CIBC Private Wealth Group
MKL icon

CIBC Private Wealth Group’s Markel Group MKL Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$608K Buy
283
+6
+2% +$12.2K ﹤0.01% 824
2025
Q3 		$529K Buy
277
+27
+11% +$52.9K ﹤0.01% 848
2025
Q2 		$499K Sell
250
-25
-9% -$46.9K ﹤0.01% 837
2025
Q1 		$462K Buy
275
+161
+141% +$296K ﹤0.01% 832
2024
Q4 		$195K Sell
114
-2,365
-95% -$3.92M ﹤0.01% 1166
2024
Q3 		$3.89M Sell
2,479
-634
-20% -$992K 0.01% 469
2024
Q2 		$4.83M Sell
3,113
-5,668
-65% -$8.8M 0.01% 408
2024
Q1 		$13.2M Buy
8,781
+5,686
+184% +$8.34M 0.03% 303
2023
Q4 		$4.39M Buy
3,095
+9
+0.3% +$12.8K 0.01% 407
2023
Q3 		$4.54M Buy
3,086
+69
+2% +$101K 0.01% 390
2023
Q2 		$4.17M Hold
3,017
– – 0.01% 419
2023
Q1 		$3.85M Buy
+3,017
New +$4.01M 0.01% 424
2022
Q4 		– Sell
-3,046
Closed -$3.3M – 910
2022
Q3 		$3.3M Hold
3,046
– – 0.01% 412
2022
Q2 		$3.94M Buy
3,046
+39
+1% +$53.5K 0.01% 394
2022
Q1 		$4.44M Sell
3,007
-242
-7% -$313K 0.01% 408
2021
Q4 		$4.01M Buy
3,249
+2,071
+176% +$2.61M 0.01% 431
2021
Q3 		$1.41M Buy
1,178
+8
+0.7% +$9.86K ﹤0.01% 559
2021
Q2 		$1.39M Buy
1,170
+500
+75% +$599K ﹤0.01% 592
2021
Q1 		$764K Buy
670
+1
+0.1% +$1.08K ﹤0.01% 723
2020
Q4 		$691K Hold
669
– – ﹤0.01% 708
2020
Q3 		$651K Buy
+669
New +$680K ﹤0.01% 643
2018
Q3 		– Sell
-108
Closed -$117K – 1410
2018
Q2 		$117K Hold
108
– – ﹤0.01% 1001
2018
Q1 		$126K Sell
108
-575
-84% -$647K ﹤0.01% 987
2017
Q4 		$778K Buy
+683
New +$747K ﹤0.01% 697

Other funds holding MKL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CIBC Private Wealth Group's MKL Position: Q4 2025 in Review

CIBC Private Wealth Group increased its Markel Group (MKL) stake by 2.2% in Q4 2025, buying an estimated $12.2K and bringing the position to 283 shares worth $608K. The position accounts for ﹤0.01% of the portfolio, ranked #824.

CIBC Private Wealth Group first reported a position in MKL in Q4 2017 and has held it in 24 quarters since. The position peaked at $13.2M in Q1 2024. 918 funds tracked by Wall St. Rank hold MKL as of Q4 2025.

  • CIBC Private Wealth Group held 283 shares of Markel Group worth $608K as of Q4 2025.
  • CIBC Private Wealth Group bought 6 Markel Group shares in Q4 2025, an estimated $12.2K.
  • Markel Group made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #824 holding.
  • CIBC Private Wealth Group first reported a position in Markel Group in Q4 2017 and has held it in 24 quarters since.
  • CIBC Private Wealth Group's Markel Group position peaked at $13.2M in Q1 2024.
  • 918 funds tracked by Wall St. Rank held Markel Group as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.