Quilter Plc’s Markel Group MKL Stock Holding History

Quilter Plc’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	$74M	Buy	38,670 +2,348	+6%	+$4.77M	1.3%	32
2025 Q4	$78.1M	Sell	36,322 -66	-0.2%	-$134K	1.31%	27
2025 Q3	$69.6M	Buy	36,388 +2,169	+6%	+$4.25M	1.19%	28
2025 Q2	$68.3M	Buy	34,219 +465	+1%	+$872K	1.25%	30
2025 Q1	$63.1M	Buy	33,754 +615	+2%	+$1.13M	1.31%	30
2024 Q4	$57.2M	Buy	33,139 +2,234	+7%	+$3.71M	1.13%	30
2024 Q3	$48.5M	Buy	30,905 +3,008	+11%	+$4.71M	0.99%	32
2024 Q2	$44M	Buy	27,897 +3,104	+13%	+$4.82M	0.99%	31
2024 Q1	$37.7M	Buy	24,793 +3,955	+19%	+$5.8M	0.89%	38
2023 Q4	$29.4M	Buy	20,838 +4,262	+26%	+$6.05M	0.99%	34
2023 Q3	$16.5M	Buy	16,576 +1,392	+9%	+$2.04M	0.07%	84
2023 Q2	$15.1M	Buy	15,184 +1,974	+15%	+$2.65M	0.06%	83
2023 Q1	$13.1M	Buy	+13,210	New	+$17.5M	0.05%	83

Other funds holding MKL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Select Equity Group

Select Equity Group New York $18.8B 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 Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return