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Joel Greenblatt’s MKL Holdings & Trades

First Buy
Q2 2019
Duration Held
20 Quarters
Largest Add
Q3 2025
+4,625 Shares
Current Position
6,185 Shares
$13.3 M Value

Joel Greenblatt's MKL Position Overview

Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 6,185 shares of Markel Group Inc. (MKL) worth $13.3 M, representing 0.05% of the portfolio. First purchased in 2019-Q2, this medium-term investment has been held for 20 quarters.

Based on 13F filings, Joel Greenblatt has maintained a strategic position in MKL, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2025, adding 4,625 shares. Largest reduction occurred in Q4 2019, reducing 331 shares.

Analysis based on 13F filings available since 2013 Q2

Joel Greenblatt's Markel Group (MKL) Holding Value Over Time

Track share changes against reported price movement

Quarterly Markel Group (MKL) Trades by Joel Greenblatt

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q4 2025 +64 Add 1.05% 6,185 $2149.65
Q3 2025 +4,625 Add 309.16% 6,121 $1911.36
Q2 2025 -83 Reduce 5.26% 1,496 $1997.36
Q1 2025 +563 Add 55.41% 1,579 $1869.61
Q4 2024 +53 Add 5.50% 1,016 $1726.23
Q3 2024 -138 Reduce 12.53% 963 $1568.58
Q2 2024 +584 Add 112.96% 1,101 $1575.66
Q1 2024 +40 Add 8.39% 517 $1521.48
Q4 2023 -18 Reduce 3.64% 477 $1419.90
Q3 2023 +495 New Buy 495 $1472.49
Q3 2021 -325 Sold Out 0 $0.00
Q2 2021 -2 Reduce 0.61% 325 $1187.69
Q1 2021 +80 Add 32.39% 327 $1140.67
Q4 2020 -23 Reduce 8.52% 247 $1032.39
Q3 2020 -18 Reduce 6.25% 270 $974.07
Q2 2020 -31 Reduce 9.72% 288 $923.61
Q1 2020 +319 New Buy 319 $927.90
Q4 2019 -331 Sold Out 0 $0.00
Q3 2019 +97 Add 41.45% 331 $1181.27
Q2 2019 +234 New Buy 234 $1089.74

Joel Greenblatt's Markel Group Investment FAQs

Joel Greenblatt first purchased Markel Group Inc. (MKL) in Q2 2019, acquiring 234 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Joel Greenblatt has held Markel Group Inc. (MKL) for 20 quarters since Q2 2019.

Joel Greenblatt's largest addition to Markel Group Inc. (MKL) was in Q3 2025, adding 6,121 shares worth $11.7 M.

According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 6,185 shares of Markel Group Inc. (MKL), valued at approximately $13.3 M.

As of the Q4 2025 filing, Markel Group Inc. (MKL) represents approximately 0.05% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.

Joel Greenblatt's peak holding in Markel Group Inc. (MKL) was 6,185 shares, as reported at the end of Q4 2025.