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Crestmont Private Wealth’s Markel Group MKL Stock Holding History

Crestmont 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 		$852K Buy
445
+28
+7% +$56.8K 0.27% 32
2025
Q4 		$896K Buy
417
+8
+2% +$16.2K 0.29% 25
2025
Q3 		$782K Buy
409
+21
+5% +$41.2K 0.26% 33
2025
Q2 		$775K Buy
388
+37
+11% +$69.4K 0.28% 24
2025
Q1 		$656K Buy
351
+50
+17% +$92K 0.28% 27
2024
Q4 		$520K Buy
301
+14
+5% +$23.2K 0.23% 31
2024
Q3 		$450K Buy
287
+22
+8% +$34.4K 0.2% 38
2024
Q2 		$418K Sell
265
-8
-3% -$12.4K 0.2% 37
2024
Q1 		$415K Buy
273
+33
+14% +$48.4K 0.21% 31
2023
Q4 		$341K Sell
240
-6
-2% -$8.51K 0.17% 30
2023
Q3 		$362K Sell
246
-71
-22% -$104K 0.22% 21
2023
Q2 		$438K Buy
317
+32
+11% +$42.9K 0.26% 25
2023
Q1 		$364K Buy
285
+42
+17% +$55.8K 0.24% 22
2022
Q4 		$320K Buy
+243
New +$301K 0.22% 23

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

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

Crestmont Private Wealth increased its Markel Group (MKL) stake by 6.7% in Q1 2026, buying an estimated $56.8K and bringing the position to 445 shares worth $852K. The position accounts for 0.27% of the portfolio, ranked #32.

Crestmont Private Wealth first reported a position in MKL in Q4 2022 and has held it in 14 quarters since. The position peaked at $896K in Q4 2025. 925 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

  • Crestmont Private Wealth held 445 shares of Markel Group worth $852K as of Q1 2026.
  • Crestmont Private Wealth bought 28 Markel Group shares in Q1 2026, an estimated $56.8K.
  • Markel Group made up 0.27% of Crestmont Private Wealth's portfolio in Q1 2026, its #32 holding.
  • Crestmont Private Wealth first reported a position in Markel Group in Q4 2022 and has held it in 14 quarters since.
  • Crestmont Private Wealth's Markel Group position peaked at $896K in Q4 2025.
  • 925 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on Crestmont Private Wealth's 13F filing for Q1 2026, filed 8 May 2026.