Principle Wealth Partners’s Markel Group MKL Stock Holding History

Principle Wealth Partners’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	$1.41M	Hold	737	–	–	0.08%	150
2025 Q4	$1.58M	Hold	737	–	–	0.09%	139
2025 Q3	$1.41M	Hold	737	–	–	0.08%	141
2025 Q2	$1.47M	Hold	737	–	–	0.09%	130
2025 Q1	$1.38M	Hold	737	–	–	0.1%	135
2024 Q4	$1.27M	Hold	737	–	–	0.09%	136
2024 Q3	$1.16M	Hold	737	–	–	0.08%	149
2024 Q2	$1.16M	Hold	737	–	–	0.09%	143
2024 Q1	$1.12M	Hold	737	–	–	0.09%	149
2023 Q4	$1.05M	Hold	737	–	–	0.09%	152
2023 Q3	$1.09M	Hold	737	–	–	0.11%	140
2023 Q2	$1.02M	Hold	737	–	–	0.1%	138
2023 Q1	$941K	Hold	737	–	–	0.1%	140
2022 Q4	$971K	Hold	737	–	–	0.11%	133
2022 Q3	$799	Hold	737	–	–	0.08%	140
2022 Q2	$953K	Hold	737	–	–	0.11%	139
2022 Q1	$1.09M	Hold	737	–	–	0.11%	130
2021 Q4	$909K	Hold	737	–	–	0.1%	144
2021 Q3	$881K	Hold	737	–	–	0.1%	140
2021 Q2	$875K	Hold	737	–	–	0.1%	141
2021 Q1	$840K	Buy	737 +59	+9%	+$63.6K	0.1%	138
2020 Q4	$701K	Hold	678	–	–	0.09%	145
2020 Q3	$660K	Hold	678	–	–	0.18%	68
2020 Q2	$626K	Hold	678	–	–	0.18%	71
2020 Q1	$629K	Hold	678	–	–	0.24%	64
2019 Q4	$775K	Hold	678	–	–	0.25%	70
2019 Q3	$801K	Hold	678	–	–	0.28%	65
2019 Q2	$739K	Hold	678	–	–	0.38%	53
2019 Q1	$675K	Hold	678	–	–	0.39%	51
2018 Q4	$704K	Buy	+678	New	+$741K	0.59%	41

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

Principle Wealth Partners's MKL Position: Q1 2026 in Review

Principle Wealth Partners held its Markel Group (MKL) position steady in Q1 2026 at 737 shares worth $1.41M. The position accounts for 0.08% of the portfolio, ranked #150.

Principle Wealth Partners first reported a position in MKL in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.58M in Q4 2025. 925 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

Principle Wealth Partners held 737 shares of Markel Group worth $1.41M as of Q1 2026.
Principle Wealth Partners left its Markel Group share count unchanged in Q1 2026.
Markel Group made up 0.08% of Principle Wealth Partners's portfolio in Q1 2026, its #150 holding.
Principle Wealth Partners first reported a position in Markel Group in Q4 2018 and has held it in 30 quarters since.
Principle Wealth Partners's Markel Group position peaked at $1.58M in Q4 2025.
925 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on Principle Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.