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  S&P Global Inc. (SPGI)
← All SPGI superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 124,398 0.42 Reduce 21.90% 0.14 $361.03–502.78 · VW $423.93i $50,058,265 SEC
2025   Q4 159,279 0.63 $494.41 $78,749,088 SEC
2025   Q3 159,279 0.60 $460.46 $73,342,330 SEC
2025   Q2 159,279 0.67 $498.86 $79,457,331 SEC
2025   Q1 159,279 0.68 $480.70 $76,565,589 SEC
2024   Q4 159,279 0.66 $471.17 $75,048,141 SEC
2024   Q3 159,279 0.70 $488.76 $77,849,468 SEC
2024   Q2 159,279 0.66 $421.95 $67,207,740 SEC
2024   Q1 159,279 0.63 $402.51 $64,111,061 SEC
2023   Q4 159,279 0.72 $416.76 $66,381,959 SEC
2023   Q3 159,279 0.66 $345.70 $55,063,633 SEC
2023   Q2 159,279 0.72 $379.27 $60,410,115 SEC
2023   Q1 159,279 0.66 $326.18 $51,953,392 SEC
2022   Q4 159,279 0.68 Add 0.27% <0.01 $288.60–354.99 · VW $332.77i $50,472,109 SEC
2022   Q3 158,857 0.68 Add 0.33% <0.01 $264.26–374.46 · VW $314.21i $45,891,000 SEC
2022   Q2 158,328 0.73 $318.88 $50,488,000 SEC
2022   Q1 158,328 0.74 Add 0.84% <0.01 $343.94–400.71 · VW $366.95i $61,441,000 SEC
2021   Q4 157,007 0.81 $446.48 $70,101,000 SEC
2021   Q3 157,007 0.80 $401.98 $63,113,000 SEC
2021   Q2 157,007 0.78 Add 0.20% <0.01 $344.48–406.75 · VW $385.61i $60,968,000 SEC
2021   Q1 156,690 0.73 Add 0.67% <0.01 $300.08–373.64 · VW $347.69i $52,310,000 SEC
2020   Q4 155,654 0.73 Add 0.18% <0.01 $287.13–348.41 · VW $311.82i $48,409,000 SEC
2020   Q3 155,379 0.90 $341.16 $53,009,000 SEC
2020   Q2 155,379 0.91 $311.71 $48,433,000 SEC
2020   Q1 155,379 0.68 $231.84 $36,022,000 SEC
2019   Q4 155,379 0.56 $258.33 $40,138,000 SEC
2019   Q3 155,379 0.55 $231.77 $36,012,000 SEC
2019   Q2 155,379 0.52 $215.51 $33,485,000 SEC
2019   Q1 155,379 0.52 $199.20 $30,951,000 SEC
2018   Q4 155,379 0.48 $160.78 $24,981,000 SEC
2018   Q3 155,379 0.49 $184.85 $28,722,000 SEC
2018   Q2 155,379 0.56 $192.89 $29,972,000 SEC
2018   Q1 155,379 0.54 $180.76 $28,086,000 SEC
2017   Q4 155,379 0.48 $160.26 $24,902,000 SEC
2017   Q3 155,379 0.47 $147.88 $22,978,000 SEC
2017   Q2 155,379 0.47 $138.12 $21,461,000 SEC
2017   Q1 155,379 0.44 $123.69 $19,219,000 SEC
2016   Q4 155,379 0.39 $101.74 $15,808,000 SEC
2016   Q3 155,379 0.49 $119.74 $18,604,000 SEC
2016   Q2 155,379 0.42 Buy 0.42 $92.38–116.09 · VW $108.03i $15,767,000 SEC
Price snapshot:
Current price$437.84
Avg. buy price$107.49
+/- since buy307.33%
52-week low$359.36
52-week high$543.27