AT
MKL icon

Avalon Trust’s Markel Group MKL Stock Holding History

Avalon 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 		$821K Buy
429
+4
+0.9% +$8.12K 0.06% 73
2025
Q4 		$914K Hold
425
– – 0.06% 74
2025
Q3 		$812K Buy
425
+25
+6% +$49K 0.05% 78
2025
Q2 		$799K Hold
400
– – 0.06% 76
2025
Q1 		$748K Sell
400
-100
-20% -$184K 0.06% 80
2024
Q4 		$863K Hold
500
– – 0.06% 77
2024
Q3 		$784K Hold
500
– – 0.06% 75
2024
Q2 		$788K Hold
500
– – 0.06% 75
2024
Q1 		$761K Buy
+500
New +$733K 0.06% 75

Other funds holding MKL

BlackRock
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
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
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
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

Avalon Trust's MKL Position: Q1 2026 in Review

Avalon Trust increased its Markel Group (MKL) stake by 0.94% in Q1 2026, buying an estimated $8.12K and bringing the position to 429 shares worth $821K. The position accounts for 0.06% of the portfolio, ranked #73.

Avalon Trust first reported a position in MKL in Q1 2024 and has held it in 9 quarters since. The position peaked at $914K in Q4 2025. 925 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

  • Avalon Trust held 429 shares of Markel Group worth $821K as of Q1 2026.
  • Avalon Trust bought 4 Markel Group shares in Q1 2026, an estimated $8.12K.
  • Markel Group made up 0.06% of Avalon Trust's portfolio in Q1 2026, its #73 holding.
  • Avalon Trust first reported a position in Markel Group in Q1 2024 and has held it in 9 quarters since.
  • Avalon Trust's Markel Group position peaked at $914K in Q4 2025.
  • 925 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on Avalon Trust's 13F filing for Q1 2026, filed 6 May 2026.