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Ray Dalio’s MKL Holdings & Trades

First Buy
Q1 2020
Duration Held
12 Quarters
Largest Add
Q4 2025
+2,016 Shares
Current Position
2,016 Shares
$4.33 M Value

Ray Dalio's MKL Position Overview

Ray Dalio (via Bridgewater Associates, Lp) currently holds 2,016 shares of Markel Group Inc. (MKL) worth $4.33 M, representing 0.02% of the portfolio. First purchased in 2020-Q1, this medium-term investment has been held for 12 quarters.

Based on 13F filings, Ray Dalio has maintained a strategic position in MKL, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2025, adding 2,016 shares. Largest reduction occurred in Q1 2023, reducing 4,474 shares.

Analysis based on 13F filings available since 2013 Q2

Ray Dalio's Markel Group (MKL) Holding Value Over Time

Track share changes against reported price movement

Quarterly Markel Group (MKL) Trades by Ray Dalio

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q1 2020 +752 New Buy 752 $928.19
Q2 2020 -249 Reduce 33.11% 503 $922.47
Q3 2020 -503 Sold Out 0 $0.00
Q4 2021 +1,237 New Buy 1,237 $1233.63
Q1 2022 +1,172 Add 94.75% 2,409 $1475.30
Q2 2022 +912 Add 37.86% 3,321 $1293.29
Q3 2022 -371 Reduce 11.17% 2,950 $1084.07
Q4 2022 +1,524 Add 51.66% 4,474 $1317.49
Q1 2023 -4,474 Sold Out 0 $0.00
Q2 2024 +159 New Buy 159 $1575.66
Q3 2024 -159 Sold Out 0 $0.00
Q4 2025 +2,016 New Buy 2,016 $2149.65

Ray Dalio's Markel Group Investment FAQs

Ray Dalio first purchased Markel Group Inc. (MKL) in Q1 2020, acquiring 752 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Ray Dalio has held Markel Group Inc. (MKL) for 12 quarters since Q1 2020.

Ray Dalio's largest addition to Markel Group Inc. (MKL) was in Q4 2025, adding 2,016 shares worth $4.33 M.

According to the latest 13F filing for Q4 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 2,016 shares of Markel Group Inc. (MKL), valued at approximately $4.33 M.

As of the Q4 2025 filing, Markel Group Inc. (MKL) represents approximately 0.02% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.

Ray Dalio's peak holding in Markel Group Inc. (MKL) was 4,474 shares, as reported at the end of Q4 2022.