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Summit Trail Advisors’s Markel Group MKL Stock Holding History

Summit Trail 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 		$1.33M Buy
693
+3
+0.4% +$6.09K 0.02% 793
2025
Q4 		$1.48M Sell
690
-65
-9% -$132K 0.03% 597
2025
Q3 		$1.44M Sell
755
-84
-10% -$165K 0.02% 620
2025
Q2 		$1.68M Buy
+839
New +$1.57M 0.03% 310
2018
Q2 		– Sell
-195
Closed -$225K – 589
2018
Q1 		$225K Buy
195
+1
+0.5% +$1.13K 0.04% 347
2017
Q4 		$217K Buy
+194
New +$212K 0.03% 401

Other funds holding MKL

BlackRock
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
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
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
VLKIM
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return

Summit Trail Advisors's MKL Position: Q1 2026 in Review

Summit Trail Advisors increased its Markel Group (MKL) stake by 0.43% in Q1 2026, buying an estimated $6.09K and bringing the position to 693 shares worth $1.33M. The position accounts for 0.02% of the portfolio, ranked #793.

Summit Trail Advisors first reported a position in MKL in Q4 2017 and has held it in 6 quarters since. The position peaked at $1.68M in Q2 2025. 925 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

  • Summit Trail Advisors held 693 shares of Markel Group worth $1.33M as of Q1 2026.
  • Summit Trail Advisors bought 3 Markel Group shares in Q1 2026, an estimated $6.09K.
  • Markel Group made up 0.02% of Summit Trail Advisors's portfolio in Q1 2026, its #793 holding.
  • Summit Trail Advisors first reported a position in Markel Group in Q4 2017 and has held it in 6 quarters since.
  • Summit Trail Advisors's Markel Group position peaked at $1.68M in Q2 2025.
  • 925 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.