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Blue Trust Inc’s Markel Group MKL Stock Holding History

Blue Trust Inc’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 		$112K Sell
58
-29
-33% -$54.2K ﹤0.01% 989
2026
Q1 		$167K Sell
87
-43
-33% -$87.3K ﹤0.01% 832
2025
Q4 		$279K Sell
130
-7
-5% -$14.2K ﹤0.01% 678
2025
Q3 		$262K Buy
137
+14
+11% +$27.4K ﹤0.01% 706
2025
Q2 		$246K Sell
123
-2
-2% -$3.75K ﹤0.01% 690
2025
Q1 		$234K Buy
125
+24
+24% +$44.2K ﹤0.01% 648
2024
Q4 		$174K Sell
101
-94
-48% -$156K ﹤0.01% 703
2024
Q3 		$307K Buy
195
+86
+79% +$135K ﹤0.01% 662
2024
Q2 		$166K Buy
109
+87
+395% +$135K ﹤0.01% 779
2024
Q1 		$33.5K Buy
22
+1
+5% +$1.47K ﹤0.01% 1052
2023
Q4 		$31K Buy
21
+12
+133% +$17K ﹤0.01% 1125
2023
Q3 		$12K Buy
+9
New +$13.2K ﹤0.01% 1352
2023
Q2 		– Sell
-62
Closed -$82K – 2334
2023
Q1 		$82K Buy
62
+32
+107% +$42.5K ﹤0.01% 839
2022
Q4 		$32K Buy
30
+14
+88% +$17.3K ﹤0.01% 1112
2022
Q3 		$21K Buy
16
+8
+100% +$9.76K ﹤0.01% 1078
2022
Q2 		$12K Buy
+8
New +$11K ﹤0.01% 1145

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

Blue Trust Inc's MKL Position: Q2 2026 in Review

Blue Trust Inc reduced its Markel Group (MKL) stake by 33% in Q2 2026, selling an estimated $54.2K and leaving 58 shares worth $112K. The position accounts for ﹤0.01% of the portfolio, ranked #989.

Blue Trust Inc first reported a position in MKL in Q2 2022 and has held it in 16 quarters since. The position peaked at $307K in Q3 2024. 925 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Blue Trust Inc held 58 shares of Markel Group worth $112K as of Q2 2026.
  • Blue Trust Inc sold 29 Markel Group shares in Q2 2026, an estimated $54.2K.
  • Markel Group made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #989 holding.
  • Blue Trust Inc first reported a position in Markel Group in Q2 2022 and has held it in 16 quarters since.
  • Blue Trust Inc's Markel Group position peaked at $307K in Q3 2024.
  • 925 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.