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 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 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

Principal Securities's MKL Position: Q1 2026 in Review

Principal Securities reduced its Markel Group (MKL) stake by 4.6% in Q1 2026, selling an estimated $50.7K and leaving 513 shares worth $982K. The position accounts for 0.01% of the portfolio, ranked #735.

Principal Securities first reported a position in MKL in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.16M in Q4 2025. 925 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

Principal Securities held 513 shares of Markel Group worth $982K as of Q1 2026.
Principal Securities sold 25 Markel Group shares in Q1 2026, an estimated $50.7K.
Markel Group made up 0.01% of Principal Securities's portfolio in Q1 2026, its #735 holding.
Principal Securities first reported a position in Markel Group in Q4 2023 and has held it in 10 quarters since.
Principal Securities's Markel Group position peaked at $1.16M in Q4 2025.
925 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.