SFG
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Sather Financial Group’s Markel Group MKL Stock Holding History

Sather Financial Group’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 		$52.7M Buy
27,537
+59
+0.2% +$120K 3.24% 10
2025
Q4 		$59.1M Sell
27,478
-276
-1% -$559K 3.18% 11
2025
Q3 		$53M Buy
27,754
+1,265
+5% +$2.48M 2.88% 13
2025
Q2 		$52.9M Buy
26,489
+157
+0.6% +$294K 3.11% 15
2025
Q1 		$49.2M Sell
26,332
-2,079
-7% -$3.82M 3.21% 14
2024
Q4 		$49M Sell
28,411
-55
-0.2% -$91.3K 3.07% 14
2024
Q3 		$44.7M Buy
28,466
+173
+0.6% +$271K 2.87% 16
2024
Q2 		$44.6M Buy
28,293
+2,085
+8% +$3.24M 3.09% 14
2024
Q1 		$39.9M Buy
26,208
+269
+1% +$394K 2.86% 17
2023
Q4 		$36.8M Buy
25,939
+209
+0.8% +$297K 2.72% 18
2023
Q3 		$37.9M Buy
25,730
+336
+1% +$492K 3.15% 14
2023
Q2 		$35.1M Buy
25,394
+980
+4% +$1.31M 2.81% 17
2023
Q1 		$31.2M Sell
24,414
-160
-0.7% -$213K 2.71% 17
2022
Q4 		$32.4M Buy
24,574
+152
+0.6% +$188K 2.66% 14
2022
Q3 		$26.5M Sell
24,422
-874
-3% -$1.07M 2.92% 17
2022
Q2 		$32.7M Sell
25,296
-569
-2% -$781K 3.39% 13
2022
Q1 		$38.2M Sell
25,865
-596
-2% -$770K 3.3% 12
2021
Q4 		$32.7M Buy
26,461
+783
+3% +$988K 2.83% 17
2021
Q3 		$30.7M Buy
25,678
+182
+0.7% +$224K 3.13% 17
2021
Q2 		$30.3M Buy
25,496
+2,734
+12% +$3.28M 3.18% 17
2021
Q1 		$25.9M Buy
22,762
+122
+0.5% +$132K 3.02% 19
2020
Q4 		$23.4M Sell
22,640
-6,425
-22% -$6.4M 3.02% 19
2020
Q3 		$28.3M Buy
29,065
+199
+0.7% +$202K 4.51% 9
2020
Q2 		$26.6M Buy
28,866
+5,548
+24% +$5.04M 4.57% 7
2020
Q1 		$21.6M Buy
23,318
+3,641
+19% +$4.16M 4.23% 9
2019
Q4 		$22.5M Buy
19,677
+855
+5% +$974K 3.52% 14
2019
Q3 		$22.2M Buy
18,822
+820
+5% +$932K 4.04% 12
2019
Q2 		$19.6M Buy
18,002
+92
+0.5% +$96.4K 3.72% 14
2019
Q1 		$17.8M Buy
17,910
+2,898
+19% +$2.94M 3.61% 13
2018
Q4 		$15.6M Buy
15,012
+112
+0.8% +$122K 3.39% 13
2018
Q3 		$17.7M Buy
14,900
+190
+1% +$224K 3.56% 12
2018
Q2 		$16M Buy
14,710
+199
+1% +$225K 3.53% 9
2018
Q1 		$17M Sell
14,511
-9
-0.1% -$10.1K 3.97% 6
2017
Q4 		$16.5M Buy
14,520
+55
+0.4% +$60.1K 4.13% 5
2017
Q3 		$15.4M Buy
14,465
+1,090
+8% +$1.13M 4.23% 6
2017
Q2 		$13.1M Sell
13,375
-15
-0.1% -$14.6K 3.77% 6
2017
Q1 		$13.1M Sell
13,390
-65
-0.5% -$61.4K 4.08% 5
2016
Q4 		$12.2M Sell
13,455
-5
-0% -$4.46K 4.21% 6
2016
Q3 		$12.5M Sell
13,460
-28
-0.2% -$26.1K 4.78% 4
2016
Q2 		$12.9M Buy
13,488
+86
+0.6% +$80.1K 4.99% 2
2016
Q1 		$11.9M Sell
13,402
-89
-0.7% -$76.5K 4.81% 2
2015
Q4 		$11.9M Buy
13,491
+85
+0.6% +$74K 5% 3
2015
Q3 		$10.8M Buy
13,406
+335
+3% +$283K 4.37% 4
2015
Q2 		$10.5M Sell
13,071
-5
-0% -$3.89K 4.43% 4
2015
Q1 		$10.1M Buy
13,076
+50
+0.4% +$36.1K 4.4% 4
2014
Q4 		$8.89M Buy
13,026
+3,825
+42% +$2.59M 4.02% 5
2014
Q3 		$5.85M Buy
9,201
+3,105
+51% +$2M 2.65% 15
2014
Q2 		$4M Buy
+6,096
New +$3.84M 2.08% 27

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

Sather Financial Group's MKL Position: Q1 2026 in Review

Sather Financial Group increased its Markel Group (MKL) stake by 0.21% in Q1 2026, buying an estimated $120K and bringing the position to 27,537 shares worth $52.7M. The position accounts for 3.24% of the portfolio, ranked #10.

Sather Financial Group first reported a position in MKL in Q2 2014 and has held it in 48 quarters since. The position peaked at $59.1M in Q4 2025. 925 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

  • Sather Financial Group held 27,537 shares of Markel Group worth $52.7M as of Q1 2026.
  • Sather Financial Group bought 59 Markel Group shares in Q1 2026, an estimated $120K.
  • Markel Group made up 3.24% of Sather Financial Group's portfolio in Q1 2026, its #10 holding.
  • Sather Financial Group first reported a position in Markel Group in Q2 2014 and has held it in 48 quarters since.
  • Sather Financial Group's Markel Group position peaked at $59.1M in Q4 2025.
  • 925 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on Sather Financial Group's 13F filing for Q1 2026, filed 29 Apr 2026.