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Roberts, Glore & Co’s Markel Group MKL Stock Holding History

Roberts, Glore & Co’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 		$268K Buy
137
+16
+13% +$29.9K 0.07% 203
2026
Q1 		$232K Buy
121
+3
+3% +$6.09K 0.06% 198
2025
Q4 		$254K Hold
118
– – 0.07% 191
2025
Q3 		$226K Hold
118
– – 0.06% 200
2025
Q2 		$236K Hold
118
– – 0.07% 183
2025
Q1 		$221K Hold
118
– – 0.07% 189
2024
Q4 		$204K Buy
+118
New +$196K 0.06% 202

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

Roberts, Glore & Co's MKL Position: Q2 2026 in Review

Roberts, Glore & Co increased its Markel Group (MKL) stake by 13% in Q2 2026, buying an estimated $29.9K and bringing the position to 137 shares worth $268K. The position accounts for 0.07% of the portfolio, ranked #203.

Roberts, Glore & Co first reported a position in MKL in Q4 2024 and has held it in 7 quarters since. 926 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Roberts, Glore & Co held 137 shares of Markel Group worth $268K as of Q2 2026.
  • Roberts, Glore & Co bought 16 Markel Group shares in Q2 2026, an estimated $29.9K.
  • Markel Group made up 0.07% of Roberts, Glore & Co's portfolio in Q2 2026, its #203 holding.
  • Roberts, Glore & Co first reported a position in Markel Group in Q4 2024 and has held it in 7 quarters since.
  • 926 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Roberts, Glore & Co's 13F filing for Q2 2026, filed 11 Aug 2026.