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Buck Wealth Strategies’s Markel Group MKL Stock Holding History

Buck Wealth Strategies’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 		$62.5K Buy
+32
New +$59.8K 0.01% 323
2024
Q2 		– Sell
-1,241
Closed -$1.89M – 98
2024
Q1 		$1.89M Buy
+1,241
New +$1.82M 0.65% 38

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

Buck Wealth Strategies's MKL Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in Markel Group (MKL) in Q2 2026: 32 shares worth $62.5K. The stake represents 0.01% of the portfolio and ranks #323 among its holdings. This is a return to the name: Buck Wealth Strategies previously reported a position in MKL as recently as Q1 2024.

Buck Wealth Strategies first reported a position in MKL in Q1 2024 and has held it in 2 quarters since. The position peaked at $1.89M in Q1 2024. 930 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Buck Wealth Strategies held 32 shares of Markel Group worth $62.5K as of Q2 2026.
  • Markel Group was a new Buck Wealth Strategies position in Q2 2026.
  • Markel Group made up 0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #323 holding.
  • Buck Wealth Strategies first reported a position in Markel Group in Q1 2024 and has held it in 2 quarters since.
  • Buck Wealth Strategies's Markel Group position peaked at $1.89M in Q1 2024.
  • 930 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.