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Solitude Financial Services’s Markel Group MKL Stock Holding History

Solitude Financial Services’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 		$2.71M Buy
1,365
+112
+9% +$227K 0.8% 18
2025
Q4 		$2.69M Buy
1,253
+22
+2% +$44.6K 0.89% 17
2025
Q3 		$2.35M Buy
1,231
+31
+3% +$60.8K 0.81% 17
2025
Q2 		$2.4M Buy
1,200
+69
+6% +$129K 0.87% 17
2025
Q1 		$2.11M Buy
1,131
+88
+8% +$162K 0.82% 17
2024
Q4 		$1.8M Sell
1,043
-32
-3% -$53.1K 0.79% 15
2024
Q3 		$1.69M Buy
1,075
+325
+43% +$509K 0.72% 15
2024
Q2 		$1.18M Buy
+750
New +$1.16M 0.55% 16

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

Solitude Financial Services's MKL Position: Q1 2026 in Review

Solitude Financial Services increased its Markel Group (MKL) stake by 8.9% in Q1 2026, buying an estimated $227K and bringing the position to 1,365 shares worth $2.71M. The position accounts for 0.8% of the portfolio, ranked #18.

Solitude Financial Services first reported a position in MKL in Q2 2024 and has held it in 8 quarters since. 925 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

  • Solitude Financial Services held 1,365 shares of Markel Group worth $2.71M as of Q1 2026.
  • Solitude Financial Services bought 112 Markel Group shares in Q1 2026, an estimated $227K.
  • Markel Group made up 0.8% of Solitude Financial Services's portfolio in Q1 2026, its #18 holding.
  • Solitude Financial Services first reported a position in Markel Group in Q2 2024 and has held it in 8 quarters since.
  • 925 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on Solitude Financial Services's 13F filing for Q1 2026, filed 16 Apr 2026.