Crossmark Global Holdings’s Markel Group MKL Stock Holding History

Crossmark Global Holdings’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	–	Sell	-135	Closed	-$258K	–	1293
2026 Q1	$258K	Buy	+135	New	+$274K	﹤0.01%	1081
2025 Q3	–	Sell	-136	Closed	-$272K	–	1326
2025 Q2	$272K	Sell	136 -112	-45%	-$210K	﹤0.01%	1145
2025 Q1	$464K	Buy	+248	New	+$456K	0.01%	903
2024 Q3	–	Sell	-127	Closed	-$200K	–	1321
2024 Q2	$200K	Sell	127 -14	-10%	-$21.7K	﹤0.01%	1245
2024 Q1	$215K	Buy	+141	New	+$207K	﹤0.01%	1253
2018 Q4	–	Sell	-230	Closed	-$273K	–	1484
2018 Q3	$273K	Sell	230 -2	-0.9%	-$2.35K	0.01%	1381
2018 Q2	$252K	Sell	232 -44	-16%	-$49.7K	0.01%	1420
2018 Q1	$323K	Sell	276 -160	-37%	-$180K	0.01%	1219
2017 Q4	$497K	Sell	436 -91	-17%	-$99.5K	0.01%	1009
2017 Q3	$563K	Buy	+527	New	+$545K	0.01%	888
2016 Q3	$563K	Buy	+527	New	+$492K	0.01%	887

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

Crossmark Global Holdings's MKL Position: Q2 2026 in Review

Crossmark Global Holdings sold out of Markel Group (MKL) in Q2 2026, closing a stake of 135 shares — an estimated $258K sold.

Crossmark Global Holdings first reported a position in MKL in Q3 2016 and held it in 11 quarters. The position peaked at $563K in Q3 2017. 924 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

Crossmark Global Holdings reported no remaining Markel Group position as of Q2 2026 after selling out during the quarter.
Crossmark Global Holdings sold 135 Markel Group shares in Q2 2026, an estimated $258K.
Crossmark Global Holdings first reported a position in Markel Group in Q3 2016 and held it in 11 quarters.
Crossmark Global Holdings's Markel Group position peaked at $563K in Q3 2017.
924 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Crossmark Global Holdings's 13F filing for Q2 2026, filed 16 Jul 2026.