Ballast Inc’s Markel Group MKL Stock Holding History

Ballast Inc’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	$268K	Sell	137 -6	-4%	-$11.2K	0.05%	138
2026 Q1	$274K	Hold	143	–	–	0.06%	115
2025 Q4	$307K	Hold	143	–	–	0.07%	116
2025 Q3	$273K	Sell	143 -85	-37%	-$167K	0.07%	113
2025 Q2	$455K	Sell	228 -12	-5%	-$22.5K	0.12%	83
2025 Q1	$449K	Buy	+240	New	+$442K	0.13%	86

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

Ballast Inc's MKL Position: Q2 2026 in Review

Ballast Inc reduced its Markel Group (MKL) stake by 4.2% in Q2 2026, selling an estimated $11.2K and leaving 137 shares worth $268K. The position accounts for 0.05% of the portfolio, ranked #138.

Ballast Inc first reported a position in MKL in Q1 2025 and has held it in 6 quarters since. The position peaked at $455K in Q2 2025. 925 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

Ballast Inc held 137 shares of Markel Group worth $268K as of Q2 2026.
Ballast Inc sold 6 Markel Group shares in Q2 2026, an estimated $11.2K.
Markel Group made up 0.05% of Ballast Inc's portfolio in Q2 2026, its #138 holding.
Ballast Inc first reported a position in Markel Group in Q1 2025 and has held it in 6 quarters since.
Ballast Inc's Markel Group position peaked at $455K in Q2 2025.
925 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Ballast Inc's 13F filing for Q2 2026, filed 10 Jul 2026.