Markel Group (Tom Gayner) — OTIS Trade History
Quarter-by-quarter changes in the OTIS WORLDWIDE CORP position · CUSIP 68902V107
Currently held · 4.3 YearsFirst seen: 2020 Q2
| Quarter | Filed | Activity | Shares | Δ Shares | Δ % | Value | % Port. |
|---|---|---|---|---|---|---|---|
| 2026 Q2 | 2026-07-31 | Add | 133,620 | 19,000 | +16.6% | $9.6M | 0.07% |
| 2026 Q1 | 2026-05-01 | Hold | 114,620 | — | 0.0% | $8.8M | 0.07% |
| 2025 Q4 | 2026-02-06 | Hold | 114,620 | — | 0.0% | $10.0M | 0.08% |
| 2025 Q3 | 2025-10-31 | Hold | 114,620 | — | 0.0% | $10.5M | 0.09% |
| 2025 Q2 | 2025-08-01 | Hold | 114,620 | — | 0.0% | $11.3M | 0.10% |
| 2025 Q1 | 2025-05-02 | Hold | 114,620 | — | 0.0% | $11.8M | 0.10% |
| 2024 Q4 | 2025-02-07 | Hold | 114,620 | — | 0.0% | $10.6M | 0.09% |
| 2024 Q3 | 2024-11-01 | Hold | 114,620 | — | 0.0% | $11.9M | 0.11% |
| 2024 Q2 | 2024-08-02 | Hold | 114,620 | — | 0.0% | $11.0M | 0.11% |
| 2024 Q1 | 2024-05-03 | Hold | 114,620 | — | 0.0% | $11.4M | 0.11% |
| 2023 Q4 | 2024-02-02 | Hold | 114,620 | — | 0.0% | $10.3M | 0.11% |
| 2023 Q3 | 2023-11-03 | Hold | 114,620 | — | 0.0% | $9.2M | 0.11% |
| 2023 Q2 | 2023-08-04 | Hold | 114,620 | — | 0.0% | $10.2M | 0.12% |
| 2023 Q1 | 2023-04-28 | Hold | 114,620 | — | 0.0% | $9.7M | 0.12% |
| 2022 Q4 | 2023-02-03 | Hold | 114,620 | — | 0.0% | $9.0M | 0.12% |
| 2022 Q3 | 2022-11-04 | Hold | 114,620 | — | 0.0% | $7.3M | 0.11% |
| 2022 Q2 | 2022-08-05 | New | 114,620 | 114,620 | — | $8.1M | 0.12% |
| 2022 Q1 | 2022-06-13 | — | — | — | — | — | — |
| 2021 Q4 | 2022-06-13 | Sold out | — | -114,620 | -100.0% | — | — |
| 2021 Q3 | 2021-11-05 | Hold | 114,620 | — | 0.0% | $9.4M | 0.12% |
| 2021 Q2 | 2021-08-06 | Add | 114,620 | 760 | +0.7% | $9.4M | 0.12% |
| 2021 Q1 | 2021-04-30 | Add | 113,860 | 800 | +0.7% | $7.8M | 0.11% |
| 2020 Q4 | 2021-02-05 | Add | 113,060 | 1,060 | +0.9% | $7.6M | 0.11% |
| 2020 Q3 | 2020-10-30 | Hold | 112,000 | — | 0.0% | $7.0M | 0.12% |
| 2020 Q2 | 2020-08-03 | New | 112,000 | 112,000 | — | $6.4M | 0.12% |
| 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.