Front Street Capital Management’s Markel Group MKL Stock Holding History

Front Street 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	$5.65M	Buy	2,854 +1,272	+80%	+$2.38M	0.64%	27
2026 Q1	$3.03M	Buy	1,582 +69	+5%	+$140K	0.4%	35
2025 Q4	$3.25M	Buy	1,513 +618	+69%	+$1.25M	0.46%	33
2025 Q3	$1.7M	Buy	895 +19	+2%	+$37.2K	0.26%	40
2025 Q2	$1.75M	Sell	876 -807	-48%	-$1.51M	0.34%	36
2025 Q1	$3.15M	Buy	1,683 +1,059	+170%	+$1.95M	0.6%	32
2024 Q4	$1.08M	Buy	624 +46	+8%	+$76.3K	0.19%	42
2024 Q3	$907K	Buy	578 +230	+66%	+$360K	0.15%	45
2024 Q2	$532K	Buy	348 +40	+13%	+$62.1K	0.1%	51
2024 Q1	$485K	Sell	308 -84	-21%	-$123K	0.09%	51
2023 Q4	$557K	Buy	392 +6	+2%	+$8.51K	0.11%	46
2023 Q3	$568K	Buy	+386	New	+$565K	0.12%	45
2023 Q2	–	Sell	-228	Closed	-$291K	–	66
2023 Q1	$291K	Sell	228 -2	-0.9%	-$2.66K	0.06%	56
2022 Q4	$303K	Sell	230 -62	-21%	-$76.7K	0.07%	53
2022 Q3	$317K	Buy	+292	New	+$356K	0.08%	55
2020 Q4	–	Sell	-452	Closed	-$440K	–	64
2020 Q3	$440K	Sell	452 -775	-63%	-$787K	0.12%	46
2020 Q2	$1.13M	Sell	1,227 -2,345	-66%	-$2.13M	0.34%	31
2020 Q1	$3.31M	Buy	3,572 +30	+0.8%	+$34.3K	1.2%	22
2019 Q4	$4.05M	Buy	3,542 +74	+2%	+$84.3K	1.07%	22
2019 Q3	$4.1M	Buy	3,468 +43	+1%	+$48.9K	1.17%	21
2019 Q2	$3.73M	Buy	3,425 +39	+1%	+$40.9K	0.97%	23
2019 Q1	$3.37M	Buy	3,386 +711	+27%	+$722K	0.88%	23
2018 Q4	$2.78M	Buy	2,675 +1,859	+228%	+$2.03M	0.89%	24
2018 Q3	$970K	Buy	+816	New	+$960K	0.33%	35

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

Front Street Capital Management's MKL Position: Q2 2026 in Review

Front Street Capital Management increased its Markel Group (MKL) stake by 80% in Q2 2026, buying an estimated $2.38M and bringing the position to 2,854 shares worth $5.65M. The position accounts for 0.64% of the portfolio, ranked #27.

Front Street Capital Management first reported a position in MKL in Q3 2018 and has held it in 24 quarters since. 925 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

Front Street Capital Management held 2,854 shares of Markel Group worth $5.65M as of Q2 2026.
Front Street Capital Management bought 1,272 Markel Group shares in Q2 2026, an estimated $2.38M.
Markel Group made up 0.64% of Front Street Capital Management's portfolio in Q2 2026, its #27 holding.
Front Street Capital Management first reported a position in Markel Group in Q3 2018 and has held it in 24 quarters since.
925 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Front Street Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.