Balyasny Asset Management’s Markel Group MKL Stock Holding History

Balyasny 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 Q1	$7.05M	Buy	+3,683	New	+$7.47M	0.01%	1198
2023 Q1	–	Sell	-8,274	Closed	-$10.9M	–	2962
2022 Q4	$10.9M	Buy	8,274 +7,759	+1,507%	+$9.6M	0.03%	711
2022 Q3	$558K	Buy	+515	New	+$628K	﹤0.01%	2003
2022 Q1	–	Sell	-4,461	Closed	-$5.5M	–	2696
2021 Q4	$5.5M	Buy	+4,461	New	+$5.63M	0.02%	821
2020 Q4	–	Sell	-1,393	Closed	-$1.36M	–	1557
2020 Q3	$1.36M	Buy	+1,393	New	+$1.41M	0.01%	936
2020 Q1	–	Sell	-67,758	Closed	-$77.5M	–	1384
2019 Q4	$77.5M	Buy	67,758 +10,961	+19%	+$12.5M	0.46%	35
2019 Q3	$67.1M	Sell	56,797 -4,777	-8%	-$5.43M	0.46%	31
2019 Q2	$67.1M	Buy	61,574 +36,649	+147%	+$38.4M	0.43%	41
2019 Q1	$24.8M	Buy	+24,925	New	+$25.3M	0.17%	182
2018 Q2	–	Sell	-630	Closed	-$737K	–	2013
2018 Q1	$737K	Buy	+630	New	+$709K	﹤0.01%	1329
2017 Q3	–	Sell	-22,367	Closed	-$21.8M	–	2011
2017 Q2	$21.8M	Sell	22,367 -5,428	-20%	-$5.27M	0.09%	298
2017 Q1	$27.1M	Buy	27,795 +16,335	+143%	+$15.4M	0.13%	211
2016 Q4	$10.4M	Buy	+11,460	New	+$10.2M	0.06%	471
2016 Q3	–	Sell	-489	Closed	-$466K	–	1171
2016 Q2	$466K	Buy	+489	New	+$455K	﹤0.01%	836

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

Balyasny Asset Management's MKL Position: Q1 2026 in Review

Balyasny Asset Management opened a new position in Markel Group (MKL) in Q1 2026: 3,683 shares worth $7.05M. The stake represents 0.01% of the portfolio and ranks #1198 among its holdings. This is a return to the name: Balyasny Asset Management previously reported a position in MKL as recently as Q4 2022.

Balyasny Asset Management first reported a position in MKL in Q2 2016 and has held it in 14 quarters since. The position peaked at $77.5M in Q4 2019. 925 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

Balyasny Asset Management held 3,683 shares of Markel Group worth $7.05M as of Q1 2026.
Markel Group was a new Balyasny Asset Management position in Q1 2026.
Markel Group made up 0.01% of Balyasny Asset Management's portfolio in Q1 2026, its #1198 holding.
Balyasny Asset Management first reported a position in Markel Group in Q2 2016 and has held it in 14 quarters since.
Balyasny Asset Management's Markel Group position peaked at $77.5M in Q4 2019.
925 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.