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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
Q2 		$391K Hold
200
– – 0.06% 89
2026
Q1 		$383K Buy
+200
New +$406K 0.07% 81

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Vanguard Portfolio Management
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DSA
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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

Bourgeon Capital Management's MKL Position: Q2 2026 in Review

Bourgeon Capital Management held its Markel Group (MKL) position steady in Q2 2026 at 200 shares worth $391K. The position accounts for 0.06% of the portfolio, ranked #89.

Bourgeon Capital Management first reported a position in MKL in Q1 2026 and has held it in 2 quarters since. 926 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Bourgeon Capital Management held 200 shares of Markel Group worth $391K as of Q2 2026.
  • Bourgeon Capital Management left its Markel Group share count unchanged in Q2 2026.
  • Markel Group made up 0.06% of Bourgeon Capital Management's portfolio in Q2 2026, its #89 holding.
  • Bourgeon Capital Management first reported a position in Markel Group in Q1 2026 and has held it in 2 quarters since.
  • 926 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Bourgeon Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.