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Principal Securities’s Markel Group MKL Stock Holding History

Principal Securities’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 		$998K Sell
511
-2
-0.4% -$3.73K 0.01% 787
2026
Q1 		$982K Sell
513
-25
-5% -$50.7K 0.01% 735
2025
Q4 		$1.16M Buy
538
+25
+5% +$50.6K 0.02% 654
2025
Q3 		$981K Buy
513
+37
+8% +$72.5K 0.02% 671
2025
Q2 		$951K Sell
476
-160
-25% -$300K 0.02% 627
2025
Q1 		$1.1M Buy
636
+5
+0.8% +$9.2K 0.02% 521
2024
Q4 		$1.09M Sell
631
-15
-2% -$24.9K 0.02% 523
2024
Q3 		$1.01M Sell
646
-44
-6% -$68.9K 0.02% 523
2024
Q2 		$1.09M Sell
690
-44
-6% -$68.3K 0.03% 460
2024
Q1 		$1.12M Buy
734
+7
+1% +$10.3K 0.03% 426
2023
Q4 		$1.03M Buy
+727
New +$1.03M 0.04% 401

Other funds holding MKL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Boston Partners
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

Principal Securities's MKL Position: Q2 2026 in Review

Principal Securities reduced its Markel Group (MKL) stake by 0.39% in Q2 2026, selling an estimated $3.73K and leaving 511 shares worth $998K. The position accounts for 0.01% of the portfolio, ranked #787.

Principal Securities first reported a position in MKL in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.16M in Q4 2025. 926 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Principal Securities held 511 shares of Markel Group worth $998K as of Q2 2026.
  • Principal Securities sold 2 Markel Group shares in Q2 2026, an estimated $3.73K.
  • Markel Group made up 0.01% of Principal Securities's portfolio in Q2 2026, its #787 holding.
  • Principal Securities first reported a position in Markel Group in Q4 2023 and has held it in 11 quarters since.
  • Principal Securities's Markel Group position peaked at $1.16M in Q4 2025.
  • 926 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.