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InceptionR’s Markel Group MKL Stock Holding History

InceptionR’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
Q1 		– Sell
-896
Closed -$1.55M – 726
2024
Q4 		$1.55M Buy
896
+702
+362% +$1.16M 0.35% 69
2024
Q3 		$304K Buy
+194
New +$304K 0.07% 447
2024
Q2 		– Sell
-208
Closed -$316K – 756
2024
Q1 		$316K Buy
+208
New +$305K 0.08% 405
2023
Q1 		– Sell
-395
Closed -$520K – 528
2022
Q4 		$520K Buy
+395
New +$489K 0.27% 151

Other funds holding MKL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

InceptionR's MKL Position: Q1 2025 in Review

InceptionR sold out of Markel Group (MKL) in Q1 2025, closing a stake of 896 shares — an estimated $1.55M sold.

InceptionR first reported a position in MKL in Q4 2022 and held it in 4 quarters. The position peaked at $1.55M in Q4 2024. 850 funds tracked by Wall St. Rank hold MKL as of Q1 2025.

  • InceptionR reported no remaining Markel Group position as of Q1 2025 after selling out during the quarter.
  • InceptionR sold 896 Markel Group shares in Q1 2025, an estimated $1.55M.
  • InceptionR first reported a position in Markel Group in Q4 2022 and held it in 4 quarters.
  • InceptionR's Markel Group position peaked at $1.55M in Q4 2024.
  • 850 funds tracked by Wall St. Rank held Markel Group as of Q1 2025.

Based on InceptionR's 13F filing for Q1 2025, filed 12 May 2025.