Insigneo Advisory Services’s Markel Group MKL Stock Holding History

Insigneo Advisory Services’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	-100	Closed	-$215K	–	798
2025 Q4	$215K	Buy	+100	New	+$203K	0.02%	627
2024 Q2	–	Sell	-408	Closed	-$621K	–	627
2024 Q1	$621K	Hold	408	–	–	0.07%	228
2023 Q4	$579K	Hold	408	–	–	0.08%	217
2023 Q3	$601K	Hold	408	–	–	0.12%	163
2023 Q2	$564K	Sell	408 -4	-1%	-$5.36K	0.11%	173
2023 Q1	$526K	Buy	412 +4	+1%	+$5.31K	0.17%	129
2022 Q4	$538K	Buy	+408	New	+$505K	0.2%	109

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

Insigneo Advisory Services's MKL Position: Q1 2026 in Review

Insigneo Advisory Services sold out of Markel Group (MKL) in Q1 2026, closing a stake of 100 shares — an estimated $215K sold.

Insigneo Advisory Services first reported a position in MKL in Q4 2022 and held it in 7 quarters. The position peaked at $621K in Q1 2024. 929 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

Insigneo Advisory Services reported no remaining Markel Group position as of Q1 2026 after selling out during the quarter.
Insigneo Advisory Services sold 100 Markel Group shares in Q1 2026, an estimated $215K.
Insigneo Advisory Services first reported a position in Markel Group in Q4 2022 and held it in 7 quarters.
Insigneo Advisory Services's Markel Group position peaked at $621K in Q1 2024.
929 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.