MKL
Markel Group Inc
5 super-investors hold MKL worth a combined $878M. The largest position: Josh Tarasoff at 12.5% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Cohort Conviction Score: 37 — ranked #172 of 724 scored stocks.
Why super-investors own MKL
Christopher Davis dominates the cohort's $878M combined position, holding $734M worth of MKL at 3.4% of his portfolio — making him far and away the swing factor in aggregate exposure. Josh Tarasoff carries the highest conviction at 12.5% of his portfolio ($43M), while Francois Rochon holds a meaningful 3.0% weighting ($82M). The ownership base has been unusually static, sitting at exactly three owners for eight consecutive quarters before recently expanding to five, suggesting a stable, long-term-oriented cohort rather than momentum-driven accumulation. Activity in 2026Q1 was minimal: Thomas Russo trimmed his small position and no one added or initiated. Interest is neither rising nor fading — it is essentially flat.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (5) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Christopher Davis | 3.4% | 40q | $734M | 383,433 |
| 2 | Francois Rochon | 3.0% | 40q | $82M | 42,944 |
| 3 | Josh Tarasoff | 12.5% | 13q | $43M | 22,555 |
| 4 | Thomas Russo | 0.1% | 40q | $9M | 4,954 |
| 5 | Joel Greenblatt | <0.1% | 33q | $9M | 4,572 |
Owners of MKL also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Thomas Russo | TRIM | 0.1% | -21% | $9M | May 13, 2026 |
Long US equity 13F-HR filings only. CUSIP 570535104. Not investment advice.