Jana Partners's MKL Position Overview
Jana Partners (via Jana Partners Management, Lp) currently holds 81,219 shares of Markel Group Inc. (MKL) worth $174.59 M, representing 9.08% of the portfolio. First purchased in 2024-Q4, this short-term holding has been held for 5 quarters.
Based on 13F filings, Jana Partners has maintained this position in MKL for several quarters, showing initial confidence in the investment. Largest addition occurred in Q1 2025, adding 47,096 shares. Largest reduction occurred in Q4 2025, reducing 66,192 shares.
Analysis based on 13F filings available since 2013 Q2
Jana Partners's Markel Group (MKL) Holding Value Over Time
Track share changes against reported price movement
Quarterly Markel Group (MKL) Trades by Jana Partners
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -66,192 | Reduce 44.90% | 81,219 | $2149.65 |
| Q3 2025 | -4,021 | Reduce 2.66% | 147,411 | $1911.36 |
| Q2 2025 | -4,590 | Reduce 2.94% | 151,432 | $1997.36 |
| Q1 2025 | +47,096 | Add 43.24% | 156,022 | $1869.61 |
| Q4 2024 | +108,926 | New Buy | 108,926 | $1726.23 |
Jana Partners's Markel Group Investment FAQs
Jana Partners first purchased Markel Group Inc. (MKL) in Q4 2024, acquiring 108,926 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jana Partners has held Markel Group Inc. (MKL) for 5 quarters since Q4 2024.
Jana Partners's largest addition to Markel Group Inc. (MKL) was in Q4 2024, adding 108,926 shares worth $188.03 M.
According to the latest 13F filing for Q4 2025, Jana Partners's firm, Jana Partners Management, Lp, owns 81,219 shares of Markel Group Inc. (MKL), valued at approximately $174.59 M.
As of the Q4 2025 filing, Markel Group Inc. (MKL) represents approximately 9.08% of Jana Partners's publicly disclosed stock portfolio, making it one of their key holdings.
Jana Partners's peak holding in Markel Group Inc. (MKL) was 156,022 shares, as reported at the end of Q1 2025.