LPL Financial
MKL icon

LPL Financial’s Markel Group MKL Stock Holding History

LPL Financial’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 		$17.1M Sell
8,779
-214
-2% -$400K ﹤0.01% 1697
2026
Q1 		$17.2M Buy
8,993
+322
+4% +$653K ﹤0.01% 1568
2025
Q4 		$18.6M Buy
8,671
+463
+6% +$938K 0.01% 1457
2025
Q3 		$15.7M Buy
8,208
+1,049
+15% +$2.06M ﹤0.01% 1521
2025
Q2 		$14.3M Buy
7,159
+503
+8% +$943K ﹤0.01% 1474
2025
Q1 		$12.4M Buy
6,656
+492
+8% +$905K ﹤0.01% 1453
2024
Q4 		$10.6M Buy
6,164
+453
+8% +$752K ﹤0.01% 1497
2024
Q3 		$8.96M Buy
5,711
+353
+7% +$553K ﹤0.01% 1537
2024
Q2 		$8.44M Buy
5,358
+534
+11% +$829K ﹤0.01% 1485
2024
Q1 		$7.34M Buy
4,824
+999
+26% +$1.46M ﹤0.01% 1520
2023
Q4 		$5.43M Sell
3,825
-213
-5% -$302K ﹤0.01% 1639
2023
Q3 		$5.95M Buy
4,038
+192
+5% +$281K ﹤0.01% 1497
2023
Q2 		$5.32M Buy
3,846
+563
+17% +$755K ﹤0.01% 1530
2023
Q1 		$4.19M Buy
3,283
+503
+18% +$668K ﹤0.01% 1620
2022
Q4 		$3.66M Buy
2,780
+120
+5% +$148K ﹤0.01% 1646
2022
Q3 		$2.88M Buy
2,660
+98
+4% +$120K ﹤0.01% 1733
2022
Q2 		$3.31M Buy
2,562
+503
+24% +$690K ﹤0.01% 1657
2022
Q1 		$3.04M Buy
2,059
+184
+10% +$238K ﹤0.01% 1740
2021
Q4 		$2.31M Buy
1,875
+59
+3% +$74.5K ﹤0.01% 1974
2021
Q3 		$2.17M Buy
1,816
+551
+44% +$679K ﹤0.01% 1978
2021
Q2 		$1.5M Buy
1,265
+60
+5% +$71.9K ﹤0.01% 2212
2021
Q1 		$1.37M Buy
1,205
+103
+9% +$111K ﹤0.01% 2131
2020
Q4 		$1.14M Sell
1,102
-284
-20% -$283K ﹤0.01% 2079
2020
Q3 		$1.35M Buy
1,386
+30
+2% +$30.5K ﹤0.01% 1707
2020
Q2 		$1.25M Sell
1,356
-470
-26% -$427K ﹤0.01% 1675
2020
Q1 		$1.69M Buy
1,826
+444
+32% +$508K ﹤0.01% 1296
2019
Q4 		$1.58M Buy
1,382
+80
+6% +$91.1K ﹤0.01% 1527
2019
Q3 		$1.54M Buy
1,302
+24
+2% +$27.3K ﹤0.01% 1431
2019
Q2 		$1.39M Buy
1,278
+95
+8% +$99.6K ﹤0.01% 1486
2019
Q1 		$1.18M Sell
1,183
-73
-6% -$74.1K ﹤0.01% 1548
2018
Q4 		$1.3M Buy
1,256
+76
+6% +$83.1K ﹤0.01% 1342
2018
Q3 		$1.4M Buy
1,180
+83
+8% +$97.7K ﹤0.01% 1420
2018
Q2 		$1.19M Sell
1,097
-7
-0.6% -$7.91K ﹤0.01% 1506
2018
Q1 		$1.29M Sell
1,104
-208
-16% -$234K ﹤0.01% 1413
2017
Q4 		$1.5M Buy
1,312
+322
+33% +$352K ﹤0.01% 1256
2017
Q3 		$1.06M Sell
990
-58
-6% -$60K ﹤0.01% 1395
2017
Q2 		$1.02M Sell
1,048
-41
-4% -$39.8K ﹤0.01% 1358
2017
Q1 		$1.06M Sell
1,089
-688
-39% -$650K 0.01% 1222
2016
Q4 		$1.62M Buy
1,777
+22
+1% +$19.6K 0.01% 904
2016
Q3 		$1.63M Sell
1,755
-15
-0.8% -$14K 0.02% 875
2016
Q2 		$1.64M Sell
1,770
-2,156
-55% -$2.01M 0.01% 865
2016
Q1 		$3.46M Buy
3,926
+490
+14% +$421K 0.01% 899
2015
Q4 		$3.03M Buy
3,436
+1,958
+132% +$1.7M 0.01% 950
2015
Q3 		$1.2M Buy
1,478
+265
+22% +$224K 0.01% 1135
2015
Q2 		$1.02M Buy
1,213
+80
+7% +$62.2K 0.01% 1349
2015
Q1 		$873K Sell
1,133
-112
-9% -$81K ﹤0.01% 1455
2014
Q4 		$850K Buy
1,245
+711
+133% +$482K ﹤0.01% 1423
2014
Q3 		$339K Buy
534
+88
+20% +$56.8K ﹤0.01% 2075
2014
Q2 		$292K Buy
+446
New +$281K ﹤0.01% 2223

Other funds holding MKL

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CCM
Check Capital Management Costa Mesa, California $7.52B AUM 15.3% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

LPL Financial's MKL Position: Q2 2026 in Review

LPL Financial reduced its Markel Group (MKL) stake by 2.4% in Q2 2026, selling an estimated $400K and leaving 8,779 shares worth $17.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1697.

LPL Financial first reported a position in MKL in Q2 2014 and has held it in 49 quarters since. The position peaked at $18.6M in Q4 2025. 488 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • LPL Financial held 8,779 shares of Markel Group worth $17.1M as of Q2 2026.
  • LPL Financial sold 214 Markel Group shares in Q2 2026, an estimated $400K.
  • Markel Group made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #1697 holding.
  • LPL Financial first reported a position in Markel Group in Q2 2014 and has held it in 49 quarters since.
  • LPL Financial's Markel Group position peaked at $18.6M in Q4 2025.
  • 488 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.