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Broad Run Investment Management’s Markel Group MKL Stock Holding History

Broad Run Investment 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 		$39.6M Buy
20,709
+184
+0.9% +$373K 6.98% 5
2025
Q4 		$44.1M Sell
20,525
-22
-0.1% -$44.6K 8.19% 3
2025
Q3 		$39.3M Sell
20,547
-1,279
-6% -$2.51M 6.43% 4
2025
Q2 		$43.6M Sell
21,826
-2,582
-11% -$4.84M 6.68% 3
2025
Q1 		$45.6M Sell
24,408
-8,448
-26% -$15.5M 7.62% 4
2024
Q4 		$56.7M Sell
32,856
-254
-0.8% -$421K 7.71% 4
2024
Q3 		$51.9M Sell
33,110
-2,535
-7% -$3.97M 6.27% 8
2024
Q2 		$56.2M Sell
35,645
-5,906
-14% -$9.17M 7.69% 2
2024
Q1 		$63.2M Sell
41,551
-1,246
-3% -$1.83M 7.77% 2
2023
Q4 		$60.8M Sell
42,797
-3,436
-7% -$4.87M 8.12% 3
2023
Q3 		$68.1M Sell
46,233
-5,549
-11% -$8.12M 9% 2
2023
Q2 		$71.6M Sell
51,782
-4,676
-8% -$6.27M 8.47% 2
2023
Q1 		$72.1M Sell
56,458
-3,372
-6% -$4.48M 8.6% 3
2022
Q4 		$78.8M Sell
59,830
-27,569
-32% -$34.1M 9.49% 3
2022
Q3 		$94.8M Sell
87,399
-4,618
-5% -$5.63M 10.38% 4
2022
Q2 		$119M Sell
92,017
-9,984
-10% -$13.7M 10.84% 3
2022
Q1 		$150M Sell
102,001
-5,567
-5% -$7.19M 10.64% 2
2021
Q4 		$133M Sell
107,568
-3,559
-3% -$4.49M 8.21% 5
2021
Q3 		$133M Sell
111,127
-391
-0.4% -$482K 8.51% 5
2021
Q2 		$132M Sell
111,518
-1,547
-1% -$1.85M 8.28% 4
2021
Q1 		$129M Sell
113,065
-11,982
-10% -$12.9M 8.57% 4
2020
Q4 		$129M Sell
125,047
-9,049
-7% -$9.02M 8.71% 5
2020
Q3 		$131M Sell
134,096
-9,395
-7% -$9.54M 8.63% 6
2020
Q2 		$132M Sell
143,491
-11,440
-7% -$10.4M 8.66% 5
2020
Q1 		$144M Sell
154,931
-11,527
-7% -$13.2M 10.09% 4
2019
Q4 		$190M Sell
166,458
-11,443
-6% -$13M 8.3% 5
2019
Q3 		$210M Sell
177,901
-9,827
-5% -$11.2M 8.99% 5
2019
Q2 		$205M Sell
187,728
-9,149
-5% -$9.59M 8.89% 5
2019
Q1 		$196M Sell
196,877
-9,430
-5% -$9.58M 8.69% 5
2018
Q4 		$214M Sell
206,307
-9,607
-4% -$10.5M 9.84% 4
2018
Q3 		$257M Sell
215,914
-31,820
-13% -$37.4M 9.53% 4
2018
Q2 		$269M Sell
247,734
-9,602
-4% -$10.8M 9.14% 2
2018
Q1 		$301M Buy
257,336
+1,823
+0.7% +$2.05M 9.77% 2
2017
Q4 		$291M Sell
255,513
-1,399
-0.5% -$1.53M 9.39% 2
2017
Q3 		$274M Sell
256,912
-105
-0% -$109K 9.18% 2
2017
Q2 		$251M Buy
257,017
+2,695
+1% +$2.62M 8.78% 2
2017
Q1 		$248M Buy
254,322
+8,890
+4% +$8.4M 9.35% 3
2016
Q4 		$222M Buy
245,432
+17,211
+8% +$15.3M 9.17% 3
2016
Q3 		$212M Buy
228,221
+2,643
+1% +$2.47M 9.63% 3
2016
Q2 		$215M Buy
225,578
+1,589
+0.7% +$1.48M 10.35% 3
2016
Q1 		$200M Buy
223,989
+2
+0% +$1.72K 9.99% 3
2015
Q4 		$198M Buy
223,987
+784
+0.4% +$682K 10.26% 3
2015
Q3 		$179M Buy
223,203
+16,963
+8% +$14.4M 10.16% 3
2015
Q2 		$165M Buy
206,240
+2,790
+1% +$2.17M 9.83% 3
2015
Q1 		$156M Buy
203,450
+211
+0.1% +$153K 10.05% 2
2014
Q4 		$139M Buy
203,239
+118
+0.1% +$80K 9.69% 4
2014
Q3 		$129M Buy
203,121
+180
+0.1% +$116K 9.89% 3
2014
Q2 		$133M Buy
202,941
+298
+0.1% +$188K 9.56% 3
2014
Q1 		$121M Buy
202,643
+880
+0.4% +$501K 9.16% 3
2013
Q4 		$117M Buy
201,763
+16,354
+9% +$8.87M 8.86% 2
2013
Q3 		$96M Buy
185,409
+48,135
+35% +$25.3M 8.81% 3
2013
Q2 		$72.3M Buy
+137,274
New +$71.9M 7.98% 5

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

Broad Run Investment Management's MKL Position: Q1 2026 in Review

Broad Run Investment Management increased its Markel Group (MKL) stake by 0.9% in Q1 2026, buying an estimated $373K and bringing the position to 20,709 shares worth $39.6M. The position accounts for 6.98% of the portfolio, ranked #5.

Broad Run Investment Management first reported a position in MKL in Q2 2013 and has held it in 52 quarters since. The position peaked at $301M in Q1 2018. 927 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

  • Broad Run Investment Management held 20,709 shares of Markel Group worth $39.6M as of Q1 2026.
  • Broad Run Investment Management bought 184 Markel Group shares in Q1 2026, an estimated $373K.
  • Markel Group made up 6.98% of Broad Run Investment Management's portfolio in Q1 2026, its #5 holding.
  • Broad Run Investment Management first reported a position in Markel Group in Q2 2013 and has held it in 52 quarters since.
  • Broad Run Investment Management's Markel Group position peaked at $301M in Q1 2018.
  • 927 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on Broad Run Investment Management's 13F filing for Q1 2026, filed 15 May 2026.