Creative Planning
MKL icon

Creative Planning’s Markel Group MKL Stock Holding History

Creative Planning’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 		$13.7M Buy
7,133
+183
+3% +$371K 0.01% 564
2025
Q4 		$14.9M Buy
6,950
+711
+11% +$1.44M 0.01% 479
2025
Q3 		$11.9M Buy
6,239
+458
+8% +$898K 0.01% 510
2025
Q2 		$11.5M Buy
5,781
+180
+3% +$338K 0.01% 476
2025
Q1 		$10.5M Buy
5,601
+401
+8% +$738K 0.01% 471
2024
Q4 		$8.98M Sell
5,200
-384
-7% -$637K 0.01% 476
2024
Q3 		$8.76M Buy
5,584
+549
+11% +$859K 0.01% 474
2024
Q2 		$7.93M Buy
5,035
+224
+5% +$348K 0.01% 474
2024
Q1 		$7.32M Buy
4,811
+469
+11% +$688K 0.01% 492
2023
Q4 		$6.17M Buy
4,342
+530
+14% +$752K 0.01% 515
2023
Q3 		$5.61M Buy
3,812
+183
+5% +$268K 0.01% 494
2023
Q2 		$5.02M Buy
3,629
+804
+28% +$1.08M 0.01% 521
2023
Q1 		$3.61M Sell
2,825
-179
-6% -$238K 0.01% 586
2022
Q4 		$3.96M Buy
3,004
+134
+5% +$166K 0.01% 543
2022
Q3 		$3.11M Buy
2,870
+568
+25% +$693K 0.01% 553
2022
Q2 		$2.98M Buy
2,302
+849
+58% +$1.17M ﹤0.01% 588
2022
Q1 		$2.14M Sell
1,453
-31
-2% -$40K ﹤0.01% 693
2021
Q4 		$1.83M Buy
1,484
+125
+9% +$158K ﹤0.01% 712
2021
Q3 		$1.62M Buy
1,359
+347
+34% +$428K ﹤0.01% 747
2021
Q2 		$1.2M Buy
1,012
+7
+0.7% +$8.39K ﹤0.01% 861
2021
Q1 		$1.15M Buy
1,005
+149
+17% +$161K ﹤0.01% 958
2020
Q4 		$885K Sell
856
-76
-8% -$75.8K ﹤0.01% 1015
2020
Q3 		$907K Buy
932
+65
+7% +$66K ﹤0.01% 844
2020
Q2 		$800K Sell
867
-156
-15% -$142K ﹤0.01% 829
2020
Q1 		$949K Sell
1,023
-95
-8% -$109K ﹤0.01% 672
2019
Q4 		$1.28M Sell
1,118
-50
-4% -$56.9K ﹤0.01% 678
2019
Q3 		$1.38M Sell
1,168
-72
-6% -$81.8K ﹤0.01% 624
2019
Q2 		$1.35M Buy
1,240
+97
+8% +$102K ﹤0.01% 639
2019
Q1 		$1.14M Buy
1,143
+32
+3% +$32.5K ﹤0.01% 678
2018
Q4 		$1.15M Sell
1,111
-27
-2% -$29.5K ﹤0.01% 617
2018
Q3 		$1.35M Buy
1,138
+68
+6% +$80K 0.01% 627
2018
Q2 		$1.16M Buy
1,070
+28
+3% +$31.6K ﹤0.01% 674
2018
Q1 		$1.22M Sell
1,042
-46
-4% -$51.8K 0.01% 632
2017
Q4 		$1.24M Hold
1,088
– – 0.01% 620
2017
Q3 		$1.16M Sell
1,088
-591
-35% -$611K 0.01% 648
2017
Q2 		$1.64M Sell
1,679
-10
-0.6% -$9.71K 0.01% 499
2017
Q1 		$1.65M Buy
1,689
+189
+13% +$179K 0.01% 489
2016
Q4 		$1.36M Sell
1,500
-30
-2% -$26.7K 0.01% 517
2016
Q3 		$1.42M Sell
1,530
-629
-29% -$587K 0.01% 473
2016
Q2 		$2.06M Buy
2,159
+123
+6% +$115K 0.01% 329
2016
Q1 		$1.81M Sell
2,036
-95
-4% -$81.7K 0.01% 334
2015
Q4 		$1.88M Buy
2,131
+1,072
+101% +$933K 0.02% 324
2015
Q3 		$849K Buy
+1,059
New +$896K 0.01% 532
2015
Q2 		– Sell
-714
Closed -$549K – 2244
2015
Q1 		$549K Sell
714
-28
-4% -$20.2K 0.01% 697
2014
Q4 		$507K Sell
742
-3
-0.4% -$2.04K 0.01% 686
2014
Q3 		$474K Buy
745
+179
+32% +$115K 0.01% 677
2014
Q2 		$371K Sell
566
-9
-2% -$5.67K ﹤0.01% 758
2014
Q1 		$343K Buy
575
+140
+32% +$79.7K 0.01% 770
2013
Q4 		$252K Buy
435
+205
+89% +$111K ﹤0.01% 758
2013
Q3 		$119K Buy
230
+210
+1,050% +$110K ﹤0.01% 1015
2013
Q2 		$11K Buy
+20
New +$10.5K ﹤0.01% 2230

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

Creative Planning's MKL Position: Q1 2026 in Review

Creative Planning increased its Markel Group (MKL) stake by 2.6% in Q1 2026, buying an estimated $371K and bringing the position to 7,133 shares worth $13.7M. The position accounts for 0.01% of the portfolio, ranked #564.

Creative Planning first reported a position in MKL in Q2 2013 and has held it in 51 quarters since. The position peaked at $14.9M in Q4 2025. 925 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

  • Creative Planning held 7,133 shares of Markel Group worth $13.7M as of Q1 2026.
  • Creative Planning bought 183 Markel Group shares in Q1 2026, an estimated $371K.
  • Markel Group made up 0.01% of Creative Planning's portfolio in Q1 2026, its #564 holding.
  • Creative Planning first reported a position in Markel Group in Q2 2013 and has held it in 51 quarters since.
  • Creative Planning's Markel Group position peaked at $14.9M in Q4 2025.
  • 925 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.