Ritholtz Wealth Management’s Markel Group MKL Stock Holding History

Ritholtz Wealth 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	$4.81M	Buy	2,462 +1,986	+417%	+$3.71M	0.07%	190
2026 Q1	$911K	Buy	476 +140	+42%	+$284K	0.02%	575
2025 Q4	$722K	Sell	336 -2	-0.6%	-$4.05K	0.01%	607
2025 Q3	$646K	Hold	338	–	–	0.01%	609
2025 Q2	$675K	Buy	338 +1	+0.3%	+$1.88K	0.01%	552
2025 Q1	$630K	Hold	337	–	–	0.02%	527
2024 Q4	$582K	Sell	337 -11	-3%	-$18.3K	0.02%	520
2024 Q3	$546K	Sell	348 -9	-3%	-$14.1K	0.02%	533
2024 Q2	$563K	Sell	357 -38	-10%	-$59K	0.02%	482
2024 Q1	$601K	Buy	395 +15	+4%	+$22K	0.02%	486
2023 Q4	$540K	Buy	380 +147	+63%	+$209K	0.02%	474
2023 Q3	$343K	Buy	+233	New	+$341K	0.02%	529
2022 Q4	–	Sell	-219	Closed	-$237K	–	678
2022 Q3	$237K	Buy	+219	New	+$267K	0.01%	614

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 $3.37T AUM 44.26% 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

Ritholtz Wealth Management's MKL Position: Q2 2026 in Review

Ritholtz Wealth Management increased its Markel Group (MKL) stake by 417% in Q2 2026, buying an estimated $3.71M and bringing the position to 2,462 shares worth $4.81M. The position accounts for 0.07% of the portfolio, ranked #190.

Ritholtz Wealth Management first reported a position in MKL in Q3 2022 and has held it in 13 quarters since. 924 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

Ritholtz Wealth Management held 2,462 shares of Markel Group worth $4.81M as of Q2 2026.
Ritholtz Wealth Management bought 1,986 Markel Group shares in Q2 2026, an estimated $3.71M.
Markel Group made up 0.07% of Ritholtz Wealth Management's portfolio in Q2 2026, its #190 holding.
Ritholtz Wealth Management first reported a position in Markel Group in Q3 2022 and has held it in 13 quarters since.
924 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.