Balance Wealth
MKL icon

Balance Wealth’s Markel Group MKL Stock Holding History

Balance Wealth’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 		$1.29K Buy
+1
New +$1.86K ﹤0.01% 810

Other funds holding MKL

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Davis Selected Advisers
Davis Selected Advisers Tucson, Arizona $23.2B AUM 18.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $13.4B AUM 15.64% 1-Year Est. Return

Balance Wealth's MKL Position: Q3 2026 in Review

Balance Wealth opened a new position in Markel Group (MKL) in Q3 2026: 1 share worth $1.29K. The stake represents ﹤0.01% of the portfolio and ranks #810 among its holdings.

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

  • Balance Wealth held 1 share of Markel Group worth $1.29K as of Q3 2026.
  • Markel Group was a new Balance Wealth position in Q3 2026.
  • Markel Group made up ﹤0.01% of Balance Wealth's portfolio in Q3 2026, its #810 holding.
  • 756 funds tracked by Wall St. Rank held Markel Group as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.