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Barry Rosenstein’s Markel Group MKL Stock Holding History

Barry Rosenstein’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 		$150M Buy
76,743
+1,436
+2% +$2.68M 7.88% 6
2026
Q1 		$144M Sell
75,307
-5,912
-7% -$12M 8.64% 6
2025
Q4 		$175M Sell
81,219
-66,192
-45% -$134M 9.08% 5
2025
Q3 		$282M Sell
147,411
-4,021
-3% -$7.88M 13.64% 3
2025
Q2 		$302M Sell
151,432
-4,590
-3% -$8.61M 15.19% 4
2025
Q1 		$292M Buy
156,022
+47,096
+43% +$86.6M 15.06% 4
2024
Q4 		$188M Buy
+108,926
New +$181M 9.25% 5

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

Barry Rosenstein's MKL Position: Q2 2026 in Review

Barry Rosenstein increased its Markel Group (MKL) stake by 1.9% in Q2 2026, buying an estimated $2.68M and bringing the position to 76,743 shares worth $150M. The position accounts for 7.88% of the portfolio, ranked #6.

Barry Rosenstein first reported a position in MKL in Q4 2024 and has held it in 7 quarters since. The position peaked at $302M in Q2 2025. 924 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Barry Rosenstein held 76,743 shares of Markel Group worth $150M as of Q2 2026.
  • Barry Rosenstein bought 1,436 Markel Group shares in Q2 2026, an estimated $2.68M.
  • Markel Group made up 7.88% of Barry Rosenstein's portfolio in Q2 2026, its #6 holding.
  • Barry Rosenstein first reported a position in Markel Group in Q4 2024 and has held it in 7 quarters since.
  • Barry Rosenstein's Markel Group position peaked at $302M in Q2 2025.
  • 924 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on JANA Partners Management's 13F filing for Q2 2026, filed 14 Aug 2026.