PenderFund Capital Management’s Markel Group MKL Stock Holding History

PenderFund Capital 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	$990K	Hold	517	–	–	0.16%	53
2025 Q4	$1.11M	Buy	517 +2	+0.4%	+$4.05K	0.18%	45
2025 Q3	$984K	Hold	515	–	–	0.17%	48
2025 Q2	$1.03M	Buy	515 +6	+1%	+$11.3K	0.24%	43
2025 Q1	$2.31M	Buy	509 +5	+1%	+$9.2K	0.63%	31
2024 Q4	$1.25M	Buy	+504	New	+$836K	0.27%	37
2018 Q1	–	Sell	-773	Closed	-$868K	–	73
2017 Q4	$868K	Buy	+773	New	+$845K	0.57%	27

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

PenderFund Capital Management's MKL Position: Q1 2026 in Review

PenderFund Capital Management held its Markel Group (MKL) position steady in Q1 2026 at 517 shares worth $990K. The position accounts for 0.16% of the portfolio, ranked #53.

PenderFund Capital Management first reported a position in MKL in Q4 2017 and has held it in 7 quarters since. The position peaked at $2.31M in Q1 2025. 925 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

PenderFund Capital Management held 517 shares of Markel Group worth $990K as of Q1 2026.
PenderFund Capital Management left its Markel Group share count unchanged in Q1 2026.
Markel Group made up 0.16% of PenderFund Capital Management's portfolio in Q1 2026, its #53 holding.
PenderFund Capital Management first reported a position in Markel Group in Q4 2017 and has held it in 7 quarters since.
PenderFund Capital Management's Markel Group position peaked at $2.31M in Q1 2025.
925 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on PenderFund Capital Management's 13F filing for Q1 2026, filed 15 May 2026.