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Rothschild Investment LLC’s Markel Group MKL Stock Holding History

Rothschild Investment LLC’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 		$787K Buy
403
+345
+595% +$644K 0.03% 480
2026
Q1 		$111K Hold
58
– – 0.01% 848
2025
Q4 		$125K Buy
58
+2
+4% +$4.05K 0.01% 758
2025
Q3 		$107K Hold
56
– – 0.01% 779
2025
Q2 		$112K Buy
56
+1
+2% +$1.88K 0.01% 619
2025
Q1 		$103K Hold
55
– – 0.01% 626
2024
Q4 		$94.9K Hold
55
– – 0.01% 653
2024
Q3 		$86.3K Hold
55
– – 0.01% 679
2024
Q2 		$86.7K Hold
55
– – 0.01% 647
2024
Q1 		$83.7K Hold
55
– – 0.01% 626
2023
Q4 		$78.1K Buy
+55
New +$78K 0.01% 586

Other funds holding MKL

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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CCM
Check Capital Management Costa Mesa, California $7.52B AUM 15.3% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
TAM
Troy Asset Management London, United Kingdom $3.59B AUM 10.56% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Rothschild Investment LLC's MKL Position: Q2 2026 in Review

Rothschild Investment LLC increased its Markel Group (MKL) stake by 595% in Q2 2026, buying an estimated $644K and bringing the position to 403 shares worth $787K. The position accounts for 0.03% of the portfolio, ranked #480.

Rothschild Investment LLC first reported a position in MKL in Q4 2023 and has held it in 11 quarters since. 444 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Rothschild Investment LLC held 403 shares of Markel Group worth $787K as of Q2 2026.
  • Rothschild Investment LLC bought 345 Markel Group shares in Q2 2026, an estimated $644K.
  • Markel Group made up 0.03% of Rothschild Investment LLC's portfolio in Q2 2026, its #480 holding.
  • Rothschild Investment LLC first reported a position in Markel Group in Q4 2023 and has held it in 11 quarters since.
  • 444 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.