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	–	955
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

Other funds holding MKL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

ACM

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

DDC

DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return

Jacobi Capital Management's MKL Position: Q4 2021 in Review

Jacobi Capital Management sold out of Markel Group (MKL) in Q4 2021, closing a stake of 10 shares — an estimated $12K sold.

Jacobi Capital Management first reported a position in MKL in Q2 2016 and held it in 22 quarters. The position peaked at $24K in Q3 2019. 639 funds tracked by Wall St. Rank hold MKL as of Q4 2021.

Jacobi Capital Management reported no remaining Markel Group position as of Q4 2021 after selling out during the quarter.
Jacobi Capital Management sold 10 Markel Group shares in Q4 2021, an estimated $12K.
Jacobi Capital Management first reported a position in Markel Group in Q2 2016 and held it in 22 quarters.
Jacobi Capital Management's Markel Group position peaked at $24K in Q3 2019.
639 funds tracked by Wall St. Rank held Markel Group as of Q4 2021.

Based on Jacobi Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.