First Manhattan’s Markel Group MKL Stock Holding History

First Manhattan’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	$6.5M	Sell	3,394 -2,873	-46%	-$5.83M	0.02%	213
2025 Q4	$13.5M	Buy	6,267 +866	+16%	+$1.75M	0.04%	140
2025 Q3	$10.3M	Sell	5,401 -9,058	-63%	-$17.8M	0.03%	161
2025 Q2	$28.9M	Sell	14,459 -10,910	-43%	-$20.5M	0.08%	92
2025 Q1	$47.4M	Sell	25,369 -23,672	-48%	-$43.6M	0.14%	69
2024 Q4	$84.7M	Sell	49,041 -42,566	-46%	-$70.6M	0.25%	56
2024 Q3	$144M	Sell	91,607 -18,605	-17%	-$29.1M	0.43%	43
2024 Q2	$174M	Buy	110,212 +117	+0.1%	+$182K	0.56%	31
2024 Q1	$168M	Buy	110,095 +34,878	+46%	+$51.1M	0.54%	36
2023 Q4	$107M	Buy	75,217 +20,842	+38%	+$29.6M	0.37%	42
2023 Q3	$80.1M	Buy	54,375 +53,196	+4,512%	+$77.9M	0.3%	49
2023 Q2	$1.63M	Hold	1,179	–	–	0.01%	330
2023 Q1	$1.51M	Sell	1,179 -500	-30%	-$664K	0.01%	360
2022 Q4	$2.21M	Buy	1,679 +550	+49%	+$680K	0.01%	318
2022 Q3	$1.22M	Hold	1,129	–	–	0.01%	385
2022 Q2	$1.46M	Hold	1,129	–	–	0.01%	370
2022 Q1	$1.67M	Hold	1,129	–	–	0.01%	390
2021 Q4	$1.39M	Hold	1,129	–	–	﹤0.01%	394
2021 Q3	$1.35M	Hold	1,129	–	–	0.01%	386
2021 Q2	$1.34M	Hold	1,129	–	–	﹤0.01%	392
2021 Q1	$1.29M	Sell	1,129 -110	-9%	-$119K	0.01%	392
2020 Q4	$1.28M	Hold	1,239	–	–	0.01%	365
2020 Q3	$1.21M	Hold	1,239	–	–	0.01%	368
2020 Q2	$1.14M	Hold	1,239	–	–	0.01%	370
2020 Q1	$1.15M	Hold	1,239	–	–	0.01%	365
2019 Q4	$1.42M	Sell	1,239 -40	-3%	-$45.6K	0.01%	369
2019 Q3	$1.51M	Sell	1,279 -15	-1%	-$17K	0.01%	353
2019 Q2	$1.41M	Hold	1,294	–	–	0.01%	388
2019 Q1	$1.29M	Hold	1,294	–	–	0.01%	401
2018 Q4	$1.34M	Hold	1,294	–	–	0.01%	391
2018 Q3	$1.54M	Hold	1,294	–	–	0.01%	404
2018 Q2	$1.4M	Hold	1,294	–	–	0.01%	398
2018 Q1	$1.51M	Sell	1,294 -125	-9%	-$141K	0.01%	384
2017 Q4	$1.62M	Hold	1,419	–	–	0.01%	386
2017 Q3	$1.51M	Hold	1,419	–	–	0.01%	381
2017 Q2	$1.38M	Sell	1,419 -130	-8%	-$126K	0.01%	389
2017 Q1	$1.51M	Buy	1,549 +5	+0.3%	+$4.73K	0.01%	376
2016 Q4	$1.4M	Hold	1,544	–	–	0.01%	378
2016 Q3	$1.43M	Hold	1,544	–	–	0.01%	370
2016 Q2	$1.47M	Hold	1,544	–	–	0.01%	376
2016 Q1	$1.38M	Sell	1,544 -120	-7%	-$103K	0.01%	378
2015 Q4	$1.47M	Buy	1,664 +120	+8%	+$104K	0.01%	379
2015 Q3	$1.24M	Hold	1,544	–	–	0.01%	397
2015 Q2	$1.24M	Buy	1,544 +30	+2%	+$23.3K	0.01%	407
2015 Q1	$1.16M	Hold	1,514	–	–	0.01%	407
2014 Q4	$1.03M	Buy	1,514 +439	+41%	+$298K	0.01%	423
2014 Q3	$683K	Buy	1,075 +250	+30%	+$161K	﹤0.01%	471
2014 Q2	$540K	Buy	825 +100	+14%	+$63K	﹤0.01%	502
2014 Q1	$432K	Hold	725	–	–	﹤0.01%	535
2013 Q4	$420K	Hold	725	–	–	﹤0.01%	539
2013 Q3	$375K	Hold	725	–	–	﹤0.01%	547
2013 Q2	$386K	Buy	+725	New	+$380K	﹤0.01%	546

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

First Manhattan's MKL Position: Q1 2026 in Review

First Manhattan reduced its Markel Group (MKL) stake by 46% in Q1 2026, selling an estimated $5.83M and leaving 3,394 shares worth $6.5M. The position accounts for 0.02% of the portfolio, ranked #213.

First Manhattan first reported a position in MKL in Q2 2013 and has held it in 52 quarters since. The position peaked at $174M in Q2 2024. 925 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

First Manhattan held 3,394 shares of Markel Group worth $6.5M as of Q1 2026.
First Manhattan sold 2,873 Markel Group shares in Q1 2026, an estimated $5.83M.
Markel Group made up 0.02% of First Manhattan's portfolio in Q1 2026, its #213 holding.
First Manhattan first reported a position in Markel Group in Q2 2013 and has held it in 52 quarters since.
First Manhattan's Markel Group position peaked at $174M in Q2 2024.
925 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on First Manhattan's 13F filing for Q1 2026, filed 15 May 2026.