Raymond James Financial’s Markel Group MKL Stock Holding History

Raymond James Financial’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	$127M	Sell	64,967 -2,923	-4%	-$5.46M	0.03%	467
2026 Q1	$130M	Buy	67,890 +169	+0.2%	+$343K	0.04%	410
2025 Q4	$146M	Buy	67,721 +6,183	+10%	+$12.5M	0.05%	369
2025 Q3	$118M	Buy	61,538 +1,944	+3%	+$3.81M	0.04%	448
2025 Q2	$119M	Buy	59,594 +3,601	+6%	+$6.75M	0.04%	416
2025 Q1	$105M	Sell	55,993 -1,209	-2%	-$2.22M	0.04%	416
2024 Q4	$98.7M	Buy	+57,202	New	+$94.9M	0.04%	441

Other funds holding MKL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Raymond James Financial's MKL Position: Q2 2026 in Review

Raymond James Financial reduced its Markel Group (MKL) stake by 4.3% in Q2 2026, selling an estimated $5.46M and leaving 64,967 shares worth $127M. The position accounts for 0.03% of the portfolio, ranked #467.

Raymond James Financial first reported a position in MKL in Q4 2024 and has held it in 7 quarters since. The position peaked at $146M in Q4 2025. 930 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

Raymond James Financial held 64,967 shares of Markel Group worth $127M as of Q2 2026.
Raymond James Financial sold 2,923 Markel Group shares in Q2 2026, an estimated $5.46M.
Markel Group made up 0.03% of Raymond James Financial's portfolio in Q2 2026, its #467 holding.
Raymond James Financial first reported a position in Markel Group in Q4 2024 and has held it in 7 quarters since.
Raymond James Financial's Markel Group position peaked at $146M in Q4 2025.
930 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.