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 Q2	$820K	Buy	420 +18	+4%	+$33.6K	0.01%	670
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

VLKIM

Van Lanschot Kempen Investment Management Amsterdam, Netherlands $13.1B AUM 19.56% 1-Year Est. Return

Perigon Wealth Management's MKL Position: Q2 2026 in Review

Perigon Wealth Management increased its Markel Group (MKL) stake by 4.5% in Q2 2026, buying an estimated $33.6K and bringing the position to 420 shares worth $820K. The position accounts for 0.01% of the portfolio, ranked #670.

Perigon Wealth Management first reported a position in MKL in Q4 2022 and has held it in 15 quarters since. The position peaked at $894K in Q4 2025. 926 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

Perigon Wealth Management held 420 shares of Markel Group worth $820K as of Q2 2026.
Perigon Wealth Management bought 18 Markel Group shares in Q2 2026, an estimated $33.6K.
Markel Group made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #670 holding.
Perigon Wealth Management first reported a position in Markel Group in Q4 2022 and has held it in 15 quarters since.
Perigon Wealth Management's Markel Group position peaked at $894K in Q4 2025.
926 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.