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Wilmington Savings Fund Society’s Markel Group MKL Stock Holding History

Wilmington Savings Fund Society’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
Q3 		– Sell
-7
Closed -$14K – 1792
2025
Q2 		$14K Hold
7
– – ﹤0.01% 1558
2025
Q1 		$13.1K Sell
7
-20
-74% -$36.8K ﹤0.01% 1575
2024
Q4 		$46.6K Hold
27
– – ﹤0.01% 1269
2024
Q3 		$42.4K Buy
+27
New +$42.3K ﹤0.01% 1262

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Wilmington Savings Fund Society's MKL Position: Q3 2025 in Review

Wilmington Savings Fund Society sold out of Markel Group (MKL) in Q3 2025, closing a stake of 7 shares — an estimated $14K sold.

Wilmington Savings Fund Society first reported a position in MKL in Q3 2024 and held it in 4 quarters. The position peaked at $46.6K in Q4 2024. 852 funds tracked by Wall St. Rank hold MKL as of Q3 2025.

  • Wilmington Savings Fund Society reported no remaining Markel Group position as of Q3 2025 after selling out during the quarter.
  • Wilmington Savings Fund Society sold 7 Markel Group shares in Q3 2025, an estimated $14K.
  • Wilmington Savings Fund Society first reported a position in Markel Group in Q3 2024 and held it in 4 quarters.
  • Wilmington Savings Fund Society's Markel Group position peaked at $46.6K in Q4 2024.
  • 852 funds tracked by Wall St. Rank held Markel Group as of Q3 2025.

Based on Wilmington Savings Fund Society's 13F filing for Q3 2025, filed 28 Oct 2025.