UBS Group
MKL icon

UBS Group’s Markel Group MKL Stock Holding History

UBS Group’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
2025
Q2 		– Sell
-1,500
Closed -$2.8M – 10622
2025
Q1 		$2.8M Sell
1,500
-21,300
-93% -$39.2M ﹤0.01% 4392
2024
Q4 		$39.4M Buy
+22,800
New +$37.8M 0.01% 1671
2015
Q1 		– Sell
-500
Closed -$341K – 9128
2014
Q4 		$341K Buy
+500
New +$339K ﹤0.01% 4549

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

UBS Group's MKL Position: Q2 2026 in Review

UBS Group reduced its Markel Group (MKL) stake by 16% in Q2 2026, selling an estimated $15.8M and leaving 44,268 shares worth $86.5M. The position accounts for 0.01% of the portfolio, ranked #1234.

UBS Group first reported a position in MKL in Q4 2014 and has held it in 47 quarters since. The position peaked at $192M in Q4 2024. 927 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • UBS Group held 44,268 shares of Markel Group worth $86.5M as of Q2 2026.
  • UBS Group sold 8,471 Markel Group shares in Q2 2026, an estimated $15.8M.
  • Markel Group made up 0.01% of UBS Group's portfolio in Q2 2026, its #1234 holding.
  • UBS Group first reported a position in Markel Group in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's Markel Group position peaked at $192M in Q4 2024.
  • 927 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.