Larson Financial Group’s Markel Group MKL Stock Holding History

Larson Financial 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	$128K	Buy	67 +6	+10%	+$12.2K	﹤0.01%	882
2025 Q4	$131K	Buy	61 +17	+39%	+$34.4K	﹤0.01%	833
2025 Q3	$84.1K	Sell	44 -5	-10%	-$9.8K	﹤0.01%	963
2025 Q2	$97.9K	Buy	49 +6	+14%	+$11.3K	﹤0.01%	855
2025 Q1	$80.4K	Buy	43 +22	+105%	+$40.5K	﹤0.01%	858
2024 Q4	$36.3K	Sell	21 -2	-9%	-$3.32K	﹤0.01%	1002
2024 Q3	$36.1K	Buy	+23	New	+$36K	﹤0.01%	1003
2023 Q1	–	Sell	-4	Closed	-$5.27K	–	1583
2022 Q4	$5.27K	Buy	+4	New	+$4.95K	﹤0.01%	1014
2022 Q2	–	Sell	-1	Closed	-$1K	–	1258
2022 Q1	$1K	Hold	1	–	–	﹤0.01%	982
2021 Q4	$1K	Buy	+1	New	+$1.26K	﹤0.01%	1025
2021 Q2	–	Sell	-7	Closed	-$8K	–	886
2021 Q1	$8K	Buy	+7	New	+$7.55K	﹤0.01%	585

Other funds holding MKL

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 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 New York $19.5B 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, 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

Larson Financial Group's MKL Position: Q1 2026 in Review

Larson Financial Group increased its Markel Group (MKL) stake by 9.8% in Q1 2026, buying an estimated $12.2K and bringing the position to 67 shares worth $128K. The position accounts for ﹤0.01% of the portfolio, ranked #882.

Larson Financial Group first reported a position in MKL in Q1 2021 and has held it in 11 quarters since. The position peaked at $131K in Q4 2025. 925 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

Larson Financial Group held 67 shares of Markel Group worth $128K as of Q1 2026.
Larson Financial Group bought 6 Markel Group shares in Q1 2026, an estimated $12.2K.
Markel Group made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #882 holding.
Larson Financial Group first reported a position in Markel Group in Q1 2021 and has held it in 11 quarters since.
Larson Financial Group's Markel Group position peaked at $131K in Q4 2025.
925 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.