Orion Portfolio Solutions’s Markel Group MKL Stock Holding History

Orion Portfolio Solutions’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
2025 Q1	$1.41M	Sell	755 -109	-13%	-$201K	0.01%	897
2024 Q4	$1.49M	Sell	864 -731	-46%	-$1.21M	0.01%	837
2024 Q3	$2.5M	Buy	1,595 +104	+7%	+$163K	0.02%	580
2024 Q2	$2.35M	Sell	1,491 -320	-18%	-$497K	0.02%	578
2024 Q1	$2.76M	Sell	1,811 -48	-3%	-$70.4K	0.03%	515
2023 Q4	$2.64M	Sell	1,859 -155	-8%	-$220K	0.03%	507
2023 Q3	$2.97M	Sell	2,014 -238	-11%	-$348K	0.04%	446
2023 Q2	$3.11M	Sell	2,252 -120	-5%	-$161K	0.03%	472
2023 Q1	$3.03M	Buy	+2,372	New	+$3.15M	0.04%	424
2020 Q3	–	Sell	-38	Closed	-$35K	–	1412
2020 Q2	$35K	Sell	38 -1	-3%	-$909	﹤0.01%	788
2020 Q1	$36K	Buy	39 +1	+3%	+$1.14K	﹤0.01%	669
2019 Q4	$43K	Buy	+38	New	+$43.3K	﹤0.01%	585

Other funds holding MKL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Orion Portfolio Solutions's MKL Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Markel Group (MKL) stake by 13% in Q1 2025, selling an estimated $201K and leaving 755 shares worth $1.41M. The position accounts for 0.01% of the portfolio, ranked #897.

Orion Portfolio Solutions first reported a position in MKL in Q4 2019 and has held it in 12 quarters since. The position peaked at $3.11M in Q2 2023. 851 funds tracked by Wall St. Rank hold MKL as of Q1 2025.

Orion Portfolio Solutions held 755 shares of Markel Group worth $1.41M as of Q1 2025.
Orion Portfolio Solutions sold 109 Markel Group shares in Q1 2025, an estimated $201K.
Markel Group made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #897 holding.
Orion Portfolio Solutions first reported a position in Markel Group in Q4 2019 and has held it in 12 quarters since.
Orion Portfolio Solutions's Markel Group position peaked at $3.11M in Q2 2023.
851 funds tracked by Wall St. Rank held Markel Group as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.