Optima Capital’s Markel Group MKL Stock Holding History

Optima Capital’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	–	Sell	-21	Closed	-$45.1K	–	843
2025 Q4	$45.1K	Buy	+21	New	+$42.5K	0.02%	321

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

Optima Capital's MKL Position: Q1 2026 in Review

Optima Capital sold out of Markel Group (MKL) in Q1 2026, closing a stake of 21 shares — an estimated $45.1K sold.

Optima Capital first reported a position in MKL in Q4 2025 and held it in 1 quarter. The position peaked at $45.1K in Q4 2025. 926 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

Optima Capital reported no remaining Markel Group position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 21 Markel Group shares in Q1 2026, an estimated $45.1K.
Optima Capital first reported a position in Markel Group in Q4 2025 and held it in 1 quarter.
Optima Capital's Markel Group position peaked at $45.1K in Q4 2025.
926 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.