Allen Capital Group’s Markel Group MKL Stock Holding History

Allen Capital Group’s Portfolio MKL Stock Details MKL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$450K	Sell	235 -46	-16%	-$93.4K	0.04%	207
2025 Q4	$604K	Sell	281 -2	-0.7%	-$4.05K	0.06%	181
2025 Q3	$541K	Buy	283 +31	+12%	+$60.8K	0.05%	182
2025 Q2	$503K	Buy	252 +60	+31%	+$113K	0.05%	185
2025 Q1	$359K	Buy	192 +14	+8%	+$25.8K	0.04%	195
2024 Q4	$307K	Buy	+178	New	+$295K	0.04%	197

Other funds holding MKL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

VLKIM

Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return

Allen Capital Group's MKL Position: Q1 2026 in Review

Allen Capital Group reduced its Markel Group (MKL) stake by 16% in Q1 2026, selling an estimated $93.4K and leaving 235 shares worth $450K. The position accounts for 0.04% of the portfolio, ranked #207.

Allen Capital Group first reported a position in MKL in Q4 2024 and has held it in 6 quarters since. The position peaked at $604K in Q4 2025. 925 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

Allen Capital Group held 235 shares of Markel Group worth $450K as of Q1 2026.
Allen Capital Group sold 46 Markel Group shares in Q1 2026, an estimated $93.4K.
Markel Group made up 0.04% of Allen Capital Group's portfolio in Q1 2026, its #207 holding.
Allen Capital Group first reported a position in Markel Group in Q4 2024 and has held it in 6 quarters since.
Allen Capital Group's Markel Group position peaked at $604K in Q4 2025.
925 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on Allen Capital Group's 13F filing for Q1 2026, filed 27 May 2026.