Forum Financial Management’s Markel Group MKL Stock Holding History

Forum Financial 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	–	Sell	-216	Closed	-$464K	–	724
2025 Q4	$464K	Hold	216	–	–	0.01%	513
2025 Q3	$413K	Hold	216	–	–	0.01%	556
2025 Q2	$431K	Hold	216	–	–	0.01%	474
2025 Q1	$404K	Hold	216	–	–	0.01%	449
2024 Q4	$373K	Hold	216	–	–	0.01%	501
2024 Q3	$339K	Buy	216 +6	+3%	+$9.39K	0.01%	463
2024 Q2	$331K	Buy	210 +1	+0.5%	+$1.55K	0.01%	442
2024 Q1	$318K	Hold	209	–	–	0.01%	476
2023 Q4	$297K	Hold	209	–	–	0.01%	458
2023 Q3	$308K	Hold	209	–	–	0.01%	414
2023 Q2	$289K	Hold	209	–	–	0.01%	445
2023 Q1	$267K	Hold	209	–	–	0.01%	445
2022 Q4	$275K	Sell	209 -7	-3%	-$8.66K	0.01%	419
2022 Q3	$234K	Hold	216	–	–	0.01%	440
2022 Q2	$279K	Buy	216 +3	+1%	+$4.12K	0.01%	378
2022 Q1	$314K	Buy	213 +4	+2%	+$5.17K	0.02%	370
2021 Q4	$258K	Buy	+209	New	+$264K	0.01%	486

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

Forum Financial Management's MKL Position: Q1 2026 in Review

Forum Financial Management sold out of Markel Group (MKL) in Q1 2026, closing a stake of 216 shares — an estimated $464K sold.

Forum Financial Management first reported a position in MKL in Q4 2021 and held it in 17 quarters. The position peaked at $464K in Q4 2025. 930 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

Forum Financial Management reported no remaining Markel Group position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 216 Markel Group shares in Q1 2026, an estimated $464K.
Forum Financial Management first reported a position in Markel Group in Q4 2021 and held it in 17 quarters.
Forum Financial Management's Markel Group position peaked at $464K in Q4 2025.
930 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.