73i $28,855,000 SEC
2016   Q4 28,027 4.77 Add 4.64% 0.21 $873.15–986.73 · VW $946.54i $25,350,000 SEC
2016   Q3 26,785 6.89 Add 0.54% 0.04 $811.05–956.58 · VW $888.66i $24,877,000 SEC
2016   Q2 26,642 7.39 Add 3.22% 0.23 $902.42–967.93 · VW $933.82i $25,384,000 SEC
2016   Q1 25,812 6.85 Add 1.98% 0.13 $860.00–989.18 · VW $934.06i $23,013,000 SEC
2015   Q4 25,310 6.48 Add 1.50% 0.10 $805.03–931.25 · VW $864.33i $22,358,000 SEC
2015   Q3 24,936 5.87 Add 3.34% 0.19 $791.97–937.91 · VW $878.35i $19,995,000 SEC
2015   Q2 24,129 5.49 Add 2.04% 0.11 $770.60–898.08 · VW $830.81i $19,320,000 SEC
2015   Q1 23,646 4.61 $768.97 $18,183,000 SEC
Price snapshot:
Current price$1,962.27
Avg. buy price$1,081.53
+/- since buy81.43%
52-week low$1,719.41
52-week high$2,207.59