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Convergence Financial’s Markel Group MKL Stock Holding History

Convergence Financial’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
-385
Closed -$828K – 226
2025
Q4 		$828K Sell
385
-1
-0.3% -$2.03K 0.12% 89
2025
Q3 		$738K Buy
+386
New +$757K 0.11% 99

Other funds holding MKL

BlackRock
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
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 $19.5B 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

Convergence Financial's MKL Position: Q1 2026 in Review

Convergence Financial sold out of Markel Group (MKL) in Q1 2026, closing a stake of 385 shares — an estimated $828K sold.

Convergence Financial first reported a position in MKL in Q3 2025 and held it in 2 quarters. The position peaked at $828K in Q4 2025. 925 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

  • Convergence Financial reported no remaining Markel Group position as of Q1 2026 after selling out during the quarter.
  • Convergence Financial sold 385 Markel Group shares in Q1 2026, an estimated $828K.
  • Convergence Financial first reported a position in Markel Group in Q3 2025 and held it in 2 quarters.
  • Convergence Financial's Markel Group position peaked at $828K in Q4 2025.
  • 925 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on Convergence Financial's 13F filing for Q1 2026, filed 11 May 2026.