Markel Group (Tom Gayner) — MCO Trade History
Quarter-by-quarter changes in the MOODYS CORP position · CUSIP 615369105
Currently held · 4.3 YearsFirst seen: 2016 Q3
| Quarter | Filed | Activity | Shares | Δ Shares | Δ % | Value | % Port. |
|---|---|---|---|---|---|---|---|
| 2026 Q2 | 2026-07-31 | Hold | 213,890 | — | 0.0% | $96.9M | 0.74% |
| 2026 Q1 | 2026-05-01 | Hold | 213,890 | — | 0.0% | $93.3M | 0.78% |
| 2025 Q4 | 2026-02-06 | Hold | 213,890 | — | 0.0% | $109.3M | 0.87% |
| 2025 Q3 | 2025-10-31 | Hold | 213,890 | — | 0.0% | $101.9M | 0.83% |
| 2025 Q2 | 2025-08-01 | Hold | 213,890 | — | 0.0% | $107.3M | 0.91% |
| 2025 Q1 | 2025-05-02 | Hold | 213,890 | — | 0.0% | $99.6M | 0.88% |
| 2024 Q4 | 2025-02-07 | Hold | 213,890 | — | 0.0% | $101.2M | 0.89% |
| 2024 Q3 | 2024-11-01 | Hold | 213,890 | — | 0.0% | $101.5M | 0.91% |
| 2024 Q2 | 2024-08-02 | Hold | 213,890 | — | 0.0% | $90.0M | 0.89% |
| 2024 Q1 | 2024-05-03 | Hold | 213,890 | — | 0.0% | $84.1M | 0.83% |
| 2023 Q4 | 2024-02-02 | Hold | 213,890 | — | 0.0% | $83.5M | 0.91% |
| 2023 Q3 | 2023-11-03 | Hold | 213,890 | — | 0.0% | $67.6M | 0.82% |
| 2023 Q2 | 2023-08-04 | Hold | 213,890 | — | 0.0% | $74.4M | 0.89% |
| 2023 Q1 | 2023-04-28 | Hold | 213,890 | — | 0.0% | $65.5M | 0.83% |
| 2022 Q4 | 2023-02-03 | Add | 213,890 | 400 | +0.2% | $59.6M | 0.80% |
| 2022 Q3 | 2022-11-04 | Add | 213,490 | 500 | +0.2% | $51.9M | 0.77% |
| 2022 Q2 | 2022-08-05 | New | 212,990 | 212,990 | — | $57.9M | 0.83% |
| 2022 Q1 | 2022-06-13 | — | — | — | — | — | — |
| 2021 Q4 | 2022-06-13 | Sold out | — | -211,240 | -100.0% | — | — |
| 2021 Q3 | 2021-11-05 | Hold | 211,240 | — | 0.0% | $75.0M | 0.95% |
| 2021 Q2 | 2021-08-06 | Hold | 211,240 | — | 0.0% | $76.5M | 0.97% |
| 2021 Q1 | 2021-04-30 | Add | 211,240 | 140 | +0.1% | $63.1M | 0.87% |
| 2020 Q4 | 2021-02-05 | Add | 211,100 | 20 | +0.0% | $61.3M | 0.91% |
| 2020 Q3 | 2020-10-30 | Hold | 211,080 | — | 0.0% | $61.2M | 1.04% |
| 2020 Q2 | 2020-08-03 | Hold | 211,080 | — | 0.0% | $58.0M | 1.08% |
| 2020 Q1 | 2020-05-01 | Add | 211,080 | 1,300 | +0.6% | $44.6M | 0.84% |
| 2019 Q4 | 2020-02-07 | Add | 209,780 | 3,450 | +1.7% | $49.8M | 0.69% |
| 2019 Q3 | 2019-11-01 | Add | 206,330 | 5,250 | +2.6% | $42.3M | 0.64% |
| 2019 Q2 | 2019-08-02 | Add | 201,080 | 50 | +0.0% | $39.3M | 0.60% |
| 2019 Q1 | 2019-05-03 | Add | 201,030 | 930 | +0.5% | $36.4M | 0.61% |
| 2018 Q4 | 2019-02-08 | Add | 200,100 | 100 | +0.1% | $28.0M | 0.54% |
| 2018 Q3 | 2018-11-02 | Hold | 200,000 | — | 0.0% | $33.4M | 0.56% |
| 2018 Q2 | 2018-08-03 | Hold | 200,000 | — | 0.0% | $34.1M | 0.63% |
| 2018 Q1 | 2018-04-27 | Reduce | 200,000 | -90,000 | -31.0% | $32.3M | 0.61% |
| 2017 Q4 | 2018-02-09 | Hold | 290,000 | — | 0.0% | $42.8M | 0.81% |
| 2017 Q3 | 2017-10-27 | Hold | 290,000 | — | 0.0% | $40.4M | 0.80% |
| 2017 Q2 | 2017-07-28 | Hold | 290,000 | — | 0.0% | $35.3M | 0.75% |
| 2017 Q1 | 2017-04-28 | Hold | 290,000 | — | 0.0% | $32.5M | 0.73% |
| 2016 Q4 | 2017-02-10 | Hold | 290,000 | — | 0.0% | $27.3M | 0.66% |
| 2016 Q3 | 2016-11-04 | New | 290,000 | 290,000 | — | $31.4M | 0.81% |
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.