Graham Holdings Company’s Markel Group MKL Stock Holding History

Graham Holdings Company’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	$125M	Buy	63,793 +8,363	+15%	+$15.6M	11.5%	4
2026 Q1	$106M	Hold	55,430	–	–	10.98%	4
2025 Q4	$119M	Hold	55,430	–	–	11.01%	4
2025 Q3	$106M	Hold	55,430	–	–	10.61%	4
2025 Q2	$111M	Hold	55,430	–	–	12.45%	4
2025 Q1	$104M	Hold	55,430	–	–	11.5%	4
2024 Q4	$95.7M	Hold	55,430	–	–	11.22%	4
2024 Q3	$86.9M	Hold	55,430	–	–	10.53%	4
2024 Q2	$87.3M	Hold	55,430	–	–	10.74%	4
2024 Q1	$84.3M	Hold	55,430	–	–	10.62%	4
2023 Q4	$78.7M	Hold	55,430	–	–	11.4%	4
2023 Q3	$81.6M	Hold	55,430	–	–	12.26%	4
2023 Q2	$76.7M	Hold	55,430	–	–	11.82%	4
2023 Q1	$70.8M	Hold	55,430	–	–	11.73%	4
2022 Q4	$73M	Hold	55,430	–	–	11.97%	4
2022 Q3	$60.1M	Hold	55,430	–	–	10.06%	4
2022 Q2	$71.7M	Buy	55,430 +11,000	+25%	+$15.1M	11.05%	4
2022 Q1	$65.5M	Hold	44,430	–	–	8.24%	4
2021 Q4	$54.8M	Buy	+44,430	New	+$56.1M	6.82%	6

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

Graham Holdings Company's MKL Position: Q2 2026 in Review

Graham Holdings Company increased its Markel Group (MKL) stake by 15% in Q2 2026, buying an estimated $15.6M and bringing the position to 63,793 shares worth $125M. The position accounts for 11.5% of the portfolio, ranked #4.

Graham Holdings Company first reported a position in MKL in Q4 2021 and has held it in 19 quarters since. 924 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

Graham Holdings Company held 63,793 shares of Markel Group worth $125M as of Q2 2026.
Graham Holdings Company bought 8,363 Markel Group shares in Q2 2026, an estimated $15.6M.
Markel Group made up 11.5% of Graham Holdings Company's portfolio in Q2 2026, its #4 holding.
Graham Holdings Company first reported a position in Markel Group in Q4 2021 and has held it in 19 quarters since.
924 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Graham Holdings Company's 13F filing for Q2 2026, filed 14 Aug 2026.