Scharf Fund MKL Holdings History

Number of Shares
9,971.00
Current Holdings Value*
$18.64 Mil
% of Portfolio
4.88%
Total Estimate Gain
$12.91 Mil
% of Total Estimate Gain
74.03%

Scharf Fund's Markel Group Inc Holding Summary

As of 2025-03-31, ADVISORS SERIES TRUST held 9,971.00 shares of Markel Group Inc(MKL), totaling $18.64 Mil. This investment constitutes 4.88% of their stock portfolio, and ADVISORS SERIES TRUST now holds 0.08% of the outstanding Markel Group Inc(MKL) stock.

The initial trade took place in 2020Q4. And since then Scharf Fund has made 5 purchases of MKL, at an average price of $1,026.37, for a total of 16,988.00 shares. In addition, there have been 10 sales at an average price of $1,453.94 for 7,017.00 shares. Based on historical transaction data and MKL's current price of $2020.08, Scharf Fund's estimated gain on his MKL holdings is $12.91 Mil, reflecting a 74.03% gain to date.

Scharf Fund MKL ($2020.08) Holding Chart

Scharf Fund MKL ($2020.08) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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