JCM
MKL icon

Jag Capital Management’s Markel Group MKL Stock Holding History

Jag 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
2024
Q1 		– Sell
-11,479
Closed -$16.3M – 146
2023
Q4 		$16.3M Sell
11,479
-771
-6% -$1.09M 2.5% 15
2023
Q3 		$18M Buy
12,250
+1,108
+10% +$1.62M 2.18% 13
2023
Q2 		$15.4M Sell
11,142
-124
-1% -$166K 1.78% 19
2023
Q1 		$14.4M Buy
11,266
+7
+0.1% +$9.3K 1.86% 18
2022
Q4 		$14.8M Buy
11,259
+2,460
+28% +$3.04M 2.15% 14
2022
Q3 		$9.54M Buy
8,799
+6,001
+214% +$7.32M 1.33% 26
2022
Q2 		$3.62M Buy
+2,798
New +$3.84M 0.45% 50
2020
Q1 		– Sell
-206
Closed -$235K – 186
2019
Q4 		$235K Hold
206
– – 0.03% 181
2019
Q3 		$243K Hold
206
– – 0.03% 177
2019
Q2 		$224K Buy
+206
New +$216K 0.03% 185
2016
Q4 		– Sell
-14,723
Closed -$13.7M – 123
2016
Q3 		$13.7M Sell
14,723
-239
-2% -$223K 2.67% 11
2016
Q2 		$13.1M Sell
14,962
-517
-3% -$481K 2.82% 6
2016
Q1 		$13.8M Buy
15,479
+2,023
+15% +$1.74M 2.82% 10
2015
Q4 		$11.9M Sell
13,456
-55
-0.4% -$47.9K 2.22% 19
2015
Q3 		$10.8M Buy
13,511
+13,021
+2,657% +$11M 2.06% 21
2015
Q2 		$392K Buy
490
+5
+1% +$3.89K 0.07% 80
2015
Q1 		$373K Hold
485
– – 0.07% 86
2014
Q4 		$331K Buy
+485
New +$329K 0.06% 83
2014
Q3 		– Sell
-405
Closed -$266K – 88
2014
Q2 		$266K Buy
+405
New +$255K 0.05% 79

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 $204B AUM 27.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Jag Capital Management's MKL Position: Q1 2024 in Review

Jag Capital Management sold out of Markel Group (MKL) in Q1 2024, closing a stake of 11,479 shares — an estimated $16.3M sold.

Jag Capital Management first reported a position in MKL in Q2 2014 and held it in 19 quarters. The position peaked at $18M in Q3 2023. 746 funds tracked by Wall St. Rank hold MKL as of Q1 2024.

  • Jag Capital Management reported no remaining Markel Group position as of Q1 2024 after selling out during the quarter.
  • Jag Capital Management sold 11,479 Markel Group shares in Q1 2024, an estimated $16.3M.
  • Jag Capital Management first reported a position in Markel Group in Q2 2014 and held it in 19 quarters.
  • Jag Capital Management's Markel Group position peaked at $18M in Q3 2023.
  • 746 funds tracked by Wall St. Rank held Markel Group as of Q1 2024.

Based on Jag Capital Management's 13F filing for Q1 2024, filed 1 May 2024.