WCM Investment Management
MKL icon

WCM Investment Management’s Markel Group MKL Stock Holding History

WCM Investment 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
-322
Closed -$607K – 287
2026
Q1 		$607K Buy
322
+58
+22% +$118K ﹤0.01% 244
2025
Q4 		$574K Sell
264
-10
-4% -$20.3K ﹤0.01% 225
2025
Q3 		$521K Buy
274
+10
+4% +$19.6K ﹤0.01% 214
2025
Q2 		$524K Buy
264
+29
+12% +$54.4K ﹤0.01% 206
2025
Q1 		$436K Buy
235
+89
+61% +$164K ﹤0.01% 258
2024
Q4 		$252K Buy
+146
New +$242K ﹤0.01% 281
2022
Q1 		– Sell
-440
Closed -$543K – 209
2021
Q4 		$543K Buy
440
+5
+1% +$6.31K ﹤0.01% 194
2021
Q3 		$520K Buy
435
+4
+0.9% +$4.93K ﹤0.01% 196
2021
Q2 		$511K Buy
431
+33
+8% +$39.6K ﹤0.01% 190
2021
Q1 		$454K Buy
398
+45
+13% +$48.5K ﹤0.01% 179
2020
Q4 		$365K Buy
353
+10
+3% +$9.97K ﹤0.01% 181
2020
Q3 		$334K Hold
343
– – ﹤0.01% 174
2020
Q2 		$317K Hold
343
– – ﹤0.01% 173
2020
Q1 		$318K Buy
+343
New +$392K ﹤0.01% 171

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

WCM Investment Management's MKL Position: Q2 2026 in Review

WCM Investment Management sold out of Markel Group (MKL) in Q2 2026, closing a stake of 322 shares — an estimated $607K sold.

WCM Investment Management first reported a position in MKL in Q1 2020 and held it in 14 quarters. The position peaked at $607K in Q1 2026. 925 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • WCM Investment Management reported no remaining Markel Group position as of Q2 2026 after selling out during the quarter.
  • WCM Investment Management sold 322 Markel Group shares in Q2 2026, an estimated $607K.
  • WCM Investment Management first reported a position in Markel Group in Q1 2020 and held it in 14 quarters.
  • WCM Investment Management's Markel Group position peaked at $607K in Q1 2026.
  • 925 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on WCM Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.