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Beacon Pointe Advisors’s Markel Group MKL Stock Holding History

Beacon Pointe 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 		$4.39M Buy
2,291
+1,574
+220% +$3.19M 0.02% 504
2025
Q4 		$1.54M Buy
717
+136
+23% +$276K 0.01% 689
2025
Q3 		$1.11M Sell
581
-1,519
-72% -$2.98M 0.01% 725
2025
Q2 		$4.19M Sell
2,100
-11
-0.5% -$20.6K 0.04% 344
2025
Q1 		$3.95M Buy
2,111
+6
+0.3% +$11K 0.04% 344
2024
Q4 		$3.63M Buy
2,105
+29
+1% +$48.1K 0.04% 338
2024
Q3 		$3.26M Buy
2,076
+9
+0.4% +$14.1K 0.04% 371
2024
Q2 		$3.26M Sell
2,067
-149
-7% -$231K 0.04% 370
2024
Q1 		$3.37M Sell
2,216
-154
-6% -$226K 0.04% 377
2023
Q4 		$3.37M Buy
2,370
+80
+3% +$113K 0.04% 371
2023
Q3 		$3.37M Buy
2,290
+623
+37% +$912K 0.04% 351
2023
Q2 		$2.31M Sell
1,667
-539
-24% -$723K 0.04% 344
2023
Q1 		$2.82M Buy
2,206
+595
+37% +$790K 0.05% 321
2022
Q4 		$2.12M Sell
1,611
-50
-3% -$61.9K 0.04% 347
2022
Q3 		$1.8M Sell
1,661
-28
-2% -$34.2K 0.04% 339
2022
Q2 		$2.18M Sell
1,689
-402
-19% -$552K 0.05% 314
2022
Q1 		$3.08M Buy
+2,091
New +$2.7M 0.04% 354

Other funds holding MKL

BlackRock
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
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
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
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 Pointe Advisors's MKL Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Markel Group (MKL) stake by 220% in Q1 2026, buying an estimated $3.19M and bringing the position to 2,291 shares worth $4.39M. The position accounts for 0.02% of the portfolio, ranked #504.

Beacon Pointe Advisors first reported a position in MKL in Q1 2022 and has held it in 17 quarters since. 925 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

  • Beacon Pointe Advisors held 2,291 shares of Markel Group worth $4.39M as of Q1 2026.
  • Beacon Pointe Advisors bought 1,574 Markel Group shares in Q1 2026, an estimated $3.19M.
  • Markel Group made up 0.02% of Beacon Pointe Advisors's portfolio in Q1 2026, its #504 holding.
  • Beacon Pointe Advisors first reported a position in Markel Group in Q1 2022 and has held it in 17 quarters since.
  • 925 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.