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Intellectus Partners’s Markel Group MKL Stock Holding History

Intellectus Partners’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 		$541K Hold
277
– – 0.09% 197
2026
Q1 		$530K Buy
277
+1
+0.4% +$2.03K 0.11% 188
2025
Q4 		$593K Sell
276
-19
-6% -$38.5K 0.11% 177
2025
Q3 		$564K Sell
295
-58
-16% -$114K 0.11% 188
2025
Q2 		$705K Sell
353
-7
-2% -$13.1K 0.15% 166
2025
Q1 		$673K Hold
360
– – 0.17% 156
2024
Q4 		$621K Hold
360
– – 0.14% 174
2024
Q3 		$565K Hold
360
– – 0.14% 176
2024
Q2 		$567K Sell
360
-66
-15% -$102K 0.15% 166
2024
Q1 		$648K Sell
426
-3
-0.7% -$4.4K 0.17% 159
2023
Q4 		$609K Buy
429
+8
+2% +$11.3K 0.18% 154
2023
Q3 		$620K Sell
421
-18
-4% -$26.3K 0.2% 146
2023
Q2 		$607K Hold
439
– – 0.18% 160
2023
Q1 		$561K Sell
439
-33
-7% -$43.8K 0.18% 158
2022
Q4 		$622K Hold
472
– – 0.22% 143
2022
Q3 		$512K Hold
472
– – 0.18% 155
2022
Q2 		$610K Sell
472
-40
-8% -$54.9K 0.21% 136
2022
Q1 		$755K Sell
512
-32
-6% -$41.3K 0.23% 115
2021
Q4 		$671K Sell
544
-6
-1% -$7.57K 0.17% 154
2021
Q3 		$657K Hold
550
– – 0.16% 158
2021
Q2 		$653K Buy
550
+2
+0.4% +$2.4K 0.15% 171
2021
Q1 		$625K Buy
548
+27
+5% +$29.1K 0.17% 167
2020
Q4 		$538K Buy
+521
New +$519K 0.16% 155

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 $3.37T AUM 44.26% 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

Intellectus Partners's MKL Position: Q2 2026 in Review

Intellectus Partners held its Markel Group (MKL) position steady in Q2 2026 at 277 shares worth $541K. The position accounts for 0.09% of the portfolio, ranked #197.

Intellectus Partners first reported a position in MKL in Q4 2020 and has held it in 23 quarters since. The position peaked at $755K in Q1 2022. 925 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Intellectus Partners held 277 shares of Markel Group worth $541K as of Q2 2026.
  • Intellectus Partners left its Markel Group share count unchanged in Q2 2026.
  • Markel Group made up 0.09% of Intellectus Partners's portfolio in Q2 2026, its #197 holding.
  • Intellectus Partners first reported a position in Markel Group in Q4 2020 and has held it in 23 quarters since.
  • Intellectus Partners's Markel Group position peaked at $755K in Q1 2022.
  • 925 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Intellectus Partners's 13F filing for Q2 2026, filed 12 Aug 2026.