MWM
MKL icon

Maridea Wealth Management’s Markel Group MKL Stock Holding History

Maridea 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
2026
Q1 		$540K Sell
282
-3
-1% -$6.09K 0.08% 241
2025
Q4 		$613K Buy
285
+32
+13% +$64.8K 0.09% 212
2025
Q3 		$483K Buy
+253
New +$496K 0.08% 254

Other funds holding MKL

BlackRock
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
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
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
VLKIM
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return

Maridea Wealth Management's MKL Position: Q1 2026 in Review

Maridea Wealth Management reduced its Markel Group (MKL) stake by 1.1% in Q1 2026, selling an estimated $6.09K and leaving 282 shares worth $540K. The position accounts for 0.08% of the portfolio, ranked #241.

Maridea Wealth Management first reported a position in MKL in Q3 2025 and has held it in 3 quarters since. The position peaked at $613K in Q4 2025. 925 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

  • Maridea Wealth Management held 282 shares of Markel Group worth $540K as of Q1 2026.
  • Maridea Wealth Management sold 3 Markel Group shares in Q1 2026, an estimated $6.09K.
  • Markel Group made up 0.08% of Maridea Wealth Management's portfolio in Q1 2026, its #241 holding.
  • Maridea Wealth Management first reported a position in Markel Group in Q3 2025 and has held it in 3 quarters since.
  • Maridea Wealth Management's Markel Group position peaked at $613K in Q4 2025.
  • 925 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on Maridea Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.