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Vaughan Nelson Investment Management’s Markel Group MKL Stock Holding History

Vaughan Nelson 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
2025
Q1 		– Sell
-51
Closed -$88K – 224
2024
Q4 		$88K Sell
51
-161
-76% -$267K ﹤0.01% 196
2024
Q3 		$333K Buy
+212
New +$332K ﹤0.01% 189
2020
Q1 		– Sell
-1,030
Closed -$1.18M – 198
2019
Q4 		$1.18M Hold
1,030
– – 0.01% 171
2019
Q3 		$1.22M Sell
1,030
-17,880
-95% -$20.3M 0.02% 168
2019
Q2 		$20.6M Buy
18,910
+14,220
+303% +$14.9M 0.27% 119
2019
Q1 		$4.67M Sell
4,690
-18,850
-80% -$19.1M 0.06% 164
2018
Q4 		$24.4M Sell
23,540
-15,080
-39% -$16.5M 0.35% 119
2018
Q3 		$45.9M Buy
38,620
+9,245
+31% +$10.9M 0.54% 77
2018
Q2 		$31.9M Sell
29,375
-1,725
-6% -$1.95M 0.38% 110
2018
Q1 		$36.4M Sell
31,100
-1,700
-5% -$1.91M 0.44% 112
2017
Q4 		$37.4M Hold
32,800
– – 0.43% 112
2017
Q3 		$35M Sell
32,800
-2,325
-7% -$2.4M 0.42% 114
2017
Q2 		$34.3M Buy
35,125
+500
+1% +$485K 0.41% 118
2017
Q1 		$33.8M Sell
34,625
-4,225
-11% -$3.99M 0.4% 122
2016
Q4 		$35.1M Buy
38,850
+24,775
+176% +$22.1M 0.41% 114
2016
Q3 		$13.1M Sell
14,075
-21,350
-60% -$19.9M 0.15% 151
2016
Q2 		$33.8M Buy
35,425
+11,225
+46% +$10.5M 0.43% 104
2016
Q1 		$21.6M Buy
24,200
+23,700
+4,740% +$20.4M 0.27% 132
2015
Q4 		$442K Buy
500
+200
+67% +$174K 0.01% 162
2015
Q3 		$241K Buy
+300
New +$254K ﹤0.01% 161

Other funds holding MKL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Vaughan Nelson Investment Management's MKL Position: Q1 2025 in Review

Vaughan Nelson Investment Management sold out of Markel Group (MKL) in Q1 2025, closing a stake of 51 shares — an estimated $88K sold.

Vaughan Nelson Investment Management first reported a position in MKL in Q3 2015 and held it in 20 quarters. The position peaked at $45.9M in Q3 2018. 850 funds tracked by Wall St. Rank hold MKL as of Q1 2025.

  • Vaughan Nelson Investment Management reported no remaining Markel Group position as of Q1 2025 after selling out during the quarter.
  • Vaughan Nelson Investment Management sold 51 Markel Group shares in Q1 2025, an estimated $88K.
  • Vaughan Nelson Investment Management first reported a position in Markel Group in Q3 2015 and held it in 20 quarters.
  • Vaughan Nelson Investment Management's Markel Group position peaked at $45.9M in Q3 2018.
  • 850 funds tracked by Wall St. Rank held Markel Group as of Q1 2025.

Based on Vaughan Nelson Investment Management's 13F filing for Q1 2025, filed 17 Apr 2025.