Beacon Investment Advisors’s Markel Group MKL Stock Holding History

Beacon Investment Advisors’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 Q1	$617K	Buy	323 +1	+0.3%	+$2.03K	0.23%	93
2025 Q4	$693K	Hold	322	–	–	0.28%	86
2025 Q3	$616K	Buy	322 +2	+0.6%	+$3.92K	0.25%	88
2025 Q2	$635K	Hold	320	–	–	0.27%	86
2025 Q1	$598K	Hold	320	–	–	0.28%	89
2024 Q4	$552K	Buy	320 +15	+5%	+$24.9K	0.26%	91
2024 Q3	$478K	Buy	305 +1	+0.3%	+$1.56K	0.23%	105
2024 Q2	$479K	Buy	304 +5	+2%	+$7.76K	0.25%	96
2024 Q1	$455K	Buy	299 +18	+6%	+$26.4K	0.26%	88
2023 Q4	$399K	Hold	281	–	–	0.25%	90
2023 Q3	$414K	Buy	281 +15	+6%	+$22K	0.29%	82
2023 Q2	$368K	Buy	266 +5	+2%	+$6.71K	0.25%	94
2023 Q1	$333K	Buy	261 +2	+0.8%	+$2.66K	0.24%	99
2022 Q4	$341K	Buy	+259	New	+$320K	0.29%	93

Other funds holding MKL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

VLKIM

Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return

Beacon Investment Advisors's MKL Position: Q1 2026 in Review

Beacon Investment Advisors increased its Markel Group (MKL) stake by 0.31% in Q1 2026, buying an estimated $2.03K and bringing the position to 323 shares worth $617K. The position accounts for 0.23% of the portfolio, ranked #93.

Beacon Investment Advisors first reported a position in MKL in Q4 2022 and has held it in 14 quarters since. The position peaked at $693K in Q4 2025. 925 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

Beacon Investment Advisors held 323 shares of Markel Group worth $617K as of Q1 2026.
Beacon Investment Advisors bought 1 Markel Group share in Q1 2026, an estimated $2.03K.
Markel Group made up 0.23% of Beacon Investment Advisors's portfolio in Q1 2026, its #93 holding.
Beacon Investment Advisors first reported a position in Markel Group in Q4 2022 and has held it in 14 quarters since.
Beacon Investment Advisors's Markel Group position peaked at $693K in Q4 2025.
925 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on Beacon Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.