CP
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Camelot Portfolios’s Markel Group MKL Stock Holding History

Camelot Portfolios’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
-45
Closed -$96.7K – 405
2025
Q4 		$96.7K Buy
+45
New +$91.2K 0.06% 247
2024
Q3 		– Sell
-65
Closed -$102K – 393
2024
Q2 		$102K Buy
+65
New +$101K 0.06% 243
2021
Q4 		– Sell
-175
Closed -$209K – 263
2021
Q3 		$209K Hold
175
– – 0.11% 201
2021
Q2 		$208K Buy
+175
New +$210K 0.08% 219
2020
Q1 		– Sell
-180
Closed -$206K – 233
2019
Q4 		$206K Hold
180
– – 0.09% 212
2019
Q3 		$213K Buy
+180
New +$205K 0.1% 201

Other funds holding MKL

BlackRock
BlackRock New York $5.7T 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 $18.8B 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