Calamos Wealth Management’s Markel Group MKL Stock Holding History

Calamos Wealth 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	$769K	Hold	402	–	–	0.03%	241
2025 Q4	$864K	Buy	402 +2	+0.5%	+$4.05K	0.03%	206
2025 Q3	$765K	Hold	400	–	–	0.03%	213
2025 Q2	$799K	Hold	400	–	–	0.03%	196
2025 Q1	$748K	Hold	400	–	–	0.04%	180
2024 Q4	$690K	Hold	400	–	–	0.03%	184
2024 Q3	$627K	Hold	400	–	–	0.03%	199
2024 Q2	$630K	Sell	400 -100	-20%	-$155K	0.03%	181
2024 Q1	$761K	Hold	500	–	–	0.04%	171
2023 Q4	$710K	Hold	500	–	–	0.04%	165
2023 Q3	$736K	Hold	500	–	–	0.06%	164
2023 Q2	$692K	Hold	500	–	–	0.05%	173
2023 Q1	$639K	Hold	500	–	–	0.05%	175
2022 Q4	$659K	Hold	500	–	–	0.05%	176
2022 Q3	$542K	Hold	500	–	–	0.05%	184
2022 Q2	$647K	Hold	500	–	–	0.06%	173
2022 Q1	$738K	Hold	500	–	–	0.06%	186
2021 Q4	$617K	Buy	+500	New	+$631K	0.05%	209

Other funds holding MKL

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 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 New York $19.5B AUM 17.33% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Calamos Wealth Management's MKL Position: Q1 2026 in Review

Calamos Wealth Management held its Markel Group (MKL) position steady in Q1 2026 at 402 shares worth $769K. The position accounts for 0.03% of the portfolio, ranked #241.

Calamos Wealth Management first reported a position in MKL in Q4 2021 and has held it in 18 quarters since. The position peaked at $864K in Q4 2025. 925 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

Calamos Wealth Management held 402 shares of Markel Group worth $769K as of Q1 2026.
Calamos Wealth Management left its Markel Group share count unchanged in Q1 2026.
Markel Group made up 0.03% of Calamos Wealth Management's portfolio in Q1 2026, its #241 holding.
Calamos Wealth Management first reported a position in Markel Group in Q4 2021 and has held it in 18 quarters since.
Calamos Wealth Management's Markel Group position peaked at $864K in Q4 2025.
925 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on Calamos Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.