CWM
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CIBC World Markets’s Markel Group MKL Stock Holding History

CIBC World Markets’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 		$944K Buy
+439
New +$889K ﹤0.01% 744
2025
Q2 		$1.06M Sell
529
-56
-10% -$105K 0.01% 656
2025
Q1 		$1.09M Sell
585
-1
-0.2% -$1.84K 0.01% 660
2024
Q4 		$1.01M Sell
586
-172
-23% -$285K 0.01% 614
2024
Q3 		$1.19M Buy
758
+51
+7% +$79.8K 0.01% 592
2024
Q2 		$1.11M Buy
707
+166
+31% +$258K 0.01% 584
2024
Q1 		$823K Buy
541
+190
+54% +$279K 0.01% 665
2023
Q4 		$498K Buy
+351
New +$498K ﹤0.01% 653
2020
Q2 		– Sell
-2,010
Closed -$1.86M – 589
2020
Q1 		$1.86M Sell
2,010
-1,790
-47% -$2.05M 0.02% 356
2019
Q4 		$4.34M Buy
+3,800
New +$4.33M 0.03% 436
2017
Q3 		– Sell
-2,000
Closed -$1.95M – 640
2017
Q2 		$1.95M Hold
2,000
– – 0.02% 466
2017
Q1 		$1.95M Hold
2,000
– – 0.02% 382
2016
Q4 		$1.81M Hold
2,000
– – 0.02% 314
2016
Q3 		$1.86M Buy
+2,000
New +$1.87M 0.04% 176

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 World Markets's MKL Position: Q4 2025 in Review

CIBC World Markets opened a new position in Markel Group (MKL) in Q4 2025: 439 shares worth $944K. The stake represents ﹤0.01% of the portfolio and ranks #744 among its holdings. This is a return to the name: CIBC World Markets previously reported a position in MKL as recently as Q2 2025.

CIBC World Markets first reported a position in MKL in Q3 2016 and has held it in 14 quarters since. The position peaked at $4.34M in Q4 2019. 918 funds tracked by Wall St. Rank hold MKL as of Q4 2025.

  • CIBC World Markets held 439 shares of Markel Group worth $944K as of Q4 2025.
  • Markel Group was a new CIBC World Markets position in Q4 2025.
  • Markel Group made up ﹤0.01% of CIBC World Markets's portfolio in Q4 2025, its #744 holding.
  • CIBC World Markets first reported a position in Markel Group in Q3 2016 and has held it in 14 quarters since.
  • CIBC World Markets's Markel Group position peaked at $4.34M in Q4 2019.
  • 918 funds tracked by Wall St. Rank held Markel Group as of Q4 2025.

Based on CIBC World Markets's 13F filing for Q4 2025, filed 12 Feb 2026.