BCM
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Banyan Capital Management’s Markel Group MKL Stock Holding History

Banyan 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 		$20.9M Sell
10,701
-352
-3% -$657K 9.08% 1
2026
Q1 		$21.2M Sell
11,053
-237
-2% -$481K 9.12% 1
2025
Q4 		$24.3M Sell
11,290
-67
-0.6% -$136K 10.55% 1
2025
Q3 		$21.7M Buy
11,357
+565
+5% +$1.11M 9.86% 2
2025
Q2 		$21.6M Buy
10,792
+181
+2% +$339K 11.08% 1
2025
Q1 		$19.8M Sell
10,611
-81
-0.8% -$149K 11.2% 2
2024
Q4 		$18.5M Sell
10,692
-29
-0.3% -$48.1K 11.07% 2
2024
Q3 		$16.8M Sell
10,721
-67
-0.6% -$105K 9.74% 3
2024
Q2 		$17M Sell
10,788
-93
-0.9% -$144K 10.27% 3
2024
Q1 		$16.6M Buy
10,881
+1
+0% +$1.47K 9.39% 4
2023
Q4 		$15.4M Buy
10,880
+77
+0.7% +$109K 9.48% 3
2023
Q3 		$15.9M Sell
10,803
-28
-0.3% -$41K 10.34% 2
2023
Q2 		$15M Buy
10,831
+8
+0.1% +$10.7K 9.91% 4
2023
Q1 		$13.8M Buy
10,823
+92
+0.9% +$122K 10.08% 3
2022
Q4 		$14.1M Hold
10,731
– – 10.5% 3
2022
Q3 		$11.6M Buy
10,731
+36
+0.3% +$43.9K 8.66% 4
2022
Q2 		$13.8M Buy
10,695
+27
+0.3% +$37K 9.33% 3
2022
Q1 		$15.7M Buy
10,668
+41
+0.4% +$53K 9.18% 3
2021
Q4 		$13.1M Sell
10,627
-20
-0.2% -$25.2K 7.57% 4
2021
Q3 		$12.7M Buy
10,647
+399
+4% +$492K 8.1% 4
2021
Q2 		$12.2M Buy
10,248
+28
+0.3% +$33.6K 7.57% 4
2021
Q1 		$11.6M Buy
10,220
+1,610
+19% +$1.74M 7.71% 5
2020
Q4 		$8.9M Hold
8,610
– – 6.41% 7
2020
Q3 		$8.38M Sell
8,610
-90
-1% -$91.4K 6.99% 5
2020
Q2 		$8.03M Sell
8,700
-1
-0% -$909 7.39% 6
2020
Q1 		$8.07M Buy
8,701
+1,289
+17% +$1.47M 8.57% 5
2019
Q4 		$8.47M Sell
7,412
-36
-0.5% -$41K 7.39% 6
2019
Q3 		$8.8M Sell
7,448
-556
-7% -$632K 8.34% 4
2019
Q2 		$8.72M Buy
8,004
+49
+0.6% +$51.3K 8.18% 3
2019
Q1 		$7.92M Sell
7,955
-86
-1% -$87.3K 8.08% 3
2018
Q4 		$8.35M Buy
+8,041
New +$8.79M 9.33% 2

Other funds holding MKL

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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CCM
Check Capital Management Costa Mesa, California $7.52B AUM 15.3% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
TAM
Troy Asset Management London, United Kingdom $3.59B AUM 10.56% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

Banyan Capital Management reduced its Markel Group (MKL) stake by 3.2% in Q2 2026, selling an estimated $657K and leaving 10,701 shares worth $20.9M. The position accounts for 9.08% of the portfolio, ranked #1.

Banyan Capital Management first reported a position in MKL in Q4 2018 and has held it in 31 quarters since. The position peaked at $24.3M in Q4 2025. 440 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Banyan Capital Management held 10,701 shares of Markel Group worth $20.9M as of Q2 2026.
  • Banyan Capital Management sold 352 Markel Group shares in Q2 2026, an estimated $657K.
  • Markel Group made up 9.08% of Banyan Capital Management's portfolio in Q2 2026, its #1 holding.
  • Banyan Capital Management first reported a position in Markel Group in Q4 2018 and has held it in 31 quarters since.
  • Banyan Capital Management's Markel Group position peaked at $24.3M in Q4 2025.
  • 440 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Banyan Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.