Lakewood Asset Management’s Markel Group MKL Stock Holding History

Lakewood Asset 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	$1.03M	Sell	537 -141	-21%	-$286K	0.66%	39
2025 Q4	$1.46M	Buy	678 +11	+2%	+$22.3K	0.86%	34
2025 Q3	$1.27M	Buy	667 +13	+2%	+$25.5K	0.77%	39
2025 Q2	$1.31M	Buy	654 +3	+0.5%	+$5.63K	0.87%	35
2025 Q1	$1.22M	Buy	651 +163	+33%	+$300K	0.82%	36
2024 Q4	$842K	Buy	488 +2	+0.4%	+$3.32K	0.58%	48
2024 Q3	$762K	Sell	486 -42	-8%	-$65.7K	0.52%	56
2024 Q2	$832K	Buy	528 +5	+1%	+$7.76K	0.58%	45
2024 Q1	$796K	Buy	523 +10	+2%	+$14.7K	0.54%	54
2023 Q4	$728K	Hold	513	–	–	0.57%	48
2023 Q3	$755K	Buy	513 +5	+1%	+$7.32K	0.62%	47
2023 Q2	$703K	Buy	508 +13	+3%	+$17.4K	0.55%	52
2023 Q1	$632K	Buy	495 +4	+0.8%	+$5.31K	0.53%	54
2022 Q4	$647K	Buy	+491	New	+$607K	0.52%	56

Other funds holding MKL

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

Morgan Stanley New York $1.66T AUM 25.57% 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

VLKIM

Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return

Lakewood Asset Management's MKL Position: Q1 2026 in Review

Lakewood Asset Management reduced its Markel Group (MKL) stake by 21% in Q1 2026, selling an estimated $286K and leaving 537 shares worth $1.03M. The position accounts for 0.66% of the portfolio, ranked #39.

Lakewood Asset Management first reported a position in MKL in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.46M in Q4 2025. 925 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

Lakewood Asset Management held 537 shares of Markel Group worth $1.03M as of Q1 2026.
Lakewood Asset Management sold 141 Markel Group shares in Q1 2026, an estimated $286K.
Markel Group made up 0.66% of Lakewood Asset Management's portfolio in Q1 2026, its #39 holding.
Lakewood Asset Management first reported a position in Markel Group in Q4 2022 and has held it in 14 quarters since.
Lakewood Asset Management's Markel Group position peaked at $1.46M in Q4 2025.
925 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on Lakewood Asset Management's 13F filing for Q1 2026, filed 23 Apr 2026.