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Waterloo Capital’s Markel Group MKL Stock Holding History

Waterloo Capital’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 		$201K Sell
105
-2
-2% -$4.06K 0.01% 472
2025
Q4 		$230K Hold
107
– – 0.02% 425
2025
Q3 		$205K Sell
107
-2
-2% -$3.92K 0.02% 445
2025
Q2 		$218K Buy
+109
New +$204K 0.02% 430

Other funds holding MKL

BlackRock
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
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
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
VLKIM
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return

Waterloo Capital's MKL Position: Q1 2026 in Review

Waterloo Capital reduced its Markel Group (MKL) stake by 1.9% in Q1 2026, selling an estimated $4.06K and leaving 105 shares worth $201K. The position accounts for 0.01% of the portfolio, ranked #472.

Waterloo Capital first reported a position in MKL in Q2 2025 and has held it in 4 quarters since. The position peaked at $230K in Q4 2025. 925 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

  • Waterloo Capital held 105 shares of Markel Group worth $201K as of Q1 2026.
  • Waterloo Capital sold 2 Markel Group shares in Q1 2026, an estimated $4.06K.
  • Markel Group made up 0.01% of Waterloo Capital's portfolio in Q1 2026, its #472 holding.
  • Waterloo Capital first reported a position in Markel Group in Q2 2025 and has held it in 4 quarters since.
  • Waterloo Capital's Markel Group position peaked at $230K in Q4 2025.
  • 925 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on Waterloo Capital's 13F filing for Q1 2026, filed 12 May 2026.