Patriot Investment Management Group’s Markel Group MKL Stock Holding History

Patriot Investment Management Group’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	–	Sell	-102	Closed	-$219K	–	241
2025 Q4	$219K	Buy	+102	New	+$207K	0.01%	231
2025 Q3	–	Sell	-102	Closed	-$204K	–	245
2025 Q2	$204K	Buy	+102	New	+$191K	0.01%	240
2022 Q4	–	Sell	-198	Closed	-$214K	–	411
2022 Q3	$214K	Hold	198	–	–	0.02%	227
2022 Q2	$256K	Hold	198	–	–	0.03%	220
2022 Q1	$292K	Hold	198	–	–	0.03%	222
2021 Q4	$244K	Hold	198	–	–	0.02%	228
2021 Q3	$236K	Hold	198	–	–	0.02%	226
2021 Q2	$234K	Buy	+198	New	+$237K	0.02%	223
2020 Q3	–	Sell	-3	Closed	-$2.77K	–	476
2020 Q2	$2.77K	Buy	+3	New	+$2.73K	﹤0.01%	609

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

Patriot Investment Management Group's MKL Position: Q1 2026 in Review

Patriot Investment Management Group sold out of Markel Group (MKL) in Q1 2026, closing a stake of 102 shares — an estimated $219K sold.

Patriot Investment Management Group first reported a position in MKL in Q2 2020 and held it in 9 quarters. The position peaked at $292K in Q1 2022. 926 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

Patriot Investment Management Group reported no remaining Markel Group position as of Q1 2026 after selling out during the quarter.
Patriot Investment Management Group sold 102 Markel Group shares in Q1 2026, an estimated $219K.
Patriot Investment Management Group first reported a position in Markel Group in Q2 2020 and held it in 9 quarters.
Patriot Investment Management Group's Markel Group position peaked at $292K in Q1 2022.
926 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on Patriot Investment Management Group's 13F filing for Q1 2026, filed 14 Apr 2026.