Vontobel Holding’s Markel Group MKL Stock Holding History

Vontobel Holding’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	$358K	Hold	187	–	–	﹤0.01%	950
2025 Q4	$402K	Hold	187	–	–	﹤0.01%	1067
2025 Q3	$357K	Hold	187	–	–	﹤0.01%	1045
2025 Q2	$374K	Sell	187 -12	-6%	-$22.5K	﹤0.01%	986
2025 Q1	$372K	Buy	+199	New	+$366K	﹤0.01%	865
2023 Q1	–	Sell	-406	Closed	-$530K	–	1114
2022 Q4	$530K	Buy	406 +18	+5%	+$22.3K	0.01%	739
2022 Q3	$428K	Buy	388 +162	+72%	+$198K	0.01%	758
2022 Q2	$291K	Buy	226 +14	+7%	+$19.2K	﹤0.01%	850
2022 Q1	$317K	Sell	212 -94	-31%	-$121K	﹤0.01%	902
2021 Q4	$377K	Sell	306 -43	-12%	-$54.3K	﹤0.01%	872
2021 Q3	$417K	Buy	349 +80	+30%	+$98.6K	﹤0.01%	852
2021 Q2	$322K	Buy	269 +30	+13%	+$36K	﹤0.01%	893
2021 Q1	$272K	Hold	239	–	–	﹤0.01%	838
2020 Q4	$261K	Buy	+239	New	+$238K	﹤0.01%	836

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

Vontobel Holding's MKL Position: Q1 2026 in Review

Vontobel Holding held its Markel Group (MKL) position steady in Q1 2026 at 187 shares worth $358K. The position accounts for ﹤0.01% of the portfolio, ranked #950.

Vontobel Holding first reported a position in MKL in Q4 2020 and has held it in 14 quarters since. The position peaked at $530K in Q4 2022. 925 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

Vontobel Holding held 187 shares of Markel Group worth $358K as of Q1 2026.
Vontobel Holding left its Markel Group share count unchanged in Q1 2026.
Markel Group made up ﹤0.01% of Vontobel Holding's portfolio in Q1 2026, its #950 holding.
Vontobel Holding first reported a position in Markel Group in Q4 2020 and has held it in 14 quarters since.
Vontobel Holding's Markel Group position peaked at $530K in Q4 2022.
925 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on Vontobel Holding's 13F filing for Q1 2026, filed 8 May 2026.