Curated Wealth Partners’s Markel Group MKL Stock Holding History

Curated Wealth Partners’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	-101	Closed	-$217K	–	249
2025 Q4	$217K	Buy	+101	New	+$205K	0.02%	187

Other funds holding MKL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Curated Wealth Partners's MKL Position: Q1 2026 in Review

Curated Wealth Partners sold out of Markel Group (MKL) in Q1 2026, closing a stake of 101 shares — an estimated $217K sold.

Curated Wealth Partners first reported a position in MKL in Q4 2025 and held it in 1 quarter. The position peaked at $217K in Q4 2025. 930 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

Curated Wealth Partners reported no remaining Markel Group position as of Q1 2026 after selling out during the quarter.
Curated Wealth Partners sold 101 Markel Group shares in Q1 2026, an estimated $217K.
Curated Wealth Partners first reported a position in Markel Group in Q4 2025 and held it in 1 quarter.
Curated Wealth Partners's Markel Group position peaked at $217K in Q4 2025.
930 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on Curated Wealth Partners's 13F filing for Q1 2026, filed 9 Apr 2026.