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Kathleen S. Wright Associates’s Markel Group MKL Stock Holding History

Kathleen S. Wright Associates’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
Q3 		$2.65M Sell
1,378
-86
-6% -$169K 0.98% 24
2025
Q2 		$2.93M Hold
1,464
– – 1.14% 21
2025
Q1 		$2.72M Hold
1,464
– – 1.12% 20
2024
Q4 		$2.54M Buy
1,464
+10
+0.7% +$16.6K 1.06% 22
2024
Q3 		$2.27M Hold
1,454
– – 0.94% 25
2024
Q2 		$2.3M Hold
1,454
– – 1.06% 23
2024
Q1 		$2.18M Buy
1,454
+32
+2% +$46.9K 1.03% 24
2023
Q4 		$2.02M Sell
1,422
-48
-3% -$68.1K 1.03% 26
2023
Q3 		$2.16M Buy
1,470
+460
+46% +$673K 1.21% 22
2023
Q2 		$1.4M Sell
1,010
-55
-5% -$73.8K 0.89% 29
2023
Q1 		$1.36M Sell
1,065
-326
-23% -$433K 0.89% 29
2022
Q4 		$1.83M Hold
1,391
– – 1.24% 22
2022
Q3 		$1.51M Buy
1,391
+10
+0.7% +$12.2K 1.22% 26
2022
Q2 		$1.79M Hold
1,381
– – 1.5% 21
2022
Q1 		$2.04M Sell
1,381
-332
-19% -$429K 1.49% 20
2021
Q4 		$2.11M Buy
+1,713
New +$2.16M 1.56% 19

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

Kathleen S. Wright Associates's MKL Position: Q3 2025 in Review

Kathleen S. Wright Associates reduced its Markel Group (MKL) stake by 5.9% in Q3 2025, selling an estimated $169K and leaving 1,378 shares worth $2.65M. The position accounts for 0.98% of the portfolio, ranked #24.

Kathleen S. Wright Associates first reported a position in MKL in Q4 2021 and has held it in 16 quarters since. The position peaked at $2.93M in Q2 2025. 851 funds tracked by Wall St. Rank hold MKL as of Q3 2025.

  • Kathleen S. Wright Associates held 1,378 shares of Markel Group worth $2.65M as of Q3 2025.
  • Kathleen S. Wright Associates sold 86 Markel Group shares in Q3 2025, an estimated $169K.
  • Markel Group made up 0.98% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #24 holding.
  • Kathleen S. Wright Associates first reported a position in Markel Group in Q4 2021 and has held it in 16 quarters since.
  • Kathleen S. Wright Associates's Markel Group position peaked at $2.93M in Q2 2025.
  • 851 funds tracked by Wall St. Rank held Markel Group as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.