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West Family Investments’s Markel Group MKL Stock Holding History

West Family Investments’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
Q3 		– Sell
-121
Closed -$242K – 393
2025
Q2 		$242K Buy
121
+10
+9% +$18.8K 0.06% 302
2025
Q1 		$208K Buy
+111
New +$204K 0.08% 238

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $21.8B AUM 23.45% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

West Family Investments's MKL Position: Q3 2025 in Review

West Family Investments sold out of Markel Group (MKL) in Q3 2025, closing a stake of 121 shares — an estimated $242K sold.

West Family Investments first reported a position in MKL in Q1 2025 and held it in 2 quarters. The position peaked at $242K in Q2 2025. 852 funds tracked by Wall St. Rank hold MKL as of Q3 2025.

  • West Family Investments reported no remaining Markel Group position as of Q3 2025 after selling out during the quarter.
  • West Family Investments sold 121 Markel Group shares in Q3 2025, an estimated $242K.
  • West Family Investments first reported a position in Markel Group in Q1 2025 and held it in 2 quarters.
  • West Family Investments's Markel Group position peaked at $242K in Q2 2025.
  • 852 funds tracked by Wall St. Rank held Markel Group as of Q3 2025.

Based on West Family Investments's 13F filing for Q3 2025, filed 12 Nov 2025.