Atria Investments’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.07M | Sell |
1,601
-12
| -0.7% | -$24.4K | 0.03% | 533 |
|
|
2025
Q4 | $3.47M | Buy |
1,613
+39
| +2% | +$79K | 0.04% | 503 |
|
|
2025
Q3 | $3.01M | Sell |
1,574
-37
| -2% | -$72.5K | 0.03% | 570 |
|
|
2025
Q2 | $3.22M | Buy |
1,611
+45
| +3% | +$84.4K | 0.04% | 541 |
|
|
2025
Q1 | $2.93M | Sell |
1,566
-450
| -22% | -$828K | 0.04% | 554 |
|
|
2024
Q4 | $3.48M | Buy |
2,016
+42
| +2% | +$69.7K | 0.04% | 472 |
|
|
2024
Q3 | $3.1M | Buy |
1,974
+10
| +0.5% | +$15.7K | 0.04% | 516 |
|
|
2024
Q2 | $3.09M | Sell |
1,964
-43
| -2% | -$66.8K | 0.04% | 485 |
|
|
2024
Q1 | $3.05M | Sell |
2,007
-5
| -0.2% | -$7.33K | 0.04% | 507 |
|
|
2023
Q4 | $2.86M | Sell |
2,012
-75
| -4% | -$106K | 0.04% | 466 |
|
|
2023
Q3 | $3.07M | Buy |
2,087
+183
| +10% | +$268K | 0.05% | 425 |
|
|
2023
Q2 | $2.63M | Buy |
1,904
+96
| +5% | +$129K | 0.05% | 464 |
|
|
2023
Q1 | $2.31M | Sell |
1,808
-6
| -0.3% | -$7.97K | 0.04% | 492 |
|
|
2022
Q4 | $2.39M | Buy |
1,814
+309
| +21% | +$382K | 0.05% | 448 |
|
|
2022
Q3 | $1.63M | Sell |
1,505
-178
| -11% | -$217K | 0.04% | 555 |
|
|
2022
Q2 | $2.18M | Sell |
1,683
-240
| -12% | -$329K | 0.05% | 473 |
|
|
2022
Q1 | $2.84M | Sell |
1,923
-14
| -0.7% | -$18.1K | 0.05% | 452 |
|
|
2021
Q4 | $2.39M | Sell |
1,937
-100
| -5% | -$126K | 0.04% | 490 |
|
|
2021
Q3 | $2.43M | Sell |
2,037
-19
| -0.9% | -$23.4K | 0.04% | 443 |
|
|
2021
Q2 | $2.44M | Sell |
2,056
-12
| -0.6% | -$14.4K | 0.05% | 428 |
|
|
2021
Q1 | $2.36M | Buy |
2,068
+303
| +17% | +$327K | 0.05% | 401 |
|
|
2020
Q4 | $1.82M | Buy |
+1,765
| New | +$1.76M | 0.04% | 446 |
|
|
2020
Q1 | – | Sell |
-620
| Closed | -$709K | – | 945 |
|
|
2019
Q4 | $709K | Buy |
620
+346
| +126% | +$394K | 0.02% | 665 |
|
|
2019
Q3 | $324K | Buy |
274
+11
| +4% | +$12.5K | 0.01% | 694 |
|
|
2019
Q2 | $300K | Buy |
263
+9
| +4% | +$9.43K | 0.01% | 739 |
|
|
2019
Q1 | $253K | Sell |
254
-21
| -8% | -$21.3K | 0.01% | 770 |
|
|
2018
Q4 | $285K | Buy |
275
+8
| +3% | +$8.75K | 0.01% | 666 |
|
|
2018
Q3 | $317K | Buy |
+267
| New | +$314K | 0.01% | 752 |
|
|
2018
Q2 | – | Sell |
-177
| Closed | -$207K | – | 988 |
|
|
2018
Q1 | $207K | Buy |
+177
| New | +$199K | 0.01% | 802 |
|
Other funds holding MKL
VCM
VPM
DSA
VLKIM
Atria Investments's MKL Position: Q1 2026 in Review
Atria Investments reduced its Markel Group (MKL) stake by 0.74% in Q1 2026, selling an estimated $24.4K and leaving 1,601 shares worth $3.07M. The position accounts for 0.03% of the portfolio, ranked #533.
Atria Investments first reported a position in MKL in Q1 2018 and has held it in 29 quarters since. The position peaked at $3.48M in Q4 2024. 925 funds tracked by Wall St. Rank hold MKL as of Q1 2026.
- Atria Investments held 1,601 shares of Markel Group worth $3.07M as of Q1 2026.
- Atria Investments sold 12 Markel Group shares in Q1 2026, an estimated $24.4K.
- Markel Group made up 0.03% of Atria Investments's portfolio in Q1 2026, its #533 holding.
- Atria Investments first reported a position in Markel Group in Q1 2018 and has held it in 29 quarters since.
- Atria Investments's Markel Group position peaked at $3.48M in Q4 2024.
- 925 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.
Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.