Northern Trust

Northern Trust’s Markel Group MKL Stock Holding History

Northern Trust’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	$164M	Buy	85,656 +1,037	+1%	+$2.1M	0.02%	551
2025 Q4	$182M	Sell	84,619 -10,780	-11%	-$21.8M	0.02%	529
2025 Q3	$182M	Sell	95,399 -2,890	-3%	-$5.67M	0.02%	524
2025 Q2	$196M	Buy	98,289 +5,633	+6%	+$10.6M	0.03%	489
2025 Q1	$173M	Sell	92,656 -1,727	-2%	-$3.18M	0.03%	512
2024 Q4	$163M	Buy	94,383 +11,654	+14%	+$19.3M	0.02%	530
2024 Q3	$130M	Sell	82,729 -8,436	-9%	-$13.2M	0.02%	562
2024 Q2	$144M	Buy	91,165 +5,732	+7%	+$8.9M	0.02%	507
2024 Q1	$130M	Sell	85,433 -4,843	-5%	-$7.1M	0.02%	541
2023 Q4	$128M	Buy	90,276 +1,775	+2%	+$2.52M	0.02%	536
2023 Q3	$130M	Buy	88,501 +1,929	+2%	+$2.82M	0.03%	515
2023 Q2	$120M	Sell	86,572 -6,572	-7%	-$8.81M	0.02%	540
2023 Q1	$119M	Buy	93,144 +16	+0%	+$21.3K	0.02%	547
2022 Q4	$123M	Buy	93,128 +789	+0.9%	+$976K	0.03%	522
2022 Q3	$100M	Sell	92,339 -1,574	-2%	-$1.92M	0.02%	545
2022 Q2	$121M	Sell	93,913 -2,417	-3%	-$3.32M	0.03%	507
2022 Q1	$142M	Sell	96,330 -1,880	-2%	-$2.43M	0.03%	535
2021 Q4	$121M	Sell	98,210 -2,146	-2%	-$2.71M	0.02%	605
2021 Q3	$120M	Buy	100,356 +8,540	+9%	+$10.5M	0.02%	590
2021 Q2	$109M	Sell	91,816 -977	-1%	-$1.17M	0.02%	635
2021 Q1	$106M	Buy	92,793 +2,173	+2%	+$2.34M	0.02%	645
2020 Q4	$93.6M	Sell	90,620 -1,145	-1%	-$1.14M	0.02%	673
2020 Q3	$89.4M	Sell	91,765 -4,036	-4%	-$4.1M	0.02%	607
2020 Q2	$88.4M	Sell	95,801 -560	-0.6%	-$509K	0.02%	584
2020 Q1	$89.4M	Buy	96,361 +2,369	+3%	+$2.71M	0.03%	518
2019 Q4	$107M	Buy	93,992 +1,976	+2%	+$2.25M	0.02%	565
2019 Q3	$109M	Buy	92,016 +516	+0.6%	+$586K	0.03%	551
2019 Q2	$99.7M	Sell	91,500 -3,441	-4%	-$3.61M	0.02%	580
2019 Q1	$94.6M	Buy	94,941 +998	+1%	+$1.01M	0.02%	586
2018 Q4	$97.5M	Buy	93,943 +5,522	+6%	+$6.04M	0.03%	523
2018 Q3	$105M	Sell	88,421 -1,102	-1%	-$1.3M	0.03%	539
2018 Q2	$97.1M	Sell	89,523 -4,261	-5%	-$4.81M	0.02%	565
2018 Q1	$110M	Sell	93,784 -1,466	-2%	-$1.65M	0.03%	523
2017 Q4	$109M	Buy	95,250 +4,277	+5%	+$4.68M	0.03%	535
2017 Q3	$97.2M	Buy	90,973 +4,389	+5%	+$4.54M	0.03%	562
2017 Q2	$84.5M	Buy	86,584 +77	+0.1%	+$74.7K	0.02%	609
2017 Q1	$84.4M	Buy	86,507 +1,893	+2%	+$1.79M	0.02%	594
2016 Q4	$76.5M	Buy	84,614 +5,158	+6%	+$4.6M	0.02%	613
2016 Q3	$73.8M	Buy	79,456 +2,742	+4%	+$2.56M	0.02%	622
2016 Q2	$73.1M	Buy	76,714 +2,698	+4%	+$2.51M	0.02%	608
2016 Q1	$65.1M	Buy	74,016 +1,095	+2%	+$941K	0.02%	651
2015 Q4	$64.4M	Buy	72,921 +18,440	+34%	+$16M	0.02%	645
2015 Q3	$43.7M	Sell	54,481 -4,621	-8%	-$3.91M	0.01%	900
2015 Q2	$47.3M	Sell	59,102 -598	-1%	-$465K	0.01%	896
2015 Q1	$45.9M	Buy	59,700 +1,533	+3%	+$1.11M	0.01%	937
2014 Q4	$39.7M	Sell	58,167 -608	-1%	-$412K	0.01%	1006
2014 Q3	$37.4M	Sell	58,775 -3,072	-5%	-$1.98M	0.01%	999
2014 Q2	$40.5M	Buy	61,847 +1,695	+3%	+$1.07M	0.01%	950
2014 Q1	$35.9M	Buy	60,152 +4,556	+8%	+$2.6M	0.01%	1084
2013 Q4	$32.3M	Sell	55,596 -1,123	-2%	-$609K	0.01%	1105
2013 Q3	$29.4M	Sell	56,719 -6,957	-11%	-$3.66M	0.01%	1129
2013 Q2	$33.6M	Buy	+63,676	New	+$33.3M	0.01%	953

Other funds holding MKL

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Select Equity Group

Select Equity Group New York $18.8B 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 Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return