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Bourgeon Capital Management’s Markel Group MKL Stock Holding History

Bourgeon Capital Management’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 		$383K Buy
+200
New +$406K 0.07% 81

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

Bourgeon Capital Management's MKL Position: Q1 2026 in Review

Bourgeon Capital Management opened a new position in Markel Group (MKL) in Q1 2026: 200 shares worth $383K. The stake represents 0.07% of the portfolio and ranks #81 among its holdings.

925 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

  • Bourgeon Capital Management held 200 shares of Markel Group worth $383K as of Q1 2026.
  • Markel Group was a new Bourgeon Capital Management position in Q1 2026.
  • Markel Group made up 0.07% of Bourgeon Capital Management's portfolio in Q1 2026, its #81 holding.
  • 925 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on Bourgeon Capital Management's 13F filing for Q1 2026, filed 13 Apr 2026.