Chris Davis's MKL Position Overview
Chris Davis (via Davis Selected Advisers) currently holds 373,528 shares of Markel Group Inc. (MKL) worth $713.95 M, representing 3.73% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +314,364 | Add 0.00% | 314,363 | $526.95 |
| Q3 2013 | +10,930 | Add 3.48% | 325,293 | $517.77 |
| Q4 2013 | -22,434 | Reduce 6.90% | 302,859 | $580.35 |
| Q1 2014 | +44,386 | Add 14.66% | 347,245 | $596.10 |
| Q2 2014 | -18,111 | Reduce 5.22% | 329,134 | $655.63 |
| Q3 2014 | +15,748 | Add 4.78% | 344,882 | $636.15 |
| Q4 2014 | +6,942 | Add 2.01% | 351,824 | $682.84 |
| Q1 2015 | +766 | Add 0.22% | 352,590 | $768.96 |
| Q2 2015 | -1,003 | Reduce 0.28% | 351,587 | $800.68 |
| Q3 2015 | -8,818 | Reduce 2.51% | 342,769 | $801.86 |
| Q4 2015 | -4,433 | Reduce 1.29% | 338,336 | $883.35 |
| Q1 2016 | -8,284 | Reduce 2.45% | 330,052 | $891.57 |
| Q2 2016 | -42,251 | Reduce 12.80% | 287,801 | $952.78 |
| Q3 2016 | -8,010 | Reduce 2.78% | 279,791 | $928.77 |
| Q4 2016 | -7,986 | Reduce 2.85% | 271,805 | $904.50 |
| Q1 2017 | +9,380 | Add 3.45% | 281,185 | $975.86 |
| Q2 2017 | -5,152 | Reduce 1.83% | 276,033 | $975.86 |
| Q3 2017 | -11,979 | Reduce 4.34% | 264,054 | $1068.03 |
| Q4 2017 | -8,054 | Reduce 3.05% | 256,000 | $1139.13 |
| Q1 2018 | -3,200 | Reduce 1.25% | 252,800 | $1170.25 |
| Q2 2018 | -3,238 | Reduce 1.28% | 249,562 | $1084.35 |
| Q3 2018 | -7,163 | Reduce 2.87% | 242,399 | $1188.49 |
| Q4 2018 | +3,691 | Add 1.52% | 246,090 | $1037.51 |
| Q1 2019 | -7,458 | Reduce 3.03% | 238,632 | $996.24 |
| Q2 2019 | -3,203 | Reduce 1.34% | 235,429 | $1089.60 |
| Q3 2019 | -10,360 | Reduce 4.40% | 225,069 | $1181.90 |
| Q4 2019 | -8,548 | Reduce 3.80% | 216,521 | $1143.17 |
| Q1 2020 | -11,221 | Reduce 5.18% | 205,300 | $927.89 |
| Q2 2020 | +2,500 | Add 1.22% | 207,800 | $923.17 |
| Q3 2020 | -6,480 | Reduce 3.12% | 201,320 | $973.70 |
| Q4 2020 | -3,843 | Reduce 1.91% | 197,477 | $1033.30 |
| Q1 2021 | +17,864 | Add 9.05% | 215,341 | $1139.62 |
| Q2 2021 | +9,480 | Add 4.40% | 224,821 | $1186.71 |
| Q3 2021 | -4,820 | Reduce 2.14% | 220,001 | $1195.13 |
| Q4 2021 | -496 | Reduce 0.23% | 219,505 | $1234.00 |
| Q1 2022 | -3,432 | Reduce 1.56% | 216,073 | $1475.24 |
| Q2 2022 | -4,616 | Reduce 2.14% | 211,457 | $1293.25 |
| Q3 2022 | -3,237 | Reduce 1.53% | 208,220 | $1084.22 |
| Q4 2022 | +42,142 | Add 20.24% | 250,362 | $1317.49 |
| Q1 2023 | -4,706 | Reduce 1.88% | 245,656 | $1277.41 |
| Q2 2023 | +19,577 | Add 7.97% | 265,233 | $1383.20 |
| Q3 2023 | -3,130 | Reduce 1.18% | 262,103 | $1472.53 |
| Q4 2023 | +38,501 | Add 14.69% | 300,604 | $1419.97 |
| Q1 2024 | -14,513 | Reduce 4.83% | 286,091 | $1521.48 |
| Q2 2024 | +970 | Add 0.34% | 287,061 | $1575.66 |
| Q3 2024 | +2,539 | Add 0.88% | 289,600 | $1568.58 |
| Q4 2024 | +80,922 | Add 27.94% | 370,522 | $1726.23 |
| Q1 2025 | +947 | Add 0.26% | 371,469 | $1869.61 |
| Q2 2025 | -338 | Reduce 0.09% | 371,131 | $1997.36 |
| Q3 2025 | +2,397 | Add 0.65% | 373,528 | $1911.36 |
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 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chris Davis's largest addition to Markel Group Inc. (MKL) was in Q2 2013, adding 314,363 shares worth $165.65 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Chris Davis's firm, Davis Selected Advisers, owns 373,528 shares of Markel Group Inc. (MKL), valued at approximately $713.95 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Markel Group Inc. (MKL) represents approximately 3.73% of Chris Davis's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chris Davis's peak holding in Markel Group Inc. (MKL) was 373,528 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.