Cannell & Spears’s Markel Group MKL Stock Holding History

Cannell & Spears’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	$4.11M	Buy	2,148 +24	+1%	+$48.7K	0.08%	145
2025 Q4	$4.57M	Buy	2,124 +59	+3%	+$120K	0.09%	140
2025 Q3	$3.95M	Buy	2,065 +105	+5%	+$206K	0.07%	158
2025 Q2	$3.91M	Buy	1,960 +12	+0.6%	+$22.5K	0.08%	156
2025 Q1	$3.64M	Buy	1,948 +45	+2%	+$82.8K	0.08%	157
2024 Q4	$3.29M	Buy	1,903 +11	+0.6%	+$18.3K	0.07%	157
2024 Q3	$2.97M	Buy	1,892 +165	+10%	+$258K	0.06%	158
2024 Q2	$2.72M	Buy	1,727 +13	+0.8%	+$20.2K	0.06%	156
2024 Q1	$2.61M	Buy	1,714 +1,055	+160%	+$1.55M	0.05%	161
2023 Q4	$936K	Hold	659	–	–	0.07%	103
2023 Q3	$970K	Sell	659 -9	-1%	-$13.2K	0.08%	94
2023 Q2	$924K	Hold	668	–	–	0.08%	98
2023 Q1	$853K	Buy	668 +12	+2%	+$15.9K	0.08%	100
2022 Q4	$864K	Hold	656	–	–	0.08%	96
2022 Q3	$711K	Hold	656	–	–	0.07%	101
2022 Q2	$848K	Hold	656	–	–	0.08%	103
2022 Q1	$968K	Hold	656	–	–	0.07%	107
2021 Q4	$810K	Hold	656	–	–	0.05%	115
2021 Q3	$784K	Hold	656	–	–	0.06%	111
2021 Q2	$778K	Sell	656 -267	-29%	-$320K	0.06%	113
2021 Q1	$1.05M	Hold	923	–	–	0.08%	89
2020 Q4	$954K	Hold	923	–	–	0.08%	92
2020 Q3	$899K	Hold	923	–	–	0.09%	89
2020 Q2	$852K	Hold	923	–	–	0.09%	89
2020 Q1	$856K	Hold	923	–	–	0.1%	86
2019 Q4	$1.05M	Hold	923	–	–	0.11%	65
2019 Q3	$1.09M	Hold	923	–	–	0.13%	63
2019 Q2	$1.01M	Hold	923	–	–	0.12%	67
2019 Q1	$920K	Hold	923	–	–	0.12%	65
2018 Q4	$958K	Hold	923	–	–	0.14%	60
2018 Q3	$1.1M	Hold	923	–	–	0.13%	62
2018 Q2	$1M	Hold	923	–	–	0.13%	61
2018 Q1	$1.08M	Hold	923	–	–	0.14%	60
2017 Q4	$1.05M	Hold	923	–	–	0.13%	62
2017 Q3	$986K	Hold	923	–	–	0.12%	62
2017 Q2	$901K	Hold	923	–	–	0.11%	57
2017 Q1	$901K	Sell	923 -500	-35%	-$473K	0.11%	57
2016 Q4	$1.29M	Hold	1,423	–	–	0.17%	44
2016 Q3	$1.32M	Hold	1,423	–	–	0.17%	45
2016 Q2	$1.36M	Hold	1,423	–	–	0.17%	43
2016 Q1	$1.27M	Hold	1,423	–	–	0.15%	49
2015 Q4	$1.26M	Sell	1,423 -300	-17%	-$261K	0.14%	51
2015 Q3	$1.38M	Hold	1,723	–	–	0.16%	57
2015 Q2	$1.38M	Hold	1,723	–	–	0.15%	57
2015 Q1	$1.32M	Buy	1,723 +20	+1%	+$14.5K	0.16%	57
2014 Q4	$1.16M	Hold	1,703	–	–	0.13%	70
2014 Q3	$1.08M	Hold	1,703	–	–	0.13%	67
2014 Q2	$1.12M	Sell	1,703 -100	-6%	-$63K	0.13%	55
2014 Q1	$1.07M	Hold	1,803	–	–	0.14%	51
2013 Q4	$1.05M	Hold	1,803	–	–	0.13%	51
2013 Q3	$934K	Hold	1,803	–	–	0.12%	54
2013 Q2	$950K	Buy	+1,803	New	+$944K	0.14%	49

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

Cannell & Spears's MKL Position: Q1 2026 in Review

Cannell & Spears increased its Markel Group (MKL) stake by 1.1% in Q1 2026, buying an estimated $48.7K and bringing the position to 2,148 shares worth $4.11M. The position accounts for 0.08% of the portfolio, ranked #145.

Cannell & Spears first reported a position in MKL in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.57M in Q4 2025. 925 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

Cannell & Spears held 2,148 shares of Markel Group worth $4.11M as of Q1 2026.
Cannell & Spears bought 24 Markel Group shares in Q1 2026, an estimated $48.7K.
Markel Group made up 0.08% of Cannell & Spears's portfolio in Q1 2026, its #145 holding.
Cannell & Spears first reported a position in Markel Group in Q2 2013 and has held it in 52 quarters since.
Cannell & Spears's Markel Group position peaked at $4.57M in Q4 2025.
925 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on Cannell & Spears's 13F filing for Q1 2026, filed 14 May 2026.