Smithfield Trust’s Markel Group MKL Stock Holding History

Smithfield Trust’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	$956K	Sell	499 -28	-5%	-$56.8K	0.04%	179
2025 Q4	$1.13M	Hold	527	–	–	0.05%	148
2025 Q3	$1.01M	Hold	527	–	–	0.05%	156
2025 Q2	$1.05M	Sell	527 -5	-0.9%	-$9.38K	0.05%	151
2025 Q1	$994K	Sell	532 -50	-9%	-$92K	0.05%	148
2024 Q4	$1.01M	Hold	582	–	–	0.05%	152
2024 Q3	$912K	Hold	582	–	–	0.04%	163
2024 Q2	$918K	Sell	582 -2	-0.3%	-$3.11K	0.05%	154
2024 Q1	$888K	Sell	584 -3	-0.5%	-$4.4K	0.05%	158
2023 Q4	$834K	Hold	587	–	–	0.05%	160
2023 Q3	$866K	Sell	587 -10	-2%	-$14.6K	0.05%	143
2023 Q2	$825K	Hold	597	–	–	0.05%	150
2023 Q1	$763K	Sell	597 -37	-6%	-$49.2K	0.05%	153
2022 Q4	$835K	Hold	634	–	–	0.06%	139
2022 Q3	$686K	Sell	634 -40	-6%	-$48.8K	0.05%	147
2022 Q2	$872K	Hold	674	–	–	0.06%	129
2022 Q1	$998K	Sell	674 -20	-3%	-$25.8K	0.06%	127
2021 Q4	$853K	Sell	694 -5	-0.7%	-$6.31K	0.05%	148
2021 Q3	$838K	Hold	699	–	–	0.06%	142
2021 Q2	$829K	Sell	699 -34	-5%	-$40.8K	0.05%	145
2021 Q1	$836K	Sell	733 -105	-13%	-$113K	0.06%	143
2020 Q4	$866K	Buy	838 +19	+2%	+$18.9K	0.06%	136
2020 Q3	$798K	Sell	819 -28	-3%	-$28.4K	0.07%	134
2020 Q2	$782K	Sell	847 -49	-5%	-$44.5K	0.07%	128
2020 Q1	$831K	Sell	896 -48	-5%	-$54.9K	0.09%	115
2019 Q4	$1.08M	Buy	944 +424	+82%	+$483K	0.1%	114
2019 Q3	$614K	Sell	520 -11	-2%	-$12.5K	0.06%	145
2019 Q2	$578K	Sell	531 -48	-8%	-$50.3K	0.06%	143
2019 Q1	$576K	Sell	579 -3	-0.5%	-$3.05K	0.06%	141
2018 Q4	$604K	Sell	582 -26	-4%	-$28.4K	0.07%	128
2018 Q3	$723K	Hold	608	–	–	0.08%	131
2018 Q2	$659K	Sell	608 -26	-4%	-$29.4K	0.08%	129
2018 Q1	$742K	Sell	634 -16	-2%	-$18K	0.09%	117
2017 Q4	$741K	Sell	650 -3	-0.5%	-$3.28K	0.09%	126
2017 Q3	$698K	Sell	653 -12	-2%	-$12.4K	0.09%	126
2017 Q2	$649K	Buy	665 +12	+2%	+$11.6K	0.1%	128
2017 Q1	$638K	Sell	653 -72	-10%	-$68K	0.1%	127
2016 Q4	$656K	Hold	725	–	–	0.11%	123
2016 Q3	$673K	Hold	725	–	–	0.12%	109
2016 Q2	$690K	Sell	725 -90	-11%	-$83.8K	0.13%	111
2016 Q1	$726K	Sell	815 -210	-20%	-$181K	0.14%	102
2015 Q4	$906K	Sell	1,025 -35	-3%	-$30.5K	0.19%	75
2015 Q3	$850K	Sell	1,060 -120	-10%	-$102K	0.18%	81
2015 Q2	$945K	Sell	1,180 -120	-9%	-$93.3K	0.19%	85
2015 Q1	$1M	Sell	1,300 -225	-15%	-$163K	0.2%	80
2014 Q4	$1.04M	Sell	1,525 -170	-10%	-$115K	0.22%	76
2014 Q3	$1.08M	Sell	1,695 -10	-0.6%	-$6.45K	0.22%	80
2014 Q2	$1.12M	Hold	1,705	–	–	0.22%	84
2014 Q1	$1.02M	Sell	1,705 -50	-3%	-$28.5K	0.2%	93
2013 Q4	$1.02M	Sell	1,755 -105	-6%	-$57K	0.21%	92
2013 Q3	$963K	Hold	1,860	–	–	0.22%	91
2013 Q2	$980K	Buy	+1,860	New	+$974K	0.23%	90

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

Smithfield Trust's MKL Position: Q1 2026 in Review

Smithfield Trust reduced its Markel Group (MKL) stake by 5.3% in Q1 2026, selling an estimated $56.8K and leaving 499 shares worth $956K. The position accounts for 0.04% of the portfolio, ranked #179.

Smithfield Trust first reported a position in MKL in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.13M in Q4 2025. 925 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

Smithfield Trust held 499 shares of Markel Group worth $956K as of Q1 2026.
Smithfield Trust sold 28 Markel Group shares in Q1 2026, an estimated $56.8K.
Markel Group made up 0.04% of Smithfield Trust's portfolio in Q1 2026, its #179 holding.
Smithfield Trust first reported a position in Markel Group in Q2 2013 and has held it in 52 quarters since.
Smithfield Trust's Markel Group position peaked at $1.13M in Q4 2025.
925 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on Smithfield Trust's 13F filing for Q1 2026, filed 8 May 2026.