Select Equity Group, L.P. MKL — MARKEL CORP MKL

Ownership history in Select Equity Group, L.P.  ·  22 quarters on record

AI Ownership Summary

Select Equity Group, L.P. reported MARKEL CORP MKL (MKL) in 22 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 3.96% in 2025 Q4. The latest visible filing shows MKL at 3.96% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MKL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Select Equity Group, L.P.'s position in MARKEL CORP MKL, 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 Q4

MKL was reported at 3.96% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.96% in 2025 Q4

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

Time in book
Holding Window
2024 Q1 to 2025 Q4

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.

MKL stock page Select Equity Group, L.P. fund profile Select Equity Group, L.P. full holdings
How Select Equity Group, L.P. 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)
2025 Q4 ADDED — — — 427,882 +45,150 +11.8% 3.96% $919.8M 2026-02-14 (Est.) $2061.88
2025 Q3 ADDED — — — 382,732 +46,363 +13.8% 3.01% $731.5M 2025-11-14 $2060.74
2025 Q2 ADDED — — — 336,369 +145,146 +75.9% 2.82% $671.8M 2025-08-14 $1954.15
2025 Q1 ADDED — — — 191,223 +178,561 +1410.2% 1.54% $357.5M 2025-05-15 $1900.33
2024 Q2 REDUCED 76.0% -0.5% ✅ 12,662 -40,126 -76.0% 0.08% $20.0M 2024-08-14 $1536.66
2024 Q1 ADDED — — — 52,788 +40,455 +328.0% 0.28% $80.3M 2024-05-15 $1637.38
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding MKL

As of 2026 Q1 — sorted by position size

Citadel Investment Advisory, Inc. 3Y 13.92% STEGINSKY CAPITAL LLC 3Y 7Y 13.56% Capco Asset Management, LLC 3Y 7Y 13.49% Luma Capital S.A. - SPF 12.95% BANYAN CAPITAL MANAGEMENT, INC. 3Y 7Y 9.12% Lafayette Investments, Inc. 3Y 7Y 7.71% Chapman Investment Management, LLC 3Y 7.52% Lincoln Capital LLC 3Y 7Y 6.59% Seneca House Advisors 3Y 7Y 6.13% Regency Capital Management Inc.\DE 3Y 5.71%

FAQ About Select Equity Group, L.P. and MKL

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

How long has Select Equity Group, L.P. reported owning MKL?

Select Equity Group, L.P. reported MKL across 6 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported MKL position in Select Equity Group, L.P.'s portfolio?

The largest reported portfolio weight for MKL was 3.96% in 2025 Q4.

What is the latest reported MKL position on this page?

The most recent filing on this page is 2025 Q4, when Select Equity Group, L.P. reported 427,882 shares, equal to 3.96% of portfolio, with an estimated market value of $919.8M.

What does the chart on this MKL ownership page compare?

The chart compares Select Equity Group, L.P.'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.

How well did Select Equity Group, L.P. time their MKL position?

Based on 13F filing dates vs. subsequent MKL price moves, Select Equity Group, L.P. correctly timed 9 out of 21 reported position changes (43%).

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