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Regency Capital Management’s Markel Group MKL Stock Holding History

Regency Capital 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 		$13.3M Buy
6,818
+151
+2% +$282K 5.3% 3
2026
Q1 		$12.8M Sell
6,667
-59
-0.9% -$120K 5.71% 4
2025
Q4 		$14.5M Sell
6,726
-99
-1% -$201K 6.01% 2
2025
Q3 		$13M Buy
6,825
+18
+0.3% +$35.3K 6.2% 2
2025
Q2 		$13.6M Sell
6,807
-35
-0.5% -$65.6K 7.13% 3
2025
Q1 		$12.8M Sell
6,842
-105
-2% -$193K 7.64% 3
2024
Q4 		$12M Buy
6,947
+324
+5% +$538K 6.49% 3
2024
Q3 		$10.4M Buy
6,623
+319
+5% +$499K 5.71% 3
2024
Q2 		$9.93M Buy
6,304
+306
+5% +$475K 6.39% 3
2024
Q1 		$9.13M Buy
5,998
+288
+5% +$422K 5.81% 4
2023
Q4 		$8.11M Buy
5,710
+2,343
+70% +$3.32M 5.45% 3
2023
Q3 		$4.96M Buy
3,367
+229
+7% +$335K 4.21% 8
2023
Q2 		$4.34M Buy
3,138
+1,335
+74% +$1.79M 3.77% 10
2023
Q1 		$2.3M Buy
+1,803
New +$2.4M 2.79% 14
2022
Q4 		– Sell
-2,109
Closed -$2.29M – 35
2022
Q3 		$2.29M Buy
2,109
+2,097
+17,475% +$2.56M 2.8% 15
2022
Q2 		$16K Sell
12
-2,701
-100% -$3.71M 0.02% 69
2022
Q1 		$4M Buy
2,713
+2,450
+932% +$3.16M 2.91% 11
2021
Q4 		$325K Buy
263
+241
+1,095% +$304K 0.21% 55
2021
Q3 		$26K Hold
22
– – 0.02% 97
2021
Q2 		$26K Sell
22
-3
-12% -$3.6K 0.02% 90
2021
Q1 		$28K Buy
+25
New +$27K 0.03% 100

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

Regency Capital Management's MKL Position: Q2 2026 in Review

Regency Capital Management increased its Markel Group (MKL) stake by 2.3% in Q2 2026, buying an estimated $282K and bringing the position to 6,818 shares worth $13.3M. The position accounts for 5.3% of the portfolio, ranked #3.

Regency Capital Management first reported a position in MKL in Q1 2021 and has held it in 21 quarters since. The position peaked at $14.5M in Q4 2025. 927 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Regency Capital Management held 6,818 shares of Markel Group worth $13.3M as of Q2 2026.
  • Regency Capital Management bought 151 Markel Group shares in Q2 2026, an estimated $282K.
  • Markel Group made up 5.3% of Regency Capital Management's portfolio in Q2 2026, its #3 holding.
  • Regency Capital Management first reported a position in Markel Group in Q1 2021 and has held it in 21 quarters since.
  • Regency Capital Management's Markel Group position peaked at $14.5M in Q4 2025.
  • 927 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Regency Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.