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American Trust’s Markel Group MKL Stock Holding History

American Trust’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 		– Sell
-109
Closed -$234K – 336
2025
Q4 		$234K Sell
109
-49
-31% -$99.3K 0.02% 282
2025
Q3 		$302K Sell
158
-9
-5% -$17.6K 0.03% 244
2025
Q2 		$334K Buy
167
+43
+35% +$80.6K 0.03% 204
2025
Q1 		$231K Sell
124
-48
-28% -$88.3K 0.06% 112
2024
Q4 		$297K Buy
172
+3
+2% +$4.98K 0.02% 233
2024
Q3 		$265K Sell
169
-7
-4% -$11K 0.02% 205
2024
Q2 		$277K Buy
+176
New +$273K 0.02% 180
2022
Q2 		– Sell
-139
Closed -$205K – 490
2022
Q1 		$205K Buy
+139
New +$180K 0.01% 473

Other funds holding MKL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
VLKIM
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $13.1B AUM 19.56% 1-Year Est. Return

American Trust's MKL Position: Q1 2026 in Review

American Trust sold out of Markel Group (MKL) in Q1 2026, closing a stake of 109 shares — an estimated $234K sold.

American Trust first reported a position in MKL in Q1 2022 and held it in 8 quarters. The position peaked at $334K in Q2 2025. 930 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

  • American Trust reported no remaining Markel Group position as of Q1 2026 after selling out during the quarter.
  • American Trust sold 109 Markel Group shares in Q1 2026, an estimated $234K.
  • American Trust first reported a position in Markel Group in Q1 2022 and held it in 8 quarters.
  • American Trust's Markel Group position peaked at $334K in Q2 2025.
  • 930 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on American Trust's 13F filing for Q1 2026, filed 1 May 2026.