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Concurrent Investment Advisors’s Markel Group MKL Stock Holding History

Concurrent Investment Advisors’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 		$1.06M Buy
556
+29
+6% +$58.9K 0.01% 850
2025
Q4 		$1.13M Buy
527
+50
+10% +$101K 0.01% 772
2025
Q3 		$911K Buy
477
+16
+3% +$31.4K 0.02% 681
2025
Q2 		$920K Buy
461
+67
+17% +$126K 0.02% 623
2025
Q1 		$736K Sell
394
-75
-16% -$138K 0.02% 631
2024
Q4 		$810K Buy
469
+7
+2% +$11.6K 0.02% 543
2024
Q3 		$725K Buy
462
+17
+4% +$26.6K 0.02% 536
2024
Q2 		$701K Sell
445
-390
-47% -$606K 0.02% 513
2024
Q1 		$1.27M Buy
835
+395
+90% +$579K 0.05% 331
2023
Q4 		$625K Buy
+440
New +$624K 0.03% 440

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

Concurrent Investment Advisors's MKL Position: Q1 2026 in Review

Concurrent Investment Advisors increased its Markel Group (MKL) stake by 5.5% in Q1 2026, buying an estimated $58.9K and bringing the position to 556 shares worth $1.06M. The position accounts for 0.01% of the portfolio, ranked #850.

Concurrent Investment Advisors first reported a position in MKL in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.27M in Q1 2024. 925 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

  • Concurrent Investment Advisors held 556 shares of Markel Group worth $1.06M as of Q1 2026.
  • Concurrent Investment Advisors bought 29 Markel Group shares in Q1 2026, an estimated $58.9K.
  • Markel Group made up 0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #850 holding.
  • Concurrent Investment Advisors first reported a position in Markel Group in Q4 2023 and has held it in 10 quarters since.
  • Concurrent Investment Advisors's Markel Group position peaked at $1.27M in Q1 2024.
  • 925 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.