CX Institutional’s Markel Group MKL Stock Holding History

CX Institutional’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	$4K	Sell	2 -4	-67%	-$7.47K	﹤0.01%	1392
2026 Q1	$11K	Buy	+6	New	+$12.2K	﹤0.01%	1279
2023 Q1	–	Sell	-2,658	Closed	-$3.5M	–	542
2022 Q4	$3.5M	Buy	+2,658	New	+$3.29M	0.21%	137
2020 Q3	–	Sell	-2	Closed	-$2K	–	904
2020 Q2	$2K	Buy	+2	New	+$1.82K	﹤0.01%	753
2019 Q3	–	Sell	-31	Closed	-$34K	–	893
2019 Q2	$34K	Buy	31 +1	+3%	+$1.05K	0.01%	349
2019 Q1	$30K	Hold	30	–	–	0.01%	365
2018 Q4	$31K	Buy	+30	New	+$32.8K	0.01%	288

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

CX Institutional's MKL Position: Q2 2026 in Review

CX Institutional reduced its Markel Group (MKL) stake by 67% in Q2 2026, selling an estimated $7.47K and leaving 2 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1392.

CX Institutional first reported a position in MKL in Q4 2018 and has held it in 7 quarters since. The position peaked at $3.5M in Q4 2022. 925 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

CX Institutional held 2 shares of Markel Group worth $4K as of Q2 2026.
CX Institutional sold 4 Markel Group shares in Q2 2026, an estimated $7.47K.
Markel Group made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1392 holding.
CX Institutional first reported a position in Markel Group in Q4 2018 and has held it in 7 quarters since.
CX Institutional's Markel Group position peaked at $3.5M in Q4 2022.
925 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.