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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
Q2 		$277K Buy
142
+1
+0.7% +$1.87K 0.09% 69
2026
Q1 		$270K Buy
+141
New +$286K 0.1% 66

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 $3.38T AUM 44.17% 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

Beacon Financial Planning's MKL Position: Q2 2026 in Review

Beacon Financial Planning increased its Markel Group (MKL) stake by 0.71% in Q2 2026, buying an estimated $1.87K and bringing the position to 142 shares worth $277K. The position accounts for 0.09% of the portfolio, ranked #69.

Beacon Financial Planning first reported a position in MKL in Q1 2026 and has held it in 2 quarters since. 930 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Beacon Financial Planning held 142 shares of Markel Group worth $277K as of Q2 2026.
  • Beacon Financial Planning bought 1 Markel Group share in Q2 2026, an estimated $1.87K.
  • Markel Group made up 0.09% of Beacon Financial Planning's portfolio in Q2 2026, its #69 holding.
  • Beacon Financial Planning first reported a position in Markel Group in Q1 2026 and has held it in 2 quarters since.
  • 930 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Beacon Financial Planning's 13F filing for Q2 2026, filed 6 Aug 2026.