LNWWM
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Laird Norton Wetherby Wealth Management’s Markel Group MKL Stock Holding History

Laird Norton Wetherby Wealth Management’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
2025
Q3 		$363K Sell
190
-5
-3% -$9.8K 0.01% 687
2025
Q2 		$389K Buy
+195
New +$366K 0.02% 647
2024
Q4 		$357K Sell
207
-129
-38% -$214K 0.02% 643
2024
Q3 		$527K Sell
336
-114
-25% -$178K 0.02% 543
2024
Q2 		$709K Buy
450
+2
+0.4% +$3.11K 0.03% 434
2024
Q1 		$682K Sell
448
-4
-0.9% -$5.87K 0.03% 464
2023
Q4 		$642K Buy
452
+129
+40% +$183K 0.03% 458
2023
Q3 		$476K Buy
323
+91
+39% +$133K 0.03% 539
2023
Q2 		$321K Sell
232
-4
-2% -$5.36K 0.02% 689
2023
Q1 		$301K Buy
236
+20
+9% +$26.6K 0.02% 707
2022
Q4 		$285K Sell
216
-1
-0.5% -$1.24K 0.02% 704
2022
Q3 		$235K Sell
217
-22
-9% -$26.8K 0.02% 753
2022
Q2 		$309K Buy
239
+15
+7% +$20.6K 0.02% 670
2022
Q1 		$330K Hold
224
– – 0.02% 682
2021
Q4 		$276K Sell
224
-1
-0.4% -$1.26K 0.02% 750
2021
Q3 		$269K Buy
225
+1
+0.4% +$1.23K 0.02% 759
2021
Q2 		$266K Buy
+224
New +$269K 0.02% 758
2021
Q1 		– Sell
-207
Closed -$214K – 860
2020
Q4 		$214K Buy
+207
New +$206K 0.01% 791

Other funds holding MKL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's MKL Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management reduced its Markel Group (MKL) stake by 2.6% in Q3 2025, selling an estimated $9.8K and leaving 190 shares worth $363K. The position accounts for 0.01% of the portfolio, ranked #687.

Laird Norton Wetherby Wealth Management first reported a position in MKL in Q4 2020 and has held it in 18 quarters since. The position peaked at $709K in Q2 2024. 851 funds tracked by Wall St. Rank hold MKL as of Q3 2025.

  • Laird Norton Wetherby Wealth Management held 190 shares of Markel Group worth $363K as of Q3 2025.
  • Laird Norton Wetherby Wealth Management sold 5 Markel Group shares in Q3 2025, an estimated $9.8K.
  • Markel Group made up 0.01% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #687 holding.
  • Laird Norton Wetherby Wealth Management first reported a position in Markel Group in Q4 2020 and has held it in 18 quarters since.
  • Laird Norton Wetherby Wealth Management's Markel Group position peaked at $709K in Q2 2024.
  • 851 funds tracked by Wall St. Rank held Markel Group as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.