Tidal Investments’s Markel Group MKL Stock Holding History

Tidal Investments’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	$28.7M	Sell	14,983 -352	-2%	-$714K	0.09%	282
2025 Q4	$33M	Sell	15,335 -3,448	-18%	-$6.99M	0.14%	203
2025 Q3	$35.9M	Buy	18,783 +18,171	+2,969%	+$35.6M	0.15%	209
2025 Q2	$1.22M	Buy	612 +58	+10%	+$109K	0.01%	941
2025 Q1	$1.04M	Sell	554 -145	-21%	-$267K	0.01%	967
2024 Q4	$1.21M	Sell	699 -332	-32%	-$551K	0.01%	914
2024 Q3	$1.62M	Sell	1,031 -776	-43%	-$1.21M	0.02%	757
2024 Q2	$2.85M	Sell	1,807 -60	-3%	-$93.2K	0.04%	416
2024 Q1	$2.85M	Buy	1,867 +393	+27%	+$576K	0.05%	397
2023 Q4	$2.09M	Buy	1,474 +977	+197%	+$1.39M	0.05%	345
2023 Q3	$732K	Buy	497 +324	+187%	+$474K	0.02%	664
2023 Q2	$239K	Buy	173 +13	+8%	+$17.4K	0.01%	1139
2023 Q1	$204K	Buy	+160	New	+$213K	0.01%	1186
2021 Q2	–	Sell	-343	Closed	-$391K	–	738
2021 Q1	$391K	Buy	343 +78	+29%	+$84.1K	0.02%	350
2020 Q4	$274K	Buy	+265	New	+$264K	0.02%	331
2020 Q3	–	Sell	-312	Closed	-$288K	–	291
2020 Q2	$288K	Buy	+312	New	+$284K	0.04%	230

Other funds holding MKL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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

Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return