Giverny Capital — MKL Trade History
Quarter-by-quarter changes in the MARKEL CORP position · CUSIP 570535104
Currently held · 2 YearsFirst seen: 2016 Q3
| Quarter | Filed | Activity | Shares | Δ Shares | Δ % | Value | % Port. |
|---|---|---|---|---|---|---|---|
| 2026 Q2 | 2026-08-26 | Reduce | 30,877 | -12,067 | -28.1% | $60.3M | 2.03% |
| 2026 Q1 | 2026-05-15 | Reduce | 42,944 | -1,034 | -2.4% | $82.2M | 3.01% |
| 2025 Q4 | 2026-02-13 | Add | 43,978 | 149 | +0.3% | $94.5M | 3.15% |
| 2025 Q3 | 2025-11-17 | Add | 43,829 | 133 | +0.3% | $83.8M | 2.84% |
| 2025 Q2 | 2025-08-13 | Add | 43,696 | 365 | +0.8% | $87.3M | 2.99% |
| 2024 Q4 | 2025-08-12 | Reduce | 43,331 | -71 | -0.2% | $74.8M | 2.73% |
| 2025 Q1 | 2025-08-12 | Add | 43,402 | 718 | +1.7% | $81.1M | 2.99% |
| 2024 Q3 | 2024-11-13 | New | 42,684 | 42,684 | — | $67.0M | 2.54% |
| 2023 Q4 | 2024-08-23 | — | — | — | — | — | — |
| 2024 Q1 | 2024-08-20 | Sold out | — | -41,471 | -100.0% | — | — |
| 2024 Q2 | 2024-08-14 | Reduce | 41,471 | -43,054 | -50.9% | $65.3M | 2.76% |
| 2023 Q3 | 2024-01-25 | Add | 84,525 | 719 | +0.9% | $124.5M | 6.76% |
| 2023 Q2 | 2023-08-07 | Add | 83,806 | 2,446 | +3.0% | $115.9M | 6.10% |
| 2022 Q4 | 2023-05-17 | Add | 81,360 | 1,764 | +2.2% | $107.2M | 6.63% |
| 2023 Q1 | 2023-05-12 | Reduce | 79,596 | -2,557 | -3.1% | $101.7M | 6.13% |
| 2022 Q3 | 2022-11-14 | Add | 82,153 | 1,624 | +2.0% | $89.1M | 6.03% |
| 2022 Q2 | 2022-08-12 | Add | 80,529 | 1,970 | +2.5% | $104.1M | 6.86% |
| 2022 Q1 | 2022-05-12 | Add | 78,559 | 2,245 | +2.9% | $115.9M | 6.54% |
| 2021 Q4 | 2022-02-11 | Add | 76,314 | 2,102 | +2.8% | $94.2M | 5.02% |
| 2021 Q3 | 2021-11-15 | Add | 74,212 | 2,900 | +4.1% | $88.7M | 5.29% |
| 2021 Q2 | 2021-08-13 | Add | 71,312 | 3,230 | +4.7% | $84.6M | 5.15% |
| 2021 Q1 | 2021-05-17 | Add | 68,082 | 21,330 | +45.6% | $77.6M | 5.19% |
| 2020 Q4 | 2021-02-16 | Add | 46,752 | 2,029 | +4.5% | $48.3M | 3.71% |
| 2020 Q3 | 2020-11-13 | Add | 44,723 | 553 | +1.3% | $43.5M | 3.99% |
| 2020 Q2 | 2020-08-07 | Add | 44,170 | 2,971 | +7.2% | $40.8M | 4.05% |
| 2020 Q1 | 2020-05-15 | Add | 41,199 | 2,187 | +5.6% | $38.2M | 4.87% |
| 2019 Q4 | 2020-02-07 | Add | 39,012 | 700 | +1.8% | $44.6M | 4.04% |
| 2019 Q3 | 2019-11-14 | Add | 38,312 | 418 | +1.1% | $45.3M | 4.51% |
| 2019 Q2 | 2019-08-13 | Add | 37,894 | 1,371 | +3.8% | $41.3M | 4.17% |
| 2019 Q1 | 2019-05-14 | Add | 36,523 | 2,085 | +6.1% | $36.4M | 4.17% |
| 2018 Q4 | 2019-02-13 | Add | 34,438 | 227 | +0.7% | $35.7M | 4.71% |
| 2018 Q3 | 2018-11-13 | Add | 34,211 | 1,892 | +5.9% | $40.7M | 4.60% |
| 2018 Q2 | 2018-08-14 | Add | 32,319 | 653 | +2.1% | $35.0M | 4.56% |
| 2018 Q1 | 2018-05-11 | Add | 31,666 | 939 | +3.1% | $37.1M | 4.96% |
| 2017 Q4 | 2018-02-13 | Add | 30,727 | 270 | +0.9% | $35.0M | 4.80% |
| 2017 Q3 | 2017-11-13 | Add | 30,457 | 553 | +1.8% | $32.5M | 4.75% |
| 2017 Q2 | 2017-08-04 | Add | 29,904 | 335 | +1.1% | $29.2M | 4.72% |
| 2017 Q1 | 2017-05-11 | Add | 29,569 | 1,542 | +5.5% | $28.9M | 4.79% |
| 2016 Q4 | 2017-02-10 | Add | 28,027 | 1,242 | +4.6% | $25.4M | 4.29% |
| 2016 Q3 | 2016-11-08 | New | 26,785 | 26,785 | — | $24.9M | 4.63% |
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.