Madison Avenue Partners, LP — MARKEL GROUP, INC MKL: Quarterly 13F Position History
Madison Avenue Partners, LP has reported MARKEL GROUP, INC (MKL) on 5 13F-HR filings in Pactolio's tracked window, first appearing in Q1 2025. As of Q1 2026, the position is sized at 87,889 shares ($168.2M market value, 7.32% of the equity book).
- 87,889Shares Held (Latest Filing)
- $168.2MReported Market Value (Latest Filing)
- 7.32%Portfolio Weight (% of 13F Equity Book)
- 0Quarter-over-Quarter Share Change
- -$20.7MQuarter-over-Quarter Value Change
- 91,357Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 5 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 87,889 | 0 | — | $168.2M | 7.32% | $1914.07 |
| Q4 2025 | 87,889 | +3,579 | +4.2% | $188.9M | 8.12% | $2149.65 |
| Q3 2025 | 84,310 | 0 | — | $161.1M | 9.62% | $1911.36 |
| Q2 2025 | 84,310 | 7,047 | -7.7% | $168.4M | 11.24% | $1997.36 |
| Q1 2025 | 91,357 | — | — | $170.8M | 14.50% | $1869.61 |
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, not 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 5 reported quarters within Pactolio's tracked window.
What was Madison Avenue Partners, LP's most recent quarter-over-quarter share-count change in MKL?
Madison Avenue Partners, LP held the same 87,889 shares of MKL between Q4 2025 and Q1 2026 — the reported share count was unchanged quarter-over-quarter.
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.