Coldstream Capital Management’s Markel Group MKL Stock Holding History

Coldstream Capital 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	$514K	Buy	263 +129	+96%	+$241K	0.01%	725
2026 Q1	$256K	Buy	134 +18	+16%	+$36.5K	﹤0.01%	1013
2025 Q4	$249K	Sell	116 -34	-23%	-$68.9K	﹤0.01%	998
2025 Q3	$287K	Buy	150 +1	+0.7%	+$1.96K	﹤0.01%	959
2025 Q2	$298K	Sell	149 -5	-3%	-$9.38K	﹤0.01%	889
2025 Q1	$288K	Sell	154 -4	-3%	-$7.36K	0.01%	834
2024 Q4	$273K	Sell	158 -115	-42%	-$191K	0.01%	866
2024 Q3	$430K	Buy	273 +10	+4%	+$15.7K	0.01%	669
2024 Q2	$414K	Buy	263 +3	+1%	+$4.66K	0.01%	623
2024 Q1	$396K	Sell	260 -13	-5%	-$19.1K	0.01%	652
2023 Q4	$388K	Buy	+273	New	+$387K	0.01%	606

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 $3.38T AUM 44.17% 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

Coldstream Capital Management's MKL Position: Q2 2026 in Review

Coldstream Capital Management increased its Markel Group (MKL) stake by 96% in Q2 2026, buying an estimated $241K and bringing the position to 263 shares worth $514K. The position accounts for 0.01% of the portfolio, ranked #725.

Coldstream Capital Management first reported a position in MKL in Q4 2023 and has held it in 11 quarters since. 930 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

Coldstream Capital Management held 263 shares of Markel Group worth $514K as of Q2 2026.
Coldstream Capital Management bought 129 Markel Group shares in Q2 2026, an estimated $241K.
Markel Group made up 0.01% of Coldstream Capital Management's portfolio in Q2 2026, its #725 holding.
Coldstream Capital Management first reported a position in Markel Group in Q4 2023 and has held it in 11 quarters since.
930 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Coldstream Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.