Dimension Capital Management’s Markel Group MKL Stock Holding History

Dimension 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
2026 Q1	$230K	Sell	120 -30	-20%	-$60.9K	0.03%	112
2025 Q4	$322K	Hold	150	–	–	0.05%	95
2025 Q3	$287K	Hold	150	–	–	0.04%	95
2025 Q2	$300K	Hold	150	–	–	0.05%	93
2025 Q1	$280K	Hold	150	–	–	0.05%	87
2024 Q4	$259K	Sell	150 -12	-7%	-$19.9K	0.04%	93
2024 Q3	$254K	Hold	162	–	–	0.05%	86
2024 Q2	$255K	Hold	162	–	–	0.05%	90
2024 Q1	$246K	Hold	162	–	–	0.05%	95
2023 Q4	$230K	Hold	162	–	–	0.05%	94
2023 Q3	$239K	Hold	162	–	–	0.06%	76
2023 Q2	$224K	Hold	162	–	–	0.05%	83
2023 Q1	$207K	Hold	162	–	–	0.05%	92
2022 Q4	$213K	Buy	+162	New	+$200K	0.05%	91
2022 Q3	–	Sell	-162	Closed	-$210K	–	107
2022 Q2	$210K	Hold	162	–	–	0.05%	90
2022 Q1	$239K	Hold	162	–	–	0.04%	98
2021 Q4	$200K	Buy	+162	New	+$204K	0.04%	100

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

Dimension Capital Management's MKL Position: Q1 2026 in Review

Dimension Capital Management reduced its Markel Group (MKL) stake by 20% in Q1 2026, selling an estimated $60.9K and leaving 120 shares worth $230K. The position accounts for 0.03% of the portfolio, ranked #112.

Dimension Capital Management first reported a position in MKL in Q4 2021 and has held it in 17 quarters since. The position peaked at $322K in Q4 2025. 925 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

Dimension Capital Management held 120 shares of Markel Group worth $230K as of Q1 2026.
Dimension Capital Management sold 30 Markel Group shares in Q1 2026, an estimated $60.9K.
Markel Group made up 0.03% of Dimension Capital Management's portfolio in Q1 2026, its #112 holding.
Dimension Capital Management first reported a position in Markel Group in Q4 2021 and has held it in 17 quarters since.
Dimension Capital Management's Markel Group position peaked at $322K in Q4 2025.
925 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on Dimension Capital Management's 13F filing for Q1 2026, filed 15 May 2026.