Lido Advisors
MKL icon

Lido Advisors’s Markel Group MKL Stock Holding History

Lido Advisors’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 		$727K Sell
379
-81
-18% -$164K ﹤0.01% 1117
2025
Q4 		$912K Buy
460
+5
+1% +$10.1K ﹤0.01% 1048
2025
Q3 		$871K Buy
455
+236
+108% +$463K ﹤0.01% 1004
2025
Q2 		$439K Buy
219
+11
+5% +$20.6K ﹤0.01% 1155
2025
Q1 		$389K Buy
208
+10
+5% +$18.4K ﹤0.01% 1103
2024
Q4 		$342K Hold
198
– – ﹤0.01% 1155
2024
Q3 		$311K Buy
198
+6
+3% +$9.39K ﹤0.01% 1151
2024
Q2 		$303K Buy
192
+34
+22% +$52.8K ﹤0.01% 1115
2024
Q1 		$241K Sell
158
-1
-0.6% -$1.47K ﹤0.01% 1193
2023
Q4 		$225K Sell
159
-53
-25% -$75.2K ﹤0.01% 1162
2023
Q3 		$312K Buy
212
+17
+9% +$24.9K ﹤0.01% 902
2023
Q2 		$270K Buy
+195
New +$261K ﹤0.01% 981
2019
Q3 		– Sell
-214
Closed -$233K – 599
2019
Q2 		$233K Sell
214
-40
-16% -$41.9K 0.01% 474
2019
Q1 		$253K Sell
254
-921
-78% -$935K 0.02% 428
2018
Q4 		$1.22M Buy
1,175
+4
+0.3% +$4.37K 0.12% 106
2018
Q3 		$1.39M Buy
1,171
+250
+27% +$294K 0.14% 98
2018
Q2 		$998K Hold
921
– – 0.11% 111
2018
Q1 		$1.08M Hold
921
– – 0.15% 93
2017
Q4 		$1.05M Hold
921
– – 0.15% 81
2017
Q3 		$998K Hold
921
– – 0.16% 80
2017
Q2 		$899K Hold
921
– – 0.19% 69
2017
Q1 		$887K Hold
921
– – 0.25% 64
2016
Q4 		$833K Buy
+921
New +$821K 0.21% 49

Other funds holding MKL

BlackRock
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
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
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
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

Lido Advisors's MKL Position: Q1 2026 in Review

Lido Advisors reduced its Markel Group (MKL) stake by 18% in Q1 2026, selling an estimated $164K and leaving 379 shares worth $727K. The position accounts for ﹤0.01% of the portfolio, ranked #1117.

Lido Advisors first reported a position in MKL in Q4 2016 and has held it in 23 quarters since. The position peaked at $1.39M in Q3 2018. 925 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

  • Lido Advisors held 379 shares of Markel Group worth $727K as of Q1 2026.
  • Lido Advisors sold 81 Markel Group shares in Q1 2026, an estimated $164K.
  • Markel Group made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1117 holding.
  • Lido Advisors first reported a position in Markel Group in Q4 2016 and has held it in 23 quarters since.
  • Lido Advisors's Markel Group position peaked at $1.39M in Q3 2018.
  • 925 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.