Jefferies Group’s Markel Group MKL Stock Holding History

Jefferies Group’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	-8,500	Closed	-$10.2M	–	1868
2021 Q3	$10.2M	Hold	8,500	–	–	0.07%	256
2021 Q2	$10.1M	Buy	+8,500	New	+$10.2M	0.06%	271
2020 Q1	–	Sell	-880	Closed	-$1.01M	–	2437
2019 Q4	$1.01M	Buy	+880	New	+$1M	0.01%	1460
2018 Q4	–	Sell	-327	Closed	-$389K	–	2392
2018 Q3	$389K	Buy	+327	New	+$385K	﹤0.01%	1739
2017 Q4	–	Sell	-816	Closed	-$871K	–	2682
2017 Q3	$871K	Buy	816 +309	+61%	+$320K	0.01%	1349
2017 Q2	$495K	Buy	+507	New	+$492K	﹤0.01%	1611
2017 Q1	–	Sell	-1,118	Closed	-$1.01M	–	2534
2016 Q4	$1.01M	Buy	+1,118	New	+$997K	0.01%	1277
2016 Q3	–	Sell	-271	Closed	-$258K	–	2371
2016 Q2	$258K	Buy	+271	New	+$252K	﹤0.01%	1714
2016 Q1	–	Sell	-471	Closed	-$416K	–	2442
2015 Q4	$416K	Buy	+471	New	+$410K	﹤0.01%	1626
2015 Q3	–	Sell	-300	Closed	-$240K	–	2745
2015 Q2	$240K	Buy	+300	New	+$233K	﹤0.01%	1878

Other funds holding MKL

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

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

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 $20.4B 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