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Cura Wealth Advisors’s Markel Group MKL Stock Holding History

Cura Wealth Advisors’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 		$203K Buy
+104
New +$194K 0.09% 130
2026
Q1 		– Sell
-100
Closed -$215K – 139
2025
Q4 		$215K Buy
+100
New +$203K 0.08% 128

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

Cura Wealth Advisors's MKL Position: Q2 2026 in Review

Cura Wealth Advisors opened a new position in Markel Group (MKL) in Q2 2026: 104 shares worth $203K. The stake represents 0.09% of the portfolio and ranks #130 among its holdings. This is a return to the name: Cura Wealth Advisors previously reported a position in MKL as recently as Q4 2025.

Cura Wealth Advisors first reported a position in MKL in Q4 2025 and has held it in 2 quarters since. The position peaked at $215K in Q4 2025. 930 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Cura Wealth Advisors held 104 shares of Markel Group worth $203K as of Q2 2026.
  • Markel Group was a new Cura Wealth Advisors position in Q2 2026.
  • Markel Group made up 0.09% of Cura Wealth Advisors's portfolio in Q2 2026, its #130 holding.
  • Cura Wealth Advisors first reported a position in Markel Group in Q4 2025 and has held it in 2 quarters since.
  • Cura Wealth Advisors's Markel Group position peaked at $215K in Q4 2025.
  • 930 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Cura Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.