DKCM
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Davidson Kahn Capital Management’s Markel Group MKL Stock Holding History

Davidson Kahn Capital 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 		$3.39M Sell
1,735
-13
-0.7% -$24.3K 1.46% 19
2026
Q1 		$3.35M Buy
1,748
+72
+4% +$146K 1.78% 19
2025
Q4 		$3.6M Buy
1,676
+28
+2% +$56.7K 1.87% 14
2025
Q3 		$3.15M Sell
1,648
-4
-0.2% -$7.84K 1.75% 17
2025
Q2 		$3.3M Sell
1,652
-13
-0.8% -$24.4K 2.12% 13
2025
Q1 		$3.11M Sell
1,665
-258
-13% -$475K 2.4% 13
2024
Q4 		$3.32M Buy
+1,923
New +$3.19M 3.06% 9

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

Davidson Kahn Capital Management's MKL Position: Q2 2026 in Review

Davidson Kahn Capital Management reduced its Markel Group (MKL) stake by 0.74% in Q2 2026, selling an estimated $24.3K and leaving 1,735 shares worth $3.39M. The position accounts for 1.46% of the portfolio, ranked #19.

Davidson Kahn Capital Management first reported a position in MKL in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.6M in Q4 2025. 926 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Davidson Kahn Capital Management held 1,735 shares of Markel Group worth $3.39M as of Q2 2026.
  • Davidson Kahn Capital Management sold 13 Markel Group shares in Q2 2026, an estimated $24.3K.
  • Markel Group made up 1.46% of Davidson Kahn Capital Management's portfolio in Q2 2026, its #19 holding.
  • Davidson Kahn Capital Management first reported a position in Markel Group in Q4 2024 and has held it in 7 quarters since.
  • Davidson Kahn Capital Management's Markel Group position peaked at $3.6M in Q4 2025.
  • 926 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Davidson Kahn Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.