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  Moody's Corp. (MCO)
← All MCO superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 213,890 0.78 $436.25 $93,309,514 SEC
2025   Q4 213,890 0.87 $510.85 $109,265,707 SEC
2025   Q3 213,890 0.83 $476.48 $101,914,307 SEC
2025   Q2 213,890 0.91 $501.59 $107,285,086 SEC
2025   Q1 213,890 0.88 $465.69 $99,606,435 SEC
2024   Q4 213,890 0.89 $473.37 $101,249,110 SEC
2024   Q3 213,890 0.92 $474.59 $101,510,056 SEC
2024   Q2 213,890 0.89 $420.93 $90,032,719 SEC
2024   Q1 213,890 0.83 $393.03 $84,065,188 SEC
2023   Q4 213,890 0.91 $390.56 $83,536,879 SEC
2023   Q3 213,890 0.82 $316.17 $67,625,602 SEC
2023   Q2 213,890 0.89 $347.72 $74,373,830 SEC
2023   Q1 213,890 0.84 $306.02 $65,454,618 SEC
2022   Q4 213,890 0.80 Add 0.19% <0.01 $230.16–312.86 · VW $274.91i $59,594,032 SEC
2022   Q3 213,490 0.77 Add 0.23% <0.01 $242.70–325.26 · VW $285.68i $51,901,000 SEC
2022   Q2 212,990 0.83 $271.97 $57,927,000 SEC
2022   Q1 212,990 0.86 Add 0.83% <0.01 $299.69–392.53 · VW $334.73i $71,865,000 SEC
2021   Q4 211,240 0.96 $390.58 $82,506,000 SEC
2021   Q3 211,240 0.95 $355.11 $75,013,000 SEC
2021   Q2 211,240 0.98 $362.37 $76,547,000 SEC
2021   Q1 211,240 0.88 Add 0.07% <0.01 $261.38–307.86 · VW $282.22i $63,078,000 SEC
2020   Q4 211,100 0.92 Add 0.01% <0.01 $253.17–304.64 · VW $280.09i $61,270,000 SEC
2020   Q3 211,080 1.04 $289.85 $61,181,000 SEC
2020   Q2 211,080 1.09 $274.73 $57,990,000 SEC
2020   Q1 211,080 0.84 Add 0.62% <0.01 $164.19–287.25 · VW $232.09i $44,643,000 SEC
2019   Q4 209,780 0.70 Add 1.67% 0.01 $195.57–240.31 · VW $222.20i $49,804,000 SEC
2019   Q3 206,330 0.64 Add 2.61% 0.02 $195.43–222.85 · VW $210.52i $42,262,000 SEC
2019   Q2 201,080 0.61 Add 0.02% <0.01 $179.76–201.38 · VW $190.63i $39,273,000 SEC
2019   Q1 201,030 0.62 Add 0.46% <0.01 $135.92–182.53 · VW $165.59i $36,404,000 SEC
2018   Q4 200,100 0.54 Add 0.05% <0.01 $129.26–169.92 · VW $150.15i $28,022,000 SEC
2018   Q3 200,000 0.57 $167.20 $33,440,000 SEC
2018   Q2 200,000 0.64 $170.56 $34,112,000 SEC
2018   Q1 200,000 0.62 Reduce 31.03% 0.25 $145.50–171.68 · VW $161.21i $32,260,000 SEC
2017   Q4 290,000 0.82 $147.61 $42,807,000 SEC
2017   Q3 290,000 0.82 $139.21 $40,371,000 SEC
2017   Q2 290,000 0.76 $121.68 $35,287,000 SEC
2017   Q1 290,000 0.74 $112.04 $32,492,000 SEC
2016   Q4 290,000 0.67 $94.27 $27,338,000 SEC
2016   Q3 290,000 0.82 $108.28 $31,401,000 SEC
2016   Q2 290,000 0.72 $93.71 $27,176,000 SEC
2016   Q1 290,000 0.76 $96.56 $28,002,000 SEC
2015   Q4 290,000 0.80 $100.34 $29,099,000 SEC
2015   Q3 290,000 0.76 Add 4.32% 0.03 $96.00–113.87 · VW $104.26i $28,478,000 SEC
2015   Q2 278,000 0.77 Add 4.12% 0.03 $102.44–111.06 · VW $107.41i $30,013,000 SEC
2015   Q1 267,000 0.72 Add 5.12% 0.04 $85.50–104.58 · VW $96.03i $27,715,000 SEC
2014   Q4 254,000 0.62 Add 4.96% 0.03 $88.25–102.24 · VW $97.22i $24,336,000 SEC
2014   Q3 242,000 0.67 Add 6.61% 0.04 $86.50–96.14 · VW $91.78i $22,869,000 SEC
2014   Q2 227,000 0.59 Add 9.66% 0.05 $74.36–89.08 · VW $82.29i $19,899,000 SEC
2014   Q1 207,000 0.52 Add 16.69% 0.07 $72.57–85.70 · VW $78.41i $16,419,000 SEC
2013   Q4 177,400 0.45 Add 14.16% 0.06 $66.91–79.15 · VW $73.10i $13,921,000 SEC
2013   Q3 155,400 0.39 $70.33 $10,929,000 SEC
2013   Q2 155,400 0.36 $60.93 $9,469,000 SEC
2013   Q1 155,400 0.32 Add 62.89% 0.12 $40.67–55.58 · VW $49.90i $8,286,000 SEC
2012   Q4 95,400 0.21 Add 218.00% 0.14 $43.23–51.63 · VW $47.83i $4,801,000 SEC
2012   Q3 30,000 0.06 Buy 0.06 $35.13–46.26 · VW $40.81i $1,325,000 SEC
Price snapshot:
Current price$495.72
Avg. buy price$79.36
+/- since buy524.65%
52-week low$400.46
52-week high$544.40