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Cyndeo Wealth Partners’s Markel Group MKL Stock Holding History

Cyndeo Wealth Partners’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 		$207K Buy
+106
New +$198K 0.01% 497
2026
Q1 		– Sell
-102
Closed -$219K – 507
2025
Q4 		$219K Buy
+102
New +$207K 0.01% 453
2025
Q3 		– Sell
-108
Closed -$216K – 491
2025
Q2 		$216K Buy
108
+1
+0.9% +$1.88K 0.01% 438
2025
Q1 		$200K Buy
+107
New +$197K 0.01% 438

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 $3.37T AUM 44.26% 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

Cyndeo Wealth Partners's MKL Position: Q2 2026 in Review

Cyndeo Wealth Partners opened a new position in Markel Group (MKL) in Q2 2026: 106 shares worth $207K. The stake represents 0.01% of the portfolio and ranks #497 among its holdings. This is a return to the name: Cyndeo Wealth Partners previously reported a position in MKL as recently as Q4 2025.

Cyndeo Wealth Partners first reported a position in MKL in Q1 2025 and has held it in 4 quarters since. The position peaked at $219K in Q4 2025. 926 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Cyndeo Wealth Partners held 106 shares of Markel Group worth $207K as of Q2 2026.
  • Markel Group was a new Cyndeo Wealth Partners position in Q2 2026.
  • Markel Group made up 0.01% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #497 holding.
  • Cyndeo Wealth Partners first reported a position in Markel Group in Q1 2025 and has held it in 4 quarters since.
  • Cyndeo Wealth Partners's Markel Group position peaked at $219K in Q4 2025.
  • 926 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.