Adalta Capital Management’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.31M | Buy |
2,775
+43
| +2% | +$87.3K | 2.54% | 13 |
|
|
2025
Q4 | $5.87M | Hold |
2,732
| – | – | 2.62% | 13 |
|
|
2025
Q3 | $5.22M | Buy |
2,732
+89
| +3% | +$174K | 2.37% | 12 |
|
|
2025
Q2 | $5.28M | Buy |
2,643
+52
| +2% | +$97.5K | 2.65% | 13 |
|
|
2025
Q1 | $4.84M | Buy |
2,591
+25
| +1% | +$46K | 2.58% | 14 |
|
|
2024
Q4 | $4.43M | Buy |
2,566
+752
| +41% | +$1.25M | 2.31% | 14 |
|
|
2024
Q3 | $2.85M | Buy |
1,814
+21
| +1% | +$32.9K | 1.47% | 17 |
|
|
2024
Q2 | $2.83M | Buy |
1,793
+24
| +1% | +$37.3K | 1.54% | 14 |
|
|
2024
Q1 | $2.69M | Buy |
1,769
+78
| +5% | +$114K | 1.49% | 15 |
|
|
2023
Q4 | $2.4M | Buy |
1,691
+180
| +12% | +$255K | 1.45% | 17 |
|
|
2023
Q3 | $2.22M | Buy |
1,511
+499
| +49% | +$730K | 1.52% | 18 |
|
|
2023
Q2 | $1.4M | Buy |
1,012
+652
| +181% | +$874K | 0.94% | 30 |
|
|
2023
Q1 | $460K | Hold |
360
| – | – | 0.32% | 49 |
|
|
2022
Q4 | $474K | Hold |
360
| – | – | 0.33% | 49 |
|
|
2022
Q3 | $390K | Hold |
360
| – | – | 0.28% | 48 |
|
|
2022
Q2 | $466K | Hold |
360
| – | – | 0.3% | 47 |
|
|
2022
Q1 | $531K | Hold |
360
| – | – | 0.26% | 50 |
|
|
2021
Q4 | $444K | Hold |
360
| – | – | 0.2% | 54 |
|
|
2021
Q3 | $430K | Hold |
360
| – | – | 0.24% | 51 |
|
|
2021
Q2 | $427K | Hold |
360
| – | – | 0.23% | 53 |
|
|
2021
Q1 | $410K | Hold |
360
| – | – | 0.24% | 48 |
|
|
2020
Q4 | $372K | Hold |
360
| – | – | 0.23% | 45 |
|
|
2020
Q3 | $351K | Hold |
360
| – | – | 0.26% | 44 |
|
|
2020
Q2 | $332K | Sell |
360
-2,361
| -87% | -$2.15M | 0.26% | 42 |
|
|
2020
Q1 | $2.52M | Sell |
2,721
-95
| -3% | -$109K | 2.29% | 17 |
|
|
2019
Q4 | $3.22M | Sell |
2,816
-10
| -0.4% | -$11.4K | 2.03% | 19 |
|
|
2019
Q3 | $3.34M | Sell |
2,826
-70
| -2% | -$79.5K | 2.21% | 19 |
|
|
2019
Q2 | $3.15M | Buy |
2,896
+33
| +1% | +$34.6K | 2.07% | 20 |
|
|
2019
Q1 | $2.85M | Buy |
2,863
+46
| +2% | +$46.7K | 2.16% | 20 |
|
|
2018
Q4 | $2.92M | Sell |
2,817
-32
| -1% | -$35K | 2.73% | 14 |
|
|
2018
Q3 | $3.39M | Hold |
2,849
| – | – | 2.42% | 18 |
|
|
2018
Q2 | $3.09M | Sell |
2,849
-538
| -16% | -$608K | 2.18% | 17 |
|
|
2018
Q1 | $3.96M | Hold |
3,387
| – | – | 3.03% | 11 |
|
|
2017
Q4 | $3.86M | Sell |
3,387
-110
| -3% | -$120K | 2.94% | 11 |
|
|
2017
Q3 | $3.73M | Sell |
3,497
-5
| -0.1% | -$5.17K | 3.05% | 13 |
|
|
2017
Q2 | $3.42M | Hold |
3,502
| – | – | 2.76% | 14 |
|
|
2017
Q1 | $3.42M | Buy |
+3,502
| New | +$3.31M | 2.89% | 13 |
|
Other funds holding MKL
VCM
VPM
DSA
VLKIM
Adalta Capital Management's MKL Position: Q1 2026 in Review
Adalta Capital Management increased its Markel Group (MKL) stake by 1.6% in Q1 2026, buying an estimated $87.3K and bringing the position to 2,775 shares worth $5.31M. The position accounts for 2.54% of the portfolio, ranked #13.
Adalta Capital Management first reported a position in MKL in Q1 2017 and has held it in 37 quarters since. The position peaked at $5.87M in Q4 2025. 925 funds tracked by Wall St. Rank hold MKL as of Q1 2026.
- Adalta Capital Management held 2,775 shares of Markel Group worth $5.31M as of Q1 2026.
- Adalta Capital Management bought 43 Markel Group shares in Q1 2026, an estimated $87.3K.
- Markel Group made up 2.54% of Adalta Capital Management's portfolio in Q1 2026, its #13 holding.
- Adalta Capital Management first reported a position in Markel Group in Q1 2017 and has held it in 37 quarters since.
- Adalta Capital Management's Markel Group position peaked at $5.87M in Q4 2025.
- 925 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.
Based on Adalta Capital Management's 13F filing for Q1 2026, filed 18 May 2026.