Roberts, Glore & Co’s Markel Group MKL Stock Holding History

Roberts, Glore & Co’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	$232K	Buy	121 +3	+3%	+$6.09K	0.06%	198
2025 Q4	$254K	Hold	118	–	–	0.07%	191
2025 Q3	$226K	Hold	118	–	–	0.06%	200
2025 Q2	$236K	Hold	118	–	–	0.07%	183
2025 Q1	$221K	Hold	118	–	–	0.07%	189
2024 Q4	$204K	Buy	+118	New	+$196K	0.06%	202

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

Roberts, Glore & Co's MKL Position: Q1 2026 in Review

Roberts, Glore & Co increased its Markel Group (MKL) stake by 2.5% in Q1 2026, buying an estimated $6.09K and bringing the position to 121 shares worth $232K. The position accounts for 0.06% of the portfolio, ranked #198.

Roberts, Glore & Co first reported a position in MKL in Q4 2024 and has held it in 6 quarters since. The position peaked at $254K in Q4 2025. 925 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

Roberts, Glore & Co held 121 shares of Markel Group worth $232K as of Q1 2026.
Roberts, Glore & Co bought 3 Markel Group shares in Q1 2026, an estimated $6.09K.
Markel Group made up 0.06% of Roberts, Glore & Co's portfolio in Q1 2026, its #198 holding.
Roberts, Glore & Co first reported a position in Markel Group in Q4 2024 and has held it in 6 quarters since.
Roberts, Glore & Co's Markel Group position peaked at $254K in Q4 2025.
925 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on Roberts, Glore & Co's 13F filing for Q1 2026, filed 4 May 2026.