Carmel Capital Partners’s Markel Group MKL Stock Holding History

Carmel Capital Partners’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	$1.12M	Buy	585 +102	+21%	+$207K	0.4%	62
2025 Q4	$1.04M	Buy	483 +2	+0.4%	+$4.05K	0.36%	63
2025 Q3	$919K	Sell	481 -70	-13%	-$137K	0.39%	61
2025 Q2	$1.1M	Buy	551 +15	+3%	+$28.1K	0.39%	61
2025 Q1	$1M	Hold	536	–	–	0.39%	60
2024 Q4	$925K	Sell	536 -2	-0.4%	-$3.32K	0.37%	59
2024 Q3	$844K	Sell	538 -51	-9%	-$79.8K	0.33%	62
2024 Q2	$928K	Buy	589 +5	+0.9%	+$7.76K	0.39%	56
2024 Q1	$889K	Buy	584 +2	+0.3%	+$2.93K	0.37%	53
2023 Q4	$826K	Buy	582 +62	+12%	+$88K	0.42%	54
2023 Q3	$766K	Sell	520 -64	-11%	-$93.7K	0.34%	63
2023 Q2	$808K	Hold	584	–	–	0.42%	54
2023 Q1	$746K	Buy	584 +49	+9%	+$65.1K	0.44%	54
2022 Q4	$705K	Hold	535	–	–	0.49%	51
2022 Q3	$580K	Buy	535 +47	+10%	+$57.3K	0.56%	50
2022 Q2	$631K	Buy	488 +44	+10%	+$60.4K	0.59%	54
2022 Q1	$655K	Hold	444	–	–	0.55%	54
2021 Q4	$548K	Buy	+444	New	+$560K	0.41%	59

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

Carmel Capital Partners's MKL Position: Q1 2026 in Review

Carmel Capital Partners increased its Markel Group (MKL) stake by 21% in Q1 2026, buying an estimated $207K and bringing the position to 585 shares worth $1.12M. The position accounts for 0.4% of the portfolio, ranked #62.

Carmel Capital Partners first reported a position in MKL in Q4 2021 and has held it in 18 quarters since. 925 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

Carmel Capital Partners held 585 shares of Markel Group worth $1.12M as of Q1 2026.
Carmel Capital Partners bought 102 Markel Group shares in Q1 2026, an estimated $207K.
Markel Group made up 0.4% of Carmel Capital Partners's portfolio in Q1 2026, its #62 holding.
Carmel Capital Partners first reported a position in Markel Group in Q4 2021 and has held it in 18 quarters since.
925 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on Carmel Capital Partners's 13F filing for Q1 2026, filed 30 Apr 2026.