Salomon & Ludwin’s Markel Group MKL Stock Holding History

Salomon & Ludwin’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	$367K	Sell	193 -5	-3%	-$10.1K	0.03%	129
2025 Q4	$425K	Sell	198 -6	-3%	-$12.2K	0.04%	124
2025 Q3	$396K	Sell	204 -11	-5%	-$21.6K	0.04%	129
2025 Q2	$422K	Buy	215 +25	+13%	+$46.9K	0.04%	116
2025 Q1	$355K	Hold	190	–	–	0.04%	118
2024 Q4	$328K	Sell	190 -1	-0.5%	-$1.66K	0.03%	119
2024 Q3	$300K	Hold	191	–	–	0.03%	130
2024 Q2	$301K	Sell	191 -193	-50%	-$300K	0.03%	129
2024 Q1	$584K	Buy	384 +118	+44%	+$173K	0.05%	115
2023 Q4	$392K	Hold	266	–	–	0.04%	126
2023 Q3	$392K	Hold	266	–	–	0.04%	126
2023 Q2	$368K	Sell	266 -1	-0.4%	-$1.34K	0.04%	134
2023 Q1	$341K	Sell	267 -124	-32%	-$165K	0.04%	131
2022 Q4	$515K	Buy	391 +156	+66%	+$193K	0.07%	108
2022 Q3	$255K	Buy	+235	New	+$287K	0.04%	124
2020 Q2	–	Sell	-30	Closed	-$28K	–	164
2020 Q1	$28K	Hold	30	–	–	0.01%	120
2019 Q4	$34K	Hold	30	–	–	0.01%	126
2019 Q3	$35K	Hold	30	–	–	0.01%	109
2019 Q2	$33K	Hold	30	–	–	0.01%	109
2019 Q1	$30K	Hold	30	–	–	0.01%	112
2018 Q4	$31K	Buy	+30	New	+$32.8K	0.01%	104

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

Salomon & Ludwin's MKL Position: Q1 2026 in Review

Salomon & Ludwin reduced its Markel Group (MKL) stake by 2.5% in Q1 2026, selling an estimated $10.1K and leaving 193 shares worth $367K. The position accounts for 0.03% of the portfolio, ranked #129.

Salomon & Ludwin first reported a position in MKL in Q4 2018 and has held it in 21 quarters since. The position peaked at $584K in Q1 2024. 925 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

Salomon & Ludwin held 193 shares of Markel Group worth $367K as of Q1 2026.
Salomon & Ludwin sold 5 Markel Group shares in Q1 2026, an estimated $10.1K.
Markel Group made up 0.03% of Salomon & Ludwin's portfolio in Q1 2026, its #129 holding.
Salomon & Ludwin first reported a position in Markel Group in Q4 2018 and has held it in 21 quarters since.
Salomon & Ludwin's Markel Group position peaked at $584K in Q1 2024.
925 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.