Waypoint Wealth Counsel’s Markel Group MKL Stock Holding History

Waypoint Wealth Counsel’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	-176	Closed	-$378K	–	266
2025 Q4	$378K	Sell	176 -3	-2%	-$6.08K	0.14%	144
2025 Q3	$342K	Buy	179 +10	+6%	+$19.6K	0.14%	153
2025 Q2	$338K	Buy	169 +1	+0.6%	+$1.88K	0.17%	95
2025 Q1	$314K	Buy	168 +1	+0.6%	+$1.84K	0.2%	73
2024 Q4	$288K	Hold	167	–	–	0.19%	75
2024 Q3	$262K	Buy	167 +1	+0.6%	+$1.56K	0.18%	83
2024 Q2	$262K	Hold	166	–	–	0.2%	71
2024 Q1	$253K	Sell	166 -45	-21%	-$66K	0.19%	83
2023 Q4	$300K	Hold	211	–	–	0.26%	68
2023 Q3	$311K	Sell	211 -32	-13%	-$46.8K	0.29%	55
2023 Q2	$336K	Sell	243 -2	-0.8%	-$2.68K	0.3%	57
2023 Q1	$313K	Sell	245 -37	-13%	-$49.2K	0.24%	64
2022 Q4	$372K	Buy	+282	New	+$349K	0.3%	62

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

Waypoint Wealth Counsel's MKL Position: Q1 2026 in Review

Waypoint Wealth Counsel sold out of Markel Group (MKL) in Q1 2026, closing a stake of 176 shares — an estimated $378K sold.

Waypoint Wealth Counsel first reported a position in MKL in Q4 2022 and held it in 13 quarters. The position peaked at $378K in Q4 2025. 925 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

Waypoint Wealth Counsel reported no remaining Markel Group position as of Q1 2026 after selling out during the quarter.
Waypoint Wealth Counsel sold 176 Markel Group shares in Q1 2026, an estimated $378K.
Waypoint Wealth Counsel first reported a position in Markel Group in Q4 2022 and held it in 13 quarters.
Waypoint Wealth Counsel's Markel Group position peaked at $378K in Q4 2025.
925 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q1 2026, filed 23 Apr 2026.