Ownership history in MARKEL GROUP INC. Β· 45 quarters on record
This page tracks every 13F SEC filing in which MARKEL GROUP INC. reported a position in APPLE INC (AAPL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π MARKEL GROUP INC. outperformed the S&P 500 by +1121.0% annually on this AAPL position. Timing score: 74% (20/27 decisions correct). Average cost basis: $96.42. Maximum drawdown during holding period: β29.9%.
π₯ Exceptional β beat the S&P 500 by 1121.0% per year on this position.
43 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
20 of 27 add/trim decisions correct
Best entry: $21.78 (2016 Q2) Β· Worst: $209.00 (2024 Q2)
πͺ Held through 3 major drawdowns (>20%). Diamond-hands conviction.
26 adds Β· 2 trims. Bought during 9 of 14 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 2.66% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size