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Constant Guidance Financial’s Markel Group MKL Stock Holding History

Constant Guidance Financial’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
2025
Q2 		– Sell
-1,193
Closed -$2.23M – 41
2025
Q1 		$2.23M Buy
1,193
+729
+157% +$1.34M 2.81% 8
2024
Q4 		$801K Buy
+464
New +$770K 0.69% 23

Other funds holding MKL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Constant Guidance Financial's MKL Position: Q2 2025 in Review

Constant Guidance Financial sold out of Markel Group (MKL) in Q2 2025, closing a stake of 1,193 shares — an estimated $2.23M sold.

Constant Guidance Financial first reported a position in MKL in Q4 2024 and held it in 2 quarters. The position peaked at $2.23M in Q1 2025. 852 funds tracked by Wall St. Rank hold MKL as of Q2 2025.

  • Constant Guidance Financial reported no remaining Markel Group position as of Q2 2025 after selling out during the quarter.
  • Constant Guidance Financial sold 1,193 Markel Group shares in Q2 2025, an estimated $2.23M.
  • Constant Guidance Financial first reported a position in Markel Group in Q4 2024 and held it in 2 quarters.
  • Constant Guidance Financial's Markel Group position peaked at $2.23M in Q1 2025.
  • 852 funds tracked by Wall St. Rank held Markel Group as of Q2 2025.

Based on Constant Guidance Financial's 13F filing for Q2 2025, filed 14 Aug 2025.