Berkeley Inc’s Markel Group MKL Stock Holding History

Berkeley Inc’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	$10.4M	Buy	5,430 +227	+4%	+$461K	3.49%	7
2025 Q4	$11.2M	Buy	5,203 +42	+0.8%	+$85.1K	3.56%	7
2025 Q3	$9.86M	Buy	5,161 +30	+0.6%	+$58.8K	3.17%	8
2025 Q2	$10.2M	Buy	5,131 +411	+9%	+$771K	3.68%	7
2025 Q1	$8.82M	Buy	4,720 +50	+1%	+$92K	4.14%	6
2024 Q4	$8.06M	Sell	4,670 -1,262	-21%	-$2.09M	4.17%	5
2024 Q3	$9.3M	Buy	5,932 +3,024	+104%	+$4.73M	2.71%	15
2024 Q2	$4.58M	Buy	2,908 +494	+20%	+$767K	2.85%	13
2024 Q1	$3.67M	Buy	2,414 +360	+18%	+$528K	2.22%	19
2023 Q4	$2.92M	Buy	2,054 +958	+87%	+$1.36M	1.83%	21
2023 Q3	$1.61M	Buy	1,096 +66	+6%	+$96.6K	1.1%	28
2023 Q2	$1.42M	Buy	+1,030	New	+$1.38M	0.96%	30

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

Berkeley Inc's MKL Position: Q1 2026 in Review

Berkeley Inc increased its Markel Group (MKL) stake by 4.4% in Q1 2026, buying an estimated $461K and bringing the position to 5,430 shares worth $10.4M. The position accounts for 3.49% of the portfolio, ranked #7.

Berkeley Inc first reported a position in MKL in Q2 2023 and has held it in 12 quarters since. The position peaked at $11.2M in Q4 2025. 925 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

Berkeley Inc held 5,430 shares of Markel Group worth $10.4M as of Q1 2026.
Berkeley Inc bought 227 Markel Group shares in Q1 2026, an estimated $461K.
Markel Group made up 3.49% of Berkeley Inc's portfolio in Q1 2026, its #7 holding.
Berkeley Inc first reported a position in Markel Group in Q2 2023 and has held it in 12 quarters since.
Berkeley Inc's Markel Group position peaked at $11.2M in Q4 2025.
925 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on Berkeley Inc's 13F filing for Q1 2026, filed 24 Apr 2026.