MAI Capital Management’s Markel Group MKL Stock Holding History

MAI Capital 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	$6.78M	Buy	3,472 +6	+0.2%	+$11.2K	0.03%	417
2026 Q1	$6.63M	Sell	3,466 -62	-2%	-$126K	0.04%	355
2025 Q4	$7.58M	Buy	3,528 +2,954	+515%	+$5.98M	0.04%	320
2025 Q3	$1.1M	Sell	574 -15	-3%	-$29.4K	0.01%	669
2025 Q2	$1.18M	Buy	589 +23	+4%	+$43.1K	0.01%	610
2025 Q1	$1.06M	Buy	566 +5	+0.9%	+$9.2K	0.01%	611
2024 Q4	$968K	Buy	561 +39	+7%	+$64.7K	0.01%	647
2024 Q3	$819K	Sell	522 -238	-31%	-$373K	0.01%	611
2024 Q2	$1.2M	Buy	760 +48	+7%	+$74.5K	0.01%	548
2024 Q1	$1.08M	Buy	712 +473	+198%	+$694K	0.01%	552
2023 Q4	$339K	Buy	239 +64	+37%	+$90.8K	﹤0.01%	832
2023 Q3	$258K	Buy	+175	New	+$256K	﹤0.01%	879

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

MAI Capital Management's MKL Position: Q2 2026 in Review

MAI Capital Management increased its Markel Group (MKL) stake by 0.17% in Q2 2026, buying an estimated $11.2K and bringing the position to 3,472 shares worth $6.78M. The position accounts for 0.03% of the portfolio, ranked #417.

MAI Capital Management first reported a position in MKL in Q3 2023 and has held it in 12 quarters since. The position peaked at $7.58M in Q4 2025. 925 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

MAI Capital Management held 3,472 shares of Markel Group worth $6.78M as of Q2 2026.
MAI Capital Management bought 6 Markel Group shares in Q2 2026, an estimated $11.2K.
Markel Group made up 0.03% of MAI Capital Management's portfolio in Q2 2026, its #417 holding.
MAI Capital Management first reported a position in Markel Group in Q3 2023 and has held it in 12 quarters since.
MAI Capital Management's Markel Group position peaked at $7.58M in Q4 2025.
925 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

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