François Rochon trimmed MKL · MARKEL GROUP INC.
$60M · now 0.0% of the portfolio
TRADED BY
Jun 30
FILED
Aug 26
YOU SEE IT
Oct 24
57 days between the trade and the filing. That gap is the law, not our latency — a 13F is due 45 days after the quarter ends.
$1875 now
OUR VALUE
$1875 today
low $3457mid $4610high $5762
2 models, as of 2026-10-24.
They sold below our value.
The Monday letter
One email a week: what great value investors bought and sold, and what we make of it.