Baker Avenue Asset Management’s Markel Group MKL Stock Holding History

Baker Avenue Asset 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	$219K	Buy	+112	New	+$209K	﹤0.01%	764
2023 Q4	–	Sell	-49	Closed	-$72.2K	–	1048
2023 Q3	$72.2K	Hold	49	–	–	﹤0.01%	474
2023 Q2	$67.8K	Sell	49 -62	-56%	-$83.1K	﹤0.01%	483
2023 Q1	$142K	Hold	111	–	–	0.01%	379
2022 Q4	$146K	Buy	+111	New	+$137K	0.01%	356

Other funds holding MKL

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

Baker Avenue Asset Management's MKL Position: Q2 2026 in Review

Baker Avenue Asset Management opened a new position in Markel Group (MKL) in Q2 2026: 112 shares worth $219K. The stake represents ﹤0.01% of the portfolio and ranks #764 among its holdings. This is a return to the name: Baker Avenue Asset Management previously reported a position in MKL as recently as Q3 2023.

Baker Avenue Asset Management first reported a position in MKL in Q4 2022 and has held it in 5 quarters since. 926 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

Baker Avenue Asset Management held 112 shares of Markel Group worth $219K as of Q2 2026.
Markel Group was a new Baker Avenue Asset Management position in Q2 2026.
Markel Group made up ﹤0.01% of Baker Avenue Asset Management's portfolio in Q2 2026, its #764 holding.
Baker Avenue Asset Management first reported a position in Markel Group in Q4 2022 and has held it in 5 quarters since.
926 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.