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Traphagen Investment Advisors’s Markel Group MKL Stock Holding History

Traphagen Investment Advisors’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 		$348K Hold
182
– – 0.03% 146
2025
Q4 		$391K Hold
182
– – 0.03% 138
2025
Q3 		$348K Hold
182
– – 0.03% 144
2025
Q2 		$364K Hold
182
– – 0.03% 135
2025
Q1 		$340K Sell
182
-6
-3% -$11K 0.04% 132
2024
Q4 		$325K Hold
188
– – 0.03% 131
2024
Q3 		$295K Hold
188
– – 0.03% 134
2024
Q2 		$296K Hold
188
– – 0.03% 127
2024
Q1 		$286K Hold
188
– – 0.03% 137
2023
Q4 		$267K Sell
188
-27
-13% -$38.3K 0.03% 137
2023
Q3 		$317K Sell
215
-1
-0.5% -$1.46K 0.04% 114
2023
Q2 		$299K Hold
216
– – 0.04% 121
2023
Q1 		$276K Buy
+216
New +$287K 0.04% 131

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