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Regency Capital Management’s Markel Group MKL Stock Holding History

Regency Capital 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
2026
Q1 		$12.8M Sell
6,667
-59
-0.9% -$120K 5.71% 4
2025
Q4 		$14.5M Sell
6,726
-99
-1% -$201K 6.01% 2
2025
Q3 		$13M Buy
6,825
+18
+0.3% +$35.3K 6.2% 2
2025
Q2 		$13.6M Sell
6,807
-35
-0.5% -$65.6K 7.13% 3
2025
Q1 		$12.8M Sell
6,842
-105
-2% -$193K 7.64% 3
2024
Q4 		$12M Buy
6,947
+324
+5% +$538K 6.49% 3
2024
Q3 		$10.4M Buy
6,623
+319
+5% +$499K 5.71% 3
2024
Q2 		$9.93M Buy
6,304
+306
+5% +$475K 6.39% 3
2024
Q1 		$9.13M Buy
5,998
+288
+5% +$422K 5.81% 4
2023
Q4 		$8.11M Buy
5,710
+2,343
+70% +$3.32M 5.45% 3
2023
Q3 		$4.96M Buy
3,367
+229
+7% +$335K 4.21% 8
2023
Q2 		$4.34M Buy
3,138
+1,335
+74% +$1.79M 3.77% 10
2023
Q1 		$2.3M Buy
+1,803
New +$2.4M 2.79% 14
2022
Q4 		– Sell
-2,109
Closed -$2.29M – 35
2022
Q3 		$2.29M Buy
2,109
+2,097
+17,475% +$2.56M 2.8% 15
2022
Q2 		$16K Sell
12
-2,701
-100% -$3.71M 0.02% 69
2022
Q1 		$4M Buy
2,713
+2,450
+932% +$3.16M 2.91% 11
2021
Q4 		$325K Buy
263
+241
+1,095% +$304K 0.21% 55
2021
Q3 		$26K Hold
22
– – 0.02% 97
2021
Q2 		$26K Sell
22
-3
-12% -$3.6K 0.02% 90
2021
Q1 		$28K Buy
+25
New +$27K 0.03% 100

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

Regency Capital Management's MKL Position: Q1 2026 in Review

Regency Capital Management reduced its Markel Group (MKL) stake by 0.88% in Q1 2026, selling an estimated $120K and leaving 6,667 shares worth $12.8M. The position accounts for 5.71% of the portfolio, ranked #4.

Regency Capital Management first reported a position in MKL in Q1 2021 and has held it in 20 quarters since. The position peaked at $14.5M in Q4 2025. 927 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

  • Regency Capital Management held 6,667 shares of Markel Group worth $12.8M as of Q1 2026.
  • Regency Capital Management sold 59 Markel Group shares in Q1 2026, an estimated $120K.
  • Markel Group made up 5.71% of Regency Capital Management's portfolio in Q1 2026, its #4 holding.
  • Regency Capital Management first reported a position in Markel Group in Q1 2021 and has held it in 20 quarters since.
  • Regency Capital Management's Markel Group position peaked at $14.5M in Q4 2025.
  • 927 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on Regency Capital Management's 13F filing for Q1 2026, filed 5 May 2026.