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Barrett & Company’s Markel Group MKL Stock Holding History

Barrett & Company’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 		$229K Buy
117
+105
+875% +$196K 0.06% 154
2026
Q1 		$23K Hold
12
– – 0.01% 386
2025
Q4 		$25.8K Hold
12
– – 0.01% 376
2025
Q3 		$22.9K Sell
12
-20
-63% -$39.2K 0.01% 394
2025
Q2 		$63.9K Buy
32
+20
+167% +$37.5K 0.02% 267
2025
Q1 		$22.4K Hold
12
– – 0.01% 365
2024
Q4 		$20.7K Hold
12
– – 0.01% 365
2024
Q3 		$18.8K Sell
12
-45
-79% -$70.4K 0.01% 371
2024
Q2 		$89.8K Buy
57
+5
+10% +$7.76K 0.04% 207
2024
Q1 		$79.1K Buy
52
+10
+24% +$14.7K 0.04% 224
2023
Q4 		$59.6K Hold
42
– – 0.03% 233
2023
Q3 		$61.8K Hold
42
– – 0.04% 227
2023
Q2 		$58.1K Hold
42
– – 0.03% 236
2023
Q1 		$53.7K Hold
42
– – 0.03% 239
2022
Q4 		$55.3K Hold
42
– – 0.04% 224
2022
Q3 		$55.3K Buy
+42
New +$51.2K 0.04% 224

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

Barrett & Company's MKL Position: Q2 2026 in Review

Barrett & Company increased its Markel Group (MKL) stake by 875% in Q2 2026, buying an estimated $196K and bringing the position to 117 shares worth $229K. The position accounts for 0.06% of the portfolio, ranked #154.

Barrett & Company first reported a position in MKL in Q3 2022 and has held it in 16 quarters since. 926 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Barrett & Company held 117 shares of Markel Group worth $229K as of Q2 2026.
  • Barrett & Company bought 105 Markel Group shares in Q2 2026, an estimated $196K.
  • Markel Group made up 0.06% of Barrett & Company's portfolio in Q2 2026, its #154 holding.
  • Barrett & Company first reported a position in Markel Group in Q3 2022 and has held it in 16 quarters since.
  • 926 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Barrett & Company's 13F filing for Q2 2026, filed 24 Jul 2026.