MKL β€” MARKEL GROUP INC

Ownership history in AlTi Global, Inc.  Β·  5 quarters on record

AI Ownership Summary

AlTi Global, Inc. reported MARKEL GROUP INC (MKL) in 5 quarterly 13F filings from 2024 Q3 through 2025 Q3. Peak portfolio weight reached 0.01% in 2025 Q2. The latest visible filing shows MKL at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MKL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was AlTi Global, Inc.'s position in MARKEL GROUP INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

MKL was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How AlTi Global, Inc. held MKL β€” position size vs. price
% of Fund (quarterly)    MKL price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 256 -10 -3.8% 0.01% $489K 2025-11-06 $2009.26
2025 Q2 UNCHANGED 266 β€” 0% 0.01% $531K 2025-07-31 $2008.29
2025 Q1 REDUCED 266 -1 -0.4% 0.01% $497K 2025-05-15 $1900.33
2024 Q4 UNCHANGED 267 β€” 0% 0.01% $461K 2025-02-14 $1868.01
2024 Q3 INITIATED 267 β€” β€” 0.01% $419K 2024-11-14 $1710.03

FAQ About AlTi Global, Inc. and MKL

These are the practical questions this page is built to answer before you even open the full history table.

How long has AlTi Global, Inc. reported owning MKL?

AlTi Global, Inc. reported MKL across 5 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported MKL position in AlTi Global, Inc.'s portfolio?

The largest reported portfolio weight for MKL was 0.01% in 2025 Q2.

What is the latest reported MKL position on this page?

The most recent filing on this page is 2025 Q3, when AlTi Global, Inc. reported 256 shares, equal to 0.01% of portfolio, with an estimated market value of $489K.

What does the chart on this MKL ownership page compare?

The chart compares AlTi Global, Inc.'s quarterly MKL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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