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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

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BlackRock New York $5.7T 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 $18.8B 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