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Rockbridge Capital Management’s Markel Group MKL Stock Holding History

Rockbridge 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 		$18M Buy
9,389
+392
+4% +$796K 12.07% 1
2025
Q4 		$19.3M Hold
8,997
– – 11.68% 1
2025
Q3 		$17.2M Sell
8,997
-557
-6% -$1.09M 10.15% 4
2025
Q2 		$19.1M Sell
9,554
-38
-0.4% -$71.3K 10.86% 2
2025
Q1 		$17.9M Sell
9,592
-4,794
-33% -$8.82M 10.97% 2
2024
Q4 		$24.8M Buy
+14,386
New +$23.9M 14.12% 1

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

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

Rockbridge Capital Management increased its Markel Group (MKL) stake by 4.4% in Q1 2026, buying an estimated $796K and bringing the position to 9,389 shares worth $18M. The position accounts for 12.07% of the portfolio, ranked #1.

Rockbridge Capital Management first reported a position in MKL in Q4 2024 and has held it in 6 quarters since. The position peaked at $24.8M in Q4 2024. 925 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

  • Rockbridge Capital Management held 9,389 shares of Markel Group worth $18M as of Q1 2026.
  • Rockbridge Capital Management bought 392 Markel Group shares in Q1 2026, an estimated $796K.
  • Markel Group made up 12.07% of Rockbridge Capital Management's portfolio in Q1 2026, its #1 holding.
  • Rockbridge Capital Management first reported a position in Markel Group in Q4 2024 and has held it in 6 quarters since.
  • Rockbridge Capital Management's Markel Group position peaked at $24.8M in Q4 2024.
  • 925 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on Rockbridge Capital Management's 13F filing for Q1 2026, filed 15 May 2026.