E.S. Barr & Co’s Markel Group MKL Stock Holding History

E.S. Barr & 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	$148M	Sell	77,222 -752	-1%	-$1.53M	8.6%	2
2025 Q4	$168M	Sell	77,974 -291	-0.4%	-$590K	8.72%	3
2025 Q3	$150M	Sell	78,265 -947	-1%	-$1.86M	8.11%	2
2025 Q2	$158M	Sell	79,212 -461	-0.6%	-$864K	9.07%	2
2025 Q1	$149M	Sell	79,673 -1,180	-1%	-$2.17M	9.04%	2
2024 Q4	$140M	Buy	80,853 +1,957	+2%	+$3.25M	8.26%	2
2024 Q3	$124M	Buy	78,896 +215	+0.3%	+$337K	7.72%	2
2024 Q2	$124M	Sell	78,681 -924	-1%	-$1.43M	8.13%	2
2024 Q1	$121M	Sell	79,605 -698	-0.9%	-$1.02M	7.89%	2
2023 Q4	$114M	Sell	80,303 -1,101	-1%	-$1.56M	7.74%	2
2023 Q3	$120M	Buy	81,404 +4,146	+5%	+$6.07M	8.68%	2
2023 Q2	$107M	Buy	77,258 +419	+0.5%	+$562K	8.06%	2
2023 Q1	$98.2M	Sell	76,839 -187	-0.2%	-$248K	8.13%	2
2022 Q4	$101M	Sell	77,026 -429	-0.6%	-$531K	8.42%	2
2022 Q3	$84M	Sell	77,455 -147	-0.2%	-$179K	7.43%	2
2022 Q2	$100M	Buy	77,602 +323	+0.4%	+$443K	8.18%	2
2022 Q1	$114M	Buy	77,279 +2,144	+3%	+$2.77M	7.8%	2
2021 Q4	$92.7M	Buy	75,135 +1,019	+1%	+$1.29M	6.18%	2
2021 Q3	$88.6M	Sell	74,116 -1,169	-2%	-$1.44M	6.38%	2
2021 Q2	$89.3M	Sell	75,285 -164	-0.2%	-$197K	6.44%	2
2021 Q1	$86M	Buy	75,449 +895	+1%	+$965K	6.74%	2
2020 Q4	$77M	Sell	74,554 -887	-1%	-$884K	6.69%	2
2020 Q3	$73.5M	Sell	75,441 -1,361	-2%	-$1.38M	7.25%	2
2020 Q2	$70.9M	Buy	76,802 +1,566	+2%	+$1.42M	7.3%	2
2020 Q1	$69.8M	Buy	75,236 +2,400	+3%	+$2.74M	8.05%	2
2019 Q4	$83.3M	Sell	72,836 -952	-1%	-$1.08M	8.02%	2
2019 Q3	$87.2M	Sell	73,788 -307	-0.4%	-$349K	8.62%	2
2019 Q2	$80.7M	Sell	74,095 -590	-0.8%	-$618K	7.94%	2
2019 Q1	$74.4M	Buy	74,685 +3,235	+5%	+$3.29M	7.71%	2
2018 Q4	$74.2M	Buy	71,450 +2,711	+4%	+$2.96M	8.27%	2
2018 Q3	$81.7M	Sell	68,739 -644	-0.9%	-$758K	8.04%	2
2018 Q2	$75.2M	Buy	69,383 +1,063	+2%	+$1.2M	7.77%	2
2018 Q1	$80M	Sell	68,320 -917	-1%	-$1.03M	8.39%	2
2017 Q4	$78.9M	Sell	69,237 -482	-0.7%	-$527K	8.01%	2
2017 Q3	$74.5M	Sell	69,719 -376	-0.5%	-$389K	7.93%	2
2017 Q2	$68.4M	Sell	70,095 -796	-1%	-$773K	7.61%	2
2017 Q1	$69.2M	Sell	70,891 -810	-1%	-$766K	7.89%	2
2016 Q4	$64.9M	Buy	71,701 +664	+0.9%	+$592K	7.62%	2
2016 Q3	$66M	Sell	71,037 -2,449	-3%	-$2.28M	8.11%	2
2016 Q2	$70M	Sell	73,486 -1,353	-2%	-$1.26M	8.47%	2
2016 Q1	$66.7M	Sell	74,839 -2,252	-3%	-$1.94M	8.05%	2
2015 Q4	$68.1M	Sell	77,091 -1,246	-2%	-$1.08M	8.32%	2
2015 Q3	$62.8M	Sell	78,337 -1,115	-1%	-$943K	8.02%	2
2015 Q2	$63.6M	Sell	79,452 -120	-0.2%	-$93.3K	7.6%	2
2015 Q1	$61.2M	Sell	79,572 -327	-0.4%	-$236K	7.18%	2
2014 Q4	$54.6M	Sell	79,899 -190	-0.2%	-$129K	6.23%	2
2014 Q3	$50.9M	Sell	80,089 -530	-0.7%	-$342K	6.23%	2
2014 Q2	$52.9M	Sell	80,619 -405	-0.5%	-$255K	6.41%	2
2014 Q1	$48.3M	Sell	81,024 -195	-0.2%	-$111K	6.05%	2
2013 Q4	$47.1M	Sell	81,219 -48	-0.1%	-$26K	5.84%	2
2013 Q3	$42.1M	Sell	81,267 -200	-0.2%	-$105K	5.68%	2
2013 Q2	$42.9M	Buy	+81,467	New	+$42.7M	5.95%	2

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

E.S. Barr & Co's MKL Position: Q1 2026 in Review

E.S. Barr & Co reduced its Markel Group (MKL) stake by 0.96% in Q1 2026, selling an estimated $1.53M and leaving 77,222 shares worth $148M. The position accounts for 8.6% of the portfolio, ranked #2.

E.S. Barr & Co first reported a position in MKL in Q2 2013 and has held it in 52 quarters since. The position peaked at $168M in Q4 2025. 925 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

E.S. Barr & Co held 77,222 shares of Markel Group worth $148M as of Q1 2026.
E.S. Barr & Co sold 752 Markel Group shares in Q1 2026, an estimated $1.53M.
Markel Group made up 8.6% of E.S. Barr & Co's portfolio in Q1 2026, its #2 holding.
E.S. Barr & Co first reported a position in Markel Group in Q2 2013 and has held it in 52 quarters since.
E.S. Barr & Co's Markel Group position peaked at $168M in Q4 2025.
925 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on E.S. Barr & Co's 13F filing for Q1 2026, filed 13 May 2026.