Annandale Capital’s Markel Group MKL Stock Holding History

Annandale Capital’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	$1.94M	Sell	1,012 -598	-37%	-$1.21M	0.27%	61
2025 Q4	$3.46M	Sell	1,610 -1,669	-51%	-$3.38M	0.41%	54
2025 Q3	$62.7M	Hold	3,279	–	–	1.07%	31
2025 Q2	$6.55M	Buy	3,279 +142	+5%	+$266K	0.5%	29
2025 Q1	$5.87M	Hold	3,137	–	–	0.37%	37
2024 Q4	$5.42M	Buy	3,137 +19	+0.6%	+$31.5K	0.86%	33
2024 Q3	$4.89M	Hold	3,118	–	–	0.69%	37
2024 Q2	$4.91M	Hold	3,118	–	–	0.84%	30
2024 Q1	$4.74M	Hold	3,118	–	–	0.87%	32
2023 Q4	$4.43M	Buy	3,118 +500	+19%	+$709K	0.83%	34
2023 Q3	$3.85M	Hold	2,618	–	–	0.96%	28
2023 Q2	$3.62M	Sell	2,618 -2	-0.1%	-$2.68K	1.05%	27
2023 Q1	$3.35M	Buy	2,620 +220	+9%	+$292K	1.06%	29
2022 Q4	$3.16M	Hold	2,400	–	–	1.04%	29
2022 Q3	$2.6M	Buy	2,400 +989	+70%	+$1.21M	0.96%	32
2022 Q2	$1.82M	Hold	1,411	–	–	0.72%	35
2022 Q1	$2.08M	Hold	1,411	–	–	0.82%	31
2021 Q4	$1.74M	Buy	1,411 +701	+99%	+$885K	0.77%	34
2021 Q3	$849K	Hold	710	–	–	0.51%	47
2021 Q2	$843K	Hold	710	–	–	0.51%	46
2021 Q1	$809K	Buy	+710	New	+$766K	0.57%	34

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

Annandale Capital's MKL Position: Q1 2026 in Review

Annandale Capital reduced its Markel Group (MKL) stake by 37% in Q1 2026, selling an estimated $1.21M and leaving 1,012 shares worth $1.94M. The position accounts for 0.27% of the portfolio, ranked #61.

Annandale Capital first reported a position in MKL in Q1 2021 and has held it in 21 quarters since. The position peaked at $62.7M in Q3 2025. 925 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

Annandale Capital held 1,012 shares of Markel Group worth $1.94M as of Q1 2026.
Annandale Capital sold 598 Markel Group shares in Q1 2026, an estimated $1.21M.
Markel Group made up 0.27% of Annandale Capital's portfolio in Q1 2026, its #61 holding.
Annandale Capital first reported a position in Markel Group in Q1 2021 and has held it in 21 quarters since.
Annandale Capital's Markel Group position peaked at $62.7M in Q3 2025.
925 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on Annandale Capital's 13F filing for Q1 2026, filed 15 May 2026.