Epoch Investment Partners’s Markel Group MKL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$112M Sell
58,290
-12,152
-17% -$24.7M 0.68% 52
2025
Q4
$151M Sell
70,442
-6,634
-9% -$13.4M 0.86% 28
2025
Q3
$147M Sell
77,076
-37,187
-33% -$72.9M 0.81% 32
2025
Q2
$228M Buy
114,263
+6,244
+6% +$11.7M 1.18% 12
2025
Q1
$202M Buy
108,019
+35,786
+50% +$65.8M 1.05% 16
2024
Q4
$125M Buy
72,233
+7,056
+11% +$11.7M 0.6% 55
2024
Q3
$102M Buy
65,177
+5,871
+10% +$9.19M 0.46% 74
2024
Q2
$93.4M Sell
59,306
-2,032
-3% -$3.16M 0.43% 79
2024
Q1
$93.3M Buy
61,338
+4,777
+8% +$7M 0.41% 84
2023
Q4
$80.3M Buy
56,561
+20,930
+59% +$29.7M 0.37% 89
2023
Q3
$52.5M Sell
35,631
-3,962
-10% -$5.8M 0.33% 106
2023
Q2
$54.8M Sell
39,593
-1,359
-3% -$1.82M 0.32% 110
2023
Q1
$52.3M Buy
40,952
+4,833
+13% +$6.42M 0.31% 106
2022
Q4
$47.6M Buy
+36,119
New +$44.7M 0.28% 122
2020
Q3
Sell
-1,431
Closed -$1.32M 303
2020
Q2
$1.32M Sell
1,431
-1,520
-52% -$1.38M 0.01% 269
2020
Q1
$2.74M Sell
2,951
-791
-21% -$905K 0.02% 239
2019
Q4
$4.28M Buy
3,742
+121
+3% +$138K 0.02% 249
2019
Q3
$4.28M Buy
3,621
+173
+5% +$197K 0.02% 233
2019
Q2
$3.76M Sell
3,448
-3,917
-53% -$4.1M 0.02% 243
2019
Q1
$7.34M Sell
7,365
-602
-8% -$611K 0.03% 226
2018
Q4
$8.27M Buy
7,967
+461
+6% +$504K 0.04% 223
2018
Q3
$8.92M Sell
7,506
-196
-3% -$231K 0.03% 227
2018
Q2
$8.35K Sell
7,702
-1,332
-15% -$1.5M 0.03% 230
2018
Q1
$10.6M Sell
9,034
-10,757
-54% -$12.1M 0.04% 220
2017
Q4
$22.5M Sell
19,791
-17,432
-47% -$19.1M 0.07% 179
2017
Q3
$39.8M Sell
37,223
-1,366
-4% -$1.41M 0.13% 128
2017
Q2
$37.7M Sell
38,589
-3,339
-8% -$3.24M 0.13% 131
2017
Q1
$40.9M Sell
41,928
-3,531
-8% -$3.34M 0.14% 136
2016
Q4
$41.1M Buy
45,459
+7,603
+20% +$6.78M 0.15% 115
2016
Q3
$35.2M Buy
37,856
+8,026
+27% +$7.49M 0.13% 132
2016
Q2
$28.4M Buy
29,830
+18,428
+162% +$17.2M 0.11% 144
2016
Q1
$10.2M Buy
+11,402
New +$9.8M 0.04% 182

Other funds holding MKL

Epoch Investment Partners's MKL Position: Q1 2026 in Review

Epoch Investment Partners reduced its Markel Group (MKL) stake by 17% in Q1 2026, selling an estimated $24.7M and leaving 58,290 shares worth $112M. The position accounts for 0.68% of the portfolio, ranked #52.

Epoch Investment Partners first reported a position in MKL in Q1 2016 and has held it in 32 quarters since. The position peaked at $228M in Q2 2025. 925 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

  • Epoch Investment Partners held 58,290 shares of Markel Group worth $112M as of Q1 2026.
  • Epoch Investment Partners sold 12,152 Markel Group shares in Q1 2026, an estimated $24.7M.
  • Markel Group made up 0.68% of Epoch Investment Partners's portfolio in Q1 2026, its #52 holding.
  • Epoch Investment Partners first reported a position in Markel Group in Q1 2016 and has held it in 32 quarters since.
  • Epoch Investment Partners's Markel Group position peaked at $228M in Q2 2025.
  • 925 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on Epoch Investment Partners's 13F filing for Q1 2026, filed 14 May 2026.