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Burkett Financial Services’s Markel Group MKL Stock Holding History

Burkett Financial Services’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 		$11.7K Buy
+6
New +$11.2K ﹤0.01% 171

Other funds holding MKL

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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CCM
Check Capital Management Costa Mesa, California $7.52B AUM 15.3% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
TAM
Troy Asset Management London, United Kingdom $3.59B AUM 10.56% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Burkett Financial Services's MKL Position: Q2 2026 in Review

Burkett Financial Services opened a new position in Markel Group (MKL) in Q2 2026: 6 shares worth $11.7K. The stake represents ﹤0.01% of the portfolio and ranks #171 among its holdings.

411 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Burkett Financial Services held 6 shares of Markel Group worth $11.7K as of Q2 2026.
  • Markel Group was a new Burkett Financial Services position in Q2 2026.
  • Markel Group made up ﹤0.01% of Burkett Financial Services's portfolio in Q2 2026, its #171 holding.
  • 411 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.