Madison Avenue Partners, LP: MARKEL GROUP INC (MKL): Quarterly 13F Position History
As of Q2 2026, Madison Avenue Partners, LP reported 112,325 shares of MARKEL GROUP INC (MKL), worth $219.4M and representing 9.4% of its 13F equity book. Quarter-over-quarter share count change: + 24,436 (+27.8%) . The position first appeared in Q1 2025 and has been disclosed across 6 13F-HR filings in Pactolio's tracked window.
- 112,325Shares Held (Latest Filing)
- $219.4MReported Market Value (Latest Filing)
- 9.4%Portfolio Weight (% of 13F Equity Book)
- +24,436Quarter-over-Quarter Share Change
- +$51.1MQuarter-over-Quarter Value Change
- 112,325Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 6 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 112,325 | +24,436 | +27.8% | $219.4M | 9.4% | $1953.0 |
| Q1 2026 | 87,889 | 0 | – | $168.2M | 7.3% | $1914.1 |
| Q4 2025 | 87,889 | +3,579 | +4.2% | $188.9M | 8.1% | $2149.7 |
| Q3 2025 | 84,310 | 0 | – | $161.1M | 9.6% | $1911.4 |
| Q2 2025 | 84,310 | 7,047 | -7.7% | $168.4M | 11.2% | $1997.4 |
| Q1 2025 | 91,357 | – | – | $170.8M | 14.5% | $1869.6 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares, a quarter-end mark rather than the manager's cost basis. See the full methodology document for the normalization rules.
When did Madison Avenue Partners, LP first disclose a MKL position in 13F-HR filings?
Madison Avenue Partners, LP first reported MARKEL GROUP INC (MKL) on its 13F-HR filing for the period ending 2025-03-31 (Q1 2025). The position has appeared on 6 reported quarters within Pactolio's tracked window.
What was Madison Avenue Partners, LP's most recent quarter-over-quarter share-count change in MKL?
Between Q1 2026 and Q2 2026, Madison Avenue Partners, LP added 24,436 shares of MKL (+27.8%), bringing the total reported position to 112,325 shares at a market value of $219.4M.
Does the implied price-per-share represent Madison Avenue Partners, LP's cost basis in MKL?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.