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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

VLKIM

Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return

RMR Capital Management's MKL Position: Q1 2026 in Review

RMR Capital Management held its Markel Group (MKL) position steady in Q1 2026 at 186 shares worth $356K. The position accounts for 0.26% of the portfolio, ranked #55.

RMR Capital Management first reported a position in MKL in Q4 2023 and has held it in 10 quarters since. The position peaked at $400K in Q4 2025. 925 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

RMR Capital Management held 186 shares of Markel Group worth $356K as of Q1 2026.
RMR Capital Management left its Markel Group share count unchanged in Q1 2026.
Markel Group made up 0.26% of RMR Capital Management's portfolio in Q1 2026, its #55 holding.
RMR Capital Management first reported a position in Markel Group in Q4 2023 and has held it in 10 quarters since.
RMR Capital Management's Markel Group position peaked at $400K in Q4 2025.
925 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on RMR Capital Management's 13F filing for Q1 2026, filed 20 May 2026.