Sunbelt Securities’s Markel Group MKL Stock Holding History

Sunbelt Securities’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	$2.51M	Buy	1,313 +15	+1%	+$30.4K	0.16%	117
2025 Q4	$2.79M	Hold	1,298	–	–	0.19%	98
2025 Q3	$2.48M	Buy	1,298 +1,130	+673%	+$2.22M	0.17%	107
2025 Q2	$290K	Hold	168	–	–	0.03%	492
2025 Q1	$314K	Hold	168	–	–	0.03%	445
2024 Q4	$290K	Sell	168 -4	-2%	-$6.64K	0.03%	495
2024 Q3	$270K	Buy	172 +19	+12%	+$29.7K	0.03%	512
2024 Q2	$241K	Hold	153	–	–	0.02%	508
2024 Q1	$233K	Sell	153 -2	-1%	-$2.93K	0.03%	496
2023 Q4	$220K	Sell	155 -41	-21%	-$58.2K	0.03%	467
2023 Q3	$289K	Buy	196 +190	+3,167%	+$278K	0.04%	415
2023 Q2	$8.3K	Buy	6 +2	+50%	+$2.68K	﹤0.01%	1222
2023 Q1	$5.05K	Buy	+4	New	+$5.31K	﹤0.01%	1297
2020 Q1	–	Sell	-3,242	Closed	-$3.65M	–	545
2019 Q4	$3.65M	Buy	3,242 +12	+0.4%	+$13.7K	0.38%	56
2019 Q3	$3.82M	Buy	+3,230	New	+$3.67M	0.43%	52
2016 Q2	–	Sell	-499	Closed	-$445K	–	103
2016 Q1	$445K	Hold	499	–	–	0.65%	37
2015 Q4	$441K	Hold	499	–	–	0.62%	33
2015 Q3	$400K	Buy	499 +47	+10%	+$39.8K	0.54%	43
2015 Q2	$362K	Buy	+452	New	+$352K	0.5%	44

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

Sunbelt Securities's MKL Position: Q1 2026 in Review

Sunbelt Securities increased its Markel Group (MKL) stake by 1.2% in Q1 2026, buying an estimated $30.4K and bringing the position to 1,313 shares worth $2.51M. The position accounts for 0.16% of the portfolio, ranked #117.

Sunbelt Securities first reported a position in MKL in Q2 2015 and has held it in 19 quarters since. The position peaked at $3.82M in Q3 2019. 925 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

Sunbelt Securities held 1,313 shares of Markel Group worth $2.51M as of Q1 2026.
Sunbelt Securities bought 15 Markel Group shares in Q1 2026, an estimated $30.4K.
Markel Group made up 0.16% of Sunbelt Securities's portfolio in Q1 2026, its #117 holding.
Sunbelt Securities first reported a position in Markel Group in Q2 2015 and has held it in 19 quarters since.
Sunbelt Securities's Markel Group position peaked at $3.82M in Q3 2019.
925 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.