Ruffer LLP’s Markel Group MKL Stock Holding History

Ruffer LLP’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	$821K	Buy	421 +11	+3%	+$20.5K	0.03%	173
2026 Q1	$787K	Buy	+410	New	+$832K	0.03%	166
2024 Q3	–	Sell	-500	Closed	-$788K	–	59
2024 Q2	$788K	Sell	500 -400	-44%	-$621K	0.03%	47
2024 Q1	$1.37M	Sell	900 -400	-31%	-$587K	0.05%	48
2023 Q4	$1.85M	Hold	1,300	–	–	0.07%	52
2023 Q3	$1.96M	Hold	1,300	–	–	0.11%	51
2023 Q2	$1.8M	Hold	1,300	–	–	0.11%	49
2023 Q1	$1.66M	Hold	1,300	–	–	0.06%	62
2022 Q4	$1.72M	Hold	1,300	–	–	0.12%	55
2022 Q3	$1.49M	Buy	1,300 +300	+30%	+$366K	0.09%	62
2022 Q2	$1.29M	Hold	1,000	–	–	0.05%	66
2022 Q1	$1.48M	Hold	1,000	–	–	0.03%	69
2021 Q4	$1.23M	Hold	1,000	–	–	0.03%	68
2021 Q3	$1.2M	Hold	1,000	–	–	0.04%	59
2021 Q2	$1.19M	Hold	1,000	–	–	0.03%	62
2021 Q1	$1.15M	Hold	1,000	–	–	0.04%	59
2020 Q4	$1.03M	Hold	1,000	–	–	0.04%	61
2020 Q3	$976K	Buy	1,000 +250	+33%	+$254K	0.05%	53
2020 Q2	$731K	Buy	+750	New	+$682K	0.03%	68

Other funds holding MKL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Ruffer LLP's MKL Position: Q2 2026 in Review

Ruffer LLP increased its Markel Group (MKL) stake by 2.7% in Q2 2026, buying an estimated $20.5K and bringing the position to 421 shares worth $821K. The position accounts for 0.03% of the portfolio, ranked #173.

Ruffer LLP first reported a position in MKL in Q2 2020 and has held it in 19 quarters since. The position peaked at $1.96M in Q3 2023. 925 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

Ruffer LLP held 421 shares of Markel Group worth $821K as of Q2 2026.
Ruffer LLP bought 11 Markel Group shares in Q2 2026, an estimated $20.5K.
Markel Group made up 0.03% of Ruffer LLP's portfolio in Q2 2026, its #173 holding.
Ruffer LLP first reported a position in Markel Group in Q2 2020 and has held it in 19 quarters since.
Ruffer LLP's Markel Group position peaked at $1.96M in Q3 2023.
925 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Ruffer LLP's 13F filing for Q2 2026, filed 30 Jul 2026.