Ray Dalio
MKL icon

Ray Dalio’s Markel Group MKL Stock Holding History

Ray Dalio’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 		– Sell
-2,053
Closed -$3.93M – 1110
2026
Q1 		$3.93M Buy
2,053
+37
+2% +$75.1K 0.02% 479
2025
Q4 		$4.33M Buy
+2,016
New +$4.08M 0.02% 575
2024
Q3 		– Sell
-159
Closed -$251K – 865
2024
Q2 		$251K Buy
+159
New +$247K ﹤0.01% 841
2023
Q1 		– Sell
-4,474
Closed -$5.89M – 825
2022
Q4 		$5.89M Buy
4,474
+1,524
+52% +$1.89M 0.03% 334
2022
Q3 		$3.2M Sell
2,950
-371
-11% -$453K 0.02% 467
2022
Q2 		$4.3M Buy
3,321
+912
+38% +$1.25M 0.02% 519
2022
Q1 		$3.55M Buy
2,409
+1,172
+95% +$1.51M 0.01% 544
2021
Q4 		$1.53M Buy
+1,237
New +$1.56M 0.01% 501
2020
Q3 		– Sell
-503
Closed -$464K – 482
2020
Q2 		$464K Sell
503
-249
-33% -$226K 0.01% 274
2020
Q1 		$698K Buy
+752
New +$860K 0.01% 244

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
Davis Selected Advisers
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 $3.38T AUM 44.17% 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
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $13.1B AUM 19.56% 1-Year Est. Return

Ray Dalio's MKL Position: Q2 2026 in Review

Ray Dalio sold out of Markel Group (MKL) in Q2 2026, closing a stake of 2,053 shares — an estimated $3.93M sold.

Ray Dalio first reported a position in MKL in Q1 2020 and held it in 10 quarters. The position peaked at $5.89M in Q4 2022. 931 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Ray Dalio reported no remaining Markel Group position as of Q2 2026 after selling out during the quarter.
  • Ray Dalio sold 2,053 Markel Group shares in Q2 2026, an estimated $3.93M.
  • Ray Dalio first reported a position in Markel Group in Q1 2020 and held it in 10 quarters.
  • Ray Dalio's Markel Group position peaked at $5.89M in Q4 2022.
  • 931 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Bridgewater Associates's 13F filing for Q2 2026, filed 14 Aug 2026.