Envestnet Portfolio Solutions’s Markel Group MKL Stock Holding History

Envestnet Portfolio Solutions’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	-128	Closed	-$275K	–	1424
2025 Q4	$275K	Sell	128 -19	-13%	-$38.5K	﹤0.01%	1329
2025 Q3	$281K	Buy	147 +30	+26%	+$58.8K	﹤0.01%	1280
2025 Q2	$234K	Buy	+117	New	+$219K	﹤0.01%	1441
2025 Q1	–	Sell	-472	Closed	-$815K	–	1704
2024 Q4	$815K	Sell	472 -399	-46%	-$662K	﹤0.01%	1020
2024 Q3	$1.37M	Sell	871 -18	-2%	-$28.2K	﹤0.01%	791
2024 Q2	$1.4M	Sell	889 -21	-2%	-$32.6K	﹤0.01%	749
2024 Q1	$1.38M	Sell	910 -270	-23%	-$396K	0.01%	741
2023 Q4	$1.68M	Buy	1,180 +142	+14%	+$201K	0.01%	636
2023 Q3	$1.53M	Buy	+1,038	New	+$1.52M	0.01%	630

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

Envestnet Portfolio Solutions's MKL Position: Q1 2026 in Review

Envestnet Portfolio Solutions sold out of Markel Group (MKL) in Q1 2026, closing a stake of 128 shares — an estimated $275K sold.

Envestnet Portfolio Solutions first reported a position in MKL in Q3 2023 and held it in 9 quarters. The position peaked at $1.68M in Q4 2023. 930 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

Envestnet Portfolio Solutions reported no remaining Markel Group position as of Q1 2026 after selling out during the quarter.
Envestnet Portfolio Solutions sold 128 Markel Group shares in Q1 2026, an estimated $275K.
Envestnet Portfolio Solutions first reported a position in Markel Group in Q3 2023 and held it in 9 quarters.
Envestnet Portfolio Solutions's Markel Group position peaked at $1.68M in Q4 2023.
930 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.