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Advisors Capital Management’s Markel Group MKL Stock Holding History

Advisors Capital Management’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
Q2 		$680K Buy
348
+153
+78% +$286K 0.01% 391
2026
Q1 		$373K Buy
195
+38
+24% +$77.1K ﹤0.01% 447
2025
Q4 		$337K Hold
157
– – ﹤0.01% 474
2025
Q3 		$300K Buy
+157
New +$308K ﹤0.01% 476

Other funds holding MKL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
VLKIM
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $13.1B AUM 19.56% 1-Year Est. Return

Advisors Capital Management's MKL Position: Q2 2026 in Review

Advisors Capital Management increased its Markel Group (MKL) stake by 78% in Q2 2026, buying an estimated $286K and bringing the position to 348 shares worth $680K. The position accounts for 0.01% of the portfolio, ranked #391.

Advisors Capital Management first reported a position in MKL in Q3 2025 and has held it in 4 quarters since. 925 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Advisors Capital Management held 348 shares of Markel Group worth $680K as of Q2 2026.
  • Advisors Capital Management bought 153 Markel Group shares in Q2 2026, an estimated $286K.
  • Markel Group made up 0.01% of Advisors Capital Management's portfolio in Q2 2026, its #391 holding.
  • Advisors Capital Management first reported a position in Markel Group in Q3 2025 and has held it in 4 quarters since.
  • 925 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Advisors Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.