Kennondale Capital Management LLC MKL MARKEL GROUP INC

Ownership history in Kennondale Capital Management LLC  ·  6 quarters on record

AI Ownership Summary

Kennondale Capital Management LLC reported MARKEL GROUP INC (MKL) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 2.99% in 2025 Q2. The latest visible filing shows MKL at 2.02% 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 Kennondale Capital Management LLC'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
2026 Q1

MKL was reported at 2.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.99% 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 Q4 to 2026 Q1

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 Kennondale Capital Management LLC held MKL — position size vs. price
% of Fund (quarterly)    MKL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 1,465 0% 2.02% $2.8M 2026-05-12 $1833.22
2025 Q4 UNCHANGED 1,465 0% 2.32% $3.1M 2026-02-13 $2061.88
2025 Q3 UNCHANGED 1,465 0% 2.14% $2.8M 2025-11-12 $2091.91
2025 Q2 UNCHANGED 1,465 0% 2.99% $2.9M 2025-08-13 $1962.60
2025 Q1 REDUCED 90.5% +6.8% 1,465 -13,919 -90.5% 2.99% $2.7M 2025-05-06 $1874.43
2024 Q4 INITIATED 15,384 2.22% $2.0M 2025-02-10 $1990.63

FAQ About Kennondale Capital Management LLC and MKL

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

How long has Kennondale Capital Management LLC reported owning MKL?

Kennondale Capital Management LLC reported MKL across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported MKL position in Kennondale Capital Management LLC's portfolio?

The largest reported portfolio weight for MKL was 2.99% in 2025 Q2.

What is the latest reported MKL position on this page?

The most recent filing on this page is 2026 Q1, when Kennondale Capital Management LLC reported 1,465 shares, equal to 2.02% of portfolio, with an estimated market value of $2.8M.

What does the chart on this MKL ownership page compare?

The chart compares Kennondale Capital Management LLC'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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