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Concurrent Investment Advisors’s Markel Group MKL Stock Holding History

Concurrent 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 		$1.12M Buy
571
+15
+3% +$28K 0.01% 955
2026
Q1 		$1.06M Buy
556
+29
+6% +$58.9K 0.01% 850
2025
Q4 		$1.13M Buy
527
+50
+10% +$101K 0.01% 772
2025
Q3 		$911K Buy
477
+16
+3% +$31.4K 0.02% 681
2025
Q2 		$920K Buy
461
+67
+17% +$126K 0.02% 623
2025
Q1 		$736K Sell
394
-75
-16% -$138K 0.02% 631
2024
Q4 		$810K Buy
469
+7
+2% +$11.6K 0.02% 543
2024
Q3 		$725K Buy
462
+17
+4% +$26.6K 0.02% 536
2024
Q2 		$701K Sell
445
-390
-47% -$606K 0.02% 513
2024
Q1 		$1.27M Buy
835
+395
+90% +$579K 0.05% 331
2023
Q4 		$625K Buy
+440
New +$624K 0.03% 440

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 $3.38T AUM 44.17% 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

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

Concurrent Investment Advisors increased its Markel Group (MKL) stake by 2.7% in Q2 2026, buying an estimated $28K and bringing the position to 571 shares worth $1.12M. The position accounts for 0.01% of the portfolio, ranked #955.

Concurrent Investment Advisors first reported a position in MKL in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.27M in Q1 2024. 930 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Concurrent Investment Advisors held 571 shares of Markel Group worth $1.12M as of Q2 2026.
  • Concurrent Investment Advisors bought 15 Markel Group shares in Q2 2026, an estimated $28K.
  • Markel Group made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #955 holding.
  • Concurrent Investment Advisors first reported a position in Markel Group in Q4 2023 and has held it in 11 quarters since.
  • Concurrent Investment Advisors's Markel Group position peaked at $1.27M in Q1 2024.
  • 930 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.