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JANA Partners Management’s Markel Group MKL Stock Holding History

JANA Partners 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 		$144M Sell
75,307
-5,912
-7% -$12M 8.64% 6
2025
Q4 		$175M Sell
81,219
-66,192
-45% -$134M 9.08% 5
2025
Q3 		$282M Sell
147,411
-4,021
-3% -$7.88M 13.64% 3
2025
Q2 		$302M Sell
151,432
-4,590
-3% -$8.61M 15.19% 4
2025
Q1 		$292M Buy
156,022
+47,096
+43% +$86.6M 15.06% 4
2024
Q4 		$188M Buy
+108,926
New +$181M 9.25% 5

Other funds holding MKL

BlackRock
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
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
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
VLKIM
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return

JANA Partners Management's MKL Position: Q1 2026 in Review

JANA Partners Management reduced its Markel Group (MKL) stake by 7.3% in Q1 2026, selling an estimated $12M and leaving 75,307 shares worth $144M. The position accounts for 8.64% of the portfolio, ranked #6.

JANA Partners Management first reported a position in MKL in Q4 2024 and has held it in 6 quarters since. The position peaked at $302M in Q2 2025. 925 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

  • JANA Partners Management held 75,307 shares of Markel Group worth $144M as of Q1 2026.
  • JANA Partners Management sold 5,912 Markel Group shares in Q1 2026, an estimated $12M.
  • Markel Group made up 8.64% of JANA Partners Management's portfolio in Q1 2026, its #6 holding.
  • JANA Partners Management first reported a position in Markel Group in Q4 2024 and has held it in 6 quarters since.
  • JANA Partners Management's Markel Group position peaked at $302M in Q2 2025.
  • 925 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

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