Steven Check added MKL · MARKEL GROUP INC.
$141M · now 8.8% of the portfolio
TRADED BY
Sep 30
FILED
Nov 5
YOU SEE IT
Nov 6
36 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.
$1950 now
OUR VALUE
$1950 today
low $3283mid $4378high $5472
2 models, as of 2026-11-05.
Still worth a look: the price is 41% below our low estimate.
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。