Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Markel Group MKL Stock Holding History

Kovitz Investment Group Partners’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
Q4 		– Sell
-109
Closed -$208K – 982
2025
Q3 		$208K Sell
109
-57
-34% -$112K ﹤0.01% 1327
2025
Q2 		$332K Sell
166
-25
-13% -$46.9K ﹤0.01% 1104
2025
Q1 		$357K Sell
191
-32
-14% -$58.9K ﹤0.01% 1001
2024
Q4 		$385K Buy
223
+46
+26% +$76.3K ﹤0.01% 968
2024
Q3 		$231K Buy
+177
New +$277K ﹤0.01% 922
2024
Q2 		– Sell
-164
Closed -$250K – 826
2024
Q1 		$250K Buy
+164
New +$240K ﹤0.01% 606

Other funds holding MKL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Kovitz Investment Group Partners's MKL Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Markel Group (MKL) in Q4 2025, closing a stake of 109 shares — an estimated $208K sold.

Kovitz Investment Group Partners first reported a position in MKL in Q1 2024 and held it in 6 quarters. The position peaked at $385K in Q4 2024. 920 funds tracked by Wall St. Rank hold MKL as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Markel Group position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 109 Markel Group shares in Q4 2025, an estimated $208K.
  • Kovitz Investment Group Partners first reported a position in Markel Group in Q1 2024 and held it in 6 quarters.
  • Kovitz Investment Group Partners's Markel Group position peaked at $385K in Q4 2024.
  • 920 funds tracked by Wall St. Rank held Markel Group as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.