KIC
MKL icon

Kensington Investment Counsel’s Markel Group MKL Stock Holding History

Kensington Investment Counsel’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 		$1.33M Sell
694
-215
-24% -$436K 0.64% 40
2025
Q4 		$1.95M Sell
909
-150
-14% -$304K 0.79% 38
2025
Q3 		$2.02M Sell
1,059
-114
-10% -$223K 0.82% 37
2025
Q2 		$2.34M Sell
1,173
-9
-0.8% -$16.9K 1% 35
2025
Q1 		$2.21M Sell
1,182
-41
-3% -$75.4K 0.98% 37
2024
Q4 		$2.11M Buy
1,223
+8
+0.7% +$13.3K 0.88% 42
2024
Q3 		$1.91M Buy
1,215
+26
+2% +$40.7K 0.8% 44
2024
Q2 		$1.87M Sell
1,189
-39
-3% -$60.6K 0.83% 43
2024
Q1 		$1.87M Buy
1,228
+82
+7% +$120K 0.85% 45
2023
Q4 		$1.63M Buy
1,146
+9
+0.8% +$12.8K 0.85% 39
2023
Q3 		$1.67M Buy
1,137
+35
+3% +$51.2K 1.04% 35
2023
Q2 		$1.52M Sell
1,102
-60
-5% -$80.5K 0.97% 37
2023
Q1 		$1.48M Sell
1,162
-106
-8% -$141K 1.12% 36
2022
Q4 		$1.67M Hold
1,268
– – 1.31% 32
2022
Q3 		$1.38M Buy
1,268
+5
+0.4% +$6.1K 1.16% 38
2022
Q2 		$1.63M Sell
1,263
-31
-2% -$42.5K 1.39% 25
2022
Q1 		$1.91M Buy
1,294
+434
+50% +$561K 1.26% 30
2021
Q4 		$1.06M Buy
+860
New +$1.09M 0.62% 73
2021
Q2 		$900K Buy
758
+18
+2% +$21.6K 0.62% 75
2021
Q1 		$843K Buy
740
+57
+8% +$61.5K 0.63% 74
2020
Q4 		$706K Buy
+683
New +$681K 0.58% 73

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

Kensington Investment Counsel's MKL Position: Q1 2026 in Review

Kensington Investment Counsel reduced its Markel Group (MKL) stake by 24% in Q1 2026, selling an estimated $436K and leaving 694 shares worth $1.33M. The position accounts for 0.64% of the portfolio, ranked #40.

Kensington Investment Counsel first reported a position in MKL in Q4 2020 and has held it in 21 quarters since. The position peaked at $2.34M in Q2 2025. 927 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

  • Kensington Investment Counsel held 694 shares of Markel Group worth $1.33M as of Q1 2026.
  • Kensington Investment Counsel sold 215 Markel Group shares in Q1 2026, an estimated $436K.
  • Markel Group made up 0.64% of Kensington Investment Counsel's portfolio in Q1 2026, its #40 holding.
  • Kensington Investment Counsel first reported a position in Markel Group in Q4 2020 and has held it in 21 quarters since.
  • Kensington Investment Counsel's Markel Group position peaked at $2.34M in Q2 2025.
  • 927 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on Kensington Investment Counsel's 13F filing for Q1 2026, filed 19 May 2026.