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Gamble Jones Investment Counsel’s Markel Group MKL Stock Holding History

Gamble Jones Investment Counsel’s Portfolio MKL Stock Details MKL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$1.69M Buy
1,283
+38
+3% +$47K 0.13% 87
2022
Q3 		$1.35M Buy
1,245
+25
+2% +$30.5K 0.11% 93
2022
Q2 		$1.58M Buy
1,220
+325
+36% +$446K 0.12% 90
2022
Q1 		$1.32M Sell
895
-20
-2% -$25.8K 0.08% 103
2021
Q4 		$1.13M Sell
915
-40
-4% -$50.5K 0.07% 113
2021
Q3 		$1.14M Hold
955
– – 0.07% 114
2021
Q2 		$1.13M Hold
955
– – 0.07% 114
2021
Q1 		$1.09M Hold
955
– – 0.07% 118
2020
Q4 		$987K Sell
955
-104
-10% -$104K 0.07% 121
2020
Q3 		$1.03M Sell
1,059
-91
-8% -$92.4K 0.08% 116
2020
Q2 		$1.06M Sell
1,150
-231
-17% -$210K 0.09% 106
2020
Q1 		$1.28M Sell
1,381
-60
-4% -$68.6K 0.12% 96
2019
Q4 		$1.65M Sell
1,441
-312
-18% -$355K 0.13% 95
2019
Q3 		$2.07M Sell
1,753
-180
-9% -$205K 0.17% 82
2019
Q2 		$2.11M Sell
1,933
-191
-9% -$200K 0.18% 82
2019
Q1 		$2.12M Sell
2,124
-127
-6% -$129K 0.19% 83
2018
Q4 		$2.34M Sell
2,251
-175
-7% -$191K 0.24% 76
2018
Q3 		$2.88M Sell
2,426
-158
-6% -$186K 0.27% 73
2018
Q2 		$2.8M Sell
2,584
-55
-2% -$62.1K 0.28% 77
2018
Q1 		$3.09M Sell
2,639
-58
-2% -$65.3K 0.31% 68
2017
Q4 		$3.07M Buy
2,697
+5
+0.2% +$5.47K 0.29% 65
2017
Q3 		$2.88M Sell
2,692
-55
-2% -$56.9K 0.29% 67
2017
Q2 		$2.68M Sell
2,747
-83
-3% -$80.6K 0.28% 68
2017
Q1 		$2.76M Sell
2,830
-19
-0.7% -$18K 0.29% 66
2016
Q4 		$2.58M Sell
2,849
-15
-0.5% -$13.4K 0.29% 67
2016
Q3 		$2.66M Buy
2,864
+98
+4% +$91.4K 0.29% 65
2016
Q2 		$2.63M Sell
2,766
-1,002
-27% -$933K 0.29% 65
2016
Q1 		$3.36M Buy
3,768
+101
+3% +$86.8K 0.37% 54
2015
Q4 		$3.24M Buy
3,667
+161
+5% +$140K 0.36% 50
2015
Q3 		$2.81M Buy
3,506
+141
+4% +$119K 0.32% 60
2015
Q2 		$2.69M Buy
3,365
+65
+2% +$50.5K 0.28% 67
2015
Q1 		$2.54M Buy
3,300
+228
+7% +$165K 0.26% 72
2014
Q4 		$2.1M Sell
3,072
-24
-0.8% -$16.3K 0.22% 83
2014
Q3 		$1.97M Buy
3,096
+146
+5% +$94.2K 0.22% 78
2014
Q2 		$1.93M Buy
2,950
+22
+0.8% +$13.9K 0.22% 82
2014
Q1 		$1.75M Buy
2,928
+55
+2% +$31.3K 0.2% 86
2013
Q4 		$1.67M Buy
2,873
+924
+47% +$501K 0.2% 89
2013
Q3 		$1.01M Buy
1,949
+723
+59% +$380K 0.13% 113
2013
Q2 		$646K Buy
+1,226
New +$642K 0.09% 138

Other funds holding MKL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Gamble Jones Investment Counsel's MKL Position: Q4 2022 in Review

Gamble Jones Investment Counsel increased its Markel Group (MKL) stake by 3.1% in Q4 2022, buying an estimated $47K and bringing the position to 1,283 shares worth $1.69M. The position accounts for 0.13% of the portfolio, ranked #87.

Gamble Jones Investment Counsel first reported a position in MKL in Q2 2013 and has held it in 39 quarters since. The position peaked at $3.36M in Q1 2016. 675 funds tracked by Wall St. Rank hold MKL as of Q4 2022.

  • Gamble Jones Investment Counsel held 1,283 shares of Markel Group worth $1.69M as of Q4 2022.
  • Gamble Jones Investment Counsel bought 38 Markel Group shares in Q4 2022, an estimated $47K.
  • Markel Group made up 0.13% of Gamble Jones Investment Counsel's portfolio in Q4 2022, its #87 holding.
  • Gamble Jones Investment Counsel first reported a position in Markel Group in Q2 2013 and has held it in 39 quarters since.
  • Gamble Jones Investment Counsel's Markel Group position peaked at $3.36M in Q1 2016.
  • 675 funds tracked by Wall St. Rank held Markel Group as of Q4 2022.

Based on Gamble Jones Investment Counsel's 13F filing for Q4 2022, filed 8 Feb 2023.