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Sentry Investment Management’s Markel Group MKL Stock Holding History

Sentry 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
-23
Closed -$49K – 306
2025
Q4 		$49K Hold
23
– – 0.03% 361
2025
Q3 		$45K Sell
23
-151
-87% -$296K 0.03% 382
2025
Q2 		$348K Hold
174
– – 0.19% 116
2025
Q1 		$292K Sell
174
-52
-23% -$95.7K 0.2% 113
2024
Q4 		$390K Sell
226
-37
-14% -$61.4K 0.19% 116
2024
Q3 		$413K Hold
263
– – 0.17% 131
2024
Q2 		$414K Sell
263
-54
-17% -$83.9K 0.18% 129
2024
Q1 		$482K Hold
317
– – 0.19% 130
2023
Q4 		$450K Buy
+317
New +$450K 0.19% 133

Other funds holding MKL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
VLKIM
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $13.1B AUM 19.56% 1-Year Est. Return

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

Sentry Investment Management sold out of Markel Group (MKL) in Q1 2026, closing a stake of 23 shares — an estimated $49K sold.

Sentry Investment Management first reported a position in MKL in Q4 2023 and held it in 9 quarters. The position peaked at $482K in Q1 2024. 929 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

  • Sentry Investment Management reported no remaining Markel Group position as of Q1 2026 after selling out during the quarter.
  • Sentry Investment Management sold 23 Markel Group shares in Q1 2026, an estimated $49K.
  • Sentry Investment Management first reported a position in Markel Group in Q4 2023 and held it in 9 quarters.
  • Sentry Investment Management's Markel Group position peaked at $482K in Q1 2024.
  • 929 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on Sentry Investment Management's 13F filing for Q1 2026, filed 8 May 2026.