Pathstone Holdings
MKL icon

Pathstone Holdings’s Markel Group MKL Stock Holding History

Pathstone Holdings’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 		$7.6M Buy
3,969
+75
+2% +$152K 0.03% 432
2025
Q4 		$8.37M Buy
3,894
+476
+14% +$964K 0.03% 392
2025
Q3 		$6.53M Buy
3,418
+25
+0.7% +$49K 0.03% 477
2025
Q2 		$6.78M Buy
3,393
+344
+11% +$645K 0.03% 443
2025
Q1 		$5.7M Buy
3,049
+408
+15% +$751K 0.02% 517
2024
Q4 		$4.56M Buy
2,641
+91
+4% +$151K 0.02% 578
2024
Q3 		$4M Buy
2,550
+63
+3% +$98.6K 0.02% 635
2024
Q2 		$3.92M Buy
2,487
+57
+2% +$88.5K 0.02% 618
2024
Q1 		$3.7M Buy
2,430
+113
+5% +$166K 0.02% 631
2023
Q4 		$3.29M Buy
+2,317
New +$3.29M 0.02% 556

Other funds holding MKL

BlackRock
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
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
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
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
VLKIM
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return

Pathstone Holdings's MKL Position: Q1 2026 in Review

Pathstone Holdings increased its Markel Group (MKL) stake by 1.9% in Q1 2026, buying an estimated $152K and bringing the position to 3,969 shares worth $7.6M. The position accounts for 0.03% of the portfolio, ranked #432.

Pathstone Holdings first reported a position in MKL in Q4 2023 and has held it in 10 quarters since. The position peaked at $8.37M in Q4 2025. 925 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

  • Pathstone Holdings held 3,969 shares of Markel Group worth $7.6M as of Q1 2026.
  • Pathstone Holdings bought 75 Markel Group shares in Q1 2026, an estimated $152K.
  • Markel Group made up 0.03% of Pathstone Holdings's portfolio in Q1 2026, its #432 holding.
  • Pathstone Holdings first reported a position in Markel Group in Q4 2023 and has held it in 10 quarters since.
  • Pathstone Holdings's Markel Group position peaked at $8.37M in Q4 2025.
  • 925 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on Pathstone Holdings's 13F filing for Q1 2026, filed 11 May 2026.