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Summit Global Investments’s Markel Group MKL Stock Holding History

Summit Global Investments’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
Q3 		– Sell
-517
Closed -$1.03M – 524
2025
Q2 		$1.03M Sell
517
-4
-0.8% -$7.5K 0.06% 199
2025
Q1 		$974K Buy
+521
New +$959K 0.07% 171
2024
Q4 		– Sell
-463
Closed -$726K – 603
2024
Q3 		$726K Buy
+463
New +$725K 0.05% 299
2024
Q1 		– Sell
-209
Closed -$297K – 567
2023
Q4 		$297K Hold
209
– – 0.02% 433
2023
Q3 		$308K Sell
209
-3
-1% -$4.39K 0.02% 420
2023
Q2 		$293K Hold
212
– – 0.02% 431
2023
Q1 		$271K Hold
212
– – 0.02% 446
2022
Q4 		$279K Buy
+212
New +$262K 0.02% 406

Other funds holding MKL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
State Street
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Summit Global Investments's MKL Position: Q3 2025 in Review

Summit Global Investments sold out of Markel Group (MKL) in Q3 2025, closing a stake of 517 shares — an estimated $1.03M sold.

Summit Global Investments first reported a position in MKL in Q4 2022 and held it in 8 quarters. The position peaked at $1.03M in Q2 2025. 851 funds tracked by Wall St. Rank hold MKL as of Q3 2025.

  • Summit Global Investments reported no remaining Markel Group position as of Q3 2025 after selling out during the quarter.
  • Summit Global Investments sold 517 Markel Group shares in Q3 2025, an estimated $1.03M.
  • Summit Global Investments first reported a position in Markel Group in Q4 2022 and held it in 8 quarters.
  • Summit Global Investments's Markel Group position peaked at $1.03M in Q2 2025.
  • 851 funds tracked by Wall St. Rank held Markel Group as of Q3 2025.

Based on Summit Global Investments's 13F filing for Q3 2025, filed 3 Nov 2025.