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 $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

Jefferies Group's MKL Position: Q4 2021 in Review

Jefferies Group sold out of Markel Group (MKL) in Q4 2021, closing a stake of 8,500 shares — an estimated $10.2M sold.

Jefferies Group first reported a position in MKL in Q2 2015 and held it in 10 quarters. The position peaked at $10.2M in Q3 2021. 639 funds tracked by Wall St. Rank hold MKL as of Q4 2021.

Jefferies Group reported no remaining Markel Group position as of Q4 2021 after selling out during the quarter.
Jefferies Group sold 8,500 Markel Group shares in Q4 2021, an estimated $10.2M.
Jefferies Group first reported a position in Markel Group in Q2 2015 and held it in 10 quarters.
Jefferies Group's Markel Group position peaked at $10.2M in Q3 2021.
639 funds tracked by Wall St. Rank held Markel Group as of Q4 2021.

Based on Jefferies Group's 13F filing for Q4 2021, filed 14 Feb 2022.