Destination Wealth Management’s Markel Group MKL Stock Holding History

Destination Wealth Management’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	$479K	Hold	250	–	–	0.01%	211
2025 Q4	$537K	Buy	+250	New	+$506K	0.01%	188
2019 Q3	–	Sell	-25	Closed	-$27K	–	358
2019 Q2	$27K	Sell	25 -3	-11%	-$3.14K	﹤0.01%	355
2019 Q1	$28K	Buy	28 +3	+12%	+$3.05K	﹤0.01%	355
2018 Q4	$26K	Hold	25	–	–	﹤0.01%	335
2018 Q3	$30K	Buy	+25	New	+$29.4K	﹤0.01%	359
2018 Q2	–	Sell	-25	Closed	-$29K	–	600
2018 Q1	$29K	Buy	+25	New	+$28.1K	﹤0.01%	307

Other funds holding MKL

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 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 New York $19.5B 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, 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

Destination Wealth Management's MKL Position: Q1 2026 in Review

Destination Wealth Management held its Markel Group (MKL) position steady in Q1 2026 at 250 shares worth $479K. The position accounts for 0.01% of the portfolio, ranked #211.

Destination Wealth Management first reported a position in MKL in Q1 2018 and has held it in 7 quarters since. The position peaked at $537K in Q4 2025. 925 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

Destination Wealth Management held 250 shares of Markel Group worth $479K as of Q1 2026.
Destination Wealth Management left its Markel Group share count unchanged in Q1 2026.
Markel Group made up 0.01% of Destination Wealth Management's portfolio in Q1 2026, its #211 holding.
Destination Wealth Management first reported a position in Markel Group in Q1 2018 and has held it in 7 quarters since.
Destination Wealth Management's Markel Group position peaked at $537K in Q4 2025.
925 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

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