Thomas Gayner - Markel Group
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  Aon plc (AON)
← All AON superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 135,800 0.37 Add 1.31% <0.01 $306.52–344.65 · VW $322.41i $43,833,524 SEC
2025   Q4 134,050 0.38 Add 3.27% 0.01 $304.59–358.55 · VW $332.87i $47,303,564 SEC
2025   Q3 129,800 0.38 $356.58 $46,284,084 SEC
2025   Q2 129,800 0.39 Add 0.27% <0.01 $345.78–381.00 · VW $364.59i $46,307,448 SEC
2025   Q1 129,450 0.46 Add 2.58% 0.01 $323.73–412.97 · VW $369.59i $51,662,202 SEC
2024   Q4 126,200 0.40 Add 5.04% 0.02 $346.07–409.99 · VW $388.39i $45,325,992 SEC
2024   Q3 120,150 0.38 Add 5.44% 0.02 $339.29–395.33 · VW $375.39i $41,570,700 SEC
2024   Q2 113,950 0.33 Add 3.54% 0.01 $278.60–345.56 · VW $322.63i $33,453,441 SEC
2024   Q1 110,050 0.36 Add 4.46% 0.02 $268.06–336.06 · VW $295.25i $36,725,886 SEC
2023   Q4 105,350 0.33 Add 5.83% 0.02 $284.85–337.02 · VW $312.62i $30,658,957 SEC
2023   Q3 99,550 0.39 Add 6.99% 0.03 $300.41–344.68 · VW $324.53i $32,276,101 SEC
2023   Q2 93,050 0.38 Add 7.51% 0.03 $308.10–347.37 · VW $329.62i $32,120,860 SEC
2023   Q1 86,550 0.35 Add 8.12% 0.03 $280.89–338.27 · VW $309.15i $27,288,351 SEC
2022   Q4 80,050 0.32 Add 8.10% 0.02 $295.00–328.33 · VW $309.13i $24,026,207 SEC
2022   Q3 74,050 0.29 Add 7.32% 0.02 $266.35–309.00 · VW $294.54i $19,836,000 SEC
2022   Q2 69,000 0.27 Add 6.24% 0.02 $246.21–303.29 · VW $276.25i $18,608,000 SEC
2022   Q1 64,950 0.25 Add 11.79% 0.03 $255.90–341.98 · VW $291.18i $21,150,000 SEC
2021   Q4 58,100 0.20 Add 12.60% 0.02 $259.59–303.92 · VW $285.22i $17,463,000 SEC
2021   Q3 51,600 0.19 Add 14.92% 0.02 $283.56–326.25 · VW $301.86i $14,746,000 SEC
2021   Q2 44,900 0.14 Add 8.19% 0.01 $223.19–288.42 · VW $266.16i $10,720,000 SEC
2021   Q1 41,500 0.13 Add 12.16% 0.01 $221.82–260.97 · VW $245.39i $9,550,000 SEC
2020   Q4 37,000 0.12 $211.27 $7,817,000 SEC
2020   Q3 37,000 0.13 $206.30 $7,633,000 SEC
2020   Q2 37,000 0.13 $192.59 $7,126,000 SEC
2020   Q1 37,000 0.12 $165.03 $6,106,000 SEC
2019   Q4 37,000 0.11 $208.30 $7,707,000 SEC
2019   Q3 37,000 0.11 $193.57 $7,162,000 SEC
2019   Q2 37,000 0.11 $192.97 $7,140,000 SEC
2019   Q1 37,000 0.11 $170.70 $6,316,000 SEC
2018   Q4 37,000 0.10 $145.35 $5,378,000 SEC
2018   Q3 37,000 0.10 $153.78 $5,690,000 SEC
2018   Q2 37,000 0.09 $137.16 $5,075,000 SEC
2018   Q1 37,000 0.10 $140.32 $5,192,000 SEC
2017   Q4 37,000 0.10 $134.00 $4,958,000 SEC
2017   Q3 37,000 0.11 $146.11 $5,406,000 SEC
2017   Q2 37,000 0.11 $132.95 $4,919,000 SEC
2017   Q1 37,000 0.10 $118.70 $4,392,000 SEC
2016   Q4 37,000 0.10 $111.54 $4,127,000 SEC
2016   Q3 37,000 0.11 $112.49 $4,162,000 SEC
2016   Q2 37,000 0.11 $109.24 $4,042,000 SEC
2016   Q1 37,000 0.11 $104.46 $3,865,000 SEC
2015   Q4 37,000 0.09 Add 32.14% 0.02 $83.83–97.79 · VW $92.30i $3,412,000 SEC
2015   Q3 28,000 0.07 Add 600.00% 0.06 $86.38–95.75 · VW $92.29i $2,481,000 SEC
2015   Q2 4,000 0.01 Buy 0.01 $89.27–104.70 · VW $95.80i $399,000 SEC
Price snapshot:
Current price$367.35
Avg. buy price$251.50
+/- since buy46.06%
52-week low$303.79
52-week high$379.20