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Tortoise Investment Management’s Markel Group MKL Stock Holding History

Tortoise Investment Management’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
Q4 		– Sell
-2
Closed -$3.82K – 951
2025
Q3 		$3.82K Hold
2
– – ﹤0.01% 741
2025
Q2 		$4K Buy
2
+1
+100% +$1.88K ﹤0.01% 684
2025
Q1 		$1.87K Hold
1
– – ﹤0.01% 717
2024
Q4 		$1.73K Hold
1
– – ﹤0.01% 768
2024
Q3 		$1.57K Sell
1
-1
-50% -$1.56K ﹤0.01% 786
2024
Q2 		$3.15K Hold
2
– – ﹤0.01% 723
2024
Q1 		$3.04K Buy
+2
New +$2.93K ﹤0.01% 719
2015
Q2 		– Sell
-3
Closed -$2K – 439
2015
Q1 		$2K Buy
+3
New +$2.17K ﹤0.01% 385

Other funds holding MKL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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 $23.3B AUM 26.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Tortoise Investment Management's MKL Position: Q4 2025 in Review

Tortoise Investment Management sold out of Markel Group (MKL) in Q4 2025, closing a stake of 2 shares — an estimated $3.82K sold.

Tortoise Investment Management first reported a position in MKL in Q1 2015 and held it in 8 quarters. The position peaked at $4K in Q2 2025. 920 funds tracked by Wall St. Rank hold MKL as of Q4 2025.

  • Tortoise Investment Management reported no remaining Markel Group position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 2 Markel Group shares in Q4 2025, an estimated $3.82K.
  • Tortoise Investment Management first reported a position in Markel Group in Q1 2015 and held it in 8 quarters.
  • Tortoise Investment Management's Markel Group position peaked at $4K in Q2 2025.
  • 920 funds tracked by Wall St. Rank held Markel Group as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.