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Systematic Financial Management’s Markel Group MKL Stock Holding History

Systematic Financial 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
Q2 		$7.34M Buy
3,757
+1,483
+65% +$2.77M 0.15% 157
2026
Q1 		$4.35M Sell
2,274
-65
-3% -$132K 0.1% 164
2025
Q4 		$5.03M Buy
2,339
+185
+9% +$375K 0.12% 158
2025
Q3 		$4.12M Buy
2,154
+15
+0.7% +$29.4K 0.1% 162
2025
Q2 		$4.27M Sell
2,139
-11
-0.5% -$20.6K 0.11% 157
2025
Q1 		$4.02M Sell
2,150
-535
-20% -$984K 0.11% 157
2024
Q4 		$4.63M Sell
2,685
-14
-0.5% -$23.2K 0.12% 154
2024
Q3 		$4.23M Buy
2,699
+560
+26% +$876K 0.11% 155
2024
Q2 		$3.37M Sell
2,139
-13
-0.6% -$20.2K 0.1% 161
2024
Q1 		$3.27M Buy
2,152
+301
+16% +$441K 0.09% 166
2023
Q4 		$2.63M Buy
1,851
+66
+4% +$93.6K 0.08% 159
2023
Q3 		$2.63M Sell
1,785
-154
-8% -$225K 0.08% 155
2023
Q2 		$2.68M Sell
1,939
-1
-0.1% -$1.34K 0.08% 154
2023
Q1 		$2.48M Sell
1,940
-1
-0.1% -$1.33K 0.08% 150
2022
Q4 		$2.56M Buy
1,941
+728
+60% +$901K 0.08% 153
2022
Q3 		$1.31M Buy
1,213
+226
+23% +$276K 0.05% 166
2022
Q2 		$1.28M Buy
987
+200
+25% +$274K 0.04% 170
2022
Q1 		$1.16M Buy
787
+405
+106% +$523K 0.04% 175
2021
Q4 		$471K Buy
382
+55
+17% +$69.4K 0.01% 201
2021
Q3 		$391K Sell
327
-2
-0.6% -$2.47K 0.01% 204
2021
Q2 		$390K Hold
329
– – 0.01% 208
2021
Q1 		$375K Hold
329
– – 0.01% 204
2020
Q4 		$340K Buy
+329
New +$328K 0.01% 202

Other funds holding MKL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
VLKIM
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $13.1B AUM 19.56% 1-Year Est. Return

Systematic Financial Management's MKL Position: Q2 2026 in Review

Systematic Financial Management increased its Markel Group (MKL) stake by 65% in Q2 2026, buying an estimated $2.77M and bringing the position to 3,757 shares worth $7.34M. The position accounts for 0.15% of the portfolio, ranked #157.

Systematic Financial Management first reported a position in MKL in Q4 2020 and has held it in 23 quarters since. 924 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Systematic Financial Management held 3,757 shares of Markel Group worth $7.34M as of Q2 2026.
  • Systematic Financial Management bought 1,483 Markel Group shares in Q2 2026, an estimated $2.77M.
  • Markel Group made up 0.15% of Systematic Financial Management's portfolio in Q2 2026, its #157 holding.
  • Systematic Financial Management first reported a position in Markel Group in Q4 2020 and has held it in 23 quarters since.
  • 924 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Systematic Financial Management's 13F filing for Q2 2026, filed 14 Aug 2026.