Richard Bernstein Advisors’s Markel Group MKL Stock Holding History

Richard Bernstein Advisors’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 Q4	–	Sell	-1,751	Closed	-$3.35M	–	197
2025 Q3	$3.35M	Sell	1,751 -1,764	-50%	-$3.46M	0.1%	41
2025 Q2	$7.02M	Hold	3,515	–	–	0.17%	43
2025 Q1	$6.57M	Sell	3,515 -173	-5%	-$318K	0.16%	44
2024 Q4	$6.37M	Hold	3,688	–	–	0.14%	49
2024 Q3	$5.78M	Buy	3,688 +1,850	+101%	+$2.9M	0.12%	58
2024 Q2	$2.9M	Hold	1,838	–	–	0.06%	161
2024 Q1	$2.8M	Hold	1,838	–	–	0.06%	176
2023 Q4	$2.61M	Buy	1,838 +2	+0.1%	+$2.84K	0.06%	165
2023 Q3	$2.7M	Buy	+1,836	New	+$2.69M	0.06%	154
2021 Q4	–	Sell	-483	Closed	-$577K	–	297
2021 Q3	$577K	Hold	483	–	–	0.01%	284
2021 Q2	$573K	Hold	483	–	–	0.01%	282
2021 Q1	$550K	Hold	483	–	–	0.01%	291
2020 Q4	$499K	Hold	483	–	–	0.01%	269
2020 Q3	$470K	Hold	483	–	–	0.01%	231
2020 Q2	$445K	Buy	+483	New	+$439K	0.01%	230
2018 Q2	–	Sell	-357	Closed	-$418K	–	353
2018 Q1	$418K	Hold	357	–	–	0.01%	274
2017 Q4	$407K	Buy	+357	New	+$390K	0.02%	245

Other funds holding MKL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Richard Bernstein Advisors's MKL Position: Q4 2025 in Review

Richard Bernstein Advisors sold out of Markel Group (MKL) in Q4 2025, closing a stake of 1,751 shares — an estimated $3.35M sold.

Richard Bernstein Advisors first reported a position in MKL in Q4 2017 and held it in 17 quarters. The position peaked at $7.02M in Q2 2025. 918 funds tracked by Wall St. Rank hold MKL as of Q4 2025.

Richard Bernstein Advisors reported no remaining Markel Group position as of Q4 2025 after selling out during the quarter.
Richard Bernstein Advisors sold 1,751 Markel Group shares in Q4 2025, an estimated $3.35M.
Richard Bernstein Advisors first reported a position in Markel Group in Q4 2017 and held it in 17 quarters.
Richard Bernstein Advisors's Markel Group position peaked at $7.02M in Q2 2025.
918 funds tracked by Wall St. Rank held Markel Group as of Q4 2025.

Based on Richard Bernstein Advisors's 13F filing for Q4 2025, filed 3 Feb 2026.