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MKL · Markel Group Inc. · Held by Funds

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$1,967.10 -7.35 (-0.37%) Play latest call Q3 2026 earnings call transcript
Russell 1000 member Rebalance outlook locked
Market Cap
$24.15B
Shares
12.23M
Volume · Nov 10 62.31K Avg daily vol (3M) 67.64K

Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this exact listed security, matched by CUSIP. Each row is one fund position with its size, value and weight in that fund.

Fund Ownership of MKL by Fund Type

Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026

Index funds and index ETFs hold 13.16% of shares outstanding.

Fund type Of shares outstanding Shares
Index funds 2.31% 282,472
Index ETFs 10.85% 1,326,339
Active ETFs 0.77% 94,528
Active funds 8.75% 1,069,774
Unclassified 1.03% 125,919
All registered funds 23.71% 2,899,032
How fund types are measured

Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.

Funds holding MKL

434 fund positions
Fund Balance Value % of Fund Open
VANGUARD TOTAL STOCK MARKET INDEX FUND 377,471 $737,204,638 0.03%
VANGUARD MID-CAP INDEX FUND 257,659 $503,210,604 0.22%
VANGUARD EXTENDED MARKET INDEX FUND 143,515 $280,286,230 0.29%
Eaton Vance Atlanta Capital SMID-Cap Fund 128,725 $251,401,212 2.86%
Disciplined Value Mid Cap Fund 125,503 $245,108,614 1.06%
MidCap Fund 120,844 $227,469,495 0.98%
VANGUARD VALUE INDEX FUND 112,986 $220,662,788 0.09%
Davis New York Venture Fund 83,172 $156,557,982 2.05%
Fidelity Extended Market Index Fund 60,985 $109,950,466 0.27%
FAM VALUE FUND 53,850 $105,169,589 5.78%
iShares Russell Mid-Cap ETF 50,897 $99,402,350 0.17%
VANGUARD MID-CAP GROWTH INDEX FUND 45,607 $89,070,927 0.26%
Fidelity Mid Cap Index Fund 46,840 $88,168,806 0.17%
Clipper Fund 44,677 $87,254,628 5.91%
VANGUARD MID-CAP VALUE INDEX FUND 38,177 $74,560,063 0.20%
Touchstone Strategic Trust-Touchstone Large Cap Focused Fund 35,453 $69,240,064 1.98%
Davis Financial Fund 35,426 $69,187,332 5.98%
PGIM Jennison Small Company Fund 32,547 $63,564,616 1.82%
Davis Select U.S. Equity ETF 31,071 $58,486,186 4.60%
Schwab U.S. Large-Cap Growth ETF 30,313 $54,651,611 0.09%
iShares Russell 1000 Value ETF 27,653 $54,006,586 0.07%
Neuberger Quality Equity Fund 28,460 $51,310,819 1.08%
Selected American Shares 24,158 $47,180,816 2.25%
Fidelity Total Market Index Fund 23,912 $43,111,184 0.03%
PSF PGIM Jennison Blend Portfolio 20,058 $39,173,475 0.46%
VANGUARD SELECTED VALUE FUND 20,426 $38,448,677 0.55%
iShares Russell Mid-Cap Value ETF 18,930 $36,970,479 0.24%
VANGUARD FINANCIALS INDEX FUND 20,309 $36,615,299 0.25%
THE HARTFORD MIDCAP FUND 19,428 $36,570,102 1.14%
Fidelity Series Total Market Index Fund 19,529 $35,209,029 0.03%
THE U.S. LARGE CAP VALUE SERIES 18,677 $35,156,464 0.11%
Scharf ETF 17,997 $35,148,321 5.40%
iShares Core S&P Total U.S. Stock Market ETF 16,082 $31,408,307 0.03%
Dimensional U.S. Core Equity 2 ETF 16,579 $31,207,315 0.07%
VANGUARD GLOBAL EQUITY FUND 15,767 $30,793,109 0.41%
DAVENPORT EQUITY OPPORTUNITIES FUND 14,708 $28,724,871 3.64%
Hennessy Focus Fund 14,842 $27,937,690 6.05%
Davis Select Financial ETF 14,690 $27,651,575 5.77%
VANGUARD LARGE-CAP INDEX FUND 13,887 $27,121,450 0.04%
Touchstone Strategic Trust-Touchstone Focused Fund 13,854 $27,057,001 1.91%
Bridge Builder Small/Mid Cap Value Fund 13,025 $25,437,955 0.24%
Schwab U.S. Large-Cap ETF 13,284 $23,949,856 0.03%
U.S. CORE EQUITY 2 PORTFOLIO 12,029 $22,642,668 0.06%
DAVENPORT VALUE & INCOME FUND 11,438 $22,338,528 2.18%
Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF 12,342 $22,251,515 0.15%
U.S. CORE EQUITY 1 PORTFOLIO 10,963 $20,636,093 0.05%
Nuveen Equity Index Fund 10,345 $19,472,807 0.03%
Scharf Fund 9,746 $19,466,271 4.55%
VANGUARD TOTAL WORLD STOCK INDEX FUND 10,166 $19,135,868 0.02%
Davis Select Worldwide ETF 9,657 $18,177,757 2.97%
Showing 1–50 of 434 positions
Key facts CIK 1096343 CUSIP 570535104 13F (30d) 577 filings 518 filers Visit website Investor relations