Waterloo Capital’s Markel Group MKL Stock Holding History

Waterloo Capital’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	$223K	Buy	114 +9	+9%	+$16.8K	0.01%	526
2026 Q1	$201K	Sell	105 -2	-2%	-$4.06K	0.01%	472
2025 Q4	$230K	Hold	107	–	–	0.02%	425
2025 Q3	$205K	Sell	107 -2	-2%	-$3.92K	0.02%	445
2025 Q2	$218K	Buy	+109	New	+$204K	0.02%	430

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 $3.38T AUM 44.17% 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

Waterloo Capital's MKL Position: Q2 2026 in Review

Waterloo Capital increased its Markel Group (MKL) stake by 8.6% in Q2 2026, buying an estimated $16.8K and bringing the position to 114 shares worth $223K. The position accounts for 0.01% of the portfolio, ranked #526.

Waterloo Capital first reported a position in MKL in Q2 2025 and has held it in 5 quarters since. The position peaked at $230K in Q4 2025. 930 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

Waterloo Capital held 114 shares of Markel Group worth $223K as of Q2 2026.
Waterloo Capital bought 9 Markel Group shares in Q2 2026, an estimated $16.8K.
Markel Group made up 0.01% of Waterloo Capital's portfolio in Q2 2026, its #526 holding.
Waterloo Capital first reported a position in Markel Group in Q2 2025 and has held it in 5 quarters since.
Waterloo Capital's Markel Group position peaked at $230K in Q4 2025.
930 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.