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West Family Investments’s Markel Group MKL Stock Holding History

West Family Investments’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 		$728K Buy
+373
New +$697K 0.21% 101
2025
Q3 		– Sell
-121
Closed -$242K – 393
2025
Q2 		$242K Buy
121
+10
+9% +$18.8K 0.06% 302
2025
Q1 		$208K Buy
+111
New +$204K 0.08% 238

Other funds holding MKL

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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 $3.38T AUM 44.17% 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

West Family Investments's MKL Position: Q2 2026 in Review

West Family Investments opened a new position in Markel Group (MKL) in Q2 2026: 373 shares worth $728K. The stake represents 0.21% of the portfolio and ranks #101 among its holdings. This is a return to the name: West Family Investments previously reported a position in MKL as recently as Q2 2025.

West Family Investments first reported a position in MKL in Q1 2025 and has held it in 3 quarters since. 930 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • West Family Investments held 373 shares of Markel Group worth $728K as of Q2 2026.
  • Markel Group was a new West Family Investments position in Q2 2026.
  • Markel Group made up 0.21% of West Family Investments's portfolio in Q2 2026, its #101 holding.
  • West Family Investments first reported a position in Markel Group in Q1 2025 and has held it in 3 quarters since.
  • 930 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on West Family Investments's 13F filing for Q2 2026, filed 10 Aug 2026.