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Bolthouse Investments’s Markel Group MKL Stock Holding History

Bolthouse Investments’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 		$215K Buy
+110
New +$205K 0.17% 81

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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

Bolthouse Investments's MKL Position: Q2 2026 in Review

Bolthouse Investments opened a new position in Markel Group (MKL) in Q2 2026: 110 shares worth $215K. The stake represents 0.17% of the portfolio and ranks #81 among its holdings.

925 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Bolthouse Investments held 110 shares of Markel Group worth $215K as of Q2 2026.
  • Markel Group was a new Bolthouse Investments position in Q2 2026.
  • Markel Group made up 0.17% of Bolthouse Investments's portfolio in Q2 2026, its #81 holding.
  • 925 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Bolthouse Investments's 13F filing for Q2 2026, filed 11 Aug 2026.