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AlTi Global’s Markel Group MKL Stock Holding History

AlTi Global’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
2025
Q4 		– Sell
-256
Closed -$489K – 468
2025
Q3 		$489K Sell
256
-10
-4% -$19.6K 0.01% 316
2025
Q2 		$531K Hold
266
– – 0.01% 298
2025
Q1 		$497K Sell
266
-1
-0.4% -$1.84K 0.01% 276
2024
Q4 		$461K Hold
267
– – 0.01% 295
2024
Q3 		$419K Buy
+267
New +$418K 0.01% 292

Other funds holding MKL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

AlTi Global's MKL Position: Q4 2025 in Review

AlTi Global sold out of Markel Group (MKL) in Q4 2025, closing a stake of 256 shares — an estimated $489K sold.

AlTi Global first reported a position in MKL in Q3 2024 and held it in 5 quarters. The position peaked at $531K in Q2 2025. 920 funds tracked by Wall St. Rank hold MKL as of Q4 2025.

  • AlTi Global reported no remaining Markel Group position as of Q4 2025 after selling out during the quarter.
  • AlTi Global sold 256 Markel Group shares in Q4 2025, an estimated $489K.
  • AlTi Global first reported a position in Markel Group in Q3 2024 and held it in 5 quarters.
  • AlTi Global's Markel Group position peaked at $531K in Q2 2025.
  • 920 funds tracked by Wall St. Rank held Markel Group as of Q4 2025.

Based on AlTi Global's 13F filing for Q4 2025, filed 13 Feb 2026.