Tactive Advisors, LLC MKL — MARKEL GROUP INC

Ownership history in Tactive Advisors, LLC  ·  5 quarters on record

AI Ownership Summary

Tactive Advisors, LLC reported MARKEL GROUP INC (MKL) in 5 quarterly 13F filings from 2025 Q2 through 2026 Q2. Peak portfolio weight reached 0.51% in 2025 Q4. The latest visible filing shows MKL at 0.45% 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.

What this MKL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Tactive Advisors, LLC's position in MARKEL GROUP INC, 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
2026 Q2

MKL was reported at 0.45% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.51% 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
2025 Q2 to 2026 Q2

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 Tactive Advisors, LLC fund profile Tactive Advisors, LLC full holdings
How Tactive Advisors, LLC 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 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 941 +55 +6.2% 0.45% $1.8M 2026-07-09 $1949.44
2026 Q1 ADDED — — — 886 +72 +8.8% 0.48% $1.7M 2026-04-16 $1968.13
2025 Q4 ADDED — — — 814 +47 +6.1% 0.51% $1.7M 2026-01-09 $2132.84
2025 Q3 ADDED — — — 767 +203 +36.0% 0.41% $1.5M 2025-10-14 $1956.12
2025 Q2 INITIATED — — — 564 — — 0.36% $1.1M 2025-08-18 $1922.36

🏢 Other funds also holding MKL

As of 2026 Q2 — sorted by position size

STEGINSKY CAPITAL LLC 3Y 7Y 13.31% Luma Capital S.A. - SPF 12.25% Lincoln Capital LLC 3Y 7Y 6.21% Salvus Wealth Management, LLC 3Y 1.45% Chemistry Wealth Management LLC 3Y 0.99% NEVILLE RODIE & SHAW INC 3Y 7Y 0.31% HARBOR INVESTMENT ADVISORY, LLC 3Y 0.3% Victrix Investment Advisors 0.25% Parisi Gray Wealth Management 3Y 7Y 0.24% Sage Capital Advisors,llc 3Y 7Y 0.2%

FAQ About Tactive Advisors, LLC and MKL

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

How long has Tactive Advisors, LLC reported owning MKL?

Tactive Advisors, LLC reported MKL across 5 quarterly 13F filings, from 2025 Q2 through 2026 Q2.

What was the largest reported MKL position in Tactive Advisors, LLC's portfolio?

The largest reported portfolio weight for MKL was 0.51% in 2025 Q4.

What is the latest reported MKL position on this page?

The most recent filing on this page is 2026 Q2, when Tactive Advisors, LLC reported 941 shares, equal to 0.45% of portfolio, with an estimated market value of $1.8M.

What does the chart on this MKL ownership page compare?

The chart compares Tactive Advisors, LLC'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 Tactive Advisors, LLC time their MKL position?

Based on 13F filing dates vs. subsequent MKL price moves, Tactive Advisors, LLC correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on MKL relative to SPY over the holding period was +2146.5%.

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