Grandfield & Dodd’s Markel Group MKL Stock Holding History

Grandfield & Dodd’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	$221K	Buy	113 +3	+3%	+$5.6K	0.01%	208
2026 Q1	$211K	Hold	110	–	–	0.01%	201
2025 Q4	$236K	Hold	110	–	–	0.01%	194
2025 Q3	$210K	Hold	110	–	–	0.01%	206
2025 Q2	$220K	Buy	+110	New	+$206K	0.01%	207

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

Grandfield & Dodd's MKL Position: Q2 2026 in Review

Grandfield & Dodd increased its Markel Group (MKL) stake by 2.7% in Q2 2026, buying an estimated $5.6K and bringing the position to 113 shares worth $221K. The position accounts for 0.01% of the portfolio, ranked #208.

Grandfield & Dodd first reported a position in MKL in Q2 2025 and has held it in 5 quarters since. The position peaked at $236K in Q4 2025. 926 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

Grandfield & Dodd held 113 shares of Markel Group worth $221K as of Q2 2026.
Grandfield & Dodd bought 3 Markel Group shares in Q2 2026, an estimated $5.6K.
Markel Group made up 0.01% of Grandfield & Dodd's portfolio in Q2 2026, its #208 holding.
Grandfield & Dodd first reported a position in Markel Group in Q2 2025 and has held it in 5 quarters since.
Grandfield & Dodd's Markel Group position peaked at $236K in Q4 2025.
926 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Grandfield & Dodd's 13F filing for Q2 2026, filed 7 Aug 2026.