Francois Rochon's MKL Position Overview
Francois Rochon (via Giverny Capital Inc.) currently holds 43,829 shares of Markel Group Inc. (MKL) worth $83.77 M, representing 2.57% of the portfolio. First purchased in 2015-Q1, this long-term strategic position has been held for 43 quarters.
Based on 13F filings since 2013, Francois Rochon has maintained a long-term strategic position in MKL, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2021, adding 21,330 shares. Largest reduction occurred in Q2 2024, reducing 39,078 shares.
Analysis based on 13F filings available since 2013 Q2
Francois Rochon's Markel Group (MKL) Holding Value Over Time
Track share changes against reported price movement
Quarterly Markel Group (MKL) Trades by Francois Rochon
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2015 | +23,647 | Add 0.00% | 23,646 | $768.97 |
| Q2 2015 | +483 | Add 2.04% | 24,129 | $800.70 |
| Q3 2015 | +807 | Add 3.34% | 24,936 | $801.85 |
| Q4 2015 | +374 | Add 1.50% | 25,310 | $883.37 |
| Q1 2016 | +502 | Add 1.98% | 25,812 | $891.56 |
| Q2 2016 | +830 | Add 3.22% | 26,642 | $952.78 |
| Q3 2016 | +143 | Add 0.54% | 26,785 | $928.77 |
| Q4 2016 | +1,242 | Add 4.64% | 28,027 | $904.48 |
| Q1 2017 | +1,542 | Add 5.50% | 29,569 | $975.85 |
| Q2 2017 | +335 | Add 1.13% | 29,904 | $975.86 |
| Q3 2017 | +553 | Add 1.85% | 30,457 | $1067.96 |
| Q4 2017 | +270 | Add 0.89% | 30,727 | $1139.13 |
| Q1 2018 | +939 | Add 3.06% | 31,666 | $1170.25 |
| Q2 2018 | +653 | Add 2.06% | 32,319 | $1084.35 |
| Q3 2018 | +1,892 | Add 5.85% | 34,211 | $1188.48 |
| Q4 2018 | +227 | Add 0.66% | 34,438 | $1038.04 |
| Q1 2019 | +2,085 | Add 6.05% | 36,523 | $996.25 |
| Q2 2019 | +1,371 | Add 3.75% | 37,894 | $1089.59 |
| Q3 2019 | +418 | Add 1.10% | 38,312 | $1181.90 |
| Q4 2019 | +700 | Add 1.83% | 39,012 | $1143.16 |
| Q1 2020 | +2,187 | Add 5.61% | 41,199 | $927.89 |
| Q2 2020 | +2,971 | Add 7.21% | 44,170 | $923.16 |
| Q3 2020 | +553 | Add 1.25% | 44,723 | $973.70 |
| Q4 2020 | +2,029 | Add 4.54% | 46,752 | $1033.30 |
| Q1 2021 | +21,330 | Add 45.62% | 68,082 | $1139.63 |
| Q2 2021 | +3,230 | Add 4.74% | 71,312 | $1186.71 |
| Q3 2021 | +2,900 | Add 4.07% | 74,212 | $1195.13 |
| Q4 2021 | +2,102 | Add 2.83% | 76,314 | $1233.99 |
| Q1 2022 | +2,245 | Add 2.94% | 78,559 | $1475.24 |
| Q2 2022 | +1,970 | Add 2.51% | 80,529 | $1293.25 |
| Q3 2022 | +1,624 | Add 2.02% | 82,153 | $1084.22 |
| Q4 2022 | -793 | Reduce 0.97% | 81,360 | $1317.49 |
| Q1 2023 | -1,764 | Reduce 2.17% | 79,596 | $1277.41 |
| Q2 2023 | +4,210 | Add 5.29% | 83,806 | $1383.18 |
| Q3 2023 | +719 | Add 0.86% | 84,525 | $1472.49 |
| Q4 2023 | -5,345 | Reduce 6.32% | 79,180 | $1419.90 |
| Q1 2024 | +1,369 | Add 1.73% | 80,549 | $1521.48 |
| Q2 2024 | -39,078 | Reduce 48.51% | 41,471 | $1575.66 |
| Q3 2024 | +1,213 | Add 2.92% | 42,684 | $1568.58 |
| Q4 2024 | +647 | Add 1.52% | 43,331 | $1726.23 |
| Q1 2025 | +71 | Add 0.16% | 43,402 | $1869.61 |
| Q2 2025 | +294 | Add 0.68% | 43,696 | $1997.36 |
| Q3 2025 | +133 | Add 0.30% | 43,829 | $1911.36 |
Francois Rochon's Markel Group Investment FAQs
Francois Rochon first purchased Markel Group Inc. (MKL) in Q1 2015, acquiring 23,646 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Francois Rochon has held Markel Group Inc. (MKL) for 43 quarters since Q1 2015. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Francois Rochon's largest addition to Markel Group Inc. (MKL) was in Q1 2015, adding 23,646 shares worth $18.18 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Francois Rochon's firm, Giverny Capital Inc., owns 43,829 shares of Markel Group Inc. (MKL), valued at approximately $83.77 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 2.57% of Francois Rochon'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.
Francois Rochon's peak holding in Markel Group Inc. (MKL) was 84,525 shares, as reported at the end of Q3 2023. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.