Anchor Investment Management’s Markel Group MKL Stock Holding History

Anchor Investment Management’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	$444K	Hold	232	–	–	0.04%	279
2025 Q4	$499K	Hold	232	–	–	0.04%	269
2025 Q3	$443K	Buy	232 +10	+5%	+$19.6K	0.04%	276
2025 Q2	$443K	Buy	222 +49	+28%	+$91.9K	0.04%	271
2025 Q1	$323K	Buy	173 +31	+22%	+$57K	0.03%	300
2024 Q4	$245K	Buy	142 +81	+133%	+$134K	0.02%	336
2024 Q3	$95.7K	Buy	61 +60	+6,000%	+$93.9K	0.01%	475
2024 Q2	$1.58K	Buy	+1	New	+$1.55K	﹤0.01%	931
2022 Q1	–	Sell	-50	Closed	-$61.7K	–	1035
2021 Q4	$61.7K	Sell	50 -35	-41%	-$44.2K	0.01%	534
2021 Q3	$102K	Sell	85 -15	-15%	-$18.5K	0.01%	446
2021 Q2	$119K	Buy	+100	New	+$120K	0.02%	438
2020 Q1	–	Sell	-10	Closed	-$11.4K	–	873
2019 Q4	$11.4K	Hold	10	–	–	﹤0.01%	630
2019 Q3	$11.8K	Hold	10	–	–	﹤0.01%	624
2019 Q2	$10.9K	Hold	10	–	–	﹤0.01%	622
2019 Q1	$9.96K	Hold	10	–	–	﹤0.01%	622
2018 Q4	$10.4K	Hold	10	–	–	﹤0.01%	613
2018 Q3	$11.9K	Hold	10	–	–	﹤0.01%	629
2018 Q2	$10.8K	Hold	10	–	–	﹤0.01%	646
2018 Q1	$11.7K	Hold	10	–	–	﹤0.01%	617
2017 Q4	$11.4K	Hold	10	–	–	﹤0.01%	622
2017 Q3	$10.7K	Hold	10	–	–	﹤0.01%	612
2017 Q2	$9.76K	Hold	10	–	–	﹤0.01%	567
2017 Q1	$9.76K	Hold	10	–	–	﹤0.01%	564
2016 Q4	$9.04K	Buy	+10	New	+$8.92K	﹤0.01%	554

Other funds holding MKL

BlackRock New York $6.73T AUM 46.02% 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 $204B AUM 27.99% 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 $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

VLKIM

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

Anchor Investment Management's MKL Position: Q1 2026 in Review

Anchor Investment Management held its Markel Group (MKL) position steady in Q1 2026 at 232 shares worth $444K. The position accounts for 0.04% of the portfolio, ranked #279.

Anchor Investment Management first reported a position in MKL in Q4 2016 and has held it in 24 quarters since. The position peaked at $499K in Q4 2025. 929 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

Anchor Investment Management held 232 shares of Markel Group worth $444K as of Q1 2026.
Anchor Investment Management left its Markel Group share count unchanged in Q1 2026.
Markel Group made up 0.04% of Anchor Investment Management's portfolio in Q1 2026, its #279 holding.
Anchor Investment Management first reported a position in Markel Group in Q4 2016 and has held it in 24 quarters since.
Anchor Investment Management's Markel Group position peaked at $499K in Q4 2025.
929 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.