Assenagon Asset Management’s Markel Group MKL Stock Holding History

Assenagon Asset 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 Q2	$12.2M	Buy	6,226 +882	+17%	+$1.65M	0.02%	496
2026 Q1	$10.2M	Buy	5,344 +2,042	+62%	+$4.14M	0.02%	456
2025 Q4	$7.1M	Sell	3,302 -111	-3%	-$225K	0.01%	582
2025 Q3	$6.52M	Sell	3,413 -4,932	-59%	-$9.67M	0.01%	566
2025 Q2	$16.7M	Buy	8,345 +3,980	+91%	+$7.46M	0.02%	381
2025 Q1	$8.16M	Sell	4,365 -18,046	-81%	-$33.2M	0.01%	457
2024 Q4	$38.7M	Buy	22,411 +14,022	+167%	+$23.3M	0.06%	247
2024 Q3	$13.2M	Sell	8,389 -1,495	-15%	-$2.34M	0.02%	461
2024 Q2	$15.6M	Buy	9,884 +558	+6%	+$866K	0.03%	337
2024 Q1	$14.2M	Buy	9,326 +1,148	+14%	+$1.68M	0.03%	351
2023 Q4	$11.6M	Sell	8,178 -2,708	-25%	-$3.84M	0.03%	416
2023 Q3	$16M	Buy	10,886 +10,093	+1,273%	+$14.8M	0.05%	295
2023 Q2	$1.1M	Sell	793 -2,788	-78%	-$3.74M	﹤0.01%	947
2023 Q1	$4.57M	Sell	3,581 -2,562	-42%	-$3.4M	0.02%	600
2022 Q4	$8.09M	Sell	6,143 -1,861	-23%	-$2.3M	0.03%	422
2022 Q3	$8.68M	Buy	8,004 +3,270	+69%	+$3.99M	0.03%	374
2022 Q2	$6.12M	Sell	4,734 -794	-14%	-$1.09M	0.02%	485
2022 Q1	$8.15M	Sell	5,528 -11,072	-67%	-$14.3M	0.02%	417
2021 Q4	$20.5M	Buy	16,600 +8,564	+107%	+$10.8M	0.06%	206
2021 Q3	$9.6M	Sell	8,036 -18,200	-69%	-$22.4M	0.03%	297
2021 Q2	$31.1M	Buy	26,236 +18,538	+241%	+$22.2M	0.11%	172
2021 Q1	$8.77M	Buy	+7,698	New	+$8.3M	0.04%	370
2020 Q4	–	Sell	-2,637	Closed	-$2.57M	–	1164
2020 Q3	$2.57M	Sell	2,637 -4,886	-65%	-$4.96M	0.01%	531
2020 Q2	$6.95M	Buy	+7,523	New	+$6.84M	0.04%	252
2020 Q1	–	Sell	-550	Closed	-$629K	–	923
2019 Q4	$629K	Buy	550 +227	+70%	+$259K	﹤0.01%	633
2019 Q3	$382K	Buy	+323	New	+$367K	﹤0.01%	728
2019 Q2	–	Sell	-753	Closed	-$750K	–	1093
2019 Q1	$750K	Sell	753 -628	-45%	-$638K	0.01%	750
2018 Q4	$1.43M	Sell	1,381 -46	-3%	-$50.3K	0.02%	556
2018 Q3	$1.7M	Sell	1,427 -56	-4%	-$65.9K	0.02%	552
2018 Q2	$1.61M	Buy	+1,483	New	+$1.67M	0.02%	358
2018 Q1	–	Sell	-2,722	Closed	-$3.1M	–	673
2017 Q4	$3.1M	Buy	+2,722	New	+$2.98M	0.03%	370

Other funds holding MKL

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Steginsky Capital Port Washington, New York $666M AUM 34.57% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

MAA

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

Lincoln Capital Lincoln, Nebraska $562M AUM 15.09% 1-Year Est. Return

PCM

Poehling Capital Management Madison, Wisconsin $466M AUM 24.17% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management's MKL Position: Q2 2026 in Review

Assenagon Asset Management increased its Markel Group (MKL) stake by 17% in Q2 2026, buying an estimated $1.65M and bringing the position to 6,226 shares worth $12.2M. The position accounts for 0.02% of the portfolio, ranked #496.

Assenagon Asset Management first reported a position in MKL in Q4 2017 and has held it in 31 quarters since. The position peaked at $38.7M in Q4 2024. 144 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

Assenagon Asset Management held 6,226 shares of Markel Group worth $12.2M as of Q2 2026.
Assenagon Asset Management bought 882 Markel Group shares in Q2 2026, an estimated $1.65M.
Markel Group made up 0.02% of Assenagon Asset Management's portfolio in Q2 2026, its #496 holding.
Assenagon Asset Management first reported a position in Markel Group in Q4 2017 and has held it in 31 quarters since.
Assenagon Asset Management's Markel Group position peaked at $38.7M in Q4 2024.
144 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Assenagon Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.