JANA Partners Management’s Markel Group MKL Stock Holding History

JANA Partners 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	$150M	Buy	76,743 +1,436	+2%	+$2.68M	7.88%	6
2026 Q1	$144M	Sell	75,307 -5,912	-7%	-$12M	8.64%	6
2025 Q4	$175M	Sell	81,219 -66,192	-45%	-$134M	9.08%	5
2025 Q3	$282M	Sell	147,411 -4,021	-3%	-$7.88M	13.64%	3
2025 Q2	$302M	Sell	151,432 -4,590	-3%	-$8.61M	15.19%	4
2025 Q1	$292M	Buy	156,022 +47,096	+43%	+$86.6M	15.06%	4
2024 Q4	$188M	Buy	+108,926	New	+$181M	9.25%	5

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

JANA Partners Management's MKL Position: Q2 2026 in Review

JANA Partners Management increased its Markel Group (MKL) stake by 1.9% in Q2 2026, buying an estimated $2.68M and bringing the position to 76,743 shares worth $150M. The position accounts for 7.88% of the portfolio, ranked #6.

JANA Partners Management first reported a position in MKL in Q4 2024 and has held it in 7 quarters since. The position peaked at $302M in Q2 2025. 926 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

JANA Partners Management held 76,743 shares of Markel Group worth $150M as of Q2 2026.
JANA Partners Management bought 1,436 Markel Group shares in Q2 2026, an estimated $2.68M.
Markel Group made up 7.88% of JANA Partners Management's portfolio in Q2 2026, its #6 holding.
JANA Partners Management first reported a position in Markel Group in Q4 2024 and has held it in 7 quarters since.
JANA Partners Management's Markel Group position peaked at $302M in Q2 2025.
926 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

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