Bruce G. Allen Investments’s Markel Group MKL Stock Holding History

Bruce G. Allen 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	$21.5K	Hold	11	–	–	0.01%	400
2026 Q1	$21.1K	Hold	11	–	–	0.01%	393
2025 Q4	$23.6K	Hold	11	–	–	0.02%	374
2025 Q3	$21K	Hold	11	–	–	0.02%	397
2025 Q2	$22K	Hold	11	–	–	0.02%	382
2025 Q1	$20.6K	Sell	11 -1	-8%	-$1.84K	0.02%	377
2024 Q4	$20.7K	Hold	12	–	–	0.02%	380
2024 Q3	$18.8K	Hold	12	–	–	0.01%	396
2024 Q2	$18.9K	Sell	12 -1	-8%	-$1.55K	0.02%	375
2024 Q1	$19.8K	Sell	13 -2	-13%	-$2.93K	0.02%	383
2023 Q4	$21.3K	Buy	+15	New	+$21.3K	0.02%	368

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 $3.38T AUM 44.17% 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

Bruce G. Allen Investments's MKL Position: Q2 2026 in Review

Bruce G. Allen Investments held its Markel Group (MKL) position steady in Q2 2026 at 11 shares worth $21.5K. The position accounts for 0.01% of the portfolio, ranked #400.

Bruce G. Allen Investments first reported a position in MKL in Q4 2023 and has held it in 11 quarters since. The position peaked at $23.6K in Q4 2025. 930 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

Bruce G. Allen Investments held 11 shares of Markel Group worth $21.5K as of Q2 2026.
Bruce G. Allen Investments left its Markel Group share count unchanged in Q2 2026.
Markel Group made up 0.01% of Bruce G. Allen Investments's portfolio in Q2 2026, its #400 holding.
Bruce G. Allen Investments first reported a position in Markel Group in Q4 2023 and has held it in 11 quarters since.
Bruce G. Allen Investments's Markel Group position peaked at $23.6K in Q4 2025.
930 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.