Davis Selected Advisers (Chris Davis) — MKL Trade History
Quarter-by-quarter changes in the Markel Group, Inc position · CUSIP 570535104
Currently held · >10 YearsFirst seen: 2016 Q3
| Quarter | Filed | Activity | Shares | Δ Shares | Δ % | Value | % Port. |
|---|---|---|---|---|---|---|---|
| 2026 Q2 | 2026-08-11 | Add | 406,759 | 23,326 | +6.1% | $794.4M | 3.41% |
| 2026 Q1 | 2026-05-07 | Reduce | 383,433 | -31,727 | -7.6% | $734.0M | 3.37% |
| 2025 Q4 | 2026-02-02 | Add | 415,160 | 41,632 | +11.1% | $892.5M | 4.01% |
| 2025 Q3 | 2025-12-29 | Add | 373,528 | 2,397 | +0.6% | $713.9M | 3.73% |
| 2025 Q2 | 2025-08-08 | Reduce | 371,131 | -338 | -0.1% | $741.3M | 3.96% |
| 2025 Q1 | 2025-05-12 | Add | 371,469 | 947 | +0.3% | $694.5M | 4.00% |
| 2024 Q4 | 2025-02-07 | Add | 370,522 | 80,922 | +27.9% | $639.6M | 3.72% |
| 2024 Q3 | 2024-11-08 | Add | 289,600 | 2,539 | +0.9% | $454.3M | 2.55% |
| 2024 Q2 | 2024-08-07 | Add | 287,061 | 970 | +0.3% | $452.3M | 2.63% |
| 2024 Q1 | 2024-05-14 | Reduce | 286,091 | -14,513 | -4.8% | $435.3M | 2.44% |
| 2023 Q4 | 2024-02-12 | Add | 300,604 | 38,501 | +14.7% | $426.8M | 2.41% |
| 2023 Q3 | 2023-11-09 | Reduce | 262,103 | -3,130 | -1.2% | $386.0M | 2.42% |
| 2023 Q2 | 2023-08-09 | Add | 265,233 | 19,577 | +8.0% | $366.9M | 2.23% |
| 2023 Q1 | 2023-05-08 | Reduce | 245,656 | -4,706 | -1.9% | $313.8M | 2.07% |
| 2022 Q4 | 2023-02-10 | Add | 250,362 | 42,142 | +20.2% | $329.8M | 2.24% |
| 2022 Q3 | 2022-11-10 | Reduce | 208,220 | -3,237 | -1.5% | $225.8M | 1.60% |
| 2022 Q2 | 2022-08-11 | Reduce | 211,457 | -4,616 | -2.1% | $273.5M | 1.75% |
| 2022 Q1 | 2022-05-12 | Reduce | 216,073 | -3,432 | -1.6% | $318.8M | 1.61% |
| 2021 Q4 | 2022-02-11 | Reduce | 219,505 | -496 | -0.2% | $270.9M | 1.26% |
| 2021 Q3 | 2021-11-12 | Reduce | 220,001 | -4,820 | -2.1% | $262.9M | 1.22% |
| 2021 Q2 | 2021-08-13 | Add | 224,821 | 9,480 | +4.4% | $266.8M | 1.10% |
| 2021 Q1 | 2021-05-13 | Add | 215,341 | 17,864 | +9.0% | $245.4M | 1.07% |
| 2020 Q4 | 2021-02-12 | Reduce | 197,477 | -3,843 | -1.9% | $204.1M | 0.98% |
| 2020 Q3 | 2020-11-12 | Reduce | 201,320 | -6,480 | -3.1% | $196.0M | 1.09% |
| 2020 Q2 | 2020-08-12 | Add | 207,800 | 2,500 | +1.2% | $191.8M | 1.11% |
| 2020 Q1 | 2020-05-15 | Reduce | 205,300 | -11,221 | -5.2% | $190.5M | 1.29% |
| 2019 Q4 | 2020-02-13 | Reduce | 216,521 | -8,548 | -3.8% | $247.5M | 1.18% |
| 2019 Q3 | 2019-11-13 | Reduce | 225,069 | -10,360 | -4.4% | $266.0M | 1.34% |
| 2019 Q2 | 2019-08-13 | Reduce | 235,429 | -3,203 | -1.3% | $256.5M | 1.27% |
| 2019 Q1 | 2019-05-14 | Reduce | 238,632 | -7,458 | -3.0% | $237.7M | 1.17% |
| 2018 Q4 | 2019-02-12 | Add | 246,090 | 3,691 | +1.5% | $255.3M | 1.43% |
| 2018 Q3 | 2018-11-13 | Reduce | 242,399 | -7,163 | -2.9% | $288.1M | 1.24% |
| 2018 Q2 | 2018-08-13 | Reduce | 249,562 | -3,238 | -1.3% | $270.6M | 1.15% |
| 2018 Q1 | 2018-05-14 | Reduce | 252,800 | -3,200 | -1.3% | $295.8M | 1.28% |
| 2017 Q4 | 2018-02-13 | Reduce | 256,000 | -8,054 | -3.1% | $291.6M | 1.24% |
| 2017 Q3 | 2017-11-16 | Reduce | 264,054 | -11,979 | -4.3% | $282.0M | 1.20% |
| 2017 Q2 | 2017-08-09 | Reduce | 276,033 | -5,152 | -1.8% | $269.4M | 1.18% |
| 2017 Q1 | 2017-05-12 | Add | 281,185 | 9,380 | +3.5% | $274.4M | 1.18% |
| 2016 Q4 | 2017-02-13 | Reduce | 271,805 | -7,986 | -2.9% | $245.8M | 1.08% |
| 2016 Q3 | 2016-11-14 | New | 279,791 | 279,791 | — | $259.9M | 1.13% |
Share counts are split-adjusted. Time held counts consecutive quarters ending with the latest filing; more than ten years shows as ">10 Years".
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.