Frank Rimerman Advisors’s Markel Group MKL Stock Holding History

Frank Rimerman 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	–	Sell	-170	Closed	-$325K	–	636
2026 Q1	$325K	Hold	170	–	–	0.02%	475
2025 Q4	$365K	Buy	170 +4	+2%	+$8.1K	0.02%	456
2025 Q3	$317K	Buy	+166	New	+$325K	0.02%	470
2024 Q3	–	Sell	-200	Closed	-$315K	–	553
2024 Q2	$315K	Buy	+200	New	+$311K	0.02%	436

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

Frank Rimerman Advisors's MKL Position: Q2 2026 in Review

Frank Rimerman Advisors sold out of Markel Group (MKL) in Q2 2026, closing a stake of 170 shares — an estimated $325K sold.

Frank Rimerman Advisors first reported a position in MKL in Q2 2024 and held it in 4 quarters. The position peaked at $365K in Q4 2025. 926 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

Frank Rimerman Advisors reported no remaining Markel Group position as of Q2 2026 after selling out during the quarter.
Frank Rimerman Advisors sold 170 Markel Group shares in Q2 2026, an estimated $325K.
Frank Rimerman Advisors first reported a position in Markel Group in Q2 2024 and held it in 4 quarters.
Frank Rimerman Advisors's Markel Group position peaked at $365K in Q4 2025.
926 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Frank Rimerman Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.