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Donaldson Capital Management’s Markel Group MKL Stock Holding History

Donaldson 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 		– Sell
-4,227
Closed -$8.09M – 319
2026
Q1 		$8.09M Buy
+4,227
New +$8.58M 0.26% 59

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 $3.38T AUM 44.17% 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

Donaldson Capital Management's MKL Position: Q2 2026 in Review

Donaldson Capital Management sold out of Markel Group (MKL) in Q2 2026, closing a stake of 4,227 shares — an estimated $8.09M sold.

Donaldson Capital Management first reported a position in MKL in Q1 2026 and held it in 1 quarter. The position peaked at $8.09M in Q1 2026. 930 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Donaldson Capital Management reported no remaining Markel Group position as of Q2 2026 after selling out during the quarter.
  • Donaldson Capital Management sold 4,227 Markel Group shares in Q2 2026, an estimated $8.09M.
  • Donaldson Capital Management first reported a position in Markel Group in Q1 2026 and held it in 1 quarter.
  • Donaldson Capital Management's Markel Group position peaked at $8.09M in Q1 2026.
  • 930 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Donaldson Capital Management's 13F filing for Q2 2026, filed 5 Aug 2026.