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Action Point Financial Planning’s Markel Group MKL Stock Holding History

Action Point Financial Planning’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 		$344K Buy
+176
New +$329K 0.03% 329

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

Action Point Financial Planning's MKL Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Markel Group (MKL) in Q2 2026: 176 shares worth $344K. The stake represents 0.03% of the portfolio and ranks #329 among its holdings.

924 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Action Point Financial Planning held 176 shares of Markel Group worth $344K as of Q2 2026.
  • Markel Group was a new Action Point Financial Planning position in Q2 2026.
  • Markel Group made up 0.03% of Action Point Financial Planning's portfolio in Q2 2026, its #329 holding.
  • 924 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.