Ground Swell Capital’s Markel Group MKL Stock Holding History

Ground Swell Capital’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 Q4	–	Sell	-131	Closed	-$250K	–	144
2025 Q3	$250K	Buy	+131	New	+$257K	0.55%	68
2023 Q4	–	Sell	-194	Closed	-$286K	–	99
2023 Q3	$286K	Buy	+194	New	+$284K	0.47%	26
2021 Q2	–	Sell	-269	Closed	-$307K	–	129
2021 Q1	$307K	Buy	+269	New	+$290K	0.99%	29
2014 Q3	$40K	Buy	+63	New	+$40.6K	0.08%	271

Other funds holding MKL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Ground Swell Capital's MKL Position: Q4 2025 in Review

Ground Swell Capital sold out of Markel Group (MKL) in Q4 2025, closing a stake of 131 shares — an estimated $250K sold.

Ground Swell Capital first reported a position in MKL in Q3 2014 and held it in 4 quarters. The position peaked at $307K in Q1 2021. 918 funds tracked by Wall St. Rank hold MKL as of Q4 2025.

Ground Swell Capital reported no remaining Markel Group position as of Q4 2025 after selling out during the quarter.
Ground Swell Capital sold 131 Markel Group shares in Q4 2025, an estimated $250K.
Ground Swell Capital first reported a position in Markel Group in Q3 2014 and held it in 4 quarters.
Ground Swell Capital's Markel Group position peaked at $307K in Q1 2021.
918 funds tracked by Wall St. Rank held Markel Group as of Q4 2025.

Based on Ground Swell Capital's 13F filing for Q4 2025, filed 4 Feb 2026.