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Rockbridge Capital Management’s Markel Group MKL Stock Holding History

Rockbridge 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 		$18.7M Buy
9,588
+199
+2% +$372K 12.07% 1
2026
Q1 		$18M Buy
9,389
+392
+4% +$796K 12.07% 1
2025
Q4 		$19.3M Hold
8,997
– – 11.68% 1
2025
Q3 		$17.2M Sell
8,997
-557
-6% -$1.09M 10.15% 4
2025
Q2 		$19.1M Sell
9,554
-38
-0.4% -$71.3K 10.86% 2
2025
Q1 		$17.9M Sell
9,592
-4,794
-33% -$8.82M 10.97% 2
2024
Q4 		$24.8M Buy
+14,386
New +$23.9M 14.12% 1

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

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

Rockbridge Capital Management increased its Markel Group (MKL) stake by 2.1% in Q2 2026, buying an estimated $372K and bringing the position to 9,588 shares worth $18.7M. The position accounts for 12.07% of the portfolio, ranked #1.

Rockbridge Capital Management first reported a position in MKL in Q4 2024 and has held it in 7 quarters since. The position peaked at $24.8M in Q4 2024. 927 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Rockbridge Capital Management held 9,588 shares of Markel Group worth $18.7M as of Q2 2026.
  • Rockbridge Capital Management bought 199 Markel Group shares in Q2 2026, an estimated $372K.
  • Markel Group made up 12.07% of Rockbridge Capital Management's portfolio in Q2 2026, its #1 holding.
  • Rockbridge Capital Management first reported a position in Markel Group in Q4 2024 and has held it in 7 quarters since.
  • Rockbridge Capital Management's Markel Group position peaked at $24.8M in Q4 2024.
  • 927 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

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