SEC 13F Intelligence

Jacobson & Schmitt Advisors, LLC / MKL

Jacobson & Schmitt Advisors, LLC’s Markel Group Inc Position

Does Jacobson & Schmitt Advisors, LLC own Markel Group Inc (MKL)? Not currently — the last reported position was 5.5K shares worth $5M in Q1 2020; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$5M
Q1 2020
Shares
5.5K
% of Portfolio
+2.91%
Quarters Held
6
position exited

Position History MKL

Reported value by quarter
Q4 ’18: $5MQ4 ’18Q1 ’19: $9MQ1 ’19Q2 ’19: $5MQ2 ’19Q3 ’19: $6MQ3 ’19Q4 ’19: $6MQ4 ’19Q1 ’20: $5MQ1 ’20filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20205.5K$5M+2.91%
Q4 20195.5K$6M+3.13%
Q3 20195.2K$6M+3.43%
Q2 20194.8K$5M+3.05%
Q1 20199.3K$9M+2.98%
Q4 20184.7K$5M+3.56%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Jacobson & Schmitt Advisors, LLC’s full portfolio or all institutional holders of MKL.