Erste Asset Management’s Markel Group MKL Stock Holding History

Erste Asset 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
2025 Q3	–	Sell	-830	Closed	-$1.63M	–	757
2025 Q2	$1.65M	Buy	+830	New	+$1.56M	0.01%	420
2023 Q2	–	Sell	-360	Closed	-$483K	–	591
2023 Q1	$455K	Buy	360 +160	+80%	+$213K	0.01%	431
2022 Q4	$265K	Sell	200 -100	-33%	-$124K	0.01%	470
2022 Q3	$330K	Hold	300	–	–	0.01%	466
2022 Q2	$386K	Buy	300 +100	+50%	+$137K	0.01%	454
2022 Q1	$299K	Hold	200	–	–	0.01%	480
2021 Q4	$248K	Sell	200 -200	-50%	-$252K	﹤0.01%	482
2021 Q3	$483K	Hold	400	–	–	0.01%	416
2021 Q2	$478K	Buy	400 +100	+33%	+$120K	0.01%	418
2021 Q1	$347K	Hold	300	–	–	0.01%	418
2020 Q4	$298K	Buy	+300	New	+$299K	0.01%	427

Other funds holding MKL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Erste Asset Management's MKL Position: Q3 2025 in Review

Erste Asset Management sold out of Markel Group (MKL) in Q3 2025, closing a stake of 830 shares — an estimated $1.63M sold.

Erste Asset Management first reported a position in MKL in Q4 2020 and held it in 11 quarters. The position peaked at $1.65M in Q2 2025. 854 funds tracked by Wall St. Rank hold MKL as of Q3 2025.

Erste Asset Management reported no remaining Markel Group position as of Q3 2025 after selling out during the quarter.
Erste Asset Management sold 830 Markel Group shares in Q3 2025, an estimated $1.63M.
Erste Asset Management first reported a position in Markel Group in Q4 2020 and held it in 11 quarters.
Erste Asset Management's Markel Group position peaked at $1.65M in Q2 2025.
854 funds tracked by Wall St. Rank held Markel Group as of Q3 2025.

Based on Erste Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.