Jennison Associates

Jennison Associates’s Markel Group MKL Stock Holding History

Jennison Associates’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	$137M	Sell	71,444 -1,755	-2%	-$3.56M	0.09%	97
2025 Q4	$157M	Buy	73,199 +5,346	+8%	+$10.8M	0.09%	94
2025 Q3	$130M	Sell	67,853 -12,266	-15%	-$24M	0.08%	106
2025 Q2	$160M	Buy	80,119 +488	+0.6%	+$915K	0.09%	93
2025 Q1	$149M	Buy	79,631 +896	+1%	+$1.65M	0.1%	98
2024 Q4	$136M	Buy	78,735 +7,102	+10%	+$11.8M	0.08%	109
2024 Q3	$112M	Buy	71,633 +1,689	+2%	+$2.64M	0.07%	125
2024 Q2	$110M	Sell	69,944 -6,312	-8%	-$9.8M	0.07%	112
2024 Q1	$116M	Sell	76,256 -1,739	-2%	-$2.55M	0.08%	109
2023 Q4	$111M	Buy	77,995 +41,086	+111%	+$58.3M	0.08%	99
2023 Q3	$54.3M	Sell	36,909 -15,848	-30%	-$23.2M	0.05%	164
2023 Q2	$73M	Buy	52,757 +14,927	+39%	+$20M	0.06%	142
2023 Q1	$48.3M	Buy	+37,830	New	+$50.3M	0.04%	190
2016 Q3	–	Sell	-2,545	Closed	-$2.42M	–	679
2016 Q2	$2.42M	Sell	2,545 -995	-28%	-$927K	﹤0.01%	532
2016 Q1	$3.16M	Buy	3,540 +1,138	+47%	+$978K	﹤0.01%	512
2015 Q4	$2.12M	Sell	2,402 -1,550	-39%	-$1.35M	﹤0.01%	557
2015 Q3	$3.17M	Buy	+3,952	New	+$3.34M	﹤0.01%	570

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