Tsai Capital’s Markel Group MKL Stock Holding History

Tsai Capital’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	–	Sell	-3,520	Closed	-$7.57M	–	22
2025 Q4	$7.57M	Sell	3,520 -46	-1%	-$93.2K	5.15%	6
2025 Q3	$6.82M	Buy	3,566 +1,152	+48%	+$2.26M	4.75%	5
2025 Q2	$4.82M	Sell	2,414 -621	-20%	-$1.16M	3.54%	5
2025 Q1	$5.67M	Buy	3,035 +429	+16%	+$789K	4.67%	4
2024 Q4	$4.5M	Sell	2,606 -221	-8%	-$367K	3.27%	7
2024 Q3	$4.43M	Buy	2,827 +2,024	+252%	+$3.17M	3.6%	9
2024 Q2	$1.27M	Buy	803 +254	+46%	+$394K	1.25%	22
2024 Q1	$835K	Buy	+549	New	+$805K	0.86%	21

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

Tsai Capital's MKL Position: Q1 2026 in Review

Tsai Capital sold out of Markel Group (MKL) in Q1 2026, closing a stake of 3,520 shares — an estimated $7.57M sold.

Tsai Capital first reported a position in MKL in Q1 2024 and held it in 8 quarters. The position peaked at $7.57M in Q4 2025. 925 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

Tsai Capital reported no remaining Markel Group position as of Q1 2026 after selling out during the quarter.
Tsai Capital sold 3,520 Markel Group shares in Q1 2026, an estimated $7.57M.
Tsai Capital first reported a position in Markel Group in Q1 2024 and held it in 8 quarters.
Tsai Capital's Markel Group position peaked at $7.57M in Q4 2025.
925 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on Tsai Capital's 13F filing for Q1 2026, filed 14 May 2026.