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Baker Tilly Wealth Management’s Markel Group MKL Stock Holding History

Baker Tilly Wealth Management’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 		$379K Sell
194
-17
-8% -$31.7K 0.08% 197
2026
Q1 		$404K Sell
211
-22
-9% -$44.6K 0.1% 176
2025
Q4 		$501K Sell
233
-24
-9% -$48.6K 0.12% 156
2025
Q3 		$491K Buy
257
+1
+0.4% +$1.96K 0.11% 152
2025
Q2 		$511K Sell
256
-11
-4% -$20.6K 0.18% 118
2025
Q1 		$499K Buy
267
+3
+1% +$5.52K 0.2% 116
2024
Q4 		$456K Buy
264
+18
+7% +$29.9K 0.18% 126
2024
Q3 		$386K Buy
246
+48
+24% +$75.1K 0.17% 139
2024
Q2 		$312K Buy
198
+10
+5% +$15.5K 0.13% 192
2024
Q1 		$286K Buy
188
+2
+1% +$2.93K 0.05% 352
2023
Q4 		$264K Sell
186
-60
-24% -$85.1K 0.04% 406
2023
Q3 		$362K Sell
246
-794
-76% -$1.16M 0.06% 330
2023
Q2 		$1.44M Buy
1,040
+7
+0.7% +$9.39K 0.15% 146
2023
Q1 		$1.32M Sell
1,033
-290
-22% -$385K 0.15% 151
2022
Q4 		$1.74M Buy
1,323
+382
+41% +$473K 0.21% 112
2022
Q3 		$1.02M Buy
941
+241
+34% +$294K 0.14% 157
2022
Q2 		$905K Buy
700
+19
+3% +$26.1K 0.12% 190
2022
Q1 		$1M Buy
681
+212
+45% +$274K 0.11% 194
2021
Q4 		$579K Buy
469
+118
+34% +$149K 0.06% 324
2021
Q3 		$419K Buy
351
+56
+19% +$69K 0.06% 358
2021
Q2 		$350K Buy
295
+6
+2% +$7.19K 0.06% 363
2021
Q1 		$329K Buy
+289
New +$312K 0.07% 336

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

Baker Tilly Wealth Management's MKL Position: Q2 2026 in Review

Baker Tilly Wealth Management reduced its Markel Group (MKL) stake by 8.1% in Q2 2026, selling an estimated $31.7K and leaving 194 shares worth $379K. The position accounts for 0.08% of the portfolio, ranked #197.

Baker Tilly Wealth Management first reported a position in MKL in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.74M in Q4 2022. 925 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Baker Tilly Wealth Management held 194 shares of Markel Group worth $379K as of Q2 2026.
  • Baker Tilly Wealth Management sold 17 Markel Group shares in Q2 2026, an estimated $31.7K.
  • Markel Group made up 0.08% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #197 holding.
  • Baker Tilly Wealth Management first reported a position in Markel Group in Q1 2021 and has held it in 22 quarters since.
  • Baker Tilly Wealth Management's Markel Group position peaked at $1.74M in Q4 2022.
  • 925 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.