François Rochon trimmed MKL · MARKEL GROUP INC.
$34M · now 1.2% of the portfolio
TRADED BY
Sep 30
FILED
Nov 12
YOU SEE IT
Nov 12
43 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.
$1966 now
OUR VALUE
$1966 today
low $3236mid $4314high $5393
2 models, as of 2026-11-12.
They sold below our value.
安全边际周报
每周六一封：市场温度、投资大师的申报，以及本周研究。