KIC
MKL icon

Kensington Investment Counsel’s Markel Group MKL Stock Holding History

Kensington Investment Counsel’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 		$1.33M Sell
679
-15
-2% -$28K 0.58% 44
2026
Q1 		$1.33M Sell
694
-215
-24% -$436K 0.64% 40
2025
Q4 		$1.95M Sell
909
-150
-14% -$304K 0.79% 38
2025
Q3 		$2.02M Sell
1,059
-114
-10% -$223K 0.82% 37
2025
Q2 		$2.34M Sell
1,173
-9
-0.8% -$16.9K 1% 35
2025
Q1 		$2.21M Sell
1,182
-41
-3% -$75.4K 0.98% 37
2024
Q4 		$2.11M Buy
1,223
+8
+0.7% +$13.3K 0.88% 42
2024
Q3 		$1.91M Buy
1,215
+26
+2% +$40.7K 0.8% 44
2024
Q2 		$1.87M Sell
1,189
-39
-3% -$60.6K 0.83% 43
2024
Q1 		$1.87M Buy
1,228
+82
+7% +$120K 0.85% 45
2023
Q4 		$1.63M Buy
1,146
+9
+0.8% +$12.8K 0.85% 39
2023
Q3 		$1.67M Buy
1,137
+35
+3% +$51.2K 1.04% 35
2023
Q2 		$1.52M Sell
1,102
-60
-5% -$80.5K 0.97% 37
2023
Q1 		$1.48M Sell
1,162
-106
-8% -$141K 1.12% 36
2022
Q4 		$1.67M Hold
1,268
– – 1.31% 32
2022
Q3 		$1.38M Buy
1,268
+5
+0.4% +$6.1K 1.16% 38
2022
Q2 		$1.63M Sell
1,263
-31
-2% -$42.5K 1.39% 25
2022
Q1 		$1.91M Buy
1,294
+434
+50% +$561K 1.26% 30
2021
Q4 		$1.06M Buy
+860
New +$1.09M 0.62% 73
2021
Q2 		$900K Buy
758
+18
+2% +$21.6K 0.62% 75
2021
Q1 		$843K Buy
740
+57
+8% +$61.5K 0.63% 74
2020
Q4 		$706K Buy
+683
New +$681K 0.58% 73

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

Kensington Investment Counsel's MKL Position: Q2 2026 in Review

Kensington Investment Counsel reduced its Markel Group (MKL) stake by 2.2% in Q2 2026, selling an estimated $28K and leaving 679 shares worth $1.33M. The position accounts for 0.58% of the portfolio, ranked #44.

Kensington Investment Counsel first reported a position in MKL in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.34M in Q2 2025. 930 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Kensington Investment Counsel held 679 shares of Markel Group worth $1.33M as of Q2 2026.
  • Kensington Investment Counsel sold 15 Markel Group shares in Q2 2026, an estimated $28K.
  • Markel Group made up 0.58% of Kensington Investment Counsel's portfolio in Q2 2026, its #44 holding.
  • Kensington Investment Counsel first reported a position in Markel Group in Q4 2020 and has held it in 22 quarters since.
  • Kensington Investment Counsel's Markel Group position peaked at $2.34M in Q2 2025.
  • 930 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

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