Shelter Insurance Retirement Plan’s Markel Group MKL Stock Holding History

Shelter Insurance Retirement Plan’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	$1.17M	Hold	600	–	–	1.16%	5
2026 Q1	$1.15M	Hold	600	–	–	1.28%	6
2025 Q4	$1.29M	Hold	600	–	–	1.39%	6
2025 Q3	$1.15M	Hold	600	–	–	1.27%	6
2025 Q2	$1.2M	Hold	600	–	–	1.4%	6
2025 Q1	$1.12M	Hold	600	–	–	1.45%	6
2024 Q4	$1.04M	Hold	600	–	–	1.33%	7
2024 Q3	$982K	Hold	600	–	–	1.22%	7
2024 Q2	$945K	Hold	600	–	–	1.26%	7
2024 Q1	$913K	Hold	600	–	–	1.25%	7
2023 Q4	$852K	Hold	600	–	–	0.83%	7
2023 Q3	$883K	Hold	600	–	–	0.86%	7
2023 Q2	$830K	Hold	600	–	–	0.78%	7
2023 Q1	$766K	Hold	600	–	–	0.69%	7
2022 Q4	$790K	Hold	600	–	–	0.7%	7
2022 Q3	$651K	Hold	600	–	–	0.47%	8
2022 Q2	$776K	Hold	600	–	–	0.52%	8
2022 Q1	$886K	Hold	600	–	–	0.5%	8
2021 Q4	$740K	Hold	600	–	–	0.39%	8
2021 Q3	$717K	Hold	600	–	–	0.4%	8
2021 Q2	$712K	Hold	600	–	–	0.41%	8
2021 Q1	$684K	Hold	600	–	–	0.35%	8
2020 Q4	$620K	Hold	600	–	–	0.31%	8
2020 Q3	$584K	Hold	600	–	–	0.31%	8
2020 Q2	$554K	Hold	600	–	–	0.31%	8
2020 Q1	$556K	Buy	+600	New	+$686K	0.34%	4

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

Shelter Insurance Retirement Plan's MKL Position: Q2 2026 in Review

Shelter Insurance Retirement Plan held its Markel Group (MKL) position steady in Q2 2026 at 600 shares worth $1.17M. The position accounts for 1.16% of the portfolio, ranked #5.

Shelter Insurance Retirement Plan first reported a position in MKL in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.29M in Q4 2025. 924 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

Shelter Insurance Retirement Plan held 600 shares of Markel Group worth $1.17M as of Q2 2026.
Shelter Insurance Retirement Plan left its Markel Group share count unchanged in Q2 2026.
Markel Group made up 1.16% of Shelter Insurance Retirement Plan's portfolio in Q2 2026, its #5 holding.
Shelter Insurance Retirement Plan first reported a position in Markel Group in Q1 2020 and has held it in 26 quarters since.
Shelter Insurance Retirement Plan's Markel Group position peaked at $1.29M in Q4 2025.
924 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Shelter Insurance Retirement Plan's 13F filing for Q2 2026, filed 11 Aug 2026.