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TD Private Client Wealth’s Markel Group MKL Stock Holding History

TD Private Client Wealth’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 		$2.32M Sell
1,214
-408
-25% -$828K 0.05% 227
2025
Q4 		$3.49M Sell
1,622
-24
-1% -$48.6K 0.07% 173
2025
Q3 		$3.15M Sell
1,646
-49
-3% -$96.1K 0.07% 193
2025
Q2 		$3.39M Buy
1,695
+55
+3% +$103K 0.08% 170
2025
Q1 		$3.07M Buy
1,640
+758
+86% +$1.39M 0.08% 170
2024
Q4 		$1.52M Buy
882
+47
+6% +$78K 0.04% 273
2024
Q3 		$1.31M Buy
835
+80
+11% +$125K 0.04% 323
2024
Q2 		$1.19M Sell
755
-35
-4% -$54.4K 0.04% 322
2024
Q1 		$1.2M Buy
790
+119
+18% +$174K 0.04% 327
2023
Q4 		$953K Sell
671
-16
-2% -$22.7K 0.03% 336
2023
Q3 		$1.01M Sell
687
-234
-25% -$343K 0.04% 317
2023
Q2 		$1.27M Sell
921
-45
-5% -$60.3K 0.06% 294
2023
Q1 		$1.23M Buy
966
+137
+17% +$182K 0.06% 292
2022
Q4 		$1.09M Buy
+829
New +$1.03M 0.05% 308

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

TD Private Client Wealth's MKL Position: Q1 2026 in Review

TD Private Client Wealth reduced its Markel Group (MKL) stake by 25% in Q1 2026, selling an estimated $828K and leaving 1,214 shares worth $2.32M. The position accounts for 0.05% of the portfolio, ranked #227.

TD Private Client Wealth first reported a position in MKL in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.49M in Q4 2025. 925 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

  • TD Private Client Wealth held 1,214 shares of Markel Group worth $2.32M as of Q1 2026.
  • TD Private Client Wealth sold 408 Markel Group shares in Q1 2026, an estimated $828K.
  • Markel Group made up 0.05% of TD Private Client Wealth's portfolio in Q1 2026, its #227 holding.
  • TD Private Client Wealth first reported a position in Markel Group in Q4 2022 and has held it in 14 quarters since.
  • TD Private Client Wealth's Markel Group position peaked at $3.49M in Q4 2025.
  • 925 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.