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
Q1 		$6.47M Sell
3,630
-3,555
-49% -$7.21M 0.01% 764
2025
Q4 		$15.4M Buy
7,185
+3,868
+117% +$7.84M 0.01% 630
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 $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

Corient Private Wealth's MKL Position: Q1 2026 in Review

Corient Private Wealth reduced its Markel Group (MKL) stake by 49% in Q1 2026, selling an estimated $7.21M and leaving 3,630 shares worth $6.47M. The position accounts for 0.01% of the portfolio, ranked #764.

Corient Private Wealth first reported a position in MKL in Q4 2022 and has held it in 14 quarters since. The position peaked at $15.4M in Q4 2025. 925 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

  • Corient Private Wealth held 3,630 shares of Markel Group worth $6.47M as of Q1 2026.
  • Corient Private Wealth sold 3,555 Markel Group shares in Q1 2026, an estimated $7.21M.
  • Markel Group made up 0.01% of Corient Private Wealth's portfolio in Q1 2026, its #764 holding.
  • Corient Private Wealth first reported a position in Markel Group in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's Markel Group position peaked at $15.4M in Q4 2025.
  • 925 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.