Equitable Trust’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 | $301K | Hold |
157
| – | – | 0.01% | 405 |
|
|
2025
Q4 | $337K | Hold |
157
| – | – | 0.02% | 376 |
|
|
2025
Q3 | $300K | Hold |
157
| – | – | 0.01% | 387 |
|
|
2025
Q2 | $314K | Hold |
157
| – | – | 0.02% | 373 |
|
|
2025
Q1 | $294K | Hold |
157
| – | – | 0.02% | 404 |
|
|
2024
Q4 | $271K | Hold |
157
| – | – | 0.02% | 428 |
|
|
2024
Q3 | $246K | Sell |
157
-49
| -24% | -$76.7K | 0.02% | 415 |
|
|
2024
Q2 | $325K | Sell |
206
-3
| -1% | -$4.66K | 0.02% | 369 |
|
|
2024
Q1 | $318K | Buy |
209
+9
| +5% | +$13.2K | 0.02% | 369 |
|
|
2023
Q4 | $284K | Buy |
200
+16
| +9% | +$22.7K | 0.02% | 360 |
|
|
2023
Q3 | $271K | Hold |
184
| – | – | 0.02% | 356 |
|
|
2023
Q2 | $255K | Hold |
184
| – | – | 0.02% | 362 |
|
|
2023
Q1 | $235K | Hold |
184
| – | – | 0.02% | 369 |
|
|
2022
Q4 | $242K | Sell |
184
-90
| -33% | -$111K | 0.02% | 363 |
|
|
2022
Q3 | $297K | Sell |
274
-45
| -14% | -$54.9K | 0.02% | 312 |
|
|
2022
Q2 | $412K | Sell |
319
-426
| -57% | -$585K | 0.03% | 278 |
|
|
2022
Q1 | $1.1M | Sell |
745
-227
| -23% | -$293K | 0.07% | 166 |
|
|
2021
Q4 | $1.2M | Sell |
972
-133
| -12% | -$168K | 0.07% | 165 |
|
|
2021
Q3 | $1.32M | Sell |
1,105
-58
| -5% | -$71.5K | 0.08% | 161 |
|
|
2021
Q2 | $1.38M | Sell |
1,163
-178
| -13% | -$213K | 0.09% | 163 |
|
|
2021
Q1 | $1.53M | Sell |
1,341
-356
| -21% | -$384K | 0.11% | 145 |
|
|
2020
Q4 | $1.75M | Sell |
1,697
-23
| -1% | -$22.9K | 0.13% | 133 |
|
|
2020
Q3 | $1.68M | Buy |
1,720
+8
| +0.5% | +$8.13K | 0.14% | 128 |
|
|
2020
Q2 | $1.58M | Buy |
1,712
+23
| +1% | +$20.9K | 0.15% | 127 |
|
|
2020
Q1 | $1.57M | Buy |
1,689
+883
| +110% | +$1.01M | 0.17% | 119 |
|
|
2019
Q4 | $922K | Sell |
806
-30
| -4% | -$34.2K | 0.09% | 153 |
|
|
2019
Q3 | $988K | Sell |
836
-8
| -0.9% | -$9.09K | 0.1% | 145 |
|
|
2019
Q2 | $920K | Sell |
844
-144
| -15% | -$151K | 0.1% | 157 |
|
|
2019
Q1 | $984K | Sell |
988
-105
| -10% | -$107K | 0.11% | 152 |
|
|
2018
Q4 | $1.13M | Sell |
1,093
-6
| -0.5% | -$6.56K | 0.15% | 133 |
|
|
2018
Q3 | $1.31M | Hold |
1,099
| – | – | 0.15% | 134 |
|
|
2018
Q2 | $1.19M | Buy |
+1,099
| New | +$1.24M | 0.15% | 133 |
|
Other funds holding MKL
VCM
VPM
DSA
VLKIM
Equitable Trust's MKL Position: Q1 2026 in Review
Equitable Trust held its Markel Group (MKL) position steady in Q1 2026 at 157 shares worth $301K. The position accounts for 0.01% of the portfolio, ranked #405.
Equitable Trust first reported a position in MKL in Q2 2018 and has held it in 32 quarters since. The position peaked at $1.75M in Q4 2020. 925 funds tracked by Wall St. Rank hold MKL as of Q1 2026.
- Equitable Trust held 157 shares of Markel Group worth $301K as of Q1 2026.
- Equitable Trust left its Markel Group share count unchanged in Q1 2026.
- Markel Group made up 0.01% of Equitable Trust's portfolio in Q1 2026, its #405 holding.
- Equitable Trust first reported a position in Markel Group in Q2 2018 and has held it in 32 quarters since.
- Equitable Trust's Markel Group position peaked at $1.75M in Q4 2020.
- 925 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.
Based on Equitable Trust's 13F filing for Q1 2026, filed 30 Apr 2026.