Markel Group’s Watsco Inc WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $212M | Buy |
582,169
+4,500
| +0.8% | +$1.74M | 1.77% | 13 |
|
|
2025
Q4 | $195M | Buy |
577,669
+12,500
| +2% | +$4.46M | 1.55% | 16 |
|
|
2025
Q3 | $228M | Hold |
565,169
| – | – | 1.85% | 15 |
|
|
2025
Q2 | $250M | Sell |
565,169
-25,331
| -4% | -$11.8M | 2.11% | 14 |
|
|
2025
Q1 | $300M | Hold |
590,500
| – | – | 2.67% | 9 |
|
|
2024
Q4 | $280M | Buy |
590,500
+8,000
| +1% | +$4.05M | 2.47% | 10 |
|
|
2024
Q3 | $287M | Buy |
582,500
+11,250
| +2% | +$5.41M | 2.58% | 8 |
|
|
2024
Q2 | $265M | Buy |
571,250
+5,000
| +0.9% | +$2.29M | 2.6% | 10 |
|
|
2024
Q1 | $245M | Buy |
566,250
+9,500
| +2% | +$3.82M | 2.41% | 11 |
|
|
2023
Q4 | $239M | Buy |
556,750
+11,000
| +2% | +$4.26M | 2.59% | 9 |
|
|
2023
Q3 | $206M | Buy |
545,750
+6,500
| +1% | +$2.35M | 2.49% | 10 |
|
|
2023
Q2 | $206M | Buy |
539,250
+10,500
| +2% | +$3.56M | 2.45% | 12 |
|
|
2023
Q1 | $168M | Buy |
528,750
+28,500
| +6% | +$8.37M | 2.14% | 14 |
|
|
2022
Q4 | $125M | Buy |
500,250
+38,000
| +8% | +$9.99M | 1.67% | 17 |
|
|
2022
Q3 | $119M | Buy |
462,250
+18,500
| +4% | +$5.01M | 1.76% | 15 |
|
|
2022
Q2 | $106M | Buy |
443,750
+25,000
| +6% | +$6.58M | 1.52% | 21 |
|
|
2022
Q1 | $128M | Hold |
418,750
| – | – | 1.51% | 19 |
|
|
2021
Q4 | $131M | Buy |
418,750
+4,500
| +1% | +$1.33M | 1.5% | 20 |
|
|
2021
Q3 | $110M | Buy |
414,250
+7,750
| +2% | +$2.17M | 1.39% | 20 |
|
|
2021
Q2 | $117M | Buy |
406,500
+3,000
| +0.7% | +$859K | 1.48% | 19 |
|
|
2021
Q1 | $105M | Buy |
403,500
+4,500
| +1% | +$1.11M | 1.46% | 19 |
|
|
2020
Q4 | $90.4M | Buy |
399,000
+2,000
| +0.5% | +$460K | 1.35% | 20 |
|
|
2020
Q3 | $92.5M | Hold |
397,000
| – | – | 1.57% | 18 |
|
|
2020
Q2 | $70.5M | Hold |
397,000
| – | – | 1.31% | 19 |
|
|
2020
Q1 | $62.7M | Buy |
397,000
+9,500
| +2% | +$1.6M | 1.18% | 23 |
|
|
2019
Q4 | $69.8M | Buy |
387,500
+11,000
| +3% | +$1.93M | 0.97% | 25 |
|
|
2019
Q3 | $63.7M | Buy |
376,500
+20,500
| +6% | +$3.32M | 0.96% | 26 |
|
|
2019
Q2 | $58.2M | Buy |
356,000
+27,000
| +8% | +$4.24M | 0.9% | 28 |
|
|
2019
Q1 | $47.1M | Buy |
329,000
+34,000
| +12% | +$4.88M | 0.79% | 32 |
|
|
2018
Q4 | $41M | Buy |
295,000
+3,000
| +1% | +$457K | 0.78% | 29 |
|
|
2018
Q3 | $52M | Buy |
292,000
+16,000
| +6% | +$2.83M | 0.88% | 26 |
|
|
2018
Q2 | $49.2M | Buy |
276,000
+17,500
| +7% | +$3.18M | 0.9% | 29 |
|
|
2018
Q1 | $46.8M | Buy |
258,500
+23,000
| +10% | +$3.99M | 0.89% | 30 |
|
|
2017
Q4 | $40M | Hold |
235,500
| – | – | 0.76% | 38 |
|
|
2017
Q3 | $37.9M | Buy |
235,500
+16,000
| +7% | +$2.42M | 0.76% | 39 |
|
|
2017
Q2 | $33.8M | Buy |
219,500
+21,000
| +11% | +$3M | 0.72% | 40 |
|
|
2017
Q1 | $28.4M | Buy |
198,500
+9,500
| +5% | +$1.42M | 0.64% | 43 |
|
|
2016
Q4 | $28M | Buy |
189,000
+11,500
| +6% | +$1.67M | 0.67% | 41 |
|
|
2016
Q3 | $25M | Buy |
177,500
+27,000
| +18% | +$3.87M | 0.64% | 41 |
|
|
2016
Q2 | $21.2M | Buy |
150,500
+23,100
| +18% | +$3.1M | 0.56% | 43 |
|
|
2016
Q1 | $17.2M | Buy |
127,400
+2,400
| +2% | +$291K | 0.46% | 53 |
|
|
2015
Q4 | $14.6M | Buy |
125,000
+16,000
| +15% | +$1.97M | 0.4% | 55 |
|
|
2015
Q3 | $12.9M | Buy |
109,000
+16,000
| +17% | +$1.99M | 0.34% | 62 |
|
|
2015
Q2 | $11.5M | Buy |
93,000
+35,000
| +60% | +$4.36M | 0.29% | 67 |
|
|
2015
Q1 | $7.29M | Buy |
58,000
+56,000
| +2,800% | +$6.43M | 0.18% | 82 |
|
|
2014
Q4 | $214K | Buy |
+2,000
| New | +$199K | 0.01% | 106 |
|
Other funds holding WSO
VPM
VCM
Markel Group's WSO Position: Q1 2026 in Review
Markel Group increased its Watsco Inc (WSO) stake by 0.78% in Q1 2026, buying an estimated $1.74M and bringing the position to 582,169 shares worth $212M. The position accounts for 1.77% of the portfolio, ranked #13.
Markel Group first reported a position in WSO in Q4 2014 and has held it in 46 quarters since. The position peaked at $300M in Q1 2025. 767 funds tracked by Wall St. Rank hold WSO as of Q1 2026.
- Markel Group held 582,169 shares of Watsco Inc worth $212M as of Q1 2026.
- Markel Group bought 4,500 Watsco Inc shares in Q1 2026, an estimated $1.74M.
- Watsco Inc made up 1.77% of Markel Group's portfolio in Q1 2026, its #13 holding.
- Markel Group first reported a position in Watsco Inc in Q4 2014 and has held it in 46 quarters since.
- Markel Group's Watsco Inc position peaked at $300M in Q1 2025.
- 767 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.
Based on Markel Group's 13F filing for Q1 2026, filed 1 May 2026.