Superior Planning, LLC’s Markel Group MKL Stock Holding History

Superior Planning, LLC’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 Q3	$5.14K	Buy	+3	New	+$5.57K	﹤0.01%	1195

Other funds holding MKL

Davis Selected Advisers Tucson, Arizona $23.2B AUM 18.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Troy Asset Management London, United Kingdom $4.2B AUM 11.96% 1-Year Est. Return

DAM

Davis Asset Management Sausalito, California $4B AUM 6.05% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Superior Planning, LLC's MKL Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Markel Group (MKL) in Q3 2026: 3 shares worth $5.14K. The stake represents ﹤0.01% of the portfolio and ranks #1195 among its holdings.

639 funds tracked by Wall St. Rank hold MKL as of Q3 2026.

Superior Planning, LLC held 3 shares of Markel Group worth $5.14K as of Q3 2026.
Markel Group was a new Superior Planning, LLC position in Q3 2026.
Markel Group made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1195 holding.
639 funds tracked by Wall St. Rank held Markel Group as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.