Perigon Wealth Management’s Markel Group MKL Stock Holding History

Perigon 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	$769K	Sell	402 -14	-3%	-$28.4K	0.01%	614
2025 Q4	$894K	Sell	416 -2	-0.5%	-$4.05K	0.02%	587
2025 Q3	$799K	Sell	418 -1	-0.2%	-$1.96K	0.02%	585
2025 Q2	$837K	Sell	419 -17	-4%	-$31.9K	0.02%	521
2025 Q1	$815K	Sell	436 -25	-5%	-$46K	0.02%	500
2024 Q4	$816K	Buy	461 +12	+3%	+$19.9K	0.02%	502
2024 Q3	$704K	Buy	449 +2	+0.4%	+$3.13K	0.02%	521
2024 Q2	$704K	Buy	447 +2	+0.4%	+$3.11K	0.02%	454
2024 Q1	$677K	Hold	445	–	–	0.02%	467
2023 Q4	$632K	Sell	445 -27	-6%	-$38.3K	0.02%	436
2023 Q3	$695K	Sell	472 -13	-3%	-$19K	0.03%	378
2023 Q2	$671K	Buy	485 +1	+0.2%	+$1.34K	0.03%	388
2023 Q1	$618K	Buy	484 +52	+12%	+$69.1K	0.04%	356
2022 Q4	$569K	Buy	+432	New	+$534K	0.04%	364

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

Perigon Wealth Management's MKL Position: Q1 2026 in Review

Perigon Wealth Management reduced its Markel Group (MKL) stake by 3.4% in Q1 2026, selling an estimated $28.4K and leaving 402 shares worth $769K. The position accounts for 0.01% of the portfolio, ranked #614.

Perigon Wealth Management first reported a position in MKL in Q4 2022 and has held it in 14 quarters since. The position peaked at $894K in Q4 2025. 925 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

Perigon Wealth Management held 402 shares of Markel Group worth $769K as of Q1 2026.
Perigon Wealth Management sold 14 Markel Group shares in Q1 2026, an estimated $28.4K.
Markel Group made up 0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #614 holding.
Perigon Wealth Management first reported a position in Markel Group in Q4 2022 and has held it in 14 quarters since.
Perigon Wealth Management's Markel Group position peaked at $894K in Q4 2025.
925 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.