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Inlet Private Wealth’s Markel Group MKL Stock Holding History

Inlet Private Wealth’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 		$490K Sell
256
-51
-17% -$104K 0.13% 105
2025
Q4 		$660K Hold
307
– – 0.15% 94
2025
Q3 		$587K Hold
307
– – 0.13% 100
2025
Q2 		$613K Buy
307
+1
+0.3% +$1.88K 0.15% 97
2025
Q1 		$572K Buy
306
+55
+22% +$101K 0.15% 96
2024
Q4 		$433K Buy
251
+60
+31% +$99.6K 0.11% 102
2024
Q3 		$300K Hold
191
– – 0.08% 115
2024
Q2 		$301K Hold
191
– – 0.08% 111
2024
Q1 		$291K Buy
+191
New +$280K 0.08% 111

Other funds holding MKL

BlackRock
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
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
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
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
VLKIM
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return

Inlet Private Wealth's MKL Position: Q1 2026 in Review

Inlet Private Wealth reduced its Markel Group (MKL) stake by 17% in Q1 2026, selling an estimated $104K and leaving 256 shares worth $490K. The position accounts for 0.13% of the portfolio, ranked #105.

Inlet Private Wealth first reported a position in MKL in Q1 2024 and has held it in 9 quarters since. The position peaked at $660K in Q4 2025. 925 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

  • Inlet Private Wealth held 256 shares of Markel Group worth $490K as of Q1 2026.
  • Inlet Private Wealth sold 51 Markel Group shares in Q1 2026, an estimated $104K.
  • Markel Group made up 0.13% of Inlet Private Wealth's portfolio in Q1 2026, its #105 holding.
  • Inlet Private Wealth first reported a position in Markel Group in Q1 2024 and has held it in 9 quarters since.
  • Inlet Private Wealth's Markel Group position peaked at $660K in Q4 2025.
  • 925 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on Inlet Private Wealth's 13F filing for Q1 2026, filed 13 May 2026.