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Dakota Wealth Management’s Markel Group MKL Stock Holding History

Dakota Wealth 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 		$428K Sell
219
-12
-5% -$22.4K 0.01% 596
2026
Q1 		$442K Sell
231
-6
-3% -$12.2K 0.01% 572
2025
Q4 		$509K Sell
237
-19
-7% -$38.5K 0.01% 557
2025
Q3 		$489K Hold
256
– – 0.01% 481
2025
Q2 		$511K Sell
256
-1
-0.4% -$1.88K 0.01% 507
2025
Q1 		$480K Hold
257
– – 0.01% 520
2024
Q4 		$444K Buy
257
+5
+2% +$8.3K 0.01% 531
2024
Q3 		$395K Buy
252
+16
+7% +$25K 0.01% 539
2024
Q2 		$372K Buy
236
+30
+15% +$46.6K 0.01% 548
2024
Q1 		$313K Sell
206
-93
-31% -$136K 0.01% 574
2023
Q4 		$425K Buy
299
+20
+7% +$28.4K 0.02% 450
2023
Q3 		$411K Sell
279
-2
-0.7% -$2.93K 0.02% 447
2023
Q2 		$389K Buy
281
+36
+15% +$48.3K 0.02% 429
2023
Q1 		$313K Hold
245
– – 0.02% 461
2022
Q4 		$323K Buy
245
+19
+8% +$23.5K 0.02% 431
2022
Q3 		$245K Hold
226
– – 0.02% 459
2022
Q2 		$292K Sell
226
-32
-12% -$43.9K 0.03% 378
2022
Q1 		$381K Buy
+258
New +$333K 0.03% 329

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

Dakota Wealth Management's MKL Position: Q2 2026 in Review

Dakota Wealth Management reduced its Markel Group (MKL) stake by 5.2% in Q2 2026, selling an estimated $22.4K and leaving 219 shares worth $428K. The position accounts for 0.01% of the portfolio, ranked #596.

Dakota Wealth Management first reported a position in MKL in Q1 2022 and has held it in 18 quarters since. The position peaked at $511K in Q2 2025. 925 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Dakota Wealth Management held 219 shares of Markel Group worth $428K as of Q2 2026.
  • Dakota Wealth Management sold 12 Markel Group shares in Q2 2026, an estimated $22.4K.
  • Markel Group made up 0.01% of Dakota Wealth Management's portfolio in Q2 2026, its #596 holding.
  • Dakota Wealth Management first reported a position in Markel Group in Q1 2022 and has held it in 18 quarters since.
  • Dakota Wealth Management's Markel Group position peaked at $511K in Q2 2025.
  • 925 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.