Jacobi Capital Management’s Markel Group MKL Stock Holding History

Jacobi Capital Management’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
2021 Q4	–	Sell	-10	Closed	-$12K	–	956
2021 Q3	$12K	Hold	10	–	–	﹤0.01%	1006
2021 Q2	$12K	Hold	10	–	–	﹤0.01%	982
2021 Q1	$11K	Hold	10	–	–	﹤0.01%	954
2020 Q4	$10K	Hold	10	–	–	﹤0.01%	874
2020 Q3	$10K	Hold	10	–	–	﹤0.01%	805
2020 Q2	$9K	Hold	10	–	–	﹤0.01%	798
2020 Q1	$9K	Sell	10 -10	-50%	-$11.4K	﹤0.01%	724
2019 Q4	$23K	Hold	20	–	–	﹤0.01%	603
2019 Q3	$24K	Hold	20	–	–	﹤0.01%	573
2019 Q2	$22K	Hold	20	–	–	﹤0.01%	591
2019 Q1	$20K	Hold	20	–	–	0.01%	574
2018 Q4	$21K	Hold	20	–	–	0.01%	528
2018 Q3	$24K	Hold	20	–	–	0.01%	547
2018 Q2	$22K	Hold	20	–	–	0.01%	561
2018 Q1	$23K	Hold	20	–	–	0.01%	532
2017 Q4	$22K	Hold	20	–	–	0.01%	519
2017 Q3	$22K	Hold	20	–	–	0.01%	486
2017 Q2	$19K	Hold	20	–	–	0.01%	455
2017 Q1	$19K	Hold	20	–	–	0.01%	369
2016 Q4	$18K	Hold	20	–	–	0.01%	341
2016 Q3	$19K	Hold	20	–	–	0.01%	371
2016 Q2	$19K	Buy	+20	New	+$18.6K	0.01%	352

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Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return