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Beacon Financial Planning’s Markel Group MKL Stock Holding History

Beacon 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
Q1 		$270K Buy
+141
New +$286K 0.1% 66

Other funds holding MKL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $11.4B AUM 16.77% 1-Year Est. Return

Beacon Financial Planning's MKL Position: Q1 2026 in Review

Beacon Financial Planning opened a new position in Markel Group (MKL) in Q1 2026: 141 shares worth $270K. The stake represents 0.1% of the portfolio and ranks #66 among its holdings.

927 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

  • Beacon Financial Planning held 141 shares of Markel Group worth $270K as of Q1 2026.
  • Markel Group was a new Beacon Financial Planning position in Q1 2026.
  • Markel Group made up 0.1% of Beacon Financial Planning's portfolio in Q1 2026, its #66 holding.
  • 927 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on Beacon Financial Planning's 13F filing for Q1 2026, filed 22 Apr 2026.