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Rakuten Investment Management’s Markel Group MKL Stock Holding History

Rakuten Investment Management’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 		– Sell
-536
Closed -$1.17M – 558
2025
Q4 		$1.17M Sell
536
-23,917
-98% -$48.5M ﹤0.01% 494
2025
Q3 		$12M Buy
+24,453
New +$47.9M 0.04% 118
2025
Q1 		$659K Buy
+355
New +$653K ﹤0.01% 538
2024
Q3 		$373K Buy
238
+58
+32% +$90.8K ﹤0.01% 447
2024
Q2 		$284K Buy
180
+66
+58% +$102K ﹤0.01% 441
2024
Q1 		$173K Buy
114
+105
+1,167% +$154K ﹤0.01% 440
2023
Q4 		$12.7K Buy
+9
New +$12.8K ﹤0.01% 453

Other funds holding MKL

BlackRock
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
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
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
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
VLKIM
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return

Rakuten Investment Management's MKL Position: Q1 2026 in Review

Rakuten Investment Management sold out of Markel Group (MKL) in Q1 2026, closing a stake of 536 shares — an estimated $1.17M sold.

Rakuten Investment Management first reported a position in MKL in Q4 2023 and held it in 7 quarters. The position peaked at $12M in Q3 2025. 926 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

  • Rakuten Investment Management reported no remaining Markel Group position as of Q1 2026 after selling out during the quarter.
  • Rakuten Investment Management sold 536 Markel Group shares in Q1 2026, an estimated $1.17M.
  • Rakuten Investment Management first reported a position in Markel Group in Q4 2023 and held it in 7 quarters.
  • Rakuten Investment Management's Markel Group position peaked at $12M in Q3 2025.
  • 926 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on Rakuten Investment Management's 13F filing for Q1 2026, filed 12 May 2026.