Henshaw Capital’s Markel Group MKL Stock Holding History

Henshaw Capital’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	$3.29M	Sell	1,720 -342	-17%	-$694K	0.12%	65
2025 Q4	$4.43M	Hold	2,062	–	–	0.16%	60
2025 Q3	$3.94M	Hold	2,062	–	–	0.15%	62
2025 Q2	$4.12M	Hold	2,062	–	–	0.16%	62
2025 Q1	$3.86M	Sell	2,062 -414	-17%	-$762K	0.17%	61
2024 Q4	$4.27M	Hold	2,476	–	–	0.18%	60
2024 Q3	$3.88M	Hold	2,476	–	–	0.16%	65
2024 Q2	$3.9M	Hold	2,476	–	–	0.18%	64
2024 Q1	$3.77M	Hold	2,476	–	–	0.18%	62
2023 Q4	$3.52M	Hold	2,476	–	–	0.18%	62
2023 Q3	$3.65M	Buy	2,476 +403	+19%	+$590K	0.21%	59
2023 Q2	$2.87M	Hold	2,073	–	–	0.16%	66
2023 Q1	$2.65M	Hold	2,073	–	–	0.16%	66
2022 Q4	$2.73M	Hold	2,073	–	–	0.18%	65
2022 Q3	$2.25M	Hold	2,073	–	–	0.17%	63
2022 Q2	$2.68M	Hold	2,073	–	–	0.19%	59
2022 Q1	$3.06M	Hold	2,073	–	–	0.18%	60
2021 Q4	$2.56M	Hold	2,073	–	–	0.14%	67
2021 Q3	$2.48M	Hold	2,073	–	–	0.15%	62
2021 Q2	$2.46M	Hold	2,073	–	–	0.15%	63
2021 Q1	$2.36M	Buy	2,073 +501	+32%	+$540K	0.16%	64
2020 Q4	$1.62M	Hold	1,572	–	–	0.12%	71
2020 Q3	$1.53M	Buy	1,572 +366	+30%	+$372K	0.12%	68
2020 Q2	$1.11M	Hold	1,206	–	–	0.09%	79
2020 Q1	$1.12M	Sell	1,206 -161	-12%	-$184K	0.11%	71
2019 Q4	$1.56M	Hold	1,367	–	–	0.12%	73
2019 Q3	$1.62M	Hold	1,367	–	–	0.14%	68
2019 Q2	$1.49M	Hold	1,367	–	–	0.13%	70
2019 Q1	$1.36M	Hold	1,367	–	–	0.12%	74
2018 Q4	$1.42M	Sell	1,367 -332	-20%	-$363K	0.14%	67
2018 Q3	$2.02M	Sell	1,699 -355	-17%	-$418K	0.17%	65
2018 Q2	$2.23M	Sell	2,054 -388	-16%	-$438K	0.2%	57
2018 Q1	$2.86M	Hold	2,442	–	–	0.27%	53
2017 Q4	$2.78M	Hold	2,442	–	–	0.27%	52
2017 Q3	$2.61M	Hold	2,442	–	–	0.27%	51
2017 Q2	$2.38M	Hold	2,442	–	–	0.25%	57
2017 Q1	$2.38M	Hold	2,442	–	–	0.26%	57
2016 Q4	$2.21M	Hold	2,442	–	–	0.26%	58
2016 Q3	$2.27M	Hold	2,442	–	–	0.28%	51
2016 Q2	$2.33M	Sell	2,442 -277	-10%	-$258K	0.3%	49
2016 Q1	$2.42M	Buy	+2,719	New	+$2.34M	0.32%	49

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