Tran Capital Management’s Markel Group MKL Stock Holding History

Tran Capital 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	–	Sell	-3,670	Closed	-$7.02M	–	75
2026 Q1	$7.02M	Buy	3,670 +3,448	+1,553%	+$7M	0.96%	27
2025 Q4	$477K	Sell	222 -8,076	-97%	-$16.4M	0.06%	59
2025 Q3	$15.9M	Buy	8,298 +8,027	+2,962%	+$15.7M	1.9%	19
2025 Q2	$541K	Buy	+271	New	+$508K	0.06%	51

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

Tran Capital Management's MKL Position: Q2 2026 in Review

Tran Capital Management sold out of Markel Group (MKL) in Q2 2026, closing a stake of 3,670 shares — an estimated $7.02M sold.

Tran Capital Management first reported a position in MKL in Q2 2025 and held it in 4 quarters. The position peaked at $15.9M in Q3 2025. 925 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

Tran Capital Management reported no remaining Markel Group position as of Q2 2026 after selling out during the quarter.
Tran Capital Management sold 3,670 Markel Group shares in Q2 2026, an estimated $7.02M.
Tran Capital Management first reported a position in Markel Group in Q2 2025 and held it in 4 quarters.
Tran Capital Management's Markel Group position peaked at $15.9M in Q3 2025.
925 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Tran Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.