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Bay Harbor Wealth Management’s Markel Group MKL Stock Holding History

Bay Harbor Wealth 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 		$3.91K Buy
2
+1
+100% +$1.87K ﹤0.01% 477
2026
Q1 		$1.91K Hold
1
– – ﹤0.01% 578
2025
Q4 		$2.15K Buy
+1
New +$2.03K ﹤0.01% 464
2025
Q3 		– Sell
-1
Closed -$2K – 1310
2025
Q2 		$2K Buy
+1
New +$1.88K ﹤0.01% 311

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

Bay Harbor Wealth Management's MKL Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its Markel Group (MKL) stake by 100% in Q2 2026, buying an estimated $1.87K and bringing the position to 2 shares worth $3.91K. The position accounts for ﹤0.01% of the portfolio, ranked #477.

Bay Harbor Wealth Management first reported a position in MKL in Q2 2025 and has held it in 4 quarters since. 925 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Bay Harbor Wealth Management held 2 shares of Markel Group worth $3.91K as of Q2 2026.
  • Bay Harbor Wealth Management bought 1 Markel Group share in Q2 2026, an estimated $1.87K.
  • Markel Group made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #477 holding.
  • Bay Harbor Wealth Management first reported a position in Markel Group in Q2 2025 and has held it in 4 quarters since.
  • 925 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.