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Christopher Davis

Clipper Fund

Christopher Davis Markel Corp stake

total: 58

Clipper Fund MKL trades

Total transactions:
13
New positions:
1
Reduced:
12
Held since:
2019 Q3
Held for:
27 quarters
Latest activity:
2025 Q2
According to 2026 Q1 report, Christopher Davis holds 42,257 Markel Corp (MKL) shares with a market value of roughly $80.88M accounting for 6.06% of the overall portfolio. To date, the estimated cost basis is nearly $1181.9 for "buy" trades and estimated average "sell" price is $1206.65. Clipper Fund first purchased MKL in 2019 Q3, initially acquiring 51,337 shares. Since the initial investment in Markel Corp (MKL), Clipper Fund has made 12 more transactions.

How many MKL shares does Christopher Davis currently hold?

According to 2026 Q1 report, Christopher Davis holds 42,257 shares of Markel Corp (MKL), valued at around $80.88M.

When did Christopher Davis buy Markel Corp (MKL)?

Christopher Davis first invested in Markel Corp (MKL) in 2019 Q3 at the reported quarter-end price of $1,181.90 per share.

What's the cost basis of Clipper Fund's MKL stake?

The estimated cost basis for Markel Corp (MKL) stake is around $1,181.90 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$1,181.90
Weighted AVG sell price:
$1,206.65

Christopher Davis's historical trades in Markel Corp

13 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2025 Q2
7.00%
42,257
$1,997.36
$84,402,442
-1.40% (-600)
-0.1%
2023 Q3
6.55%
42,857
$1,472.49
$63,106,504
-0.97% (-420)
-0.06%
2023 Q1
6.10%
43,277
$1,277.41
$55,282,473
-0.62% (-270)
-0.04%
2022 Q4
6.52%
43,547
$1,317.49
$57,372,737
-2.44% (-1,090)
-0.17%
2022 Q3
5.86%
44,637
$1,084.22
$48,396,328
-3.40% (-1,570)
-0.18%
2022 Q2
6.49%
46,207
$1,293.25
$59,757,203
-1.22% (-570)
-0.07%
2022 Q1
6.12%
46,777
$1,475.24
$69,007,301
-0.57% (-270)
-0.03%
2021 Q1
4.50%
47,047
$1,139.62
$53,615,702
-4.21% (-2,070)
-0.22%
2020 Q4
4.64%
$1,033.30
-1.09% (-540)
2020 Q3
5.01%
$973.70
-2.01% (-1,020)
2020 Q2
5.05%
$923.17
-0.72% (-370)
2020 Q1
5.92%
$927.89
-0.56% (-290)
2019 Q3
5.71%
$1,181.90
new
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.