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Burns Matteson Capital Management’s Markel Group MKL Stock Holding History

Burns Matteson Capital 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
2025
Q3 		– Sell
-232
Closed -$463K – 221
2025
Q2 		$463K Sell
232
-9
-4% -$16.9K 0.22% 88
2025
Q1 		$451K Buy
+241
New +$443K 0.24% 79
2024
Q4 		– Sell
-188
Closed -$295K – 181
2024
Q3 		$295K Buy
+188
New +$294K 0.17% 117
2024
Q1 		– Sell
-400
Closed -$568K – 169
2023
Q4 		$568K Buy
+400
New +$567K 0.4% 90
2022
Q2 		– Sell
-419
Closed -$618K – 140
2022
Q1 		$618K Sell
419
-74
-15% -$95.6K 0.43% 43
2021
Q4 		$608K Buy
493
+117
+31% +$148K 0.41% 78
2021
Q3 		$449K Buy
+376
New +$464K 0.34% 66

Other funds holding MKL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Burns Matteson Capital Management's MKL Position: Q3 2025 in Review

Burns Matteson Capital Management sold out of Markel Group (MKL) in Q3 2025, closing a stake of 232 shares — an estimated $463K sold.

Burns Matteson Capital Management first reported a position in MKL in Q3 2021 and held it in 7 quarters. The position peaked at $618K in Q1 2022. 851 funds tracked by Wall St. Rank hold MKL as of Q3 2025.

  • Burns Matteson Capital Management reported no remaining Markel Group position as of Q3 2025 after selling out during the quarter.
  • Burns Matteson Capital Management sold 232 Markel Group shares in Q3 2025, an estimated $463K.
  • Burns Matteson Capital Management first reported a position in Markel Group in Q3 2021 and held it in 7 quarters.
  • Burns Matteson Capital Management's Markel Group position peaked at $618K in Q1 2022.
  • 851 funds tracked by Wall St. Rank held Markel Group as of Q3 2025.

Based on Burns Matteson Capital Management's 13F filing for Q3 2025, filed 16 Oct 2025.