Wells Fargo

Wells Fargo’s Markel Group MKL Stock Holding History

Wells Fargo’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	$113M	Buy	59,123 +994	+2%	+$2.02M	0.02%	589
2025 Q4	$125M	Buy	58,129 +134	+0.2%	+$271K	0.02%	540
2025 Q3	$111M	Buy	57,995 +1,384	+2%	+$2.71M	0.02%	567
2025 Q2	$113M	Sell	56,611 -432	-0.8%	-$810K	0.02%	538
2025 Q1	$107M	Sell	57,043 -6,434	-10%	-$11.8M	0.03%	518
2024 Q4	$110M	Sell	63,477 -3,101	-5%	-$5.15M	0.03%	507
2024 Q3	$104M	Buy	66,578 +1,140	+2%	+$1.78M	0.03%	525
2024 Q2	$103M	Sell	65,438 -2,207	-3%	-$3.43M	0.03%	496
2024 Q1	$103M	Sell	67,645 -8,800	-12%	-$12.9M	0.03%	490
2023 Q4	$109M	Sell	76,445 -17,216	-18%	-$24.4M	0.03%	450
2023 Q3	$138M	Sell	93,661 -1,144	-1%	-$1.67M	0.04%	343
2023 Q2	$131M	Sell	94,805 -469	-0.5%	-$629K	0.04%	368
2023 Q1	$122M	Buy	95,274 +2,853	+3%	+$3.79M	0.04%	376
2022 Q4	$122M	Buy	92,421 +46	+0%	+$56.9K	0.04%	375
2022 Q3	$100M	Buy	92,375 +14,417	+18%	+$17.6M	0.03%	394
2022 Q2	$101M	Buy	77,958 +665	+0.9%	+$913K	0.03%	411
2022 Q1	$114M	Buy	77,293 +916	+1%	+$1.18M	0.03%	450
2021 Q4	$94.3M	Sell	76,377 -5,048	-6%	-$6.37M	0.02%	512
2021 Q3	$97.3M	Sell	81,425 -4,432	-5%	-$5.46M	0.02%	676
2021 Q2	$102M	Sell	85,857 -8,829	-9%	-$10.6M	0.02%	671
2021 Q1	$108M	Buy	94,686 +20,355	+27%	+$22M	0.02%	634
2020 Q4	$76.8M	Buy	74,331 +2,841	+4%	+$2.83M	0.02%	764
2020 Q3	$69.6M	Sell	71,490 -462	-0.6%	-$469K	0.02%	706
2020 Q2	$66.4M	Buy	71,952 +11,270	+19%	+$10.2M	0.02%	723
2020 Q1	$56.3M	Buy	60,682 +1,187	+2%	+$1.36M	0.02%	703
2019 Q4	$68M	Sell	59,495 -1,134	-2%	-$1.29M	0.02%	775
2019 Q3	$71.7M	Sell	60,629 -302	-0.5%	-$343K	0.02%	733
2019 Q2	$66.4M	Buy	60,931 +824	+1%	+$863K	0.02%	782
2019 Q1	$59.9M	Buy	60,107 +5,863	+11%	+$5.95M	0.02%	799
2018 Q4	$56.3M	Sell	54,244 -830	-2%	-$908K	0.02%	754
2018 Q3	$65.5M	Buy	55,074 +932	+2%	+$1.1M	0.02%	784
2018 Q2	$58.7M	Sell	54,142 -18,295	-25%	-$20.7M	0.02%	826
2018 Q1	$84.8M	Sell	72,437 -5,832	-7%	-$6.56M	0.03%	640
2017 Q4	$89.2M	Buy	78,269 +1,959	+3%	+$2.14M	0.03%	617
2017 Q3	$81.5M	Buy	76,310 +1,022	+1%	+$1.06M	0.03%	634
2017 Q2	$73.5M	Sell	75,288 -6,719	-8%	-$6.52M	0.02%	678
2017 Q1	$80M	Buy	82,007 +3,742	+5%	+$3.54M	0.03%	640
2016 Q4	$70.8M	Buy	78,265 +18,290	+30%	+$16.3M	0.03%	664
2016 Q3	$55.7M	Buy	59,975 +1,683	+3%	+$1.57M	0.02%	734
2016 Q2	$55.5M	Buy	58,292 +1,039	+2%	+$968K	0.02%	705
2016 Q1	$51M	Buy	57,253 +953	+2%	+$819K	0.02%	752
2015 Q4	$49.7M	Sell	56,300 -317	-0.6%	-$276K	0.02%	774
2015 Q3	$45.4M	Sell	56,617 -2,832	-5%	-$2.4M	0.02%	797
2015 Q2	$47.6M	Buy	59,449 +1,215	+2%	+$945K	0.02%	834
2015 Q1	$44.8M	Buy	58,234 +1,773	+3%	+$1.28M	0.02%	860
2014 Q4	$38.6M	Sell	56,461 -4,531	-7%	-$3.07M	0.02%	896
2014 Q3	$38.8M	Sell	60,992 -1,344	-2%	-$867K	0.02%	867
2014 Q2	$40.9M	Sell	62,336 -2,408	-4%	-$1.52M	0.02%	880
2014 Q1	$38.6M	Sell	64,744 -18,922	-23%	-$10.8M	0.02%	883
2013 Q4	$48.6M	Sell	83,666 -6,110	-7%	-$3.32M	0.02%	752
2013 Q3	$46.5M	Buy	89,776 +10,438	+13%	+$5.48M	0.02%	727
2013 Q2	$41.8M	Buy	+79,338	New	+$41.5M	0.02%	718

Other funds holding MKL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Select Equity Group

Select Equity Group New York $18.8B 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 Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return