Bell Investment Advisors’s Markel Group MKL Stock Holding History

Bell 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	$13.7K	Buy	7 +3	+75%	+$5.6K	﹤0.01%	602
2026 Q1	$7.66K	Hold	4	–	–	﹤0.01%	789
2025 Q4	$8.6K	Hold	4	–	–	﹤0.01%	746
2025 Q3	$7.65K	Hold	4	–	–	﹤0.01%	740
2025 Q2	$7.99K	Hold	4	–	–	﹤0.01%	771
2025 Q1	$7.48K	Hold	4	–	–	﹤0.01%	717
2024 Q4	$6.91K	Hold	4	–	–	﹤0.01%	761
2024 Q3	$6.28K	Hold	4	–	–	﹤0.01%	818
2024 Q2	$6.3K	Hold	4	–	–	﹤0.01%	813
2024 Q1	$6.09K	Hold	4	–	–	﹤0.01%	821
2023 Q4	$5.68K	Hold	4	–	–	﹤0.01%	813
2023 Q3	$5.89K	Sell	4 -1	-20%	-$1.46K	﹤0.01%	725
2023 Q2	$6.92K	Hold	5	–	–	﹤0.01%	656
2023 Q1	$6.39K	Hold	5	–	–	﹤0.01%	665
2022 Q4	$6.59K	Buy	5 +1	+25%	+$1.24K	﹤0.01%	667
2022 Q3	$4K	Sell	4 -2	-33%	-$2.44K	﹤0.01%	804
2022 Q2	$8K	Buy	+6	New	+$8.23K	﹤0.01%	506
2021 Q4	$5K	Hold	4	–	–	﹤0.01%	777
2021 Q3	$5K	Buy	+4	New	+$4.93K	﹤0.01%	722

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

Bell Investment Advisors's MKL Position: Q2 2026 in Review

Bell Investment Advisors increased its Markel Group (MKL) stake by 75% in Q2 2026, buying an estimated $5.6K and bringing the position to 7 shares worth $13.7K. The position accounts for ﹤0.01% of the portfolio, ranked #602.

Bell Investment Advisors first reported a position in MKL in Q3 2021 and has held it in 19 quarters since. 924 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

Bell Investment Advisors held 7 shares of Markel Group worth $13.7K as of Q2 2026.
Bell Investment Advisors bought 3 Markel Group shares in Q2 2026, an estimated $5.6K.
Markel Group made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #602 holding.
Bell Investment Advisors first reported a position in Markel Group in Q3 2021 and has held it in 19 quarters since.
924 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.