BHBT
MKL icon

Burke & Herbert Bank & Trust’s Markel Group MKL Stock Holding History

Burke & Herbert Bank & Trust’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 		$270K Buy
+138
New +$258K 0.07% 211

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

Burke & Herbert Bank & Trust's MKL Position: Q2 2026 in Review

Burke & Herbert Bank & Trust opened a new position in Markel Group (MKL) in Q2 2026: 138 shares worth $270K. The stake represents 0.07% of the portfolio and ranks #211 among its holdings.

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

  • Burke & Herbert Bank & Trust held 138 shares of Markel Group worth $270K as of Q2 2026.
  • Markel Group was a new Burke & Herbert Bank & Trust position in Q2 2026.
  • Markel Group made up 0.07% of Burke & Herbert Bank & Trust's portfolio in Q2 2026, its #211 holding.
  • 925 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Burke & Herbert Bank & Trust's 13F filing for Q2 2026, filed 7 Aug 2026.