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  CVS Health Corp. (CVS)
← All CVS superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2024   Q3 0 0.00 Sell 100.00% 0.03 $54.81–67.80 · VW $59.69i SEC
2024   Q2 47,000 0.03 Reduce 85.84% 0.22 $52.77–63.92 · VW $59.01i $2,775,820 SEC
2024   Q1 332,000 0.26 $79.76 $26,480,320 SEC
2023   Q4 332,000 0.29 $78.96 $26,214,720 SEC
2023   Q3 332,000 0.28 $69.82 $23,180,240 SEC
2023   Q2 332,000 0.27 $69.13 $22,951,160 SEC
2023   Q1 332,000 0.32 $74.31 $24,670,920 SEC
2022   Q4 332,000 0.42 $93.19 $30,939,080 SEC
2022   Q3 332,000 0.47 $95.37 $31,662,000 SEC
2022   Q2 332,000 0.44 $92.66 $30,763,000 SEC
2022   Q1 332,000 0.40 $101.21 $33,601,000 SEC
2021   Q4 332,000 0.40 $103.16 $34,249,000 SEC
2021   Q3 332,000 0.36 $84.86 $28,174,000 SEC
2021   Q2 332,000 0.35 $83.44 $27,702,000 SEC
2021   Q1 332,000 0.35 $75.23 $24,976,000 SEC
2020   Q4 332,000 0.34 $68.30 $22,676,000 SEC
2020   Q3 332,000 0.33 $58.40 $19,389,000 SEC
2020   Q2 332,000 0.40 $64.97 $21,570,000 SEC
2020   Q1 332,000 0.37 $59.33 $19,698,000 SEC
2019   Q4 332,000 0.35 Add 2.79% <0.01 $66.71–77.03 · VW $70.52i $24,665,000 SEC
2019   Q3 323,000 0.31 Add 17.45% 0.05 $53.00–67.33 · VW $62.24i $20,371,000 SEC
2019   Q2 275,000 0.23 $54.49 $14,985,000 SEC
2019   Q1 275,000 0.25 $53.93 $14,831,000 SEC
2018   Q4 275,000 0.35 $65.52 $18,018,000 SEC
2018   Q3 275,000 0.37 $78.72 $21,648,000 SEC
2018   Q2 275,000 0.33 $64.35 $17,696,000 SEC
2018   Q1 275,000 0.33 Add 3.00% <0.01 $60.14–79.20 · VW $69.72i $17,108,000 SEC
2017   Q4 267,000 0.37 $72.50 $19,357,000 SEC
2017   Q3 267,000 0.44 $81.32 $21,712,000 SEC
2017   Q2 267,000 0.47 Add 1.14% <0.01 $75.46–83.30 · VW $79.56i $21,483,000 SEC
2017   Q1 264,000 0.47 Add 6.45% 0.03 $74.05–82.90 · VW $79.80i $20,724,000 SEC
2016   Q4 248,000 0.48 Add 0.40% <0.01 $69.30–84.89 · VW $77.67i $19,570,000 SEC
2016   Q3 247,000 0.57 $88.99 $21,981,000 SEC
2016   Q2 247,000 0.63 $95.74 $23,648,000 SEC
2016   Q1 247,000 0.70 $103.73 $25,621,000 SEC
2015   Q4 247,000 0.66 $97.77 $24,149,000 SEC
2015   Q3 247,000 0.64 $96.48 $23,831,000 SEC
2015   Q2 247,000 0.66 Add 0.82% <0.01 $97.87–113.65 · VW $108.00i $25,905,000 SEC
2015   Q1 245,000 0.65 Add 5.60% 0.03 $97.06–105.46 · VW $100.60i $25,286,000 SEC
2014   Q4 232,000 0.57 Add 6.42% 0.03 $83.61–101.59 · VW $94.45i $22,344,000 SEC
2014   Q3 218,000 0.51 Add 10.66% 0.05 $74.69–87.16 · VW $82.55i $17,351,000 SEC
2014   Q2 197,000 0.44 Add 105.21% 0.23 $72.43–79.43 · VW $76.07i $14,848,000 SEC
2014   Q1 96,000 0.23 Buy 0.23 $64.95–76.36 · VW $71.34i $7,187,000 SEC
Price snapshot:
Current price$105.90
52-week low$57.05
52-week high$106.39