Jacobs Levy Equity Management
MKL icon

Jacobs Levy Equity Management’s Markel Group MKL Stock Holding History

Jacobs Levy Equity 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
2024
Q3 		– Sell
-729
Closed -$1.15M – 1014
2024
Q2 		$1.15M Buy
+729
New +$1.13M ﹤0.01% 699
2021
Q4 		– Sell
-27,826
Closed -$33.3M – 1035
2021
Q3 		$33.3M Sell
27,826
-4,552
-14% -$5.61M 0.22% 115
2021
Q2 		$38.4M Buy
32,378
+15,312
+90% +$18.4M 0.26% 108
2021
Q1 		$19.4M Buy
17,066
+5,449
+47% +$5.88M 0.15% 170
2020
Q4 		$12M Buy
11,617
+11,399
+5,229% +$11.4M 0.11% 224
2020
Q3 		$212K Sell
218
-812
-79% -$825K ﹤0.01% 955
2020
Q2 		$951K Buy
+1,030
New +$936K 0.01% 678
2019
Q2 		– Sell
-754
Closed -$751K – 996
2019
Q1 		$751K Buy
754
+473
+168% +$480K 0.01% 718
2018
Q4 		$292K Sell
281
-323
-53% -$353K 0.01% 815
2018
Q3 		$718K Sell
604
-314
-34% -$370K 0.01% 712
2018
Q2 		$995K Sell
918
-1,805
-66% -$2.04M 0.02% 664
2018
Q1 		$3.19M Buy
+2,723
New +$3.06M 0.05% 375
2017
Q2 		– Sell
-271
Closed -$264K – 979
2017
Q1 		$264K Sell
271
-2,886
-91% -$2.73M 0.01% 747
2016
Q4 		$2.86M Buy
3,157
+2,505
+384% +$2.23M 0.06% 353
2016
Q3 		$606K Sell
652
-15,663
-96% -$14.6M 0.01% 680
2016
Q2 		$15.5M Buy
16,315
+4,790
+42% +$4.46M 0.32% 81
2016
Q1 		$10.3M Buy
+11,525
New +$9.91M 0.22% 136
2014
Q1 		– Sell
-4,530
Closed -$2.63M – 962
2013
Q4 		$2.63M Sell
4,530
-2,575
-36% -$1.4M 0.04% 386
2013
Q3 		$3.68M Buy
7,105
+5,795
+442% +$3.04M 0.06% 325
2013
Q2 		$690K Buy
+1,310
New +$686K 0.01% 655

Other funds holding MKL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Jacobs Levy Equity Management's MKL Position: Q3 2024 in Review

Jacobs Levy Equity Management sold out of Markel Group (MKL) in Q3 2024, closing a stake of 729 shares — an estimated $1.15M sold.

Jacobs Levy Equity Management first reported a position in MKL in Q2 2013 and held it in 20 quarters. The position peaked at $38.4M in Q2 2021. 792 funds tracked by Wall St. Rank hold MKL as of Q3 2024.

  • Jacobs Levy Equity Management reported no remaining Markel Group position as of Q3 2024 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 729 Markel Group shares in Q3 2024, an estimated $1.15M.
  • Jacobs Levy Equity Management first reported a position in Markel Group in Q2 2013 and held it in 20 quarters.
  • Jacobs Levy Equity Management's Markel Group position peaked at $38.4M in Q2 2021.
  • 792 funds tracked by Wall St. Rank held Markel Group as of Q3 2024.

Based on Jacobs Levy Equity Management's 13F filing for Q3 2024, filed 14 Nov 2024.