Brookwood Investment Group’s Markel Group MKL Stock Holding History

Brookwood Investment Group’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
2025 Q4	–	Sell	-162	Closed	-$310K	–	546
2025 Q3	$310K	Buy	+162	New	+$318K	0.04%	367

Other funds holding MKL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Brookwood Investment Group's MKL Position: Q4 2025 in Review

Brookwood Investment Group sold out of Markel Group (MKL) in Q4 2025, closing a stake of 162 shares — an estimated $310K sold.

Brookwood Investment Group first reported a position in MKL in Q3 2025 and held it in 1 quarter. The position peaked at $310K in Q3 2025. 922 funds tracked by Wall St. Rank hold MKL as of Q4 2025.

Brookwood Investment Group reported no remaining Markel Group position as of Q4 2025 after selling out during the quarter.
Brookwood Investment Group sold 162 Markel Group shares in Q4 2025, an estimated $310K.
Brookwood Investment Group first reported a position in Markel Group in Q3 2025 and held it in 1 quarter.
Brookwood Investment Group's Markel Group position peaked at $310K in Q3 2025.
922 funds tracked by Wall St. Rank held Markel Group as of Q4 2025.

Based on Brookwood Investment Group's 13F filing for Q4 2025, filed 22 Jan 2026.