Shelter Mutual Insurance’s Markel Group MKL Stock Holding History

Shelter Mutual Insurance’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	$2.34M	Hold	1,200	–	–	0.5%	46
2026 Q1	$2.3M	Hold	1,200	–	–	0.51%	47
2025 Q4	$2.58M	Hold	1,200	–	–	0.58%	47
2025 Q3	$2.29M	Hold	1,200	–	–	0.51%	47
2025 Q2	$2.4M	Hold	1,200	–	–	0.56%	47
2025 Q1	$2.24M	Hold	1,200	–	–	0.54%	47
2024 Q4	$2.07M	Hold	1,200	–	–	0.52%	48
2024 Q3	$1.96M	Hold	1,200	–	–	0.47%	48
2024 Q2	$1.89M	Hold	1,200	–	–	0.49%	47
2024 Q1	$1.83M	Hold	1,200	–	–	0.47%	47
2023 Q4	$1.7M	Hold	1,200	–	–	0.47%	47
2023 Q3	$1.77M	Hold	1,200	–	–	0.49%	48
2023 Q2	$1.66M	Hold	1,200	–	–	0.4%	52
2023 Q1	$1.53M	Hold	1,200	–	–	0.43%	46
2022 Q4	$1.58M	Hold	1,200	–	–	0.45%	45
2022 Q3	$1.3M	Hold	1,200	–	–	0.42%	46
2022 Q2	$1.55M	Hold	1,200	–	–	0.47%	47
2022 Q1	$1.77M	Hold	1,200	–	–	0.46%	48
2021 Q4	$1.48M	Hold	1,200	–	–	0.38%	48
2021 Q3	$1.43M	Hold	1,200	–	–	0.4%	48
2021 Q2	$1.42M	Hold	1,200	–	–	0.4%	47
2021 Q1	$1.37M	Hold	1,200	–	–	0.38%	50
2020 Q4	$1.24M	Hold	1,200	–	–	0.39%	46
2020 Q3	$1.17M	Hold	1,200	–	–	0.4%	46
2020 Q2	$1.11M	Hold	1,200	–	–	0.41%	46
2020 Q1	$1.11M	Buy	+1,200	New	+$1.37M	0.47%	40

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 Mutual Insurance's MKL Position: Q2 2026 in Review

Shelter Mutual Insurance held its Markel Group (MKL) position steady in Q2 2026 at 1,200 shares worth $2.34M. The position accounts for 0.5% of the portfolio, ranked #46.

Shelter Mutual Insurance first reported a position in MKL in Q1 2020 and has held it in 26 quarters since. The position peaked at $2.58M in Q4 2025. 924 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

Shelter Mutual Insurance held 1,200 shares of Markel Group worth $2.34M as of Q2 2026.
Shelter Mutual Insurance left its Markel Group share count unchanged in Q2 2026.
Markel Group made up 0.5% of Shelter Mutual Insurance's portfolio in Q2 2026, its #46 holding.
Shelter Mutual Insurance first reported a position in Markel Group in Q1 2020 and has held it in 26 quarters since.
Shelter Mutual Insurance's Markel Group position peaked at $2.58M in Q4 2025.
924 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

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