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Choate Investment Advisors’s Markel Group MKL Stock Holding History

Choate Investment Advisors’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 		$375K Hold
192
– – 0.01% 364
2026
Q1 		$368K Hold
192
– – 0.01% 344
2025
Q4 		$413K Hold
192
– – 0.01% 336
2025
Q3 		$367K Sell
192
-15
-7% -$29.4K 0.01% 328
2025
Q2 		$413K Buy
207
+14
+7% +$26.3K 0.01% 292
2025
Q1 		$361K Hold
193
– – 0.01% 302
2024
Q4 		$333K Buy
193
+1
+0.5% +$1.66K 0.01% 312
2024
Q3 		$301K Buy
+192
New +$301K 0.01% 313
2019
Q1 		– Sell
-229
Closed -$238K – 239
2018
Q4 		$238K Sell
229
-71
-24% -$77.6K 0.02% 200
2018
Q3 		$357K Hold
300
– – 0.02% 160
2018
Q2 		$325K Buy
+300
New +$339K 0.02% 182

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

Choate Investment Advisors's MKL Position: Q2 2026 in Review

Choate Investment Advisors held its Markel Group (MKL) position steady in Q2 2026 at 192 shares worth $375K. The position accounts for 0.01% of the portfolio, ranked #364.

Choate Investment Advisors first reported a position in MKL in Q2 2018 and has held it in 11 quarters since. The position peaked at $413K in Q2 2025. 925 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Choate Investment Advisors held 192 shares of Markel Group worth $375K as of Q2 2026.
  • Choate Investment Advisors left its Markel Group share count unchanged in Q2 2026.
  • Markel Group made up 0.01% of Choate Investment Advisors's portfolio in Q2 2026, its #364 holding.
  • Choate Investment Advisors first reported a position in Markel Group in Q2 2018 and has held it in 11 quarters since.
  • Choate Investment Advisors's Markel Group position peaked at $413K in Q2 2025.
  • 925 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Choate Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.