DAVIS SELECTED ADVISERS — MARKEL GROUP, INC MKL: Quarterly 13F Position History
DAVIS SELECTED ADVISERS has reported MARKEL GROUP, INC (MKL) on 41 13F-HR filings in Pactolio's tracked window, first appearing in Q1 2016. As of Q1 2026, the position is sized at 383,433 shares ($734.0M market value, 3.37% of the equity book). Quarter-over-quarter share count change: 31,727 (-7.6%) .
- 383,433Shares Held (Latest Filing)
- $734.0MReported Market Value (Latest Filing)
- 3.37%Portfolio Weight (% of 13F Equity Book)
- 31,727Quarter-over-Quarter Share Change
- -$158.5MQuarter-over-Quarter Value Change
- 415,160Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 41 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 383,433 | 31,727 | -7.6% | $734.0M | 3.37% | $1914.18 |
| Q4 2025 | 415,160 | +41,632 | +11.1% | $892.5M | 4.01% | $2149.76 |
| Q3 2025 | 373,528 | +2,397 | +0.6% | $713.9M | 3.73% | $1911.36 |
| Q2 2025 | 371,131 | 338 | -0.1% | $741.3M | 3.96% | $1997.36 |
| Q1 2025 | 371,469 | +947 | +0.3% | $694.5M | 4.00% | $1869.61 |
| Q4 2024 | 370,522 | +80,922 | +27.9% | $639.6M | 3.72% | $1726.23 |
| Q3 2024 | 289,600 | +2,539 | +0.9% | $454.3M | 2.55% | $1568.58 |
| Q2 2024 | 287,061 | +970 | +0.3% | $452.3M | 2.63% | $1575.66 |
| Q1 2024 | 286,091 | 14,513 | -4.8% | $435.3M | 2.44% | $1521.48 |
| Q4 2023 | 300,604 | +38,501 | +14.7% | $426.8M | 2.41% | $1419.97 |
| Q3 2023 | 262,103 | 3,130 | -1.2% | $386.0M | 2.42% | $1472.53 |
| Q2 2023 | 265,233 | +19,577 | +8.0% | $366.9M | 2.24% | $1383.20 |
| Q1 2023 | 245,656 | 4,706 | -1.9% | $313.8M | 2.07% | $1277.41 |
| Q4 2022 | 250,362 | +42,142 | +20.2% | $329.8M | 2.24% | $1317.49 |
| Q3 2022 | 208,220 | 3,237 | -1.5% | $225.8M | 1.61% | $1084.22 |
| Q2 2022 | 211,457 | 4,616 | -2.1% | $273.5M | 1.75% | $1293.25 |
| Q1 2022 | 216,073 | 3,432 | -1.6% | $318.8M | 1.61% | $1475.24 |
| Q4 2021 | 219,505 | 496 | -0.2% | $270.9M | 1.26% | $1234.00 |
| Q3 2021 | 220,001 | 4,820 | -2.1% | $262.9M | 1.22% | $1195.13 |
| Q2 2021 | 224,821 | +9,480 | +4.4% | $266.8M | 1.10% | $1186.71 |
| Q1 2021 | 215,341 | +17,864 | +9.0% | $245.4M | 1.07% | $1139.62 |
| Q4 2020 | 197,477 | 3,843 | -1.9% | $204.1M | 0.98% | $1033.30 |
| Q3 2020 | 201,320 | 6,480 | -3.1% | $196.0M | 1.09% | $973.70 |
| Q2 2020 | 207,800 | +2,500 | +1.2% | $191.8M | 1.11% | $923.17 |
| Q1 2020 | 205,300 | 11,221 | -5.2% | $190.5M | 1.29% | $927.89 |
| Q4 2019 | 216,521 | 8,548 | -3.8% | $247.5M | 1.18% | $1143.17 |
| Q3 2019 | 225,069 | 10,360 | -4.4% | $266.0M | 1.34% | $1181.90 |
| Q2 2019 | 235,429 | 3,203 | -1.3% | $256.5M | 1.27% | $1089.60 |
| Q1 2019 | 238,632 | 7,458 | -3.0% | $237.7M | 1.17% | $996.24 |
| Q4 2018 | 246,090 | +3,691 | +1.5% | $255.3M | 1.43% | $1037.51 |
| Q3 2018 | 242,399 | 7,163 | -2.9% | $288.1M | 1.24% | $1188.49 |
| Q2 2018 | 249,562 | 3,238 | -1.3% | $270.6M | 1.15% | $1084.35 |
| Q1 2018 | 252,800 | 3,200 | -1.3% | $295.8M | 1.28% | $1170.25 |
| Q4 2017 | 256,000 | 8,054 | -3.1% | $291.6M | 1.24% | $1139.13 |
| Q3 2017 | 264,054 | 11,979 | -4.3% | $282.0M | 1.20% | $1068.03 |
| Q2 2017 | 276,033 | 5,152 | -1.8% | $269.4M | 1.18% | $975.86 |
| Q1 2017 | 281,185 | +9,380 | +3.5% | $274.4M | 1.18% | $975.86 |
| Q4 2016 | 271,805 | 7,986 | -2.9% | $245.8M | 1.08% | $904.50 |
| Q3 2016 | 279,791 | 8,010 | -2.8% | $259.9M | 1.13% | $928.77 |
| Q2 2016 | 287,801 | 42,251 | -12.8% | $274.2M | 1.21% | $952.78 |
| Q1 2016 | 330,052 | — | — | $294.3M | 1.30% | $891.57 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did DAVIS SELECTED ADVISERS first disclose a MKL position in 13F-HR filings?
DAVIS SELECTED ADVISERS first reported MARKEL GROUP, INC (MKL) on its 13F-HR filing for the period ending 2016-03-31 (Q1 2016). The position has appeared on 41 reported quarters within Pactolio's tracked window.
What was DAVIS SELECTED ADVISERS's most recent quarter-over-quarter share-count change in MKL?
Between Q4 2025 and Q1 2026, DAVIS SELECTED ADVISERS reduced its MKL position by 31,727 shares (-7.6%), leaving 383,433 shares at a market value of $734.0M.
Does the implied price-per-share represent DAVIS SELECTED ADVISERS's cost basis in MKL?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.