Markel Group (Tom Gayner) — LPLA Trade History
Quarter-by-quarter changes in the LPL FINL HLDGS INC position · CUSIP 50212V100
Currently held · 3.8 YearsFirst seen: 2022 Q4
| Quarter | Filed | Activity | Shares | Δ Shares | Δ % | Value | % Port. |
|---|---|---|---|---|---|---|---|
| 2026 Q2 | 2026-07-31 | Hold | 559,951 | — | 0.0% | $157.7M | 1.20% |
| 2026 Q1 | 2026-05-01 | Hold | 559,951 | — | 0.0% | $168.5M | 1.41% |
| 2025 Q4 | 2026-02-06 | Add | 559,951 | 6,630 | +1.2% | $200.0M | 1.59% |
| 2025 Q3 | 2025-10-31 | Add | 553,321 | 8,717 | +1.6% | $184.1M | 1.49% |
| 2025 Q2 | 2025-08-01 | Add | 544,604 | 5,500 | +1.0% | $204.2M | 1.73% |
| 2025 Q1 | 2025-05-02 | Add | 539,104 | 6,700 | +1.3% | $176.4M | 1.57% |
| 2024 Q4 | 2025-02-07 | Add | 532,404 | 12,000 | +2.3% | $173.8M | 1.53% |
| 2024 Q3 | 2024-11-01 | Add | 520,404 | 38,613 | +8.0% | $121.1M | 1.09% |
| 2024 Q2 | 2024-08-02 | Add | 481,791 | 27,500 | +6.1% | $134.6M | 1.32% |
| 2024 Q1 | 2024-05-03 | Add | 454,291 | 27,905 | +6.5% | $120.0M | 1.18% |
| 2023 Q4 | 2024-02-02 | Add | 426,386 | 125,122 | +41.5% | $97.1M | 1.05% |
| 2023 Q3 | 2023-11-03 | Add | 301,264 | 174,205 | +137.1% | $71.6M | 0.86% |
| 2023 Q2 | 2023-08-04 | Add | 127,059 | 107,389 | +546.0% | $27.6M | 0.33% |
| 2023 Q1 | 2023-04-28 | Add | 19,670 | 16,989 | +633.7% | $4.0M | 0.05% |
| 2022 Q4 | 2023-02-03 | New | 2,681 | 2,681 | — | $579.6K | 0.01% |
| 2022 Q3 | 2022-11-04 | — | — | — | — | — | — |
| 2022 Q2 | 2022-08-05 | — | — | — | — | — | — |
| 2022 Q1 | 2022-06-13 | — | — | — | — | — | — |
| 2021 Q4 | 2022-06-13 | — | — | — | — | — | — |
| 2021 Q3 | 2021-11-05 | — | — | — | — | — | — |
| 2021 Q2 | 2021-08-06 | — | — | — | — | — | — |
| 2021 Q1 | 2021-04-30 | — | — | — | — | — | — |
| 2020 Q4 | 2021-02-05 | — | — | — | — | — | — |
| 2020 Q3 | 2020-10-30 | — | — | — | — | — | — |
| 2020 Q2 | 2020-08-03 | — | — | — | — | — | — |
| 2020 Q1 | 2020-05-01 | — | — | — | — | — | — |
| 2019 Q4 | 2020-02-07 | — | — | — | — | — | — |
| 2019 Q3 | 2019-11-01 | — | — | — | — | — | — |
| 2019 Q2 | 2019-08-02 | — | — | — | — | — | — |
| 2019 Q1 | 2019-05-03 | — | — | — | — | — | — |
| 2018 Q4 | 2019-02-08 | — | — | — | — | — | — |
| 2018 Q3 | 2018-11-02 | — | — | — | — | — | — |
| 2018 Q2 | 2018-08-03 | — | — | — | — | — | — |
| 2018 Q1 | 2018-04-27 | — | — | — | — | — | — |
| 2017 Q4 | 2018-02-09 | — | — | — | — | — | — |
| 2017 Q3 | 2017-10-27 | — | — | — | — | — | — |
| 2017 Q2 | 2017-07-28 | — | — | — | — | — | — |
| 2017 Q1 | 2017-04-28 | — | — | — | — | — | — |
| 2016 Q4 | 2017-02-10 | — | — | — | — | — | — |
| 2016 Q3 | 2016-11-04 | — | — | — | — | — | — |
Share counts are split-adjusted. Time held counts consecutive quarters ending with the latest filing; more than ten years shows as ">10 Years".
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.