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Simon Quick Advisors’s Markel Group MKL Stock Holding History

Simon Quick 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
2025
Q4 		– Sell
-384
Closed -$734K – 421
2025
Q3 		$734K Buy
384
+85
+28% +$167K 0.03% 221
2025
Q2 		$597K Buy
299
+88
+42% +$165K 0.03% 229
2025
Q1 		$394K Buy
+211
New +$388K 0.02% 357
2020
Q4 		– Sell
-7
Closed -$7K – 506
2020
Q3 		$7K Buy
+7
New +$7.11K ﹤0.01% 350
2020
Q1 		– Sell
-4
Closed -$5K – 623
2019
Q4 		$5K Buy
4
+2
+100% +$2.28K ﹤0.01% 492
2019
Q3 		$2K Hold
2
– – ﹤0.01% 347
2019
Q2 		$2.18K Buy
+2
New +$2.1K ﹤0.01% 361
2017
Q1 		– Sell
-760
Closed -$687K – 364
2016
Q4 		$687K Buy
+760
New +$678K 0.51% 39

Other funds holding MKL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Simon Quick Advisors's MKL Position: Q4 2025 in Review

Simon Quick Advisors sold out of Markel Group (MKL) in Q4 2025, closing a stake of 384 shares — an estimated $734K sold.

Simon Quick Advisors first reported a position in MKL in Q4 2016 and held it in 8 quarters. The position peaked at $734K in Q3 2025. 921 funds tracked by Wall St. Rank hold MKL as of Q4 2025.

  • Simon Quick Advisors reported no remaining Markel Group position as of Q4 2025 after selling out during the quarter.
  • Simon Quick Advisors sold 384 Markel Group shares in Q4 2025, an estimated $734K.
  • Simon Quick Advisors first reported a position in Markel Group in Q4 2016 and held it in 8 quarters.
  • Simon Quick Advisors's Markel Group position peaked at $734K in Q3 2025.
  • 921 funds tracked by Wall St. Rank held Markel Group as of Q4 2025.

Based on Simon Quick Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.