AIM
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Anchor Investment Management’s Markel Group MKL Stock Holding History

Anchor Investment 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 		$262K Sell
134
-98
-42% -$183K 0.02% 350
2026
Q1 		$444K Hold
232
– – 0.04% 279
2025
Q4 		$499K Hold
232
– – 0.04% 269
2025
Q3 		$443K Buy
232
+10
+5% +$19.6K 0.04% 276
2025
Q2 		$443K Buy
222
+49
+28% +$91.9K 0.04% 271
2025
Q1 		$323K Buy
173
+31
+22% +$57K 0.03% 300
2024
Q4 		$245K Buy
142
+81
+133% +$134K 0.02% 336
2024
Q3 		$95.7K Buy
61
+60
+6,000% +$93.9K 0.01% 475
2024
Q2 		$1.58K Buy
+1
New +$1.55K ﹤0.01% 931
2022
Q1 		– Sell
-50
Closed -$61.7K – 1035
2021
Q4 		$61.7K Sell
50
-35
-41% -$44.2K 0.01% 534
2021
Q3 		$102K Sell
85
-15
-15% -$18.5K 0.01% 446
2021
Q2 		$119K Buy
+100
New +$120K 0.02% 438
2020
Q1 		– Sell
-10
Closed -$11.4K – 873
2019
Q4 		$11.4K Hold
10
– – ﹤0.01% 630
2019
Q3 		$11.8K Hold
10
– – ﹤0.01% 624
2019
Q2 		$10.9K Hold
10
– – ﹤0.01% 622
2019
Q1 		$9.96K Hold
10
– – ﹤0.01% 622
2018
Q4 		$10.4K Hold
10
– – ﹤0.01% 613
2018
Q3 		$11.9K Hold
10
– – ﹤0.01% 629
2018
Q2 		$10.8K Hold
10
– – ﹤0.01% 646
2018
Q1 		$11.7K Hold
10
– – ﹤0.01% 617
2017
Q4 		$11.4K Hold
10
– – ﹤0.01% 622
2017
Q3 		$10.7K Hold
10
– – ﹤0.01% 612
2017
Q2 		$9.76K Hold
10
– – ﹤0.01% 567
2017
Q1 		$9.76K Hold
10
– – ﹤0.01% 564
2016
Q4 		$9.04K Buy
+10
New +$8.92K ﹤0.01% 554

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 $3.38T AUM 44.17% 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

Anchor Investment Management's MKL Position: Q2 2026 in Review

Anchor Investment Management reduced its Markel Group (MKL) stake by 42% in Q2 2026, selling an estimated $183K and leaving 134 shares worth $262K. The position accounts for 0.02% of the portfolio, ranked #350.

Anchor Investment Management first reported a position in MKL in Q4 2016 and has held it in 25 quarters since. The position peaked at $499K in Q4 2025. 930 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Anchor Investment Management held 134 shares of Markel Group worth $262K as of Q2 2026.
  • Anchor Investment Management sold 98 Markel Group shares in Q2 2026, an estimated $183K.
  • Markel Group made up 0.02% of Anchor Investment Management's portfolio in Q2 2026, its #350 holding.
  • Anchor Investment Management first reported a position in Markel Group in Q4 2016 and has held it in 25 quarters since.
  • Anchor Investment Management's Markel Group position peaked at $499K in Q4 2025.
  • 930 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Anchor Investment Management's 13F filing for Q2 2026, filed 15 Sep 2026.