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 Q2	$630K	Sell	322 -1	-0.3%	-$1.87K	0.2%	106
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 $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 Investment Advisors's MKL Position: Q2 2026 in Review

Beacon Investment Advisors reduced its Markel Group (MKL) stake by 0.31% in Q2 2026, selling an estimated $1.87K and leaving 322 shares worth $630K. The position accounts for 0.2% of the portfolio, ranked #106.

Beacon Investment Advisors first reported a position in MKL in Q4 2022 and has held it in 15 quarters since. The position peaked at $693K in Q4 2025. 926 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

Beacon Investment Advisors held 322 shares of Markel Group worth $630K as of Q2 2026.
Beacon Investment Advisors sold 1 Markel Group share in Q2 2026, an estimated $1.87K.
Markel Group made up 0.2% of Beacon Investment Advisors's portfolio in Q2 2026, its #106 holding.
Beacon Investment Advisors first reported a position in Markel Group in Q4 2022 and has held it in 15 quarters since.
Beacon Investment Advisors's Markel Group position peaked at $693K in Q4 2025.
926 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Beacon Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.