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D.A. Davidson & Co’s Markel Group MKL Stock Holding History

D.A. Davidson & Co’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 		$3.37M Buy
1,762
+54
+3% +$110K 0.02% 527
2025
Q4 		$3.67M Buy
1,708
+46
+3% +$93.2K 0.02% 472
2025
Q3 		$3.18M Sell
1,662
-47
-3% -$92.1K 0.02% 495
2025
Q2 		$3.41M Sell
1,709
-39
-2% -$73.1K 0.02% 435
2025
Q1 		$3.27M Sell
1,748
-33
-2% -$60.7K 0.03% 421
2024
Q4 		$3.07M Sell
1,781
-126
-7% -$209K 0.03% 433
2024
Q3 		$2.99M Sell
1,907
-51
-3% -$79.8K 0.02% 443
2024
Q2 		$3.09M Sell
1,958
-90
-4% -$140K 0.03% 415
2024
Q1 		$3.12M Sell
2,048
-63
-3% -$92.4K 0.03% 416
2023
Q4 		$3M Buy
2,111
+32
+2% +$45.4K 0.03% 392
2023
Q3 		$3.06M Sell
2,079
-186
-8% -$272K 0.03% 364
2023
Q2 		$3.13M Buy
2,265
+2
+0.1% +$2.68K 0.03% 370
2023
Q1 		$2.89M Buy
2,263
+110
+5% +$146K 0.03% 381
2022
Q4 		$2.84M Sell
2,153
-40
-2% -$49.5K 0.03% 364
2022
Q3 		$2.38M Sell
2,193
-83
-4% -$101K 0.03% 379
2022
Q2 		$2.94M Sell
2,276
-107
-4% -$147K 0.04% 339
2022
Q1 		$3.52M Buy
2,383
+126
+6% +$163K 0.04% 330
2021
Q4 		$2.79M Buy
2,257
+67
+3% +$84.5K 0.03% 380
2021
Q3 		$2.62M Buy
2,190
+113
+5% +$139K 0.03% 371
2021
Q2 		$2.46M Buy
2,077
+43
+2% +$51.5K 0.03% 391
2021
Q1 		$2.32M Buy
2,034
+167
+9% +$180K 0.03% 378
2020
Q4 		$1.93M Buy
1,867
+186
+11% +$185K 0.03% 356
2020
Q3 		$1.64M Sell
1,681
-56
-3% -$56.9K 0.03% 346
2020
Q2 		$1.6M Buy
1,737
+71
+4% +$64.5K 0.03% 340
2020
Q1 		$1.55M Buy
1,666
+700
+72% +$800K 0.03% 366
2019
Q4 		$1.1M Buy
966
+86
+10% +$98K 0.02% 478
2019
Q3 		$1.04M Sell
880
-45
-5% -$51.1K 0.02% 465
2019
Q2 		$1.01M Buy
925
+262
+40% +$275K 0.02% 471
2019
Q1 		$667K Buy
663
+173
+35% +$176K 0.01% 602
2018
Q4 		$509K Buy
490
+86
+21% +$94K 0.01% 643
2018
Q3 		$480K Buy
404
+1
+0.2% +$1.18K 0.01% 725
2018
Q2 		$437K Sell
403
-4
-1% -$4.52K 0.01% 753
2018
Q1 		$476K Buy
407
+3
+0.7% +$3.38K 0.01% 707
2017
Q4 		$460K Buy
404
+17
+4% +$18.6K 0.01% 694
2017
Q3 		$413K Sell
387
-63
-14% -$65.1K 0.01% 733
2017
Q2 		$439K Sell
450
-1
-0.2% -$971 0.01% 675
2017
Q1 		$440K Sell
451
-10
-2% -$9.45K 0.01% 649
2016
Q4 		$415K Sell
461
-1
-0.2% -$892 0.01% 709
2016
Q3 		$427K Buy
462
+19
+4% +$17.7K 0.01% 686
2016
Q2 		$421K Buy
443
+20
+5% +$18.6K 0.01% 597
2016
Q1 		$376K Buy
423
+16
+4% +$13.8K 0.01% 611
2015
Q4 		$358K Hold
407
– – 0.01% 645
2015
Q3 		$325K Buy
407
+55
+16% +$46.5K 0.01% 659
2015
Q2 		$280K Sell
352
-12
-3% -$9.33K 0.01% 742
2015
Q1 		$278K Buy
364
+53
+17% +$38.3K 0.01% 749
2014
Q4 		$210K Buy
311
+2
+0.6% +$1.36K 0.01% 849
2014
Q3 		$195K Buy
309
+1
+0.3% +$645 0.01% 878
2014
Q2 		$200K Buy
308
+140
+83% +$88.2K 0.01% 894
2014
Q1 		$99K Buy
168
+3
+2% +$1.71K ﹤0.01% 1144
2013
Q4 		$94K Buy
165
+26
+19% +$14.1K ﹤0.01% 1089
2013
Q3 		$71K Hold
139
– – ﹤0.01% 1025
2013
Q2 		$73K Buy
+139
New +$72.8K ﹤0.01% 992

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

D.A. Davidson & Co's MKL Position: Q1 2026 in Review

D.A. Davidson & Co increased its Markel Group (MKL) stake by 3.2% in Q1 2026, buying an estimated $110K and bringing the position to 1,762 shares worth $3.37M. The position accounts for 0.02% of the portfolio, ranked #527.

D.A. Davidson & Co first reported a position in MKL in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.67M in Q4 2025. 925 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

  • D.A. Davidson & Co held 1,762 shares of Markel Group worth $3.37M as of Q1 2026.
  • D.A. Davidson & Co bought 54 Markel Group shares in Q1 2026, an estimated $110K.
  • Markel Group made up 0.02% of D.A. Davidson & Co's portfolio in Q1 2026, its #527 holding.
  • D.A. Davidson & Co first reported a position in Markel Group in Q2 2013 and has held it in 52 quarters since.
  • D.A. Davidson & Co's Markel Group position peaked at $3.67M in Q4 2025.
  • 925 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on D.A. Davidson & Co's 13F filing for Q1 2026, filed 5 May 2026.