Calamos Wealth Management’s Markel Group MKL Stock Holding History

Calamos Wealth 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	$896K	Buy	459 +57	+14%	+$106K	0.03%	228
2026 Q1	$769K	Hold	402	–	–	0.03%	241
2025 Q4	$864K	Buy	402 +2	+0.5%	+$4.05K	0.03%	206
2025 Q3	$765K	Hold	400	–	–	0.03%	213
2025 Q2	$799K	Hold	400	–	–	0.03%	196
2025 Q1	$748K	Hold	400	–	–	0.04%	180
2024 Q4	$690K	Hold	400	–	–	0.03%	184
2024 Q3	$627K	Hold	400	–	–	0.03%	199
2024 Q2	$630K	Sell	400 -100	-20%	-$155K	0.03%	181
2024 Q1	$761K	Hold	500	–	–	0.04%	171
2023 Q4	$710K	Hold	500	–	–	0.04%	165
2023 Q3	$736K	Hold	500	–	–	0.06%	164
2023 Q2	$692K	Hold	500	–	–	0.05%	173
2023 Q1	$639K	Hold	500	–	–	0.05%	175
2022 Q4	$659K	Hold	500	–	–	0.05%	176
2022 Q3	$542K	Hold	500	–	–	0.05%	184
2022 Q2	$647K	Hold	500	–	–	0.06%	173
2022 Q1	$738K	Hold	500	–	–	0.06%	186
2021 Q4	$617K	Buy	+500	New	+$631K	0.05%	209

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 $3.37T AUM 44.26% 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

Calamos Wealth Management's MKL Position: Q2 2026 in Review

Calamos Wealth Management increased its Markel Group (MKL) stake by 14% in Q2 2026, buying an estimated $106K and bringing the position to 459 shares worth $896K. The position accounts for 0.03% of the portfolio, ranked #228.

Calamos Wealth Management first reported a position in MKL in Q4 2021 and has held it in 19 quarters since. 926 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

Calamos Wealth Management held 459 shares of Markel Group worth $896K as of Q2 2026.
Calamos Wealth Management bought 57 Markel Group shares in Q2 2026, an estimated $106K.
Markel Group made up 0.03% of Calamos Wealth Management's portfolio in Q2 2026, its #228 holding.
Calamos Wealth Management first reported a position in Markel Group in Q4 2021 and has held it in 19 quarters since.
926 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Calamos Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.