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Callan Family Office’s Markel Group MKL Stock Holding History

Callan Family Office’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 		$1.92M Buy
981
+120
+14% +$224K 0.04% 407
2026
Q1 		$1.65M Sell
861
-43
-5% -$87.3K 0.04% 407
2025
Q4 		$1.94M Buy
904
+704
+352% +$1.43M 0.04% 358
2025
Q3 		$382K Sell
200
-198
-50% -$388K 0.01% 625
2025
Q2 		$795K Buy
+398
New +$746K 0.03% 451

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

Callan Family Office's MKL Position: Q2 2026 in Review

Callan Family Office increased its Markel Group (MKL) stake by 14% in Q2 2026, buying an estimated $224K and bringing the position to 981 shares worth $1.92M. The position accounts for 0.04% of the portfolio, ranked #407.

Callan Family Office first reported a position in MKL in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.94M in Q4 2025. 924 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Callan Family Office held 981 shares of Markel Group worth $1.92M as of Q2 2026.
  • Callan Family Office bought 120 Markel Group shares in Q2 2026, an estimated $224K.
  • Markel Group made up 0.04% of Callan Family Office's portfolio in Q2 2026, its #407 holding.
  • Callan Family Office first reported a position in Markel Group in Q2 2025 and has held it in 5 quarters since.
  • Callan Family Office's Markel Group position peaked at $1.94M in Q4 2025.
  • 924 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.