Chris Davis's MKL Position Overview
Chris Davis (via Davis Selected Advisers) currently holds 415,160 shares of Markel Group Inc. (MKL) worth $892.5 M, representing 4.01% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 51 quarters.
Based on 13F filings since 2013, Chris Davis has maintained a long-term strategic position in MKL, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2024, adding 80,922 shares. Largest reduction occurred in Q2 2016, reducing 42,251 shares.
Analysis based on 13F filings available since 2013 Q2
Chris Davis's Markel Group (MKL) Holding Value Over Time
Track share changes against reported price movement
Quarterly Markel Group (MKL) Trades by Chris Davis
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +41,632 | Add 11.15% | 415,160 | $2149.76 |
| Q3 2025 | +2,397 | Add 0.65% | 373,528 | $1911.36 |
| Q2 2025 | -338 | Reduce 0.09% | 371,131 | $1997.36 |
| Q1 2025 | +947 | Add 0.26% | 371,469 | $1869.61 |
| Q4 2024 | +80,922 | Add 27.94% | 370,522 | $1726.23 |
| Q3 2024 | +2,539 | Add 0.88% | 289,600 | $1568.58 |
| Q2 2024 | +970 | Add 0.34% | 287,061 | $1575.66 |
| Q1 2024 | -14,513 | Reduce 4.83% | 286,091 | $1521.48 |
| Q4 2023 | +38,501 | Add 14.69% | 300,604 | $1419.97 |
| Q3 2023 | -3,130 | Reduce 1.18% | 262,103 | $1472.53 |
| Q2 2023 | +19,577 | Add 7.97% | 265,233 | $1383.20 |
| Q1 2023 | -4,706 | Reduce 1.88% | 245,656 | $1277.41 |
| Q4 2022 | +42,142 | Add 20.24% | 250,362 | $1317.49 |
| Q3 2022 | -3,237 | Reduce 1.53% | 208,220 | $1084.22 |
| Q2 2022 | -4,616 | Reduce 2.14% | 211,457 | $1293.25 |
| Q1 2022 | -3,432 | Reduce 1.56% | 216,073 | $1475.24 |
| Q4 2021 | -496 | Reduce 0.23% | 219,505 | $1234.00 |
| Q3 2021 | -4,820 | Reduce 2.14% | 220,001 | $1195.13 |
| Q2 2021 | +9,480 | Add 4.40% | 224,821 | $1186.71 |
| Q1 2021 | +17,864 | Add 9.05% | 215,341 | $1139.62 |
| Q4 2020 | -3,843 | Reduce 1.91% | 197,477 | $1033.30 |
| Q3 2020 | -6,480 | Reduce 3.12% | 201,320 | $973.70 |
| Q2 2020 | +2,500 | Add 1.22% | 207,800 | $923.17 |
| Q1 2020 | -11,221 | Reduce 5.18% | 205,300 | $927.89 |
| Q4 2019 | -8,548 | Reduce 3.80% | 216,521 | $1143.17 |
| Q3 2019 | -10,360 | Reduce 4.40% | 225,069 | $1181.90 |
| Q2 2019 | -3,203 | Reduce 1.34% | 235,429 | $1089.60 |
| Q1 2019 | -7,458 | Reduce 3.03% | 238,632 | $996.24 |
| Q4 2018 | +3,691 | Add 1.52% | 246,090 | $1037.51 |
| Q3 2018 | -7,163 | Reduce 2.87% | 242,399 | $1188.49 |
| Q2 2018 | -3,238 | Reduce 1.28% | 249,562 | $1084.35 |
| Q1 2018 | -3,200 | Reduce 1.25% | 252,800 | $1170.25 |
| Q4 2017 | -8,054 | Reduce 3.05% | 256,000 | $1139.13 |
| Q3 2017 | -11,979 | Reduce 4.34% | 264,054 | $1068.03 |
| Q2 2017 | -5,152 | Reduce 1.83% | 276,033 | $975.86 |
| Q1 2017 | +9,380 | Add 3.45% | 281,185 | $975.86 |
| Q4 2016 | -7,986 | Reduce 2.85% | 271,805 | $904.50 |
| Q3 2016 | -8,010 | Reduce 2.78% | 279,791 | $928.77 |
| Q2 2016 | -42,251 | Reduce 12.80% | 287,801 | $952.78 |
| Q1 2016 | -8,284 | Reduce 2.45% | 330,052 | $891.57 |
| Q4 2015 | -4,433 | Reduce 1.29% | 338,336 | $883.35 |
| Q3 2015 | -8,818 | Reduce 2.51% | 342,769 | $801.86 |
| Q2 2015 | -1,003 | Reduce 0.28% | 351,587 | $800.68 |
| Q1 2015 | +766 | Add 0.22% | 352,590 | $768.96 |
| Q4 2014 | +6,942 | Add 2.01% | 351,824 | $682.84 |
| Q3 2014 | +15,748 | Add 4.78% | 344,882 | $636.15 |
| Q2 2014 | -18,111 | Reduce 5.22% | 329,134 | $655.63 |
| Q1 2014 | +44,386 | Add 14.66% | 347,245 | $596.10 |
| Q4 2013 | -22,434 | Reduce 6.90% | 302,859 | $580.35 |
| Q3 2013 | +10,930 | Add 3.48% | 325,293 | $517.77 |
| Q2 2013 | +314,363 | Add 0.00% | 314,363 | $526.95 |
Chris Davis's Markel Group Investment FAQs
Chris Davis first purchased Markel Group Inc. (MKL) in Q2 2013, acquiring 314,363 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chris Davis has held Markel Group Inc. (MKL) for 51 quarters since Q2 2013.
Chris Davis's largest addition to Markel Group Inc. (MKL) was in Q2 2013, adding 314,363 shares worth $165.65 M.
According to the latest 13F filing for Q4 2025, Chris Davis's firm, Davis Selected Advisers, owns 415,160 shares of Markel Group Inc. (MKL), valued at approximately $892.5 M.
As of the Q4 2025 filing, Markel Group Inc. (MKL) represents approximately 4.01% of Chris Davis's publicly disclosed stock portfolio, making it one of their key holdings.
Chris Davis's peak holding in Markel Group Inc. (MKL) was 415,160 shares, as reported at the end of Q4 2025.