Lowe Brockenbrough & Co’s Markel Group MKL Stock Holding History

Lowe Brockenbrough & Co’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	$6.4M	Sell	3,344 -170	-5%	-$345K	0.32%	77
2025 Q4	$7.55M	Sell	3,514 -1	-0%	-$2.03K	0.37%	68
2025 Q3	$6.72M	Buy	3,515 +60	+2%	+$118K	0.35%	71
2025 Q2	$6.9M	Buy	3,455 +1,700	+97%	+$3.19M	0.39%	68
2025 Q1	$3.28M	Buy	1,755 +15	+0.9%	+$27.6K	0.22%	100
2024 Q4	$3M	Sell	1,740 -828	-32%	-$1.37M	0.19%	104
2024 Q3	$4.03M	Sell	2,568 -1,726	-40%	-$2.7M	0.26%	90
2024 Q2	$6.77M	Sell	4,294 -2	-0%	-$3.11K	0.45%	65
2024 Q1	$6.54M	Buy	4,296 +1,672	+64%	+$2.45M	0.44%	66
2023 Q4	$3.73M	Sell	2,624 -2,054	-44%	-$2.91M	0.29%	90
2023 Q3	$6.89M	Buy	4,678 +28	+0.6%	+$41K	0.53%	60
2023 Q2	$6.43M	Sell	4,650 -19	-0.4%	-$25.5K	0.49%	61
2023 Q1	$5.96M	Buy	4,669 +1,738	+59%	+$2.31M	0.48%	60
2022 Q4	$3.86M	Sell	2,931 -1,767	-38%	-$2.19M	0.34%	82
2022 Q3	$5.09M	Hold	4,698	–	–	0.49%	61
2022 Q2	$6.08M	Sell	4,698 -7	-0.1%	-$9.61K	0.53%	61
2022 Q1	$6.94M	Sell	4,705 -25	-0.5%	-$32.3K	0.51%	59
2021 Q4	$5.84M	Buy	4,730 +249	+6%	+$314K	0.43%	69
2021 Q3	$5.36M	Buy	4,481 +2,995	+202%	+$3.69M	0.42%	72
2021 Q2	$1.76M	Sell	1,486 -24	-2%	-$28.8K	0.16%	121
2021 Q1	$1.72M	Sell	1,510 -301	-17%	-$325K	0.17%	118
2020 Q4	$1.87M	Hold	1,811	–	–	0.2%	110
2020 Q3	$1.76M	Sell	1,811 -15	-0.8%	-$15.2K	0.22%	101
2020 Q2	$1.69M	Hold	1,826	–	–	0.23%	101
2020 Q1	$1.69M	Sell	1,826 -73	-4%	-$83.5K	0.28%	93
2019 Q4	$2.17M	Sell	1,899 -5	-0.3%	-$5.7K	0.27%	99
2019 Q3	$2.25M	Sell	1,904 -25	-1%	-$28.4K	0.3%	95
2019 Q2	$2.1M	Sell	1,929 -15	-0.8%	-$15.7K	0.29%	95
2019 Q1	$1.94M	Buy	1,944 +45	+2%	+$45.7K	0.27%	100
2018 Q4	$1.97M	Buy	1,899 +30	+2%	+$32.8K	0.32%	89
2018 Q3	$2.22M	Sell	1,869 -30	-2%	-$35.3K	0.31%	89
2018 Q2	$2.06M	Buy	1,899 +90	+5%	+$102K	0.3%	90
2018 Q1	$2.12M	Sell	1,809 -40	-2%	-$45K	0.31%	92
2017 Q4	$2.11M	Sell	1,849 -19	-1%	-$20.8K	0.3%	92
2017 Q3	$2M	Sell	1,868 -33	-2%	-$34.1K	0.31%	87
2017 Q2	$1.85M	Sell	1,901 -61	-3%	-$59.2K	0.29%	86
2017 Q1	$1.92M	Sell	1,962 -94	-5%	-$88.8K	0.31%	83
2016 Q4	$1.86M	Sell	2,056 -18	-0.9%	-$16K	0.31%	84
2016 Q3	$1.93M	Sell	2,074 -15	-0.7%	-$14K	0.33%	82
2016 Q2	$1.99M	Sell	2,089 -93	-4%	-$86.6K	0.35%	80
2016 Q1	$1.95M	Hold	2,182	–	–	0.33%	80
2015 Q4	$1.93M	Buy	2,182 +3	+0.1%	+$2.61K	0.33%	86
2015 Q3	$1.75M	Hold	2,179	–	–	0.31%	89
2015 Q2	$1.75M	Hold	2,179	–	–	0.28%	92
2015 Q1	$1.68M	Sell	2,179 -115	-5%	-$83.1K	0.26%	96
2014 Q4	$1.57M	Sell	2,294 -122	-5%	-$82.7K	0.25%	101
2014 Q3	$1.54M	Buy	2,416 +10	+0.4%	+$6.45K	0.25%	96
2014 Q2	$1.58M	Sell	2,406 -153	-6%	-$96.4K	0.25%	93
2014 Q1	$1.52M	Sell	2,559 -100	-4%	-$57K	0.25%	90
2013 Q4	$1.54M	Buy	2,659 +5	+0.2%	+$2.71K	0.26%	88
2013 Q3	$1.37M	Hold	2,654	–	–	0.25%	90
2013 Q2	$1.4M	Buy	+2,654	New	+$1.39M	0.26%	90

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

Lowe Brockenbrough & Co's MKL Position: Q1 2026 in Review

Lowe Brockenbrough & Co reduced its Markel Group (MKL) stake by 4.8% in Q1 2026, selling an estimated $345K and leaving 3,344 shares worth $6.4M. The position accounts for 0.32% of the portfolio, ranked #77.

Lowe Brockenbrough & Co first reported a position in MKL in Q2 2013 and has held it in 52 quarters since. The position peaked at $7.55M in Q4 2025. 925 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

Lowe Brockenbrough & Co held 3,344 shares of Markel Group worth $6.4M as of Q1 2026.
Lowe Brockenbrough & Co sold 170 Markel Group shares in Q1 2026, an estimated $345K.
Markel Group made up 0.32% of Lowe Brockenbrough & Co's portfolio in Q1 2026, its #77 holding.
Lowe Brockenbrough & Co first reported a position in Markel Group in Q2 2013 and has held it in 52 quarters since.
Lowe Brockenbrough & Co's Markel Group position peaked at $7.55M in Q4 2025.
925 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q1 2026, filed 7 May 2026.