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  SEI Investments Co. (SEIC)
← All SEIC superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 173,200 0.11 $78.47 $13,591,004 SEC
2025   Q4 173,200 0.11 $82.02 $14,205,864 SEC
2025   Q3 173,200 0.12 $84.85 $14,696,020 SEC
2025   Q2 173,200 0.13 $89.86 $15,563,752 SEC
2025   Q1 173,200 0.12 $77.63 $13,445,516 SEC
2024   Q4 173,200 0.13 $82.48 $14,285,536 SEC
2024   Q3 173,200 0.11 $69.19 $11,983,708 SEC
2024   Q2 173,200 0.11 $64.69 $11,204,308 SEC
2024   Q1 173,200 0.12 $71.90 $12,453,080 SEC
2023   Q4 173,200 0.12 $63.55 $11,006,860 SEC
2023   Q3 173,200 0.13 $60.23 $10,431,836 SEC
2023   Q2 173,200 0.12 Reduce 70.60% 0.30 $56.51–64.43 · VW $61.00i $10,326,184 SEC
2023   Q1 589,200 0.43 $57.55 $33,908,460 SEC
2022   Q4 589,200 0.46 Add 5.36% 0.02 $56.72–64.69 · VW $60.55i $34,350,360 SEC
2022   Q3 559,200 0.41 $49.05 $27,429,000 SEC
2022   Q2 559,200 0.43 Add 25.61% 0.09 $51.07–58.96 · VW $54.91i $30,207,000 SEC
2022   Q1 445,200 0.32 Add 3.25% 0.01 $52.84–62.13 · VW $57.80i $26,805,000 SEC
2021   Q4 431,200 0.30 $60.94 $26,277,000 SEC
2021   Q3 431,200 0.33 Add 0.94% <0.01 $57.06–65.22 · VW $60.64i $25,570,000 SEC
2021   Q2 427,200 0.34 $61.97 $26,473,000 SEC
2021   Q1 427,200 0.36 Add 0.23% <0.01 $55.05–63.83 · VW $60.77i $26,029,000 SEC
2020   Q4 426,200 0.37 Add 11.22% 0.04 $52.12–62.45 · VW $56.86i $24,494,000 SEC
2020   Q3 383,200 0.33 $50.72 $19,435,000 SEC
2020   Q2 383,200 0.39 $54.98 $21,069,000 SEC
2020   Q1 383,200 0.34 $46.34 $17,757,000 SEC
2019   Q4 383,200 0.35 $65.48 $25,092,000 SEC
2019   Q3 383,200 0.35 $59.26 $22,708,000 SEC
2019   Q2 383,200 0.33 $56.10 $21,498,000 SEC
2019   Q1 383,200 0.34 Add 5.51% 0.02 $49.50–58.43 · VW $52.73i $20,022,000 SEC
2018   Q4 363,200 0.32 Add 10.33% 0.03 $42.27–54.90 · VW $49.97i $16,780,000 SEC
2018   Q3 329,200 0.34 Add 7.51% 0.02 $50.86–64.21 · VW $56.26i $20,114,000 SEC
2018   Q2 306,200 0.36 $62.52 $19,144,000 SEC
2018   Q1 306,200 0.44 $74.91 $22,937,000 SEC
2017   Q4 306,200 0.42 $71.86 $22,004,000 SEC
2017   Q3 306,200 0.38 $61.06 $18,697,000 SEC
2017   Q2 306,200 0.36 Add 0.66% <0.01 $50.04–58.59 · VW $55.70i $16,467,000 SEC
2017   Q1 304,200 0.35 Add 4.82% 0.02 $49.04–52.60 · VW $50.58i $15,344,000 SEC
2016   Q4 290,200 0.35 Add 6.61% 0.02 $46.20–52.13 · VW $49.56i $14,324,000 SEC
2016   Q3 272,200 0.32 Add 10.29% 0.03 $42.90–48.71 · VW $46.26i $12,415,000 SEC
2016   Q2 246,800 0.32 Add 2.83% <0.01 $42.12–52.54 · VW $46.92i $11,874,000 SEC
2016   Q1 240,000 0.28 Add 1.27% <0.01 $38.16–51.61 · VW $47.07i $10,332,000 SEC
2015   Q4 237,000 0.34 $52.40 $12,419,000 SEC
2015   Q3 237,000 0.31 $48.23 $11,431,000 SEC
2015   Q2 237,000 0.30 $49.03 $11,620,000 SEC
2015   Q1 237,000 0.27 $44.09 $10,449,000 SEC
2014   Q4 237,000 0.24 $40.04 $9,489,000 SEC
2014   Q3 237,000 0.25 $36.16 $8,570,000 SEC
2014   Q2 237,000 0.23 Add 4.41% <0.01 $31.80–37.97 · VW $35.89i $7,766,000 SEC
2014   Q1 227,000 0.24 Add 13.50% 0.03 $29.92–34.62 · VW $32.49i $7,629,000 SEC
2013   Q4 200,000 0.23 Add 53.85% 0.08 $32.37–35.59 · VW $33.84i $6,946,000 SEC
2013   Q3 130,000 0.14 $30.91 $4,018,000 SEC
2013   Q2 130,000 0.14 $28.43 $3,696,000 SEC
2013   Q1 130,000 0.15 Add 18.18% 0.02 $26.84–31.29 · VW $29.58i $3,750,000 SEC
2012   Q4 110,000 0.11 $23.34 $2,567,000 SEC
2012   Q3 110,000 0.11 $21.44 $2,358,000 SEC
2012   Q2 110,000 0.11 $19.89 $2,188,000 SEC
2012   Q1 110,000 0.11 Add 15.79% 0.02 $17.56–21.58 · VW $19.02i $2,276,000 SEC
2011   Q4 95,000 0.10 Buy 0.10 $15.62–19.99 · VW $18.45i $1,648,000 SEC
Price snapshot:
Current price$96.18
Avg. buy price$42.53
+/- since buy126.14%
52-week low$74.64
52-week high$96.73