Beacon Financial Group’s Markel Group MKL Stock Holding History

Beacon Financial Group’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	Sell	117 -19	-14%	-$35.5K	0.02%	354
2026 Q1	$260K	Hold	136	–	–	0.03%	309
2025 Q4	$292K	Hold	136	–	–	0.03%	290
2025 Q3	$260K	Hold	136	–	–	0.03%	310
2025 Q2	$272K	Hold	136	–	–	0.03%	299
2025 Q1	$254K	Buy	136 +1	+0.7%	+$1.84K	0.03%	300
2024 Q4	$233K	Hold	135	–	–	0.03%	309
2024 Q3	$212K	Sell	135 -2	-1%	-$3.13K	0.02%	309
2024 Q2	$216K	Sell	137 -4	-3%	-$6.21K	0.02%	307
2024 Q1	$215K	Hold	141	–	–	0.02%	305
2023 Q4	$200K	Buy	+141	New	+$200K	0.02%	304
2022 Q4	–	Sell	-578	Closed	-$637K	–	237
2022 Q3	$637K	Buy	578 +13	+2%	+$15.9K	0.1%	161
2022 Q2	$727K	Sell	565 -15	-3%	-$20.6K	0.11%	162
2022 Q1	$864K	Sell	580 -4	-0.7%	-$5.17K	0.12%	158
2021 Q4	$715K	Sell	584 -8	-1%	-$10.1K	0.09%	166
2021 Q3	$715K	Sell	592 -82	-12%	-$101K	0.1%	158
2021 Q2	$818K	Buy	+674	New	+$808K	0.12%	149

Other funds holding MKL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Beacon Financial Group's MKL Position: Q2 2026 in Review

Beacon Financial Group reduced its Markel Group (MKL) stake by 14% in Q2 2026, selling an estimated $35.5K and leaving 117 shares worth $229K. The position accounts for 0.02% of the portfolio, ranked #354.

Beacon Financial Group first reported a position in MKL in Q2 2021 and has held it in 17 quarters since. The position peaked at $864K in Q1 2022. 925 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

Beacon Financial Group held 117 shares of Markel Group worth $229K as of Q2 2026.
Beacon Financial Group sold 19 Markel Group shares in Q2 2026, an estimated $35.5K.
Markel Group made up 0.02% of Beacon Financial Group's portfolio in Q2 2026, its #354 holding.
Beacon Financial Group first reported a position in Markel Group in Q2 2021 and has held it in 17 quarters since.
Beacon Financial Group's Markel Group position peaked at $864K in Q1 2022.
925 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.