Smartleaf Asset Management’s Markel Group MKL Stock Holding History

Smartleaf Asset 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	$179K	Sell	95 -9	-9%	-$18.3K	0.01%	828
2025 Q4	$226K	Buy	104 +2	+2%	+$4.05K	0.01%	756
2025 Q3	$194K	Sell	102 -58	-36%	-$114K	0.01%	742
2025 Q2	$318K	Hold	160	–	–	0.03%	468
2025 Q1	$297K	Buy	160 +73	+84%	+$134K	0.03%	466
2024 Q4	$150K	Sell	87 -12	-12%	-$19.9K	0.02%	650
2024 Q3	$155K	Buy	99 +92	+1,314%	+$144K	0.02%	576
2024 Q2	$11.1K	Buy	7 +2	+40%	+$3.11K	﹤0.01%	1358
2024 Q1	$7.64K	Sell	5 -153	-97%	-$224K	﹤0.01%	1089
2023 Q4	$223K	Buy	+158	New	+$224K	0.06%	302

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

Smartleaf Asset Management's MKL Position: Q1 2026 in Review

Smartleaf Asset Management reduced its Markel Group (MKL) stake by 8.7% in Q1 2026, selling an estimated $18.3K and leaving 95 shares worth $179K. The position accounts for 0.01% of the portfolio, ranked #828.

Smartleaf Asset Management first reported a position in MKL in Q4 2023 and has held it in 10 quarters since. The position peaked at $318K in Q2 2025. 925 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

Smartleaf Asset Management held 95 shares of Markel Group worth $179K as of Q1 2026.
Smartleaf Asset Management sold 9 Markel Group shares in Q1 2026, an estimated $18.3K.
Markel Group made up 0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #828 holding.
Smartleaf Asset Management first reported a position in Markel Group in Q4 2023 and has held it in 10 quarters since.
Smartleaf Asset Management's Markel Group position peaked at $318K in Q2 2025.
925 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

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