Barrett & Company’s Markel Group MKL Stock Holding History

Barrett & Company’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	$23K	Hold	12	–	–	0.01%	386
2025 Q4	$25.8K	Hold	12	–	–	0.01%	376
2025 Q3	$22.9K	Sell	12 -20	-63%	-$39.2K	0.01%	394
2025 Q2	$63.9K	Buy	32 +20	+167%	+$37.5K	0.02%	267
2025 Q1	$22.4K	Hold	12	–	–	0.01%	365
2024 Q4	$20.7K	Hold	12	–	–	0.01%	365
2024 Q3	$18.8K	Sell	12 -45	-79%	-$70.4K	0.01%	371
2024 Q2	$89.8K	Buy	57 +5	+10%	+$7.76K	0.04%	207
2024 Q1	$79.1K	Buy	52 +10	+24%	+$14.7K	0.04%	224
2023 Q4	$59.6K	Hold	42	–	–	0.03%	233
2023 Q3	$61.8K	Hold	42	–	–	0.04%	227
2023 Q2	$58.1K	Hold	42	–	–	0.03%	236
2023 Q1	$53.7K	Hold	42	–	–	0.03%	239
2022 Q4	$55.3K	Hold	42	–	–	0.04%	224
2022 Q3	$55.3K	Buy	+42	New	+$51.2K	0.04%	224

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

Barrett & Company's MKL Position: Q1 2026 in Review

Barrett & Company held its Markel Group (MKL) position steady in Q1 2026 at 12 shares worth $23K. The position accounts for 0.01% of the portfolio, ranked #386.

Barrett & Company first reported a position in MKL in Q3 2022 and has held it in 15 quarters since. The position peaked at $89.8K in Q2 2024. 925 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

Barrett & Company held 12 shares of Markel Group worth $23K as of Q1 2026.
Barrett & Company left its Markel Group share count unchanged in Q1 2026.
Markel Group made up 0.01% of Barrett & Company's portfolio in Q1 2026, its #386 holding.
Barrett & Company first reported a position in Markel Group in Q3 2022 and has held it in 15 quarters since.
Barrett & Company's Markel Group position peaked at $89.8K in Q2 2024.
925 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on Barrett & Company's 13F filing for Q1 2026, filed 4 May 2026.