Leuthold Group’s Markel Group MKL Stock Holding History

Leuthold Group’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	$3.61M	Sell	1,885 -5	-0.3%	-$10.1K	0.38%	108
2025 Q4	$4.06M	Buy	1,890 +23	+1%	+$46.6K	0.44%	97
2025 Q3	$3.57M	Buy	1,867 +57	+3%	+$112K	0.39%	97
2025 Q2	$3.62M	Sell	1,810 -44	-2%	-$82.5K	0.43%	83
2025 Q1	$3.47M	Sell	1,854 -123	-6%	-$226K	0.45%	86
2024 Q4	$3.41M	Sell	1,977 -84	-4%	-$139K	0.41%	99
2024 Q3	$3.23M	Buy	2,061 +76	+4%	+$119K	0.36%	108
2024 Q2	$3.13M	Sell	1,985 -17	-0.8%	-$26.4K	0.36%	101
2024 Q1	$3.05M	Buy	+2,002	New	+$2.94M	0.34%	111
2022 Q3	–	Sell	-2,287	Closed	-$2.96M	–	196
2022 Q2	$2.96M	Sell	2,287 -14	-0.6%	-$19.2K	0.42%	99
2022 Q1	$3.4M	Buy	+2,301	New	+$2.97M	0.43%	97

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

Leuthold Group's MKL Position: Q1 2026 in Review

Leuthold Group reduced its Markel Group (MKL) stake by 0.26% in Q1 2026, selling an estimated $10.1K and leaving 1,885 shares worth $3.61M. The position accounts for 0.38% of the portfolio, ranked #108.

Leuthold Group first reported a position in MKL in Q1 2022 and has held it in 11 quarters since. The position peaked at $4.06M in Q4 2025. 925 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

Leuthold Group held 1,885 shares of Markel Group worth $3.61M as of Q1 2026.
Leuthold Group sold 5 Markel Group shares in Q1 2026, an estimated $10.1K.
Markel Group made up 0.38% of Leuthold Group's portfolio in Q1 2026, its #108 holding.
Leuthold Group first reported a position in Markel Group in Q1 2022 and has held it in 11 quarters since.
Leuthold Group's Markel Group position peaked at $4.06M in Q4 2025.
925 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on Leuthold Group's 13F filing for Q1 2026, filed 6 May 2026.