Chicago Partners Investment Group’s Markel Group MKL Stock Holding History

Chicago Partners Investment Group’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	$445K	Buy	227 +77	+51%	+$144K	0.01%	1058
2026 Q1	$292K	Buy	150 +20	+15%	+$40.6K	0.01%	1158
2025 Q4	$264K	Buy	130 +2	+2%	+$4.05K	0.01%	1099
2025 Q3	$235K	Buy	128 +21	+20%	+$41.2K	0.01%	1087
2025 Q2	$217K	Buy	+107	New	+$201K	0.01%	1009
2021 Q2	–	Sell	-331	Closed	-$391K	–	551
2021 Q1	$391K	Sell	331 -162	-33%	-$175K	0.03%	345
2020 Q4	$490K	Buy	493 +152	+45%	+$152K	0.05%	284
2020 Q3	$333K	Buy	341 +99	+41%	+$101K	0.04%	301
2020 Q2	$246K	Buy	+242	New	+$220K	0.03%	326
2019 Q1	–	Sell	-256	Closed	-$267K	–	344
2018 Q4	$267K	Hold	256	–	–	0.04%	270
2018 Q3	$261K	Hold	256	–	–	0.04%	253
2018 Q2	$278K	Buy	256 +6	+2%	+$6.78K	0.04%	234
2018 Q1	$293K	Hold	250	–	–	0.05%	218
2017 Q4	$285K	Sell	250 -5	-2%	-$5.47K	0.05%	225
2017 Q3	$272K	Sell	255 -5	-2%	-$5.17K	0.05%	223
2017 Q2	$254K	Buy	+260	New	+$252K	0.07%	170

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

Chicago Partners Investment Group's MKL Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Markel Group (MKL) stake by 51% in Q2 2026, buying an estimated $144K and bringing the position to 227 shares worth $445K. The position accounts for 0.01% of the portfolio, ranked #1058.

Chicago Partners Investment Group first reported a position in MKL in Q2 2017 and has held it in 16 quarters since. The position peaked at $490K in Q4 2020. 925 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

Chicago Partners Investment Group held 227 shares of Markel Group worth $445K as of Q2 2026.
Chicago Partners Investment Group bought 77 Markel Group shares in Q2 2026, an estimated $144K.
Markel Group made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #1058 holding.
Chicago Partners Investment Group first reported a position in Markel Group in Q2 2017 and has held it in 16 quarters since.
Chicago Partners Investment Group's Markel Group position peaked at $490K in Q4 2020.
925 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.