Markel Group’s LPL Financial LPLA Stock Holding History

Markel Group’s Portfolio LPLA Stock Details LPLA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$168M	Hold	559,951	–	–	1.41%	19
2025 Q4	$200M	Buy	559,951 +6,630	+1%	+$2.34M	1.59%	15
2025 Q3	$184M	Buy	553,321 +8,717	+2%	+$3.16M	1.49%	20
2025 Q2	$204M	Buy	544,604 +5,500	+1%	+$1.93M	1.73%	17
2025 Q1	$176M	Buy	539,104 +6,700	+1%	+$2.33M	1.57%	19
2024 Q4	$174M	Buy	532,404 +12,000	+2%	+$3.55M	1.53%	21
2024 Q3	$121M	Buy	520,404 +38,613	+8%	+$8.7M	1.09%	29
2024 Q2	$135M	Buy	481,791 +27,500	+6%	+$7.46M	1.32%	26
2024 Q1	$120M	Buy	454,291 +27,905	+7%	+$7.04M	1.18%	26
2023 Q4	$97.1M	Buy	426,386 +125,122	+42%	+$28.1M	1.06%	27
2023 Q3	$71.6M	Buy	301,264 +174,205	+137%	+$40.5M	0.86%	37
2023 Q2	$27.6M	Buy	127,059 +107,389	+546%	+$21.5M	0.33%	66
2023 Q1	$3.98M	Buy	19,670 +16,989	+634%	+$3.88M	0.05%	112
2022 Q4	$580K	Buy	+2,681	New	+$627K	0.01%	133

Other funds holding LPLA

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Samlyn Capital New York $5.82B AUM 36.3% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return