Number of Shares
820.00
Current Holdings Value*
$1.53 Mil
% of Portfolio
4.13%
Total Estimate Gain
$1.10 Mil
% of Total Estimate Gain
71.61%

Scharf Multi-Asset Opportunity Fund's Markel Group Inc Holding Summary

As of 2025-03-31, ADVISORS SERIES TRUST held 820.00 shares of Markel Group Inc(MKL), totaling $1.53 Mil. This investment constitutes 4.13% of their stock portfolio, and ADVISORS SERIES TRUST now holds 0.01% of the outstanding Markel Group Inc(MKL) stock.

The initial trade took place in 2020Q4. And since then Scharf Multi-Asset Opportunity Fund has made 4 purchases of MKL, at an average price of $1,009.87, for a total of 1,518.00 shares. In addition, there have been 10 sales at an average price of $1,436.50 for 698.00 shares. Based on historical transaction data and MKL's current price of $1985.50, Scharf Multi-Asset Opportunity Fund's estimated gain on his MKL holdings is $1.10 Mil, reflecting a 71.61% gain to date.

Scharf Multi-Asset Opportunity Fund MKL ($1985.50) Holding Chart

Scharf Multi-Asset Opportunity Fund MKL ($1985.50) 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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