Pathstone Holdings
MKL icon

Pathstone Holdings’s Markel Group MKL Stock Holding History

Pathstone Holdings’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 		$7.94M Buy
4,065
+96
+2% +$179K 0.02% 489
2026
Q1 		$7.6M Buy
3,969
+75
+2% +$152K 0.03% 432
2025
Q4 		$8.37M Buy
3,894
+476
+14% +$964K 0.03% 392
2025
Q3 		$6.53M Buy
3,418
+25
+0.7% +$49K 0.03% 477
2025
Q2 		$6.78M Buy
3,393
+344
+11% +$645K 0.03% 443
2025
Q1 		$5.7M Buy
3,049
+408
+15% +$751K 0.02% 517
2024
Q4 		$4.56M Buy
2,641
+91
+4% +$151K 0.02% 578
2024
Q3 		$4M Buy
2,550
+63
+3% +$98.6K 0.02% 635
2024
Q2 		$3.92M Buy
2,487
+57
+2% +$88.5K 0.02% 618
2024
Q1 		$3.7M Buy
2,430
+113
+5% +$166K 0.02% 631
2023
Q4 		$3.29M Buy
+2,317
New +$3.29M 0.02% 556

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

Pathstone Holdings's MKL Position: Q2 2026 in Review

Pathstone Holdings increased its Markel Group (MKL) stake by 2.4% in Q2 2026, buying an estimated $179K and bringing the position to 4,065 shares worth $7.94M. The position accounts for 0.02% of the portfolio, ranked #489.

Pathstone Holdings first reported a position in MKL in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.37M in Q4 2025. 926 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Pathstone Holdings held 4,065 shares of Markel Group worth $7.94M as of Q2 2026.
  • Pathstone Holdings bought 96 Markel Group shares in Q2 2026, an estimated $179K.
  • Markel Group made up 0.02% of Pathstone Holdings's portfolio in Q2 2026, its #489 holding.
  • Pathstone Holdings first reported a position in Markel Group in Q4 2023 and has held it in 11 quarters since.
  • Pathstone Holdings's Markel Group position peaked at $8.37M in Q4 2025.
  • 926 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.