Dala Group
MKL icon

Dala Group’s Markel Group MKL Stock Holding History

Dala Group’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
Q3 		$384K Sell
224
-43
-16% -$79.9K 0.28% 43
2026
Q2 		$521K Sell
267
-163
-38% -$304K 0.43% 32
2026
Q1 		$825K Sell
430
-471
-52% -$956K 0.69% 30
2025
Q4 		$1.94M Buy
+901
New +$1.83M 1.68% 19

Other funds holding MKL

Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Troy Asset Management
Troy Asset Management London, United Kingdom $4.2B AUM 11.96% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return
Steginsky Capital
Steginsky Capital Port Washington, New York $610M AUM 12.34% 1-Year Est. Return
SFG
Sather Financial Group Victoria, Texas $1.78B AUM 13.39% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Dala Group's MKL Position: Q3 2026 in Review

Dala Group reduced its Markel Group (MKL) stake by 16% in Q3 2026, selling an estimated $79.9K and leaving 224 shares worth $384K. The position accounts for 0.28% of the portfolio, ranked #43.

Dala Group first reported a position in MKL in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.94M in Q4 2025. 304 funds tracked by Wall St. Rank hold MKL as of Q3 2026.

  • Dala Group held 224 shares of Markel Group worth $384K as of Q3 2026.
  • Dala Group sold 43 Markel Group shares in Q3 2026, an estimated $79.9K.
  • Markel Group made up 0.28% of Dala Group's portfolio in Q3 2026, its #43 holding.
  • Dala Group first reported a position in Markel Group in Q4 2025 and has held it in 4 quarters since.
  • Dala Group's Markel Group position peaked at $1.94M in Q4 2025.
  • 304 funds tracked by Wall St. Rank held Markel Group as of Q3 2026.

Based on Dala Group's 13F filing for Q3 2026, filed 29 Oct 2026.