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Bruce G. Allen Investments’s Markel Group MKL Stock Holding History

Bruce G. Allen Investments’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 		$21.1K Hold
11
– – 0.01% 393
2025
Q4 		$23.6K Hold
11
– – 0.02% 374
2025
Q3 		$21K Hold
11
– – 0.02% 397
2025
Q2 		$22K Hold
11
– – 0.02% 382
2025
Q1 		$20.6K Sell
11
-1
-8% -$1.84K 0.02% 377
2024
Q4 		$20.7K Hold
12
– – 0.02% 380
2024
Q3 		$18.8K Hold
12
– – 0.01% 396
2024
Q2 		$18.9K Sell
12
-1
-8% -$1.55K 0.02% 375
2024
Q1 		$19.8K Sell
13
-2
-13% -$2.93K 0.02% 383
2023
Q4 		$21.3K Buy
+15
New +$21.3K 0.02% 368

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

Bruce G. Allen Investments's MKL Position: Q1 2026 in Review

Bruce G. Allen Investments held its Markel Group (MKL) position steady in Q1 2026 at 11 shares worth $21.1K. The position accounts for 0.01% of the portfolio, ranked #393.

Bruce G. Allen Investments first reported a position in MKL in Q4 2023 and has held it in 10 quarters since. The position peaked at $23.6K in Q4 2025. 925 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

  • Bruce G. Allen Investments held 11 shares of Markel Group worth $21.1K as of Q1 2026.
  • Bruce G. Allen Investments left its Markel Group share count unchanged in Q1 2026.
  • Markel Group made up 0.01% of Bruce G. Allen Investments's portfolio in Q1 2026, its #393 holding.
  • Bruce G. Allen Investments first reported a position in Markel Group in Q4 2023 and has held it in 10 quarters since.
  • Bruce G. Allen Investments's Markel Group position peaked at $23.6K in Q4 2025.
  • 925 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.