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Harbor Investment Advisory’s Markel Group MKL Stock Holding History

Harbor Investment Advisory’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 		$4.29M Buy
2,198
+339
+18% +$633K 0.3% 67
2026
Q1 		$3.56M Buy
1,859
+43
+2% +$87.3K 0.28% 69
2025
Q4 		$3.9M Buy
1,816
+17
+0.9% +$34.4K 0.29% 64
2025
Q3 		$3.44M Buy
1,799
+2
+0.1% +$3.92K 0.28% 67
2025
Q2 		$3.59M Buy
1,797
+89
+5% +$167K 0.32% 62
2025
Q1 		$3.19M Buy
1,708
+280
+20% +$515K 0.31% 65
2024
Q4 		$2.46M Hold
1,428
– – 0.23% 80
2024
Q3 		$2.24M Buy
1,428
+88
+7% +$138K 0.22% 86
2024
Q2 		$2.11M Buy
1,340
+14
+1% +$21.7K 0.22% 81
2024
Q1 		$2.02M Buy
1,326
+111
+9% +$163K 0.21% 83
2023
Q4 		$1.72M Buy
1,215
+136
+13% +$193K 0.2% 89
2023
Q3 		$1.59M Buy
1,079
+47
+5% +$68.8K 0.21% 84
2023
Q2 		$1.43M Buy
1,032
+33
+3% +$44.3K 0.2% 100
2023
Q1 		$1.28M Buy
999
+98
+11% +$130K 0.19% 105
2022
Q4 		$1.19M Buy
901
+61
+7% +$75.5K 0.19% 109
2022
Q3 		$911K Buy
840
+261
+45% +$318K 0.15% 130
2022
Q2 		$749K Buy
579
+21
+4% +$28.8K 0.12% 153
2022
Q1 		$823K Buy
558
+5
+0.9% +$6.46K 0.11% 159
2021
Q4 		$682K Buy
553
+7
+1% +$8.83K 0.09% 190
2021
Q3 		$653K Buy
546
+46
+9% +$56.7K 0.09% 188
2021
Q2 		$593K Buy
500
+42
+9% +$50.3K 0.08% 206
2021
Q1 		$522K Buy
458
+35
+8% +$37.8K 0.08% 205
2020
Q4 		$437K Buy
423
+63
+18% +$62.8K 0.07% 205
2020
Q3 		$351K Buy
360
+30
+9% +$30.5K 0.07% 202
2020
Q2 		$305K Buy
+330
New +$300K 0.06% 208

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

Harbor Investment Advisory's MKL Position: Q2 2026 in Review

Harbor Investment Advisory increased its Markel Group (MKL) stake by 18% in Q2 2026, buying an estimated $633K and bringing the position to 2,198 shares worth $4.29M. The position accounts for 0.3% of the portfolio, ranked #67.

Harbor Investment Advisory first reported a position in MKL in Q2 2020 and has held it in 25 quarters since. 930 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Harbor Investment Advisory held 2,198 shares of Markel Group worth $4.29M as of Q2 2026.
  • Harbor Investment Advisory bought 339 Markel Group shares in Q2 2026, an estimated $633K.
  • Markel Group made up 0.3% of Harbor Investment Advisory's portfolio in Q2 2026, its #67 holding.
  • Harbor Investment Advisory first reported a position in Markel Group in Q2 2020 and has held it in 25 quarters since.
  • 930 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.