Cypress Capital Group’s Markel Group MKL Stock Holding History

Cypress Capital Group’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	-109	Closed	-$234K	–	252
2025 Q4	$234K	Hold	109	–	–	0.03%	217
2025 Q3	$208K	Hold	109	–	–	0.02%	219
2025 Q2	$218K	Buy	109 +1	+0.9%	+$1.88K	0.03%	215
2025 Q1	$202K	Buy	+108	New	+$199K	0.03%	201
2024 Q4	–	Sell	-134	Closed	-$210K	–	291
2024 Q3	$210K	Sell	134 -5	-4%	-$7.83K	0.02%	302
2024 Q2	$219K	Hold	139	–	–	0.03%	277
2024 Q1	$211K	Sell	139 -29	-17%	-$42.5K	0.03%	285
2023 Q4	$239K	Sell	168 -29	-15%	-$41.1K	0.03%	271
2023 Q3	$290K	Buy	197 +4	+2%	+$5.86K	0.04%	257
2023 Q2	$267K	Sell	193 -4	-2%	-$5.36K	0.04%	268
2023 Q1	$252K	Sell	197 -31	-14%	-$41.2K	0.04%	262
2022 Q4	$300K	Buy	228 +9	+4%	+$11.1K	0.05%	252
2022 Q3	$238K	Sell	219 -14	-6%	-$17.1K	0.04%	256
2022 Q2	$302K	Hold	233	–	–	0.05%	247
2022 Q1	$344K	Buy	233 +18	+8%	+$23.3K	0.04%	247
2021 Q4	$265K	Buy	+215	New	+$271K	0.03%	267

Other funds holding MKL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return