JG
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Joel Greenblatt’s Markel Group MKL Stock Holding History

Joel Greenblatt’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 		$29.6M Buy
15,153
+5,982
+65% +$11.2M 0.07% 411
2026
Q1 		$17.6M Buy
9,171
+2,986
+48% +$6.06M 0.05% 508
2025
Q4 		$13.3M Buy
6,185
+64
+1% +$130K 0.05% 547
2025
Q3 		$11.7M Buy
6,121
+4,625
+309% +$9.07M 0.05% 525
2025
Q2 		$2.99M Sell
1,496
-83
-5% -$156K 0.02% 802
2025
Q1 		$2.95M Buy
1,579
+563
+55% +$1.04M 0.02% 676
2024
Q4 		$1.75M Buy
1,016
+53
+6% +$87.9K 0.02% 749
2024
Q3 		$1.51M Sell
963
-138
-13% -$216K 0.02% 811
2024
Q2 		$1.73M Buy
1,101
+584
+113% +$907K 0.02% 728
2024
Q1 		$787K Buy
517
+40
+8% +$58.7K 0.01% 913
2023
Q4 		$677K Sell
477
-18
-4% -$25.5K 0.01% 905
2023
Q3 		$729K Buy
+495
New +$725K 0.02% 870
2021
Q3 		– Sell
-325
Closed -$386K – 1081
2021
Q2 		$386K Sell
325
-2
-0.6% -$2.4K 0.02% 760
2021
Q1 		$373K Buy
327
+80
+32% +$86.3K 0.02% 762
2020
Q4 		$255K Sell
247
-23
-9% -$22.9K 0.01% 875
2020
Q3 		$263K Sell
270
-18
-6% -$18.3K 0.01% 863
2020
Q2 		$266K Sell
288
-31
-10% -$28.2K 0.01% 884
2020
Q1 		$296K Buy
+319
New +$365K 0.01% 841
2019
Q4 		– Sell
-331
Closed -$391K – 1170
2019
Q3 		$391K Buy
331
+97
+41% +$110K 0.01% 837
2019
Q2 		$255K Buy
+234
New +$245K ﹤0.01% 997

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

Joel Greenblatt's MKL Position: Q2 2026 in Review

Joel Greenblatt increased its Markel Group (MKL) stake by 65% in Q2 2026, buying an estimated $11.2M and bringing the position to 15,153 shares worth $29.6M. The position accounts for 0.07% of the portfolio, ranked #411.

Joel Greenblatt first reported a position in MKL in Q2 2019 and has held it in 20 quarters since. 924 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Joel Greenblatt held 15,153 shares of Markel Group worth $29.6M as of Q2 2026.
  • Joel Greenblatt bought 5,982 Markel Group shares in Q2 2026, an estimated $11.2M.
  • Markel Group made up 0.07% of Joel Greenblatt's portfolio in Q2 2026, its #411 holding.
  • Joel Greenblatt first reported a position in Markel Group in Q2 2019 and has held it in 20 quarters since.
  • 924 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

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