RMR Capital Management’s Markel Group MKL Stock Holding History

RMR 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	$363K	Hold	186	–	–	0.25%	61
2026 Q1	$356K	Hold	186	–	–	0.26%	55
2025 Q4	$400K	Hold	186	–	–	0.29%	52
2025 Q3	$356K	Hold	186	–	–	0.25%	61
2025 Q2	$372K	Hold	186	–	–	0.27%	57
2025 Q1	$348K	Hold	186	–	–	0.25%	60
2024 Q4	$321K	Hold	186	–	–	0.24%	63
2024 Q3	$292K	Hold	186	–	–	0.24%	61
2024 Q2	$293K	Hold	186	–	–	0.27%	59
2024 Q1	$283K	Hold	186	–	–	0.26%	58
2023 Q4	$264K	Buy	+186	New	+$264K	0.3%	52

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

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

RMR Capital Management held its Markel Group (MKL) position steady in Q2 2026 at 186 shares worth $363K. The position accounts for 0.25% of the portfolio, ranked #61.

RMR Capital Management first reported a position in MKL in Q4 2023 and has held it in 11 quarters since. The position peaked at $400K in Q4 2025. 926 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

RMR Capital Management held 186 shares of Markel Group worth $363K as of Q2 2026.
RMR Capital Management left its Markel Group share count unchanged in Q2 2026.
Markel Group made up 0.25% of RMR Capital Management's portfolio in Q2 2026, its #61 holding.
RMR Capital Management first reported a position in Markel Group in Q4 2023 and has held it in 11 quarters since.
RMR Capital Management's Markel Group position peaked at $400K in Q4 2025.
926 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on RMR Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.