Greenbrier Partners Capital Management’s Markel Group MKL Stock Holding History

Greenbrier Partners Capital 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	$49M	Sell	25,616 -962	-4%	-$1.95M	3.78%	7
2025 Q4	$57.1M	Sell	26,578 -842	-3%	-$1.71M	3.83%	8
2025 Q3	$52.4M	Hold	27,420	–	–	3.55%	8
2025 Q2	$54.8M	Hold	27,420	–	–	4.01%	8
2025 Q1	$51.3M	Hold	27,420	–	–	4.01%	7
2024 Q4	$47.3M	Hold	27,420	–	–	3.43%	8
2024 Q3	$45.3M	Sell	27,420 -36	-0.1%	-$56.3K	3.42%	8
2024 Q2	$43.3M	Hold	27,456	–	–	3.57%	8
2024 Q1	$41.8M	Sell	27,456 -147	-0.5%	-$216K	3.86%	8
2023 Q4	$39.2M	Sell	27,603 -1,134	-4%	-$1.61M	3.96%	7
2023 Q3	$42.3M	Hold	28,737	–	–	4.78%	7
2023 Q2	$39.7M	Hold	28,737	–	–	4.35%	8
2023 Q1	$36.7M	Hold	28,737	–	–	4.52%	8
2022 Q4	$37.9M	Sell	28,737 -2,596	-8%	-$3.21M	5.46%	8
2022 Q3	$34M	Hold	31,333	–	–	4.34%	9
2022 Q2	$40.5M	Hold	31,333	–	–	4.98%	8
2022 Q1	$46.2M	Hold	31,333	–	–	4.36%	9
2021 Q4	$38.7M	Hold	31,333	–	–	3.33%	11
2021 Q3	$37.4M	Hold	31,333	–	–	3.43%	11
2021 Q2	$37.2M	Hold	31,333	–	–	3.39%	11
2021 Q1	$35.7M	Hold	31,333	–	–	3.65%	11
2020 Q4	$32.4M	Hold	31,333	–	–	3.42%	11
2020 Q3	$30.5M	Hold	31,333	–	–	3.62%	10
2020 Q2	$28.9M	Hold	31,333	–	–	3.98%	10
2020 Q1	$29.1M	Hold	31,333	–	–	5.23%	9
2019 Q4	$35.8M	Sell	31,333 -762	-2%	-$868K	5.48%	8
2019 Q3	$37.9M	Sell	32,095 -190	-0.6%	-$216K	6.24%	7
2019 Q2	$35.2M	Hold	32,285	–	–	5.89%	7
2019 Q1	$32.2M	Hold	32,285	–	–	5.71%	7
2018 Q4	$33.5M	Hold	32,285	–	–	6.9%	7
2018 Q3	$38.4M	Hold	32,285	–	–	6.45%	7
2018 Q2	$35M	Hold	32,285	–	–	6.27%	7
2018 Q1	$37.8M	Hold	32,285	–	–	7.15%	7
2017 Q4	$36.8M	Hold	32,285	–	–	6.62%	8
2017 Q3	$34.5M	Hold	32,285	–	–	6.95%	5
2017 Q2	$31.5M	Hold	32,285	–	–	6.64%	5
2017 Q1	$31.5M	Hold	32,285	–	–	7.01%	5
2016 Q4	$29.2M	Hold	32,285	–	–	7.36%	5
2016 Q3	$30M	Hold	32,285	–	–	7.65%	5
2016 Q2	$30.8M	Hold	32,285	–	–	8.46%	5
2016 Q1	$28.8M	Hold	32,285	–	–	7.64%	5
2015 Q4	$28.5M	Hold	32,285	–	–	6.87%	5
2015 Q3	$25.9M	Hold	32,285	–	–	6.91%	6
2015 Q2	$25.9M	Hold	32,285	–	–	6.38%	6
2015 Q1	$24.8M	Hold	32,285	–	–	5.64%	7
2014 Q4	$22M	Hold	32,285	–	–	5.34%	7
2014 Q3	$20.5M	Sell	32,285 -2,715	-8%	-$1.75M	5.29%	8
2014 Q2	$22.9M	Hold	35,000	–	–	5.76%	7
2014 Q1	$20.9M	Hold	35,000	–	–	5.51%	8
2013 Q4	$20.3M	Buy	35,000 +10,000	+40%	+$5.43M	5.47%	10
2013 Q3	$12.9M	Hold	25,000	–	–	3.97%	12
2013 Q2	$13.2M	Buy	+25,000	New	+$13.1M	4.76%	10

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

Greenbrier Partners Capital Management's MKL Position: Q1 2026 in Review

Greenbrier Partners Capital Management reduced its Markel Group (MKL) stake by 3.6% in Q1 2026, selling an estimated $1.95M and leaving 25,616 shares worth $49M. The position accounts for 3.78% of the portfolio, ranked #7.

Greenbrier Partners Capital Management first reported a position in MKL in Q2 2013 and has held it in 52 quarters since. The position peaked at $57.1M in Q4 2025. 927 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

Greenbrier Partners Capital Management held 25,616 shares of Markel Group worth $49M as of Q1 2026.
Greenbrier Partners Capital Management sold 962 Markel Group shares in Q1 2026, an estimated $1.95M.
Markel Group made up 3.78% of Greenbrier Partners Capital Management's portfolio in Q1 2026, its #7 holding.
Greenbrier Partners Capital Management first reported a position in Markel Group in Q2 2013 and has held it in 52 quarters since.
Greenbrier Partners Capital Management's Markel Group position peaked at $57.1M in Q4 2025.
927 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on Greenbrier Partners Capital Management's 13F filing for Q1 2026, filed 15 May 2026.