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 Q3	$1.26M	Hold	737	–	–	0.06%	169
2026 Q2	$1.44M	Hold	737	–	–	0.07%	159
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	$799K	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

Davis Selected Advisers Tucson, Arizona $23.2B AUM 18.42% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Troy Asset Management London, United Kingdom $4.2B AUM 11.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

Principle Wealth Partners's MKL Position: Q3 2026 in Review

Principle Wealth Partners held its Markel Group (MKL) position steady in Q3 2026 at 737 shares worth $1.26M. The position accounts for 0.06% of the portfolio, ranked #169.

Principle Wealth Partners first reported a position in MKL in Q4 2018 and has held it in 32 quarters since. The position peaked at $1.58M in Q4 2025. 543 funds tracked by Wall St. Rank hold MKL as of Q3 2026.

Principle Wealth Partners held 737 shares of Markel Group worth $1.26M as of Q3 2026.
Principle Wealth Partners left its Markel Group share count unchanged in Q3 2026.
Markel Group made up 0.06% of Principle Wealth Partners's portfolio in Q3 2026, its #169 holding.
Principle Wealth Partners first reported a position in Markel Group in Q4 2018 and has held it in 32 quarters since.
Principle Wealth Partners's Markel Group position peaked at $1.58M in Q4 2025.
543 funds tracked by Wall St. Rank held Markel Group as of Q3 2026.

Based on Principle Wealth Partners's 13F filing for Q3 2026, filed 2 Nov 2026.