L.K. Benson & Company’s Markel Group MKL Stock Holding History

L.K. Benson & Company’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 Q2	–	Sell	-221	Closed	-$413K	–	100
2025 Q1	$413K	Buy	221 +75	+51%	+$138K	0.29%	71
2024 Q4	$252K	Buy	+146	New	+$242K	0.18%	85

Other funds holding MKL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

L.K. Benson & Company's MKL Position: Q2 2025 in Review

L.K. Benson & Company sold out of Markel Group (MKL) in Q2 2025, closing a stake of 221 shares — an estimated $413K sold.

L.K. Benson & Company first reported a position in MKL in Q4 2024 and held it in 2 quarters. The position peaked at $413K in Q1 2025. 852 funds tracked by Wall St. Rank hold MKL as of Q2 2025.

L.K. Benson & Company reported no remaining Markel Group position as of Q2 2025 after selling out during the quarter.
L.K. Benson & Company sold 221 Markel Group shares in Q2 2025, an estimated $413K.
L.K. Benson & Company first reported a position in Markel Group in Q4 2024 and held it in 2 quarters.
L.K. Benson & Company's Markel Group position peaked at $413K in Q1 2025.
852 funds tracked by Wall St. Rank held Markel Group as of Q2 2025.

Based on L.K. Benson & Company's 13F filing for Q2 2025, filed 23 Jul 2025.