SEC 13F Intelligence

Citadel Investment Advisory, Inc. / MKL

Citadel Investment Advisory, Inc.’s Markel Group Inc Position

Does Citadel Investment Advisory, Inc. own Markel Group Inc (MKL)? Yes15.2K shares worth $29M (+13.92% of its 13F portfolio) as of Q1 2026, down from 15.6K shares the prior filed quarter.

Position Value
$29M
Q1 2026
Shares
15.2K
% of Portfolio
+13.92%
Quarters Held
22
currently held

Position History MKL

Reported value by quarter
Q4 ’20: $15MQ4 ’20Q1 ’21: $16MQ2 ’21: $18MQ3 ’21: $19MQ3 ’21Q4 ’21: $20MQ1 ’22: $24MQ2 ’22: $21MQ2 ’22Q3 ’22: $18MQ4 ’22: $21MQ1 ’23: $21MQ1 ’23Q2 ’23: $22MQ3 ’23: $23MQ4 ’23: $23MQ4 ’23Q1 ’24: $24MQ2 ’24: $25MQ3 ’24: $25MQ3 ’24Q4 ’24: $28MQ1 ’25: $30MQ2 ’25: $31MQ2 ’25Q3 ’25: $30MQ4 ’25: $34MQ1 ’26: $29MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202615.2K$29M+13.92%
Q4 202515.6K$34M+14.51%
Q3 202515.5K$30M+13.60%
Q2 202515.4K$31M+14.93%
Q1 202516.0K$30M+14.69%
Q4 202415.9K$28M+14.26%
Q3 202415.9K$25M+13.12%
Q2 202415.7K$25M+14.08%
Q1 202415.7K$24M+13.49%
Q4 202315.9K$23M+13.79%
Q3 202315.8K$23M+15.27%
Q2 202315.8K$22M+14.18%
Q1 202316.1K$21M+13.96%
Q4 202216.1K$21M+14.46%
Q3 202216.2K$18M+13.36%
Q2 202216.0K$21M+14.04%
Q1 20221.6K$24M+14.08%
Q4 202116.0K$20M+11.53%
Q3 202116.0K$19M+11.86%
Q2 202115.1K$18M+11.09%
Q1 202114.3K$16M+10.64%
Q4 202014.3K$15M+10.58%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Citadel Investment Advisory, Inc.’s full portfolio or all institutional holders of MKL.