JANA Partners — MKL Trade History
Quarter-by-quarter changes in the MARKEL GROUP INC position · CUSIP 570535104
Currently held · 1 QFirst seen: 2024 Q4
| Quarter | Filed | Activity | Shares | Δ Shares | Δ % | Value | % Port. |
|---|---|---|---|---|---|---|---|
| 2026 Q2 | 2026-08-14 | New | 76,743 | 76,743 | — | $149.9M | 7.88% |
| 2026 Q1 | 2026-06-30 | Sold out | — | -81,219 | -100.0% | — | — |
| 2025 Q4 | 2026-02-17 | Reduce | 81,219 | -66,192 | -44.9% | $174.6M | 9.09% |
| 2025 Q3 | 2025-11-14 | Reduce | 147,411 | -4,021 | -2.7% | $281.8M | 13.64% |
| 2025 Q2 | 2025-08-14 | Reduce | 151,432 | -4,590 | -2.9% | $302.5M | 15.19% |
| 2025 Q1 | 2025-05-15 | Add | 156,022 | 47,096 | +43.2% | $291.7M | 15.06% |
| 2024 Q4 | 2025-02-14 | New | 108,926 | 108,926 | — | $188.0M | 9.25% |
| 2024 Q3 | 2024-11-14 | — | — | — | — | — | — |
| 2024 Q2 | 2024-08-14 | — | — | — | — | — | — |
| 2024 Q1 | 2024-05-15 | — | — | — | — | — | — |
| 2023 Q4 | 2024-02-14 | — | — | — | — | — | — |
| 2023 Q3 | 2023-11-16 | — | — | — | — | — | — |
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.