MPWT
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MassMutual Private Wealth & Trust’s Markel Group MKL Stock Holding History

MassMutual Private Wealth & Trust’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 		$283K Sell
145
-20
-12% -$37.3K 0.01% 396
2026
Q1 		$316K Sell
165
-19
-10% -$38.6K 0.01% 369
2025
Q4 		$396K Sell
184
-52
-22% -$105K 0.01% 335
2025
Q3 		$451K Sell
236
-21
-8% -$41.2K 0.01% 331
2025
Q2 		$513K Sell
257
-31
-11% -$58.1K 0.01% 315
2025
Q1 		$538K Hold
288
– – 0.02% 313
2024
Q4 		$497K Sell
288
-49
-15% -$81.3K 0.01% 319
2024
Q3 		$529K Sell
337
-17
-5% -$26.6K 0.02% 301
2024
Q2 		$558K Sell
354
-23
-6% -$35.7K 0.02% 294
2024
Q1 		$574K Sell
377
-20
-5% -$29.3K 0.02% 281
2023
Q4 		$564K Sell
397
-5
-1% -$7.09K 0.02% 275
2023
Q3 		$592K Sell
402
-14
-3% -$20.5K 0.02% 269
2023
Q2 		$575K Sell
416
-13
-3% -$17.4K 0.02% 261
2023
Q1 		$548K Sell
429
-8
-2% -$10.6K 0.02% 259
2022
Q4 		$576K Sell
437
-16
-4% -$19.8K 0.02% 265
2022
Q3 		$491K Sell
453
-30
-6% -$36.6K 0.02% 264
2022
Q2 		$625K Sell
483
-32
-6% -$43.9K 0.03% 252
2022
Q1 		$760K Sell
515
-13
-2% -$16.8K 0.03% 252
2021
Q4 		$652K Sell
528
-17
-3% -$21.5K 0.02% 270
2021
Q3 		$651K Sell
545
-9
-2% -$11.1K 0.03% 265
2021
Q2 		$657K Buy
554
+5
+0.9% +$5.99K 0.03% 264
2021
Q1 		$626K Sell
549
-28
-5% -$30.2K 0.03% 261
2020
Q4 		$596K Sell
577
-71
-11% -$70.8K 0.03% 265
2020
Q3 		$631K Sell
648
-24
-4% -$24.4K 0.04% 234
2020
Q2 		$620K Sell
672
-60
-8% -$54.5K 0.04% 222
2020
Q1 		$679K Sell
732
-26
-3% -$29.7K 0.05% 205
2019
Q4 		$867K Buy
758
+27
+4% +$30.8K 0.05% 218
2019
Q3 		$864K Buy
731
+11
+2% +$12.5K 0.06% 214
2019
Q2 		$785K Sell
720
-37
-5% -$38.8K 0.05% 222
2019
Q1 		$754K Buy
757
+9
+1% +$9.14K 0.05% 221
2018
Q4 		$776K Sell
748
-19
-2% -$20.8K 0.07% 199
2018
Q3 		$912K Sell
767
-67
-8% -$78.8K 0.07% 201
2018
Q2 		$904K Buy
834
+11
+1% +$12.4K 0.07% 194
2018
Q1 		$963K Sell
823
-6
-0.7% -$6.75K 0.08% 184
2017
Q4 		$944K Sell
829
-57
-6% -$62.3K 0.08% 184
2017
Q3 		$946K Sell
886
-52
-6% -$53.8K 0.08% 181
2017
Q2 		$915K Sell
938
-29
-3% -$28.1K 0.08% 181
2017
Q1 		$944K Sell
967
-14
-1% -$13.2K 0.09% 184
2016
Q4 		$887K Buy
+981
New +$875K 0.11% 163
2016
Q2 		$982K Sell
1,031
-71
-6% -$66.1K 0.12% 174
2016
Q1 		$983K Buy
1,102
+47
+4% +$40.4K 0.13% 168
2015
Q4 		$932K Buy
1,055
+291
+38% +$253K 0.13% 159
2015
Q3 		$486K Buy
764
+218
+40% +$184K 0.1% 190
2015
Q2 		$358K Sell
546
-438
-45% -$341K 0.08% 204
2015
Q1 		$757K Buy
984
+91
+10% +$65.8K 0.12% 173
2014
Q4 		$610K Buy
893
+129
+17% +$87.5K 0.2% 132
2014
Q3 		$486K Buy
764
+228
+43% +$147K 0.1% 188
2014
Q2 		$351K Buy
536
+215
+67% +$135K 0.14% 128
2014
Q1 		$191K Buy
321
+160
+99% +$91.1K 0.11% 128
2013
Q4 		$93.4K Buy
+161
New +$87.4K 0.09% 143

Other funds holding MKL

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
TAM
Troy Asset Management London, United Kingdom $3.59B AUM 10.56% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
SC
Steginsky Capital Port Washington, New York $666M AUM 34.57% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
SFG
Sather Financial Group Victoria, Texas $1.74B AUM 15.15% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

MassMutual Private Wealth & Trust's MKL Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its Markel Group (MKL) stake by 12% in Q2 2026, selling an estimated $37.3K and leaving 145 shares worth $283K. The position accounts for 0.01% of the portfolio, ranked #396.

MassMutual Private Wealth & Trust first reported a position in MKL in Q4 2013 and has held it in 50 quarters since. The position peaked at $983K in Q1 2016. 338 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • MassMutual Private Wealth & Trust held 145 shares of Markel Group worth $283K as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 20 Markel Group shares in Q2 2026, an estimated $37.3K.
  • Markel Group made up 0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #396 holding.
  • MassMutual Private Wealth & Trust first reported a position in Markel Group in Q4 2013 and has held it in 50 quarters since.
  • MassMutual Private Wealth & Trust's Markel Group position peaked at $983K in Q1 2016.
  • 338 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.