Marshall Wace
MKL icon

Marshall Wace’s Markel Group MKL Stock Holding History

Marshall Wace’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 		$11.6M Sell
5,929
-47,971
-89% -$89.6M 0.01% 974
2026
Q1 		$103M Buy
53,900
+34,903
+184% +$70.8M 0.1% 163
2025
Q4 		$40.8M Buy
18,997
+9,416
+98% +$19.1M 0.04% 398
2025
Q3 		$18.3M Buy
9,581
+7,737
+420% +$15.2M 0.02% 689
2025
Q2 		$3.68M Sell
1,844
-5,921
-76% -$11.1M ﹤0.01% 1293
2025
Q1 		$14.5M Buy
7,765
+5,279
+212% +$9.71M 0.02% 628
2024
Q4 		$4.29M Sell
2,486
-16,178
-87% -$26.8M 0.01% 1127
2024
Q3 		$29.3M Buy
18,664
+8,766
+89% +$13.7M 0.04% 401
2024
Q2 		$15.6M Buy
+9,898
New +$15.4M 0.02% 575
2023
Q4 		– Sell
-2,392
Closed -$3.52M – 2446
2023
Q3 		$3.52M Buy
2,392
+1,210
+102% +$1.77M 0.01% 998
2023
Q2 		$1.63M Sell
1,182
-2,041
-63% -$2.74M ﹤0.01% 1497
2023
Q1 		$4.12M Buy
3,223
+2,326
+259% +$3.09M 0.01% 1088
2022
Q4 		$1.18M Buy
+897
New +$1.11M ﹤0.01% 2014
2022
Q1 		– Sell
-2,023
Closed -$2.5M – 3745
2021
Q4 		$2.5M Buy
+2,023
New +$2.55M ﹤0.01% 1897
2021
Q3 		– Sell
-232
Closed -$275K – 3268
2021
Q2 		$275K Buy
+232
New +$278K ﹤0.01% 2353
2021
Q1 		– Sell
-6,560
Closed -$6.78M – 2718
2020
Q4 		$6.78M Sell
6,560
-4,498
-41% -$4.48M 0.04% 472
2020
Q3 		$10.8M Buy
11,058
+5,700
+106% +$5.79M 0.07% 279
2020
Q2 		$4.95M Buy
+5,358
New +$4.87M 0.03% 473
2020
Q1 		– Sell
-496
Closed -$567K – 1897
2019
Q4 		$567K Buy
+496
New +$565K ﹤0.01% 1131
2019
Q1 		– Sell
-3,439
Closed -$3.57M – 1934
2018
Q4 		$3.57M Buy
3,439
+3,213
+1,422% +$3.51M 0.04% 559
2018
Q3 		$269K Buy
+226
New +$266K ﹤0.01% 1027
2015
Q4 		– Sell
-966
Closed -$775K – 1059
2015
Q3 		$775K Buy
+966
New +$817K 0.01% 668

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

Marshall Wace's MKL Position: Q2 2026 in Review

Marshall Wace reduced its Markel Group (MKL) stake by 89% in Q2 2026, selling an estimated $89.6M and leaving 5,929 shares worth $11.6M. The position accounts for 0.01% of the portfolio, ranked #974.

Marshall Wace first reported a position in MKL in Q3 2015 and has held it in 22 quarters since. The position peaked at $103M in Q1 2026. 926 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Marshall Wace held 5,929 shares of Markel Group worth $11.6M as of Q2 2026.
  • Marshall Wace sold 47,971 Markel Group shares in Q2 2026, an estimated $89.6M.
  • Markel Group made up 0.01% of Marshall Wace's portfolio in Q2 2026, its #974 holding.
  • Marshall Wace first reported a position in Markel Group in Q3 2015 and has held it in 22 quarters since.
  • Marshall Wace's Markel Group position peaked at $103M in Q1 2026.
  • 926 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.