Fuller & Thaler Asset Management’s Markel Group MKL Stock Holding History

Fuller & Thaler 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
2026 Q1	$10.7M	Sell	5,615 -229	-4%	-$465K	0.04%	304
2025 Q4	$12.6M	Sell	5,844 -915	-14%	-$1.85M	0.04%	288
2025 Q3	$12.9M	Sell	6,759 -49	-0.7%	-$96.1K	0.04%	281
2025 Q2	$13.6M	Sell	6,808 -238	-3%	-$446K	0.05%	282
2025 Q1	$13.2M	Buy	7,046 +83	+1%	+$153K	0.05%	287
2024 Q4	$12M	Buy	6,963 +230	+3%	+$382K	0.05%	294
2024 Q3	$10.6M	Sell	6,733 -1,257	-16%	-$1.97M	0.04%	291
2024 Q2	$12.6M	Buy	7,990 +424	+6%	+$658K	0.05%	280
2024 Q1	$11.5M	Buy	7,566 +1,646	+28%	+$2.41M	0.05%	271
2023 Q4	$8.41M	Sell	5,920 -1,685	-22%	-$2.39M	0.04%	272
2023 Q3	$11.2M	Sell	7,605 -135	-2%	-$198K	0.06%	245
2023 Q2	$10.7M	Sell	7,740 -8	-0.1%	-$10.7K	0.06%	244
2023 Q1	$9.9M	Buy	7,748 +962	+14%	+$1.28M	0.06%	240
2022 Q4	$8.94M	Buy	6,786 +763	+13%	+$944K	0.06%	223
2022 Q3	$6.53M	Buy	6,023 +2,153	+56%	+$2.63M	0.05%	252
2022 Q2	$5M	Buy	3,870 +375	+11%	+$515K	0.03%	283
2022 Q1	$5.16M	Buy	3,495 +300	+9%	+$388K	0.03%	287
2021 Q4	$3.94M	Buy	3,195 +200	+7%	+$252K	0.02%	290
2021 Q3	$3.58M	Buy	2,995 +700	+31%	+$863K	0.02%	281
2021 Q2	$2.72M	Buy	2,295 +940	+69%	+$1.13M	0.02%	323
2021 Q1	$1.54M	Buy	1,355 +875	+182%	+$944K	0.01%	351
2020 Q4	$496K	Hold	480	–	–	﹤0.01%	398
2020 Q3	$467K	Buy	480 +265	+123%	+$269K	0.01%	387
2020 Q2	$198K	Sell	215 -40	-16%	-$36.4K	﹤0.01%	396
2020 Q1	$237K	Hold	255	–	–	﹤0.01%	377
2019 Q4	$292K	Buy	255 +25	+11%	+$28.5K	﹤0.01%	369
2019 Q3	$272K	Hold	230	–	–	﹤0.01%	366
2019 Q2	$251K	Hold	230	–	–	﹤0.01%	363
2019 Q1	$229K	Hold	230	–	–	﹤0.01%	355
2018 Q4	$239K	Hold	230	–	–	﹤0.01%	347
2018 Q3	$273K	Buy	230 +120	+109%	+$141K	﹤0.01%	338
2018 Q2	$119K	Buy	110 +40	+57%	+$45.2K	﹤0.01%	475
2018 Q1	$82K	Hold	70	–	–	﹤0.01%	593
2017 Q4	$80K	Buy	+70	New	+$76.5K	﹤0.01%	556
2015 Q2	–	Sell	-150	Closed	-$115K	–	710
2015 Q1	$115K	Sell	150 -50	-25%	-$36.1K	﹤0.01%	482
2014 Q4	$137K	Hold	200	–	–	﹤0.01%	441
2014 Q3	$127K	Buy	+200	New	+$129K	0.01%	494

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

Fuller & Thaler Asset Management's MKL Position: Q1 2026 in Review

Fuller & Thaler Asset Management reduced its Markel Group (MKL) stake by 3.9% in Q1 2026, selling an estimated $465K and leaving 5,615 shares worth $10.7M. The position accounts for 0.04% of the portfolio, ranked #304.

Fuller & Thaler Asset Management first reported a position in MKL in Q3 2014 and has held it in 37 quarters since. The position peaked at $13.6M in Q2 2025. 925 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

Fuller & Thaler Asset Management held 5,615 shares of Markel Group worth $10.7M as of Q1 2026.
Fuller & Thaler Asset Management sold 229 Markel Group shares in Q1 2026, an estimated $465K.
Markel Group made up 0.04% of Fuller & Thaler Asset Management's portfolio in Q1 2026, its #304 holding.
Fuller & Thaler Asset Management first reported a position in Markel Group in Q3 2014 and has held it in 37 quarters since.
Fuller & Thaler Asset Management's Markel Group position peaked at $13.6M in Q2 2025.
925 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on Fuller & Thaler Asset Management's 13F filing for Q1 2026, filed 14 May 2026.