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Apriem Advisors’s Markel Group MKL Stock Holding History

Apriem Advisors’s Portfolio MKL Stock Details MKL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-95
Closed -$204K – 195
2025
Q4 		$204K Sell
95
-14
-13% -$28.4K 0.02% 186
2025
Q3 		$208K Hold
109
– – 0.02% 186
2025
Q2 		$218K Hold
109
– – 0.02% 178
2025
Q1 		$204K Buy
+109
New +$201K 0.02% 177

Other funds holding MKL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
VLKIM
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return

Apriem Advisors's MKL Position: Q1 2026 in Review

Apriem Advisors sold out of Markel Group (MKL) in Q1 2026, closing a stake of 95 shares — an estimated $204K sold.

Apriem Advisors first reported a position in MKL in Q1 2025 and held it in 4 quarters. The position peaked at $218K in Q2 2025. 925 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

  • Apriem Advisors reported no remaining Markel Group position as of Q1 2026 after selling out during the quarter.
  • Apriem Advisors sold 95 Markel Group shares in Q1 2026, an estimated $204K.
  • Apriem Advisors first reported a position in Markel Group in Q1 2025 and held it in 4 quarters.
  • Apriem Advisors's Markel Group position peaked at $218K in Q2 2025.
  • 925 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on Apriem Advisors's 13F filing for Q1 2026, filed 15 May 2026.