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Dana Investment Advisors’s Markel Group MKL Stock Holding History

Dana 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 		$262K Hold
134
– – 0.01% 544
2026
Q1 		$256K Buy
134
+3
+2% +$6.09K 0.01% 526
2025
Q4 		$282K Hold
131
– – 0.01% 522
2025
Q3 		$250K Buy
+131
New +$257K 0.01% 526

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

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

Dana Investment Advisors held its Markel Group (MKL) position steady in Q2 2026 at 134 shares worth $262K. The position accounts for 0.01% of the portfolio, ranked #544.

Dana Investment Advisors first reported a position in MKL in Q3 2025 and has held it in 4 quarters since. The position peaked at $282K in Q4 2025. 925 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Dana Investment Advisors held 134 shares of Markel Group worth $262K as of Q2 2026.
  • Dana Investment Advisors left its Markel Group share count unchanged in Q2 2026.
  • Markel Group made up 0.01% of Dana Investment Advisors's portfolio in Q2 2026, its #544 holding.
  • Dana Investment Advisors first reported a position in Markel Group in Q3 2025 and has held it in 4 quarters since.
  • Dana Investment Advisors's Markel Group position peaked at $282K in Q4 2025.
  • 925 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Dana Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.