Tucker Asset Management’s Markel Group MKL Stock Holding History

Tucker Asset 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	-130	Closed	-$248K	–	1083
2025 Q3	$248K	Hold	130	–	–	0.07%	90
2025 Q2	$260K	Hold	130	–	–	0.08%	76
2025 Q1	$243K	Hold	130	–	–	0.08%	67
2024 Q4	$224K	Hold	130	–	–	0.02%	121
2024 Q3	$204K	Hold	130	–	–	0.05%	144
2024 Q2	$205K	Hold	130	–	–	0.04%	161
2024 Q1	$198K	Sell	130 -3	-2%	-$4.4K	0.05%	174
2023 Q4	$189K	Hold	133	–	–	0.05%	154
2023 Q3	$196K	Hold	133	–	–	0.05%	137
2023 Q2	$184K	Buy	133 +3	+2%	+$4.02K	0.05%	111
2023 Q1	$166K	Sell	130 -5	-4%	-$6.64K	0.05%	95
2022 Q4	$179K	Hold	135	–	–	0.06%	59
2022 Q3	$163K	Buy	135 +130	+2,600%	+$159K	0.05%	52
2022 Q2	$6.47K	Hold	5	–	–	﹤0.01%	302
2022 Q1	$7.38K	Hold	5	–	–	﹤0.01%	272
2021 Q4	$6.15K	Hold	5	–	–	﹤0.01%	289
2021 Q3	$6.57K	Buy	+5	New	+$6.17K	﹤0.01%	219

Other funds holding MKL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Tucker Asset Management's MKL Position: Q4 2025 in Review

Tucker Asset Management sold out of Markel Group (MKL) in Q4 2025, closing a stake of 130 shares — an estimated $248K sold.

Tucker Asset Management first reported a position in MKL in Q3 2021 and held it in 17 quarters. The position peaked at $260K in Q2 2025. 918 funds tracked by Wall St. Rank hold MKL as of Q4 2025.

Tucker Asset Management reported no remaining Markel Group position as of Q4 2025 after selling out during the quarter.
Tucker Asset Management sold 130 Markel Group shares in Q4 2025, an estimated $248K.
Tucker Asset Management first reported a position in Markel Group in Q3 2021 and held it in 17 quarters.
Tucker Asset Management's Markel Group position peaked at $260K in Q2 2025.
918 funds tracked by Wall St. Rank held Markel Group as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.