PA
MKL icon

Pinnacle Associates’s Markel Group MKL Stock Holding History

Pinnacle Associates’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 		$30.2M Sell
15,466
-2,482
-14% -$4.63M 0.33% 74
2026
Q1 		$34.4M Sell
17,948
-288
-2% -$584K 0.44% 52
2025
Q4 		$39.2M Sell
18,236
-171
-0.9% -$346K 0.5% 44
2025
Q3 		$35.2M Sell
18,407
-295
-2% -$578K 0.47% 46
2025
Q2 		$37.4M Sell
18,702
-195
-1% -$366K 0.54% 41
2025
Q1 		$35.3M Sell
18,897
-1,160
-6% -$2.13M 0.52% 39
2024
Q4 		$34.6M Buy
20,057
+2,401
+14% +$3.98M 0.47% 46
2024
Q3 		$25.1M Sell
17,656
-1,722
-9% -$2.7M 0.43% 59
2024
Q2 		$30.5M Buy
19,378
+74
+0.4% +$115K 0.48% 49
2024
Q1 		$29.4M Buy
19,304
+1,648
+9% +$2.42M 0.46% 51
2023
Q4 		$25.1M Buy
17,656
+1,167
+7% +$1.66M 0.42% 60
2023
Q3 		$24.3M Buy
16,489
+50
+0.3% +$73.2K 0.45% 59
2023
Q2 		$22.7M Buy
16,439
+5,221
+47% +$7M 0.39% 72
2023
Q1 		$14.3M Buy
11,218
+244
+2% +$324K 0.29% 104
2022
Q4 		$14.5M Buy
10,974
+2,285
+26% +$2.83M 0.32% 90
2022
Q3 		$9.42M Buy
8,689
+1,205
+16% +$1.47M 0.22% 134
2022
Q2 		$9.68M Buy
7,484
+2,435
+48% +$3.34M 0.21% 136
2022
Q1 		$7.45M Hold
5,049
– – 0.13% 177
2021
Q4 		$6.23M Sell
5,049
-23
-0.5% -$29K 0.11% 201
2021
Q3 		$6.06M Buy
5,072
+27
+0.5% +$33.3K 0.11% 201
2021
Q2 		$5.99M Buy
5,045
+2
+0% +$2.4K 0.11% 194
2021
Q1 		$5.75M Buy
+5,043
New +$5.44M 0.11% 193

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

Pinnacle Associates's MKL Position: Q2 2026 in Review

Pinnacle Associates reduced its Markel Group (MKL) stake by 14% in Q2 2026, selling an estimated $4.63M and leaving 15,466 shares worth $30.2M. The position accounts for 0.33% of the portfolio, ranked #74.

Pinnacle Associates first reported a position in MKL in Q1 2021 and has held it in 22 quarters since. The position peaked at $39.2M in Q4 2025. 925 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Pinnacle Associates held 15,466 shares of Markel Group worth $30.2M as of Q2 2026.
  • Pinnacle Associates sold 2,482 Markel Group shares in Q2 2026, an estimated $4.63M.
  • Markel Group made up 0.33% of Pinnacle Associates's portfolio in Q2 2026, its #74 holding.
  • Pinnacle Associates first reported a position in Markel Group in Q1 2021 and has held it in 22 quarters since.
  • Pinnacle Associates's Markel Group position peaked at $39.2M in Q4 2025.
  • 925 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.