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Hamilton Point Investment Advisors’s Markel Group MKL Stock Holding History

Hamilton Point Investment Advisors’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 		– Sell
-102
Closed -$219K – 191
2025
Q4 		$219K Buy
+102
New +$207K 0.03% 128
2025
Q3 		– Sell
-102
Closed -$204K – 164
2025
Q2 		$204K Buy
+102
New +$191K 0.03% 128

Other funds holding MKL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
VLKIM
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $13.1B AUM 19.56% 1-Year Est. Return

Hamilton Point Investment Advisors's MKL Position: Q1 2026 in Review

Hamilton Point Investment Advisors sold out of Markel Group (MKL) in Q1 2026, closing a stake of 102 shares — an estimated $219K sold.

Hamilton Point Investment Advisors first reported a position in MKL in Q2 2025 and held it in 2 quarters. The position peaked at $219K in Q4 2025. 930 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

  • Hamilton Point Investment Advisors reported no remaining Markel Group position as of Q1 2026 after selling out during the quarter.
  • Hamilton Point Investment Advisors sold 102 Markel Group shares in Q1 2026, an estimated $219K.
  • Hamilton Point Investment Advisors first reported a position in Markel Group in Q2 2025 and held it in 2 quarters.
  • Hamilton Point Investment Advisors's Markel Group position peaked at $219K in Q4 2025.
  • 930 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on Hamilton Point Investment Advisors's 13F filing for Q1 2026, filed 6 May 2026.