SI
MKL icon

Stephens Inc’s Markel Group MKL Stock Holding History

Stephens Inc’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 		$442K Buy
231
+24
+12% +$48.7K 0.01% 892
2025
Q4 		$445K Sell
207
-1
-0.5% -$2.03K 0.01% 888
2025
Q3 		$398K Sell
208
-4
-2% -$7.84K 0.01% 929
2025
Q2 		$423K Sell
212
-1
-0.5% -$1.88K 0.01% 897
2025
Q1 		$398K Sell
213
-386
-64% -$710K 0.01% 891
2024
Q4 		$1.03M Sell
599
-1
-0.2% -$1.66K 0.01% 596
2024
Q3 		$941K Buy
600
+42
+8% +$65.7K 0.01% 626
2024
Q2 		$879K Buy
558
+1
+0.2% +$1.55K 0.01% 628
2024
Q1 		$847K Buy
557
+373
+203% +$547K 0.01% 629
2023
Q4 		$261K Sell
184
-21
-10% -$29.8K ﹤0.01% 983
2023
Q3 		$302K Sell
205
-6
-3% -$8.78K 0.01% 902
2023
Q2 		$292K Sell
211
-18
-8% -$24.1K 0.01% 927
2023
Q1 		$293K Hold
229
– – 0.01% 886
2022
Q4 		$302K Hold
229
– – 0.01% 856
2022
Q3 		$248K Buy
229
+9
+4% +$11K 0.01% 954
2022
Q2 		$285K Buy
220
+9
+4% +$12.3K 0.01% 934
2022
Q1 		$311K Sell
211
-53
-20% -$68.5K 0.01% 996
2021
Q4 		$326K Sell
264
-75
-22% -$94.6K ﹤0.01% 1016
2021
Q3 		$405K Sell
339
-57
-14% -$70.3K 0.01% 947
2021
Q2 		$470K Buy
396
+3
+0.8% +$3.6K 0.01% 905
2021
Q1 		$448K Sell
393
-28
-7% -$30.2K 0.01% 878
2020
Q4 		$435K Buy
421
+43
+11% +$42.9K 0.01% 814
2020
Q3 		$368K Sell
378
-11
-3% -$11.2K 0.01% 818
2020
Q2 		$359K Sell
389
-115
-23% -$105K 0.01% 790
2020
Q1 		$468K Sell
504
-241
-32% -$276K 0.01% 665
2019
Q4 		$852K Buy
745
+84
+13% +$95.7K 0.02% 593
2019
Q3 		$781K Buy
661
+14
+2% +$15.9K 0.02% 623
2019
Q2 		$705K Sell
647
-34
-5% -$35.6K 0.02% 667
2019
Q1 		$678K Sell
681
-132
-16% -$134K 0.02% 667
2018
Q4 		$844K Buy
813
+302
+59% +$330K 0.02% 561
2018
Q3 		$607K Buy
+511
New +$601K 0.02% 720
2017
Q3 		– Sell
-301
Closed -$294K – 807
2017
Q2 		$294K Buy
301
+60
+25% +$58.2K 0.01% 699
2017
Q1 		$235K Hold
241
– – 0.01% 740
2016
Q4 		$218K Hold
241
– – 0.01% 691
2016
Q3 		$224K Hold
241
– – 0.01% 679
2016
Q2 		$230K Hold
241
– – 0.01% 652
2016
Q1 		$215K Sell
241
-112
-32% -$96.3K 0.01% 643
2015
Q4 		$312K Sell
353
-40
-10% -$34.8K 0.02% 538
2015
Q3 		$315K Sell
393
-376
-49% -$318K 0.02% 533
2015
Q2 		$616K Sell
769
-70
-8% -$54.4K 0.03% 452
2015
Q1 		$645K Sell
839
-56
-6% -$40.5K 0.03% 453
2014
Q4 		$611K Hold
895
– – 0.03% 464
2014
Q3 		$569K Hold
895
– – 0.03% 461
2014
Q2 		$587K Sell
895
-81
-8% -$51K 0.03% 457
2014
Q1 		$582K Hold
976
– – 0.03% 437
2013
Q4 		$566K Sell
976
-94
-9% -$51K 0.03% 482
2013
Q3 		$554K Sell
1,070
-20
-2% -$10.5K 0.03% 437
2013
Q2 		$574K Buy
+1,090
New +$571K 0.03% 400

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

Stephens Inc's MKL Position: Q1 2026 in Review

Stephens Inc increased its Markel Group (MKL) stake by 12% in Q1 2026, buying an estimated $48.7K and bringing the position to 231 shares worth $442K. The position accounts for 0.01% of the portfolio, ranked #892.

Stephens Inc first reported a position in MKL in Q2 2013 and has held it in 48 quarters since. The position peaked at $1.03M in Q4 2024. 925 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

  • Stephens Inc held 231 shares of Markel Group worth $442K as of Q1 2026.
  • Stephens Inc bought 24 Markel Group shares in Q1 2026, an estimated $48.7K.
  • Markel Group made up 0.01% of Stephens Inc's portfolio in Q1 2026, its #892 holding.
  • Stephens Inc first reported a position in Markel Group in Q2 2013 and has held it in 48 quarters since.
  • Stephens Inc's Markel Group position peaked at $1.03M in Q4 2024.
  • 925 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on Stephens Inc's 13F filing for Q1 2026, filed 28 Apr 2026.