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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
Q2 		$4.2M Sell
2,152
-139
-6% -$260K 0.02% 554
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 $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

Beacon Pointe Advisors's MKL Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Markel Group (MKL) stake by 6.1% in Q2 2026, selling an estimated $260K and leaving 2,152 shares worth $4.2M. The position accounts for 0.02% of the portfolio, ranked #554.

Beacon Pointe Advisors first reported a position in MKL in Q1 2022 and has held it in 18 quarters since. The position peaked at $4.39M in Q1 2026. 926 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Beacon Pointe Advisors held 2,152 shares of Markel Group worth $4.2M as of Q2 2026.
  • Beacon Pointe Advisors sold 139 Markel Group shares in Q2 2026, an estimated $260K.
  • Markel Group made up 0.02% of Beacon Pointe Advisors's portfolio in Q2 2026, its #554 holding.
  • Beacon Pointe Advisors first reported a position in Markel Group in Q1 2022 and has held it in 18 quarters since.
  • Beacon Pointe Advisors's Markel Group position peaked at $4.39M in Q1 2026.
  • 926 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.