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 Q2	$1.05M	Hold	537	–	–	0.58%	43
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

VLKIM

Van Lanschot Kempen Investment Management Amsterdam, Netherlands $13.1B AUM 19.56% 1-Year Est. Return

Lakewood Asset Management's MKL Position: Q2 2026 in Review

Lakewood Asset Management held its Markel Group (MKL) position steady in Q2 2026 at 537 shares worth $1.05M. The position accounts for 0.58% of the portfolio, ranked #43.

Lakewood Asset Management first reported a position in MKL in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.46M in Q4 2025. 930 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

Lakewood Asset Management held 537 shares of Markel Group worth $1.05M as of Q2 2026.
Lakewood Asset Management left its Markel Group share count unchanged in Q2 2026.
Markel Group made up 0.58% of Lakewood Asset Management's portfolio in Q2 2026, its #43 holding.
Lakewood Asset Management first reported a position in Markel Group in Q4 2022 and has held it in 15 quarters since.
Lakewood Asset Management's Markel Group position peaked at $1.46M in Q4 2025.
930 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Lakewood Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.