HAG
MKL icon

HighPoint Advisor Group’s Markel Group MKL Stock Holding History

HighPoint Advisor 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
-403
Closed -$866K – 891
2025
Q4 		$866K Buy
403
+26
+7% +$52.7K 0.02% 501
2025
Q3 		$721K Buy
377
+39
+12% +$76.5K 0.03% 317
2025
Q2 		$675K Buy
338
+20
+6% +$37.5K 0.04% 316
2025
Q1 		$579K Buy
318
+54
+20% +$99.3K 0.03% 324
2024
Q4 		$514K Buy
264
+18
+7% +$29.9K 0.03% 371
2024
Q3 		$380K Buy
246
+70
+40% +$110K 0.02% 421
2024
Q2 		$290K Hold
176
– – 0.02% 483
2024
Q1 		$288K Buy
176
+22
+14% +$32.3K 0.02% 483
2023
Q4 		$233K Buy
+154
New +$218K 0.02% 540

Other funds holding MKL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Principal Financial Group
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
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
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

HighPoint Advisor Group's MKL Position: Q1 2026 in Review

HighPoint Advisor Group sold out of Markel Group (MKL) in Q1 2026, closing a stake of 403 shares — an estimated $866K sold.

HighPoint Advisor Group first reported a position in MKL in Q4 2023 and held it in 9 quarters. The position peaked at $866K in Q4 2025. 930 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

  • HighPoint Advisor Group reported no remaining Markel Group position as of Q1 2026 after selling out during the quarter.
  • HighPoint Advisor Group sold 403 Markel Group shares in Q1 2026, an estimated $866K.
  • HighPoint Advisor Group first reported a position in Markel Group in Q4 2023 and held it in 9 quarters.
  • HighPoint Advisor Group's Markel Group position peaked at $866K in Q4 2025.
  • 930 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on HighPoint Advisor Group's 13F filing for Q1 2026, filed 14 May 2026.