Seneca House Advisors’s Markel Group MKL Stock Holding History

Seneca House 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
2026 Q1	$15.4M	Buy	8,054 +408	+5%	+$828K	6.13%	3
2025 Q4	$16.4M	Sell	7,646 -15	-0.2%	-$30.4K	6.15%	3
2025 Q3	$14.6M	Buy	7,661 +595	+8%	+$1.17M	5.92%	4
2025 Q2	$14.1M	Buy	7,066 +347	+5%	+$651K	6.01%	3
2025 Q1	$12.6M	Buy	6,719 +466	+7%	+$857K	5.35%	3
2024 Q4	$10.8M	Buy	6,253 +157	+3%	+$261K	4.29%	5
2024 Q3	$9.56M	Buy	6,096 +377	+7%	+$590K	4.03%	6
2024 Q2	$9.01M	Buy	5,719 +254	+5%	+$394K	3.91%	6
2024 Q1	$8.31M	Buy	5,465 +321	+6%	+$471K	3.62%	9
2023 Q4	$7.3M	Buy	5,144 +458	+10%	+$650K	3.38%	13
2023 Q3	$6.86M	Buy	4,686 +100	+2%	+$146K	3.57%	8
2023 Q2	$6.34M	Buy	4,586 +877	+24%	+$1.18M	3.16%	12
2023 Q1	$4.74M	Buy	3,709 +176	+5%	+$234K	2.46%	16
2022 Q4	$4.65M	Buy	3,533 +1,507	+74%	+$1.86M	2.57%	13
2022 Q3	$2.2M	Buy	2,026 +231	+13%	+$282K	1.63%	20
2022 Q2	$2.32M	Buy	1,795 +69	+4%	+$94.7K	1.52%	22
2022 Q1	$2.55M	Buy	1,726 +497	+40%	+$642K	1.34%	23
2021 Q4	$1.52M	Buy	1,229 +855	+229%	+$1.08M	0.8%	34
2021 Q3	$447K	Buy	+374	New	+$461K	0.27%	62

Other funds holding MKL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Select Equity Group

Select Equity Group New York $18.8B 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 Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return