Southeast Asset Advisors’s Markel Group MKL Stock Holding History

Southeast Asset 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	$4.82M	Sell	2,520 -51	-2%	-$104K	0.53%	29
2025 Q4	$5.53M	Sell	2,571 -4	-0.2%	-$8.1K	0.52%	33
2025 Q3	$4.92M	Buy	2,575 +545	+27%	+$1.07M	0.54%	32
2025 Q2	$4.05M	Buy	2,030 +627	+45%	+$1.18M	0.48%	34
2025 Q1	$2.62M	Buy	1,403 +587	+72%	+$1.08M	0.32%	46
2024 Q4	$1.41M	Hold	816	–	–	0.17%	71
2024 Q3	$1.28M	Sell	816 -340	-29%	-$532K	0.14%	77
2024 Q2	$1.82M	Hold	1,156	–	–	0.22%	60
2024 Q1	$1.76M	Buy	1,156 +512	+80%	+$751K	0.21%	62
2023 Q4	$914K	Hold	644	–	–	0.12%	88
2023 Q3	$948K	Buy	+644	New	+$943K	0.13%	81
2015 Q4	–	Sell	-325	Closed	-$261K	–	99
2015 Q3	$261K	Sell	325 -378	-54%	-$320K	0.1%	72
2015 Q2	$563K	Sell	703 -10	-1%	-$7.78K	0.2%	54
2015 Q1	$548K	Sell	713 -60	-8%	-$43.4K	0.19%	53
2014 Q4	$528K	Sell	773 -693	-47%	-$470K	0.19%	55
2014 Q3	$933K	Sell	1,466 -609	-29%	-$393K	0.36%	41
2014 Q2	$1.36M	Hold	2,075	–	–	0.51%	26
2014 Q1	$1.24M	Sell	2,075 -724	-26%	-$412K	0.48%	28
2013 Q4	$1.62M	Sell	2,799 -147	-5%	-$79.8K	0.64%	28
2013 Q3	$1.52M	Buy	2,946 +40	+1%	+$21K	0.66%	28
2013 Q2	$1.53M	Buy	+2,906	New	+$1.52M	0.7%	25

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

Southeast Asset Advisors's MKL Position: Q1 2026 in Review

Southeast Asset Advisors reduced its Markel Group (MKL) stake by 2% in Q1 2026, selling an estimated $104K and leaving 2,520 shares worth $4.82M. The position accounts for 0.53% of the portfolio, ranked #29.

Southeast Asset Advisors first reported a position in MKL in Q2 2013 and has held it in 21 quarters since. The position peaked at $5.53M in Q4 2025. 926 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

Southeast Asset Advisors held 2,520 shares of Markel Group worth $4.82M as of Q1 2026.
Southeast Asset Advisors sold 51 Markel Group shares in Q1 2026, an estimated $104K.
Markel Group made up 0.53% of Southeast Asset Advisors's portfolio in Q1 2026, its #29 holding.
Southeast Asset Advisors first reported a position in Markel Group in Q2 2013 and has held it in 21 quarters since.
Southeast Asset Advisors's Markel Group position peaked at $5.53M in Q4 2025.
926 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on Southeast Asset Advisors's 13F filing for Q1 2026, filed 13 May 2026.