VisionPoint Advisory Group’s Markel Group MKL Stock Holding History

VisionPoint Advisory Group’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	–	Sell	-246	Closed	-$529K	–	465
2025 Q4	$529K	Sell	246 -2	-0.8%	-$4.05K	0.1%	200
2025 Q3	$474K	Sell	248 -12	-5%	-$23.5K	0.09%	214
2025 Q2	$519K	Buy	+260	New	+$488K	0.11%	184

Other funds holding MKL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

VLKIM

Van Lanschot Kempen Investment Management Amsterdam, Netherlands $13.1B AUM 19.56% 1-Year Est. Return

VisionPoint Advisory Group's MKL Position: Q1 2026 in Review

VisionPoint Advisory Group sold out of Markel Group (MKL) in Q1 2026, closing a stake of 246 shares — an estimated $529K sold.

VisionPoint Advisory Group first reported a position in MKL in Q2 2025 and held it in 3 quarters. The position peaked at $529K in Q4 2025. 930 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

VisionPoint Advisory Group reported no remaining Markel Group position as of Q1 2026 after selling out during the quarter.
VisionPoint Advisory Group sold 246 Markel Group shares in Q1 2026, an estimated $529K.
VisionPoint Advisory Group first reported a position in Markel Group in Q2 2025 and held it in 3 quarters.
VisionPoint Advisory Group's Markel Group position peaked at $529K in Q4 2025.
930 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on VisionPoint Advisory Group's 13F filing for Q1 2026, filed 7 May 2026.