TritonPoint Wealth’s Markel Group MKL Stock Holding History

TritonPoint 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	$501K	Hold	262	–	–	0.05%	174
2025 Q4	$563K	Hold	262	–	–	0.06%	166
2025 Q3	$501K	Hold	262	–	–	0.04%	221
2025 Q2	$523K	Sell	262 -2	-0.8%	-$3.75K	0.05%	205
2025 Q1	$494K	Buy	264 +3	+1%	+$5.52K	0.05%	216
2024 Q4	$450K	Buy	261 +1	+0.4%	+$1.66K	0.04%	219
2024 Q3	$407K	Sell	260 -5	-2%	-$7.83K	0.04%	234
2024 Q2	$417K	Hold	265	–	–	0.04%	224
2024 Q1	$371K	Buy	265 +4	+2%	+$5.87K	0.04%	235
2023 Q4	$371K	Buy	+261	New	+$370K	0.04%	244

Other funds holding MKL

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 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 New York $19.5B 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, 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

TritonPoint Wealth's MKL Position: Q1 2026 in Review

TritonPoint Wealth held its Markel Group (MKL) position steady in Q1 2026 at 262 shares worth $501K. The position accounts for 0.05% of the portfolio, ranked #174.

TritonPoint Wealth first reported a position in MKL in Q4 2023 and has held it in 10 quarters since. The position peaked at $563K in Q4 2025. 926 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

TritonPoint Wealth held 262 shares of Markel Group worth $501K as of Q1 2026.
TritonPoint Wealth left its Markel Group share count unchanged in Q1 2026.
Markel Group made up 0.05% of TritonPoint Wealth's portfolio in Q1 2026, its #174 holding.
TritonPoint Wealth first reported a position in Markel Group in Q4 2023 and has held it in 10 quarters since.
TritonPoint Wealth's Markel Group position peaked at $563K in Q4 2025.
926 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on TritonPoint Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.