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Lathrop Investment Management’s Markel Group MKL Stock Holding History

Lathrop 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 		$13.5M Sell
6,919
-130
-2% -$243K 2.39% 19
2026
Q1 		$13.5M Sell
7,049
-146
-2% -$296K 2.53% 18
2025
Q4 		$15.5M Buy
7,195
+6
+0.1% +$12.2K 2.81% 17
2025
Q3 		$13.7M Buy
7,189
+22
+0.3% +$43.1K 2.53% 20
2025
Q2 		$14.3M Sell
7,167
-408
-5% -$765K 2.71% 19
2025
Q1 		$14.2M Sell
7,575
-22
-0.3% -$40.5K 2.81% 19
2024
Q4 		$13.1M Buy
7,597
+20
+0.3% +$33.2K 2.5% 21
2024
Q3 		$11.9M Sell
7,577
-91
-1% -$142K 2.21% 21
2024
Q2 		$12.1M Sell
7,668
-106
-1% -$165K 2.36% 21
2024
Q1 		$11.8M Sell
7,774
-2
-0% -$2.93K 2.29% 18
2023
Q4 		$11M Buy
7,776
+815
+12% +$1.16M 2.25% 26
2023
Q3 		$10.3M Buy
6,961
+2,253
+48% +$3.3M 2.21% 24
2023
Q2 		$6.51M Buy
+4,708
New +$6.31M 1.32% 31

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

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

Lathrop Investment Management reduced its Markel Group (MKL) stake by 1.8% in Q2 2026, selling an estimated $243K and leaving 6,919 shares worth $13.5M. The position accounts for 2.39% of the portfolio, ranked #19.

Lathrop Investment Management first reported a position in MKL in Q2 2023 and has held it in 13 quarters since. The position peaked at $15.5M in Q4 2025. 926 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Lathrop Investment Management held 6,919 shares of Markel Group worth $13.5M as of Q2 2026.
  • Lathrop Investment Management sold 130 Markel Group shares in Q2 2026, an estimated $243K.
  • Markel Group made up 2.39% of Lathrop Investment Management's portfolio in Q2 2026, its #19 holding.
  • Lathrop Investment Management first reported a position in Markel Group in Q2 2023 and has held it in 13 quarters since.
  • Lathrop Investment Management's Markel Group position peaked at $15.5M in Q4 2025.
  • 926 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Lathrop Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.