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Montag & Associates’s Markel Group MKL Stock Holding History

Montag & Associates’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 		$5.5M Sell
2,876
-200
-7% -$406K 0.26% 80
2025
Q4 		$6.61M Sell
3,076
-310
-9% -$628K 0.3% 71
2025
Q3 		$6.47M Sell
3,386
-16
-0.5% -$31.4K 0.3% 77
2025
Q2 		$6.8M Sell
3,402
-82
-2% -$154K 0.33% 71
2025
Q1 		$6.51M Sell
3,484
-15
-0.4% -$27.6K 0.33% 72
2024
Q4 		$6.04M Sell
3,499
-30
-0.9% -$49.8K 0.29% 75
2024
Q3 		$5.54M Sell
3,529
-33
-0.9% -$51.6K 0.26% 87
2024
Q2 		$5.61M Hold
3,562
– – 0.28% 79
2024
Q1 		$5.42M Sell
3,562
-30
-0.8% -$44K 0.27% 89
2023
Q4 		$5.1M Sell
3,592
-49
-1% -$69.5K 0.28% 82
2023
Q3 		$5.36M Hold
3,641
– – 0.34% 72
2023
Q2 		$5.04M Buy
3,641
+20
+0.6% +$26.8K 0.31% 78
2023
Q1 		$4.63M Sell
3,621
-7
-0.2% -$9.3K 0.3% 82
2022
Q4 		$4.78M Buy
3,628
+6
+0.2% +$7.42K 0.32% 80
2022
Q3 		$3.93M Sell
3,622
-95
-3% -$116K 0.27% 89
2022
Q2 		$4.81M Sell
3,717
-473
-11% -$649K 0.31% 89
2022
Q1 		$6.18M Sell
4,190
-41
-1% -$53K 0.33% 85
2021
Q4 		$5.22M Sell
4,231
-51
-1% -$64.4K 0.26% 101
2021
Q3 		$5.12M Sell
4,282
-110
-3% -$136K 0.27% 99
2021
Q2 		$5.21M Buy
4,392
+13
+0.3% +$15.6K 0.28% 97
2021
Q1 		$4.99M Sell
4,379
-396
-8% -$427K 0.28% 100
2020
Q4 		$4.93M Buy
4,775
+121
+3% +$121K 0.3% 86
2020
Q3 		$4.53M Sell
4,654
-880
-16% -$894K 0.37% 75
2020
Q2 		$5.11M Buy
5,534
+37
+0.7% +$33.6K 0.45% 66
2020
Q1 		$5.1M Sell
5,497
-110
-2% -$126K 0.51% 55
2019
Q4 		$6.41M Sell
5,607
-58
-1% -$66.1K 0.51% 56
2019
Q3 		$6.7M Sell
5,665
-929
-14% -$1.06M 0.58% 48
2019
Q2 		$7.18M Sell
6,594
-207
-3% -$217K 0.64% 42
2019
Q1 		$6.78M Buy
6,801
+210
+3% +$213K 0.63% 40
2018
Q4 		$6.84M Buy
6,591
+26
+0.4% +$28.4K 0.74% 36
2018
Q3 		$7.8M Buy
6,565
+525
+9% +$618K 0.68% 35
2018
Q2 		$6.55M Buy
6,040
+100
+2% +$113K 0.67% 37
2018
Q1 		$6.95M Sell
5,940
-160
-3% -$180K 0.72% 35
2017
Q4 		$6.95M Buy
6,100
+13
+0.2% +$14.2K 0.67% 39
2017
Q3 		$6.5M Buy
6,087
+90
+2% +$93.1K 0.7% 37
2017
Q2 		$5.85M Sell
5,997
-443
-7% -$430K 0.66% 45
2017
Q1 		$6.29M Hold
6,440
– – 0.7% 43
2016
Q4 		$5.83M Sell
6,440
-65
-1% -$58K 0.69% 45
2016
Q3 		$6.04M Sell
6,505
-13
-0.2% -$12.1K 0.77% 38
2016
Q2 		$6.21M Buy
6,518
+20
+0.3% +$18.6K 0.82% 37
2016
Q1 		$5.79M Buy
6,498
+142
+2% +$122K 0.81% 30
2015
Q4 		$5.62M Sell
6,356
-9
-0.1% -$7.83K 0.82% 38
2015
Q3 		$5.1M Buy
6,365
+230
+4% +$195K 0.8% 43
2015
Q2 		$4.91M Sell
6,135
-152
-2% -$118K 0.72% 44
2015
Q1 		$4.83M Sell
6,287
-474
-7% -$343K 0.7% 44
2014
Q4 		$4.62M Buy
6,761
+100
+2% +$67.8K 0.69% 46
2014
Q3 		$4.24M Sell
6,661
-465
-7% -$300K 0.7% 47
2014
Q2 		$4.67M Buy
7,126
+504
+8% +$318K 0.76% 39
2014
Q1 		$3.95M Buy
6,622
+2,760
+71% +$1.57M 0.67% 50
2013
Q4 		$2.24M Buy
3,862
+12
+0.3% +$6.51K 0.39% 88
2013
Q3 		$1.99M Sell
3,850
-3,945
-51% -$2.07M 0.37% 84
2013
Q2 		$4.11M Buy
+7,795
New +$4.08M 0.84% 39

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

Montag & Associates's MKL Position: Q1 2026 in Review

Montag & Associates reduced its Markel Group (MKL) stake by 6.5% in Q1 2026, selling an estimated $406K and leaving 2,876 shares worth $5.5M. The position accounts for 0.26% of the portfolio, ranked #80.

Montag & Associates first reported a position in MKL in Q2 2013 and has held it in 52 quarters since. The position peaked at $7.8M in Q3 2018. 925 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

  • Montag & Associates held 2,876 shares of Markel Group worth $5.5M as of Q1 2026.
  • Montag & Associates sold 200 Markel Group shares in Q1 2026, an estimated $406K.
  • Markel Group made up 0.26% of Montag & Associates's portfolio in Q1 2026, its #80 holding.
  • Montag & Associates first reported a position in Markel Group in Q2 2013 and has held it in 52 quarters since.
  • Montag & Associates's Markel Group position peaked at $7.8M in Q3 2018.
  • 925 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.