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Needham Investment Management’s Markel Group MKL Stock Holding History

Needham 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 		$14.2M Buy
7,275
+575
+9% +$1.07M 0.43% 63
2026
Q1 		$12.8M Buy
6,700
+475
+8% +$964K 0.66% 50
2025
Q4 		$13.4M Buy
6,225
+450
+8% +$912K 0.85% 40
2025
Q3 		$11M Buy
5,775
+825
+17% +$1.62M 0.77% 44
2025
Q2 		$9.89M Hold
4,950
– – 0.79% 43
2025
Q1 		$9.25M Hold
4,950
– – 0.87% 43
2024
Q4 		$8.54M Hold
4,950
– – 0.66% 52
2024
Q3 		$7.76M Buy
4,950
+2,300
+87% +$3.6M 0.6% 53
2024
Q2 		$4.18M Buy
2,650
+450
+20% +$699K 0.34% 81
2024
Q1 		$3.35M Buy
2,200
+50
+2% +$73.3K 0.31% 81
2023
Q4 		$3.05M Buy
2,150
+450
+26% +$638K 0.39% 73
2023
Q3 		$2.5M Buy
1,700
+100
+6% +$146K 0.43% 59
2023
Q2 		$2.21M Hold
1,600
– – 0.36% 59
2023
Q1 		$2.04M Buy
1,600
+100
+7% +$133K 0.35% 69
2022
Q4 		$1.98M Hold
1,500
– – 0.36% 67
2022
Q3 		$1.63M Buy
1,500
+750
+100% +$915K 0.32% 69
2022
Q2 		$970K Buy
+750
New +$1.03M 0.18% 92
2018
Q4 		– Sell
-325
Closed -$386K – 85
2018
Q3 		$386K Hold
325
– – 0.12% 74
2018
Q2 		$353K Hold
325
– – 0.1% 81
2018
Q1 		$381K Buy
325
+25
+8% +$28.1K 0.11% 79
2017
Q4 		$342K Buy
+300
New +$328K 0.09% 80
2017
Q3 		– Sell
-300
Closed -$292K – 92
2017
Q2 		$292K Hold
300
– – 0.08% 92
2017
Q1 		$292K Buy
+300
New +$284K 0.08% 96

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

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

Needham Investment Management increased its Markel Group (MKL) stake by 8.6% in Q2 2026, buying an estimated $1.07M and bringing the position to 7,275 shares worth $14.2M. The position accounts for 0.43% of the portfolio, ranked #63.

Needham Investment Management first reported a position in MKL in Q1 2017 and has held it in 23 quarters since. 926 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Needham Investment Management held 7,275 shares of Markel Group worth $14.2M as of Q2 2026.
  • Needham Investment Management bought 575 Markel Group shares in Q2 2026, an estimated $1.07M.
  • Markel Group made up 0.43% of Needham Investment Management's portfolio in Q2 2026, its #63 holding.
  • Needham Investment Management first reported a position in Markel Group in Q1 2017 and has held it in 23 quarters since.
  • 926 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

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