TwinBeech Capital’s Markel Group MKL Stock Holding History

TwinBeech 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	$563K	Buy	294 +149	+103%	+$302K	0.06%	338
2025 Q4	$312K	Buy	145 +33	+29%	+$66.9K	0.02%	472
2025 Q3	$214K	Buy	+112	New	+$220K	0.01%	519
2025 Q2	–	Sell	-8,293	Closed	-$15.5M	–	869
2025 Q1	$15.5M	Buy	+8,293	New	+$15.3M	0.28%	107
2024 Q4	–	Sell	-4,216	Closed	-$6.61M	–	810
2024 Q3	$6.61M	Buy	+4,216	New	+$6.6M	0.13%	193
2022 Q4	–	Sell	-1,487	Closed	-$1.61M	–	842
2022 Q3	$1.61M	Buy	+1,487	New	+$1.81M	0.04%	386
2022 Q1	–	Sell	-3,138	Closed	-$3.87M	–	653
2021 Q4	$3.87M	Buy	+3,138	New	+$3.96M	0.22%	131
2021 Q3	–	Sell	-283	Closed	-$336K	–	694
2021 Q2	$336K	Buy	+283	New	+$339K	0.04%	358

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

TwinBeech Capital's MKL Position: Q1 2026 in Review

TwinBeech Capital increased its Markel Group (MKL) stake by 103% in Q1 2026, buying an estimated $302K and bringing the position to 294 shares worth $563K. The position accounts for 0.06% of the portfolio, ranked #338.

TwinBeech Capital first reported a position in MKL in Q2 2021 and has held it in 8 quarters since. The position peaked at $15.5M in Q1 2025. 925 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

TwinBeech Capital held 294 shares of Markel Group worth $563K as of Q1 2026.
TwinBeech Capital bought 149 Markel Group shares in Q1 2026, an estimated $302K.
Markel Group made up 0.06% of TwinBeech Capital's portfolio in Q1 2026, its #338 holding.
TwinBeech Capital first reported a position in Markel Group in Q2 2021 and has held it in 8 quarters since.
TwinBeech Capital's Markel Group position peaked at $15.5M in Q1 2025.
925 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on TwinBeech Capital's 13F filing for Q1 2026, filed 15 May 2026.