Bank Julius Baer & Co
MKL icon

Bank Julius Baer & Co’s Markel Group MKL Stock Holding History

Bank Julius Baer & Co’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 		$181M Sell
92,601
-4,782
-5% -$8.93M 0.47% 50
2026
Q1 		$186M Sell
97,383
-540
-0.6% -$1.1M 0.56% 46
2025
Q4 		$211M Buy
97,923
+11,439
+13% +$23.2M 0.58% 44
2025
Q3 		$165M Buy
86,484
+1,378
+2% +$2.7M 0.47% 58
2025
Q2 		$170M Buy
85,106
+2,901
+4% +$5.44M 0.51% 57
2025
Q1 		$153M Buy
82,205
+8,434
+11% +$15.5M 0.5% 58
2024
Q4 		$136M Buy
73,771
+4,885
+7% +$8.11M 0.42% 60
2024
Q3 		$121M Sell
68,886
-2,445
-3% -$3.83M 0.41% 62
2024
Q2 		$121M Sell
71,331
-4,004
-5% -$6.22M 0.46% 55
2024
Q1 		$115M Buy
75,335
+961
+1% +$1.41M 0.44% 64
2023
Q4 		$106M Buy
74,374
+22,940
+45% +$32.5M 0.45% 66
2023
Q3 		$75.7M Buy
51,434
+5,762
+13% +$8.43M 0.44% 58
2023
Q2 		$63.2M Sell
45,672
-82
-0.2% -$110K 0.38% 65
2023
Q1 		$58.4M Buy
45,754
+632
+1% +$840K 0.37% 68
2022
Q4 		$59.4M Buy
45,122
+996
+2% +$1.23M 0.41% 63
2022
Q3 		$47.8M Sell
44,126
-121
-0.3% -$148K 0.36% 70
2022
Q2 		$57.2M Buy
44,247
+2,294
+5% +$3.15M 0.4% 62
2022
Q1 		$61.9M Buy
41,953
+882
+2% +$1.14M 0.37% 58
2021
Q4 		$50.7M Sell
41,071
-8
-0% -$10.1K 0.27% 68
2021
Q3 		$49.1M Buy
41,079
+357
+0.9% +$440K 0.3% 67
2021
Q2 		$48.3M Buy
40,722
+1,065
+3% +$1.28M 0.31% 69
2021
Q1 		$45.2M Buy
+39,657
New +$42.8M 0.34% 67

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

Bank Julius Baer & Co's MKL Position: Q2 2026 in Review

Bank Julius Baer & Co reduced its Markel Group (MKL) stake by 4.9% in Q2 2026, selling an estimated $8.93M and leaving 92,601 shares worth $181M. The position accounts for 0.47% of the portfolio, ranked #50.

Bank Julius Baer & Co first reported a position in MKL in Q1 2021 and has held it in 22 quarters since. The position peaked at $211M in Q4 2025. 925 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Bank Julius Baer & Co held 92,601 shares of Markel Group worth $181M as of Q2 2026.
  • Bank Julius Baer & Co sold 4,782 Markel Group shares in Q2 2026, an estimated $8.93M.
  • Markel Group made up 0.47% of Bank Julius Baer & Co's portfolio in Q2 2026, its #50 holding.
  • Bank Julius Baer & Co first reported a position in Markel Group in Q1 2021 and has held it in 22 quarters since.
  • Bank Julius Baer & Co's Markel Group position peaked at $211M in Q4 2025.
  • 925 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Bank Julius Baer & Co's 13F filing for Q2 2026, filed 10 Aug 2026.