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Independent Financial Group’s Markel Group MKL Stock Holding History

Independent Financial Group’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
-232
Closed -$400K – 1235
2024
Q4 		$400K Buy
232
+8
+4% +$13.3K 0.01% 782
2024
Q3 		$351K Sell
224
-1
-0.4% -$1.56K 0.01% 809
2024
Q2 		$355K Buy
+225
New +$349K 0.01% 756

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

Independent Financial Group's MKL Position: Q1 2025 in Review

Independent Financial Group sold out of Markel Group (MKL) in Q1 2025, closing a stake of 232 shares — an estimated $400K sold.

Independent Financial Group first reported a position in MKL in Q2 2024 and held it in 3 quarters. The position peaked at $400K in Q4 2024. 850 funds tracked by Wall St. Rank hold MKL as of Q1 2025.

  • Independent Financial Group reported no remaining Markel Group position as of Q1 2025 after selling out during the quarter.
  • Independent Financial Group sold 232 Markel Group shares in Q1 2025, an estimated $400K.
  • Independent Financial Group first reported a position in Markel Group in Q2 2024 and held it in 3 quarters.
  • Independent Financial Group's Markel Group position peaked at $400K in Q4 2024.
  • 850 funds tracked by Wall St. Rank held Markel Group as of Q1 2025.

Based on Independent Financial Group's 13F filing for Q1 2025, filed 19 May 2026.