UBS Group
MKL icon

UBS Group’s Markel Group MKL Stock Holding History

UBS Group’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
Q2 		– Sell
-1,500
Closed -$2.8M – 10622
2025
Q1 		$2.8M Sell
1,500
-21,300
-93% -$39.2M ﹤0.01% 4392
2024
Q4 		$39.4M Buy
+22,800
New +$37.8M 0.01% 1671
2015
Q1 		– Sell
-500
Closed -$341K – 9128
2014
Q4 		$341K Buy
+500
New +$339K ﹤0.01% 4549

Other funds holding MKL

BlackRock
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
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
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
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

UBS Group's MKL Position: Q1 2026 in Review

UBS Group increased its Markel Group (MKL) stake by 66% in Q1 2026, buying an estimated $42.7M and bringing the position to 52,739 shares worth $101M. The position accounts for 0.02% of the portfolio, ranked #1037.

UBS Group first reported a position in MKL in Q4 2014 and has held it in 46 quarters since. The position peaked at $192M in Q4 2024. 925 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

  • UBS Group held 52,739 shares of Markel Group worth $101M as of Q1 2026.
  • UBS Group bought 21,048 Markel Group shares in Q1 2026, an estimated $42.7M.
  • Markel Group made up 0.02% of UBS Group's portfolio in Q1 2026, its #1037 holding.
  • UBS Group first reported a position in Markel Group in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Markel Group position peaked at $192M in Q4 2024.
  • 925 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.