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Ironwood Investment Management’s Markel Group MKL Stock Holding History

Ironwood Investment 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 		$615K Buy
315
+127
+68% +$237K 0.21% 115
2026
Q1 		$360K Buy
+188
New +$382K 0.15% 132
2020
Q2 		– Sell
-690
Closed -$640K – 159
2020
Q1 		$640K Buy
690
+25
+4% +$28.6K 0.64% 56
2019
Q4 		$760K Buy
665
+15
+2% +$17.1K 0.52% 65
2019
Q3 		$768K Hold
650
– – 0.58% 61
2019
Q2 		$708K Buy
650
+45
+7% +$47.2K 0.55% 68
2019
Q1 		$603K Buy
605
+121
+25% +$123K 0.49% 80
2018
Q4 		$502K Sell
484
-11
-2% -$12K 0.46% 84
2018
Q3 		$588K Buy
495
+16
+3% +$18.8K 0.41% 93
2018
Q2 		$519K Buy
479
+6
+1% +$6.78K 0.37% 104
2018
Q1 		$554K Buy
473
+7
+2% +$7.88K 0.4% 96
2017
Q4 		$531K Buy
466
+6
+1% +$6.56K 0.38% 98
2017
Q3 		$491K Buy
460
+16
+4% +$16.5K 0.35% 106
2017
Q2 		$433K Buy
444
+3
+0.7% +$2.91K 0.31% 113
2017
Q1 		$430K Buy
441
+21
+5% +$19.8K 0.32% 114
2016
Q4 		$380K Buy
420
+9
+2% +$8.03K 0.28% 119
2016
Q3 		$382K Buy
411
+85
+26% +$79.3K 0.29% 122
2016
Q2 		$311K Buy
326
+2
+0.6% +$1.86K 0.23% 128
2016
Q1 		$289K Buy
324
+37
+13% +$31.8K 0.19% 132
2015
Q4 		$254K Buy
287
+13
+5% +$11.3K 0.1% 139
2015
Q3 		$220K Buy
+274
New +$232K 0.08% 144

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

Ironwood Investment Management's MKL Position: Q2 2026 in Review

Ironwood Investment Management increased its Markel Group (MKL) stake by 68% in Q2 2026, buying an estimated $237K and bringing the position to 315 shares worth $615K. The position accounts for 0.21% of the portfolio, ranked #115.

Ironwood Investment Management first reported a position in MKL in Q3 2015 and has held it in 21 quarters since. The position peaked at $768K in Q3 2019. 925 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Ironwood Investment Management held 315 shares of Markel Group worth $615K as of Q2 2026.
  • Ironwood Investment Management bought 127 Markel Group shares in Q2 2026, an estimated $237K.
  • Markel Group made up 0.21% of Ironwood Investment Management's portfolio in Q2 2026, its #115 holding.
  • Ironwood Investment Management first reported a position in Markel Group in Q3 2015 and has held it in 21 quarters since.
  • Ironwood Investment Management's Markel Group position peaked at $768K in Q3 2019.
  • 925 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Ironwood Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.