Bellevue Asset Management’s Markel Group MKL Stock Holding History

Bellevue Asset Management’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	-2	Closed	-$4.3K	–	450
2025 Q4	$4.3K	Hold	2	–	–	﹤0.01%	358
2025 Q3	$3.82K	Hold	2	–	–	﹤0.01%	372
2025 Q2	$3.99K	Hold	2	–	–	﹤0.01%	365
2025 Q1	$3.74K	Hold	2	–	–	﹤0.01%	358
2024 Q4	$3.45K	Hold	2	–	–	﹤0.01%	395
2024 Q3	$3.14K	Hold	2	–	–	﹤0.01%	370
2024 Q2	$3.15K	Hold	2	–	–	﹤0.01%	363
2024 Q1	$3.04K	Hold	2	–	–	﹤0.01%	367
2023 Q4	$2.84K	Hold	2	–	–	﹤0.01%	366
2023 Q3	$2.94K	Hold	2	–	–	﹤0.01%	347
2023 Q2	$2.77K	Hold	2	–	–	﹤0.01%	371
2023 Q1	$2.55K	Hold	2	–	–	﹤0.01%	382
2022 Q4	$2.62K	Hold	2	–	–	﹤0.01%	367
2022 Q3	$2K	Hold	2	–	–	﹤0.01%	417
2022 Q2	$3K	Hold	2	–	–	﹤0.01%	365
2022 Q1	$3K	Hold	2	–	–	﹤0.01%	407
2021 Q4	$2K	Hold	2	–	–	﹤0.01%	502
2021 Q3	$2K	Hold	2	–	–	﹤0.01%	529
2021 Q2	$2K	Hold	2	–	–	﹤0.01%	534
2021 Q1	$2K	Sell	2 -1	-33%	-$1.08K	﹤0.01%	584
2020 Q4	$3K	Hold	3	–	–	﹤0.01%	529
2020 Q3	$3K	Hold	3	–	–	﹤0.01%	491
2020 Q2	$3K	Hold	3	–	–	﹤0.01%	487
2020 Q1	$3K	Hold	3	–	–	﹤0.01%	459
2019 Q4	$3K	Buy	+3	New	+$3.42K	﹤0.01%	395

Other funds holding MKL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

VLKIM

Van Lanschot Kempen Investment Management Amsterdam, Netherlands $13.1B AUM 19.56% 1-Year Est. Return

Bellevue Asset Management's MKL Position: Q1 2026 in Review

Bellevue Asset Management sold out of Markel Group (MKL) in Q1 2026, closing a stake of 2 shares — an estimated $4.3K sold.

Bellevue Asset Management first reported a position in MKL in Q4 2019 and held it in 25 quarters. The position peaked at $4.3K in Q4 2025. 929 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

Bellevue Asset Management reported no remaining Markel Group position as of Q1 2026 after selling out during the quarter.
Bellevue Asset Management sold 2 Markel Group shares in Q1 2026, an estimated $4.3K.
Bellevue Asset Management first reported a position in Markel Group in Q4 2019 and held it in 25 quarters.
Bellevue Asset Management's Markel Group position peaked at $4.3K in Q4 2025.
929 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on Bellevue Asset Management's 13F filing for Q1 2026, filed 24 Apr 2026.