Van Lanschot Kempen Investment Management’s Markel Group MKL Stock Holding History

Van Lanschot Kempen Investment Management’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	$433M	Buy	226,148 +21,287	+10%	+$43.2M	3.8%	5
2025 Q4	$440M	Buy	204,861 +23,631	+13%	+$47.9M	3.77%	7
2025 Q3	$346M	Buy	181,230 +17,450	+11%	+$34.2M	3.09%	8
2025 Q2	$327M	Buy	163,780 +17,704	+12%	+$33.2M	3.12%	8
2025 Q1	$273M	Buy	146,076 +24,487	+20%	+$45.1M	2.85%	8
2024 Q4	$210M	Buy	121,589 +19,657	+19%	+$32.6M	2.09%	9
2024 Q3	$160M	Buy	101,932 +16,685	+20%	+$26.1M	1.63%	10
2024 Q2	$134M	Buy	85,247 +11,357	+15%	+$17.6M	1.5%	13
2024 Q1	$112M	Hold	73,890	–	–	1.4%	15
2023 Q4	$105M	Buy	73,890 +10,850	+17%	+$15.4M	1.46%	14
2023 Q3	$92.8M	Buy	63,040 +13,000	+26%	+$19M	1.72%	12
2023 Q2	$69.2M	Buy	50,040 +14,240	+40%	+$19.1M	1.25%	17
2023 Q1	$45.7M	Buy	+35,800	New	+$47.6M	0.87%	41

Other funds holding MKL

BlackRock New York $6.73T AUM 46.02% 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 $204B AUM 27.99% 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 $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Van Lanschot Kempen Investment Management's MKL Position: Q1 2026 in Review

Van Lanschot Kempen Investment Management increased its Markel Group (MKL) stake by 10% in Q1 2026, buying an estimated $43.2M and bringing the position to 226,148 shares worth $433M. The position accounts for 3.8% of the portfolio, ranked #5.

Van Lanschot Kempen Investment Management first reported a position in MKL in Q1 2023 and has held it in 13 quarters since. The position peaked at $440M in Q4 2025. 929 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

Van Lanschot Kempen Investment Management held 226,148 shares of Markel Group worth $433M as of Q1 2026.
Van Lanschot Kempen Investment Management bought 21,287 Markel Group shares in Q1 2026, an estimated $43.2M.
Markel Group made up 3.8% of Van Lanschot Kempen Investment Management's portfolio in Q1 2026, its #5 holding.
Van Lanschot Kempen Investment Management first reported a position in Markel Group in Q1 2023 and has held it in 13 quarters since.
Van Lanschot Kempen Investment Management's Markel Group position peaked at $440M in Q4 2025.
929 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on Van Lanschot Kempen Investment Management's 13F filing for Q1 2026, filed 15 May 2026.