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Jacobsen Capital Management’s Markel Group MKL Stock Holding History

Jacobsen 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
2023
Q2 		– Sell
-368
Closed -$470K – 74
2023
Q1 		$470K Sell
368
-917
-71% -$1.22M 0.25% 41
2022
Q4 		$1.69M Sell
1,285
-125
-9% -$155K 0.9% 22
2022
Q3 		$1.53M Sell
1,410
-19
-1% -$23.2K 0.88% 22
2022
Q2 		$1.85M Sell
1,429
-528
-27% -$725K 0.98% 21
2022
Q1 		$2.89M Buy
1,957
+191
+11% +$247K 1.32% 14
2021
Q4 		$2.18M Buy
1,766
+5
+0.3% +$6.31K 1.03% 17
2021
Q3 		$2.1M Sell
1,761
-41
-2% -$50.5K 1.06% 18
2021
Q2 		$2.14M Buy
1,802
+37
+2% +$44.4K 1.09% 15
2021
Q1 		$2.01M Buy
1,765
+709
+67% +$765K 1.11% 16
2020
Q4 		$1.09M Hold
1,056
– – 0.65% 35
2020
Q3 		$1.03M Buy
1,056
+708
+203% +$719K 0.72% 34
2020
Q2 		$321K Buy
+348
New +$316K 0.24% 51
2019
Q4 		$411K Sell
360
-27
-7% -$30.8K 0.41% 48
2019
Q3 		$457K Hold
387
– – 0.44% 47
2019
Q2 		$421K Buy
+387
New +$406K 0.42% 48

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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Jacobsen Capital Management's MKL Position: Q2 2023 in Review

Jacobsen Capital Management sold out of Markel Group (MKL) in Q2 2023, closing a stake of 368 shares — an estimated $470K sold.

Jacobsen Capital Management first reported a position in MKL in Q2 2019 and held it in 15 quarters. The position peaked at $2.89M in Q1 2022. 699 funds tracked by Wall St. Rank hold MKL as of Q2 2023.

  • Jacobsen Capital Management reported no remaining Markel Group position as of Q2 2023 after selling out during the quarter.
  • Jacobsen Capital Management sold 368 Markel Group shares in Q2 2023, an estimated $470K.
  • Jacobsen Capital Management first reported a position in Markel Group in Q2 2019 and held it in 15 quarters.
  • Jacobsen Capital Management's Markel Group position peaked at $2.89M in Q1 2022.
  • 699 funds tracked by Wall St. Rank held Markel Group as of Q2 2023.

Based on Jacobsen Capital Management's 13F filing for Q2 2023, filed 2 Aug 2023.