Northwest Quadrant Wealth Management’s Markel Group MKL Stock Holding History

Northwest Quadrant 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	$268K	Hold	140	–	–	0.06%	54
2025 Q4	$301K	Hold	140	–	–	0.06%	49
2025 Q3	$268K	Hold	140	–	–	0.06%	58
2025 Q2	$280K	Hold	140	–	–	0.06%	49
2025 Q1	$262K	Sell	140 -11	-7%	-$20.2K	0.06%	52
2024 Q4	$261K	Sell	151 -10	-6%	-$16.6K	0.06%	59
2024 Q3	$253K	Sell	161 -20	-11%	-$31.3K	0.06%	55
2024 Q2	$285K	Hold	181	–	–	0.07%	48
2024 Q1	$275K	Sell	181 -10	-5%	-$14.7K	0.07%	51
2023 Q4	$271K	Hold	191	–	–	0.07%	51
2023 Q3	$281K	Hold	191	–	–	0.08%	43
2023 Q2	$264K	Hold	191	–	–	0.07%	48
2023 Q1	$244K	Hold	191	–	–	0.07%	50
2022 Q4	$252K	Hold	191	–	–	0.08%	51
2022 Q3	$207K	Hold	191	–	–	0.07%	53
2022 Q2	$247K	Hold	191	–	–	0.08%	54
2022 Q1	$282K	Hold	191	–	–	0.08%	48
2021 Q4	$236K	Hold	191	–	–	0.06%	58
2021 Q3	$231K	Sell	191 -16	-8%	-$19.7K	0.07%	59
2021 Q2	$248K	Sell	207 -6	-3%	-$7.19K	0.07%	54
2021 Q1	$243K	Sell	213 -6	-3%	-$6.47K	0.08%	55
2020 Q4	$223K	Hold	219	–	–	0.08%	53
2020 Q3	$212K	Buy	+219	New	+$222K	0.08%	54
2020 Q1	–	Sell	-224	Closed	-$255K	–	62
2019 Q4	$255K	Hold	224	–	–	0.11%	54
2019 Q3	$258K	Hold	224	–	–	0.11%	57
2019 Q2	$240K	Hold	224	–	–	0.11%	55
2019 Q1	$220K	Buy	+224	New	+$227K	0.1%	55

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

Northwest Quadrant Wealth Management's MKL Position: Q1 2026 in Review

Northwest Quadrant Wealth Management held its Markel Group (MKL) position steady in Q1 2026 at 140 shares worth $268K. The position accounts for 0.06% of the portfolio, ranked #54.

Northwest Quadrant Wealth Management first reported a position in MKL in Q1 2019 and has held it in 27 quarters since. The position peaked at $301K in Q4 2025. 925 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

Northwest Quadrant Wealth Management held 140 shares of Markel Group worth $268K as of Q1 2026.
Northwest Quadrant Wealth Management left its Markel Group share count unchanged in Q1 2026.
Markel Group made up 0.06% of Northwest Quadrant Wealth Management's portfolio in Q1 2026, its #54 holding.
Northwest Quadrant Wealth Management first reported a position in Markel Group in Q1 2019 and has held it in 27 quarters since.
Northwest Quadrant Wealth Management's Markel Group position peaked at $301K in Q4 2025.
925 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on Northwest Quadrant Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.