Coldstream Capital Management’s Markel Group MKL Stock Holding History

Coldstream Capital 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	$256K	Buy	134 +18	+16%	+$36.5K	﹤0.01%	1013
2025 Q4	$249K	Sell	116 -34	-23%	-$68.9K	﹤0.01%	998
2025 Q3	$287K	Buy	150 +1	+0.7%	+$1.96K	﹤0.01%	959
2025 Q2	$298K	Sell	149 -5	-3%	-$9.38K	﹤0.01%	889
2025 Q1	$288K	Sell	154 -4	-3%	-$7.36K	0.01%	834
2024 Q4	$273K	Sell	158 -115	-42%	-$191K	0.01%	866
2024 Q3	$430K	Buy	273 +10	+4%	+$15.7K	0.01%	669
2024 Q2	$414K	Buy	263 +3	+1%	+$4.66K	0.01%	623
2024 Q1	$396K	Sell	260 -13	-5%	-$19.1K	0.01%	652
2023 Q4	$388K	Buy	+273	New	+$387K	0.01%	606

Other funds holding MKL

BlackRock New York $6.73T AUM 46.02% 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 $204B AUM 27.99% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 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 $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

VLKIM

Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return

Coldstream Capital Management's MKL Position: Q1 2026 in Review

Coldstream Capital Management increased its Markel Group (MKL) stake by 16% in Q1 2026, buying an estimated $36.5K and bringing the position to 134 shares worth $256K. The position accounts for ﹤0.01% of the portfolio, ranked #1013.

Coldstream Capital Management first reported a position in MKL in Q4 2023 and has held it in 10 quarters since. The position peaked at $430K in Q3 2024. 929 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

Coldstream Capital Management held 134 shares of Markel Group worth $256K as of Q1 2026.
Coldstream Capital Management bought 18 Markel Group shares in Q1 2026, an estimated $36.5K.
Markel Group made up ﹤0.01% of Coldstream Capital Management's portfolio in Q1 2026, its #1013 holding.
Coldstream Capital Management first reported a position in Markel Group in Q4 2023 and has held it in 10 quarters since.
Coldstream Capital Management's Markel Group position peaked at $430K in Q3 2024.
929 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on Coldstream Capital Management's 13F filing for Q1 2026, filed 8 May 2026.