WBI Investments’s Markel Group MKL Stock Holding History

WBI Investments’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 Q4	–	Sell	-152	Closed	-$291K	–	361
2025 Q3	$291K	Buy	+152	New	+$298K	0.07%	257

Other funds holding MKL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

DSA

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

WBI Investments's MKL Position: Q4 2025 in Review

WBI Investments sold out of Markel Group (MKL) in Q4 2025, closing a stake of 152 shares — an estimated $291K sold.

WBI Investments first reported a position in MKL in Q3 2025 and held it in 1 quarter. The position peaked at $291K in Q3 2025. 922 funds tracked by Wall St. Rank hold MKL as of Q4 2025.

WBI Investments reported no remaining Markel Group position as of Q4 2025 after selling out during the quarter.
WBI Investments sold 152 Markel Group shares in Q4 2025, an estimated $291K.
WBI Investments first reported a position in Markel Group in Q3 2025 and held it in 1 quarter.
WBI Investments's Markel Group position peaked at $291K in Q3 2025.
922 funds tracked by Wall St. Rank held Markel Group as of Q4 2025.

Based on WBI Investments's 13F filing for Q4 2025, filed 13 Feb 2026.