Rockefeller Capital Management
MKL icon

Rockefeller Capital Management’s Markel Group MKL Stock Holding History

Rockefeller 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 		$6.02M Buy
3,144
+1,577
+101% +$3.2M 0.01% 854
2025
Q4 		$3.37M Sell
1,567
-23
-1% -$46.6K 0.01% 1022
2025
Q3 		$3.04M Buy
+1,590
New +$3.12M 0.01% 1000
2023
Q2 		– Sell
-379
Closed -$483K – 1947
2023
Q1 		$483K Buy
379
+60
+19% +$79.7K ﹤0.01% 1370
2022
Q4 		$419K Sell
319
-253
-44% -$313K ﹤0.01% 1345
2022
Q3 		$619K Buy
572
+391
+216% +$477K ﹤0.01% 1187
2022
Q2 		$233K Sell
181
-152
-46% -$209K ﹤0.01% 1558
2022
Q1 		$491K Buy
333
+211
+173% +$273K ﹤0.01% 1320
2021
Q4 		$149K Buy
122
+21
+21% +$26.5K ﹤0.01% 1760
2021
Q3 		$120K Sell
101
-251
-71% -$309K ﹤0.01% 1782
2021
Q2 		$417K Sell
352
-23
-6% -$27.6K ﹤0.01% 1262
2021
Q1 		$426K Buy
375
+15
+4% +$16.2K ﹤0.01% 1075
2020
Q4 		$371K Sell
360
-39
-10% -$38.9K ﹤0.01% 1009
2020
Q3 		$387K Sell
399
-7
-2% -$7.11K ﹤0.01% 851
2020
Q2 		$375K Buy
406
+99
+32% +$90K ﹤0.01% 792
2020
Q1 		$285K Buy
307
+215
+234% +$246K ﹤0.01% 733
2019
Q4 		$105K Buy
92
+29
+46% +$33K ﹤0.01% 953
2019
Q3 		$74K Buy
63
+40
+174% +$45.4K ﹤0.01% 866
2019
Q2 		$26K Sell
23
-53
-70% -$55.5K ﹤0.01% 960
2019
Q1 		$76K Buy
+76
New +$77.2K ﹤0.01% 824

Other funds holding MKL

BlackRock
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
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
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
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

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

Rockefeller Capital Management increased its Markel Group (MKL) stake by 101% in Q1 2026, buying an estimated $3.2M and bringing the position to 3,144 shares worth $6.02M. The position accounts for 0.01% of the portfolio, ranked #854.

Rockefeller Capital Management first reported a position in MKL in Q1 2019 and has held it in 20 quarters since. 925 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

  • Rockefeller Capital Management held 3,144 shares of Markel Group worth $6.02M as of Q1 2026.
  • Rockefeller Capital Management bought 1,577 Markel Group shares in Q1 2026, an estimated $3.2M.
  • Markel Group made up 0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #854 holding.
  • Rockefeller Capital Management first reported a position in Markel Group in Q1 2019 and has held it in 20 quarters since.
  • 925 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.