Ray Dalio’s Markel Group MKL Stock Holding History

Ray Dalio’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	$3.93M	Buy	2,053 +37	+2%	+$75.1K	0.02%	479
2025 Q4	$4.33M	Buy	+2,016	New	+$4.08M	0.02%	575
2024 Q3	–	Sell	-159	Closed	-$251K	–	865
2024 Q2	$251K	Buy	+159	New	+$247K	﹤0.01%	841
2023 Q1	–	Sell	-4,474	Closed	-$5.89M	–	825
2022 Q4	$5.89M	Buy	4,474 +1,524	+52%	+$1.89M	0.03%	334
2022 Q3	$3.2M	Sell	2,950 -371	-11%	-$453K	0.02%	467
2022 Q2	$4.29M	Buy	3,321 +912	+38%	+$1.25M	0.02%	519
2022 Q1	$3.55M	Buy	2,409 +1,172	+95%	+$1.51M	0.01%	544
2021 Q4	$1.53M	Buy	+1,237	New	+$1.56M	0.01%	501
2020 Q3	–	Sell	-503	Closed	-$464K	–	482
2020 Q2	$464K	Sell	503 -249	-33%	-$226K	0.01%	274
2020 Q1	$698K	Buy	+752	New	+$860K	0.01%	244

Other funds holding MKL

BlackRock New York $6.73T AUM 46.02% 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 $204B AUM 27.99% 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 $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

VLKIM

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

Ray Dalio's MKL Position: Q1 2026 in Review

Ray Dalio increased its Markel Group (MKL) stake by 1.8% in Q1 2026, buying an estimated $75.1K and bringing the position to 2,053 shares worth $3.93M. The position accounts for 0.02% of the portfolio, ranked #479.

Ray Dalio first reported a position in MKL in Q1 2020 and has held it in 10 quarters since. The position peaked at $5.89M in Q4 2022. 929 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

Ray Dalio held 2,053 shares of Markel Group worth $3.93M as of Q1 2026.
Ray Dalio bought 37 Markel Group shares in Q1 2026, an estimated $75.1K.
Markel Group made up 0.02% of Ray Dalio's portfolio in Q1 2026, its #479 holding.
Ray Dalio first reported a position in Markel Group in Q1 2020 and has held it in 10 quarters since.
Ray Dalio's Markel Group position peaked at $5.89M in Q4 2022.
929 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on Bridgewater Associates's 13F filing for Q1 2026, filed 15 May 2026.