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Moloney Securities Asset Management’s Markel Group MKL Stock Holding History

Moloney Securities 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
2025
Q3 		– Sell
-126
Closed -$252K – 518
2025
Q2 		$252K Sell
126
-17
-12% -$31.9K 0.03% 402
2025
Q1 		$267K Buy
+143
New +$263K 0.04% 379

Other funds holding MKL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Moloney Securities Asset Management's MKL Position: Q3 2025 in Review

Moloney Securities Asset Management sold out of Markel Group (MKL) in Q3 2025, closing a stake of 126 shares — an estimated $252K sold.

Moloney Securities Asset Management first reported a position in MKL in Q1 2025 and held it in 2 quarters. The position peaked at $267K in Q1 2025. 851 funds tracked by Wall St. Rank hold MKL as of Q3 2025.

  • Moloney Securities Asset Management reported no remaining Markel Group position as of Q3 2025 after selling out during the quarter.
  • Moloney Securities Asset Management sold 126 Markel Group shares in Q3 2025, an estimated $252K.
  • Moloney Securities Asset Management first reported a position in Markel Group in Q1 2025 and held it in 2 quarters.
  • Moloney Securities Asset Management's Markel Group position peaked at $267K in Q1 2025.
  • 851 funds tracked by Wall St. Rank held Markel Group as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.