This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/MKL/capital-change-brief"
Use Arkolith's capital_change_brief for MKL. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $1.4B | 711K | ▼−0.1% Reduced · −685 sh | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $1.0B | 545K | ▲New +545K sh | Q1 2026 | |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $1.0B | 524K | ▲New +524K sh | Q1 2026 | |
| 4 | PRINCIPAL FINANCIAL GROUP INC | $769.3M | 402K | ▼−25% Reduced · −131K sh | Q1 2026 | |
| 5 | MORGAN STANLEY | $683.5M | 357K | ▼−8.9% Reduced · −35K sh | Q1 2026 | |
| 6 | STATE STREET CORP | $587.6M | 307K | ▲+0.7% Added · +2K sh | Q1 2026 | |
| 7 | Boston Partners | $480.4M | 251K | ▼−4.3% Reduced · −11K sh | Q1 2026 | |
| 8 | VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | $432.9M | 226K | ▲+10% Added · +21K sh | Q1 2026 | |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | $423.1M | 222K | ▼−1.4% Reduced · −3K sh | Q1 2026 | |
| 10 | DAVENPORT & Co LLC | $403.2M | 206K | ▼−0.4% Reduced · −773 sh | Q2 2026 | |
| 11 | BAILLIE GIFFORD & CO | $335.1M | 175K | ▼−7.1% Reduced · −13K sh | Q1 2026 | |
| 12 | T. Rowe Price Investment Management, Inc. | Withheld | 155K | ▲+0.2% Added · +340 sh | Q1 2026 | |
| 13 | NORGES BANK | $317.6M | 148K | ▲+2.3% Added · +3K sh | Q4 2025 | |
| 14 | DIMENSIONAL FUND ADVISORS LP | $262.2M | 137K | ▲+4.9% Added · +6K sh | Q1 2026 | |
| 15 | BANK OF AMERICA CORP /DE/ | $260.5M | 136K | ▼−7.6% Reduced · −11K sh | Q1 2026 | |
| 16 | Bank Julius Baer & Co. Ltd, Zurich | $185.6M | 97K | ▼−0.6% Reduced · −540 sh | Q1 2026 | |
| 17 | Madison Avenue Partners, LP | $168.2M | 88K | —Held | Q1 2026 | |
| 18 | FENIMORE ASSET MANAGEMENT INC | $165.8M | 87K | ▼−1.9% Reduced · −2K sh | Q1 2026 | |
| 19 | NORTHERN TRUST CORP | $164.0M | 86K | ▲+1.2% Added · +1K sh | Q1 2026 | |
| 20 | Douglass Winthrop Advisors, LLC | $154.1M | 80K | ▼−1.8% Reduced · −1K sh | Q1 2026 | |
| 21 | Polar Capital Holdings Plc | $153.1M | 80K | ▲+3.9% Added · +3K sh | Q1 2026 | |
| 22 | FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $152.7M | 80K | ▲+0.1% Added · +87 sh | Q1 2026 | |
| 23 | VANGUARD FIDUCIARY TRUST CO | $149.3M | 78K | ▲New +78K sh | Q1 2026 | |
| 24 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $148.9M | 78K | ▲+0.2% Added · +135 sh | Q1 2026 | |
| 25 | BARR E S & CO | $147.8M | 77K | ▼−1.0% Reduced · −752 sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 15, 2026 | Crowley Andrew G. | EVP & Pres., Markel Ventures | Other (J) | 7 | $13K |
| Jun 30, 2026 | Crowley Andrew G. | EVP & Pres., Markel Ventures | Other (J) | 3 | $5K |
| Jun 30, 2026 | Costanzo Brian J. | Chief Financial Officer | Other (J) | 2 | $3K |
| Jun 15, 2026 | Besca Mark | Director | Other (J) | 81 | $135K |
| Jun 15, 2026 | Housel Morgan E. | Director | Other (J) | 66 | $110K |
| Jun 15, 2026 | Leopold Diane | Director | Other (J) | 66 | $110K |
| Jun 15, 2026 | MICHAEL JONATHAN E | Director | Other (J) | 66 | $110K |
| Jun 15, 2026 | Morrison Harold Lawrence Jr. | Director | Other (J) | 33 | $55K |
| Jun 15, 2026 | Cunningham Lawrence A | Director | Other (J) | 33 | $55K |
| Jun 15, 2026 | Puckett A. Lynne | Director | Other (J) | 66 | $110K |
| Jun 15, 2026 | OREILLY MICHAEL | Director | Other (J) | 90 | $150K |
| May 22, 2026 | Harris Greta J | Director | Sell (S) | 35 | $65K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 308 funds | $270.5B |
| APPLE INCAAPL | 305 funds | $295.0B |
| ALPHABET INC-CL AGOOGL | 304 funds | $173.2B |
| AMAZON.COM INCAMZN | 303 funds | $211.9B |
| META PLATFORMS INC-CLASS AMETA | 301 funds | $114.4B |
| NVIDIA CORPNVDA | 299 funds | $389.2B |
| ALPHABET INC-CL CGOOG | 299 funds | $126.0B |
| JPMORGAN CHASE & COJPM | 299 funds | $70.2B |
| VISA INC-CLASS A SHARESV | 298 funds | $59.2B |
| COSTCO WHOLESALE CORPCOST | 294 funds | $43.8B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 293 funds | $38.5B |
| MASTERCARD INC - AMA | 290 funds | $55.6B |
Ranked by how many of MKL's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for MKL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.