Corient Private Wealth
MKL icon

Corient Private Wealth’s Markel Group MKL Stock Holding History

Corient Private Wealth’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
Q2 		$6.28M Sell
3,214
-416
-11% -$777K 0.01% 811
2026
Q1 		$6.47M Buy
3,630
+26
+0.7% +$52.8K 0.01% 764
2025
Q4 		$7.75M Buy
3,604
+287
+9% +$581K 0.01% 628
2025
Q3 		$6.34M Buy
3,317
+84
+3% +$165K 0.01% 639
2025
Q2 		$6.46M Buy
3,233
+163
+5% +$306K 0.01% 636
2025
Q1 		$5.74M Buy
3,070
+47
+2% +$86.5K 0.01% 653
2024
Q4 		$5.22M Buy
3,023
+52
+2% +$86.3K 0.01% 681
2024
Q3 		$4.66M Buy
2,971
+67
+2% +$105K 0.01% 770
2024
Q2 		$4.58M Buy
2,904
+3
+0.1% +$4.66K 0.01% 731
2024
Q1 		$4.41M Sell
2,901
-2,961
-51% -$4.34M 0.01% 738
2023
Q4 		$8.32M Buy
5,862
+4,035
+221% +$5.72M 0.02% 564
2023
Q3 		$2.69M Buy
1,827
+559
+44% +$818K 0.01% 811
2023
Q2 		$1.75M Buy
1,268
+44
+4% +$59K ﹤0.01% 941
2023
Q1 		$1.56M Buy
1,224
+84
+7% +$112K ﹤0.01% 930
2022
Q4 		$1.5M Buy
+1,140
New +$1.41M 0.01% 792

Other funds holding MKL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
VLKIM
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $13.1B AUM 19.56% 1-Year Est. Return

Corient Private Wealth's MKL Position: Q2 2026 in Review

Corient Private Wealth reduced its Markel Group (MKL) stake by 11% in Q2 2026, selling an estimated $777K and leaving 3,214 shares worth $6.28M. The position accounts for 0.01% of the portfolio, ranked #811.

Corient Private Wealth first reported a position in MKL in Q4 2022 and has held it in 15 quarters since. The position peaked at $8.32M in Q4 2023. 927 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Corient Private Wealth held 3,214 shares of Markel Group worth $6.28M as of Q2 2026.
  • Corient Private Wealth sold 416 Markel Group shares in Q2 2026, an estimated $777K.
  • Markel Group made up 0.01% of Corient Private Wealth's portfolio in Q2 2026, its #811 holding.
  • Corient Private Wealth first reported a position in Markel Group in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's Markel Group position peaked at $8.32M in Q4 2023.
  • 927 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.