Mackenzie Financial’s Markel Group MKL Stock Holding History

Mackenzie Financial’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	$5.3M	Buy	2,771 +73	+3%	+$148K	0.01%	653
2025 Q4	$5.85M	Buy	2,698 +790	+41%	+$1.6M	0.01%	610
2025 Q3	$3.65M	Buy	1,908 +16	+0.8%	+$31.4K	﹤0.01%	692
2025 Q2	$3.78M	Sell	1,892 -13,201	-87%	-$24.8M	﹤0.01%	656
2025 Q1	$28.2M	Sell	15,093 -22,652	-60%	-$41.7M	0.04%	290
2024 Q4	$65.2M	Sell	37,745 -875	-2%	-$1.45M	0.09%	184
2024 Q3	$60.6M	Sell	38,620 -58,723	-60%	-$91.9M	0.08%	200
2024 Q2	$153M	Sell	97,343 -33,999	-26%	-$52.8M	0.23%	106
2024 Q1	$200M	Buy	131,342 +1,801	+1%	+$2.64M	0.29%	94
2023 Q4	$184M	Buy	129,541 +3,476	+3%	+$4.93M	0.28%	94
2023 Q3	$182M	Sell	126,065 -16,595	-12%	-$24.3M	0.31%	82
2023 Q2	$195M	Sell	142,660 -9,195	-6%	-$12.3M	0.3%	89
2023 Q1	$194M	Sell	151,855 -1,495	-1%	-$1.99M	0.3%	84
2022 Q4	$202M	Sell	153,350 -440	-0.3%	-$544K	0.34%	74
2022 Q3	$167M	Sell	153,790 -91	-0.1%	-$111K	0.29%	86
2022 Q2	$199M	Sell	153,881 -7,428	-5%	-$10.2M	0.32%	76
2022 Q1	$238M	Sell	161,309 -18,905	-10%	-$24.4M	0.32%	78
2021 Q4	$222M	Sell	180,214 -10,253	-5%	-$12.9M	0.3%	86
2021 Q3	$228M	Buy	190,467 +4,729	+3%	+$5.83M	0.32%	76
2021 Q2	$220M	Buy	185,738 +800	+0.4%	+$959K	0.31%	82
2021 Q1	$211M	Buy	184,938 +16,401	+10%	+$17.7M	0.32%	82
2020 Q4	$174M	Buy	168,537 +23,874	+17%	+$23.8M	0.38%	80
2020 Q3	$141M	Buy	144,663 +1,853	+1%	+$1.88M	0.35%	88
2020 Q2	$132M	Buy	142,810 +13,394	+10%	+$12.2M	0.35%	87
2020 Q1	$120M	Buy	129,416 +2,358	+2%	+$2.7M	0.39%	66
2019 Q4	$145M	Buy	127,058 +5,034	+4%	+$5.73M	0.36%	75
2019 Q3	$144M	Buy	122,024 +5,098	+4%	+$5.79M	0.38%	67
2019 Q2	$127M	Buy	116,926 +35,278	+43%	+$37M	0.33%	78
2019 Q1	$81.3M	Buy	81,648 +11,461	+16%	+$11.6M	0.2%	123
2018 Q4	$72.9M	Buy	70,187 +3,740	+6%	+$4.09M	0.19%	120
2018 Q3	$79M	Buy	66,447 +79	+0.1%	+$93K	0.19%	128
2018 Q2	$72M	Buy	66,368 +69	+0.1%	+$77.9K	0.18%	132
2018 Q1	$77.6M	Buy	66,299 +6,567	+11%	+$7.39M	0.2%	113
2017 Q4	$68M	Buy	59,732 +9,156	+18%	+$10M	0.16%	127
2017 Q3	$54M	Buy	50,576 +106	+0.2%	+$110K	0.29%	99
2017 Q2	$49.3M	Buy	50,470 +2,812	+6%	+$2.73M	0.27%	102
2017 Q1	$46.5M	Buy	47,658 +2,145	+5%	+$2.03M	0.27%	100
2016 Q4	$41.2M	Buy	45,513 +3,711	+9%	+$3.31M	0.25%	113
2016 Q3	$38.8M	Sell	41,802 -552	-1%	-$515K	0.24%	116
2016 Q2	$40.4M	Sell	42,354 -263	-0.6%	-$245K	0.23%	115
2016 Q1	$38M	Sell	42,617 -6,623	-13%	-$5.69M	0.34%	72
2015 Q4	$43.5M	Sell	49,240 -5,363	-10%	-$4.67M	0.27%	92
2015 Q3	$43.8M	Sell	54,603 -310	-0.6%	-$262K	0.27%	85
2015 Q2	$44M	Buy	54,913 +2,614	+5%	+$2.03M	0.24%	96
2015 Q1	$40.2M	Sell	52,299 -11,491	-18%	-$8.31M	0.21%	115
2014 Q4	$43.6M	Buy	63,790 +7,734	+14%	+$5.24M	0.22%	104
2014 Q3	$35.7M	Buy	56,056 +9,358	+20%	+$6.04M	0.18%	119
2014 Q2	$30.6M	Buy	46,698 +4,033	+9%	+$2.54M	0.14%	140
2014 Q1	$25.4M	Buy	42,665 +21,107	+98%	+$12M	0.12%	159
2013 Q4	$12.5M	Buy	21,558 +21,133	+4,972%	+$11.5M	0.06%	226
2013 Q3	$220K	Buy	+425	New	+$223K	﹤0.01%	605

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

Mackenzie Financial's MKL Position: Q1 2026 in Review

Mackenzie Financial increased its Markel Group (MKL) stake by 2.7% in Q1 2026, buying an estimated $148K and bringing the position to 2,771 shares worth $5.3M. The position accounts for 0.01% of the portfolio, ranked #653.

Mackenzie Financial first reported a position in MKL in Q3 2013 and has held it in 51 quarters since. The position peaked at $238M in Q1 2022. 925 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

Mackenzie Financial held 2,771 shares of Markel Group worth $5.3M as of Q1 2026.
Mackenzie Financial bought 73 Markel Group shares in Q1 2026, an estimated $148K.
Markel Group made up 0.01% of Mackenzie Financial's portfolio in Q1 2026, its #653 holding.
Mackenzie Financial first reported a position in Markel Group in Q3 2013 and has held it in 51 quarters since.
Mackenzie Financial's Markel Group position peaked at $238M in Q1 2022.
925 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on Mackenzie Financial's 13F filing for Q1 2026, filed 13 May 2026.