Destination Wealth Management’s Markel Group MKL Stock Holding History

Destination Wealth Management’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	$492K	Buy	252 +2	+0.8%	+$3.73K	0.01%	221
2026 Q1	$479K	Hold	250	–	–	0.01%	211
2025 Q4	$537K	Buy	+250	New	+$506K	0.01%	188
2019 Q3	–	Sell	-25	Closed	-$27K	–	358
2019 Q2	$27K	Sell	25 -3	-11%	-$3.14K	﹤0.01%	355
2019 Q1	$28K	Buy	28 +3	+12%	+$3.05K	﹤0.01%	355
2018 Q4	$26K	Hold	25	–	–	﹤0.01%	335
2018 Q3	$30K	Buy	+25	New	+$29.4K	﹤0.01%	359
2018 Q2	–	Sell	-25	Closed	-$29K	–	600
2018 Q1	$29K	Buy	+25	New	+$28.1K	﹤0.01%	307

Other funds holding MKL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Destination Wealth Management's MKL Position: Q2 2026 in Review

Destination Wealth Management increased its Markel Group (MKL) stake by 0.8% in Q2 2026, buying an estimated $3.73K and bringing the position to 252 shares worth $492K. The position accounts for 0.01% of the portfolio, ranked #221.

Destination Wealth Management first reported a position in MKL in Q1 2018 and has held it in 8 quarters since. The position peaked at $537K in Q4 2025. 926 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

Destination Wealth Management held 252 shares of Markel Group worth $492K as of Q2 2026.
Destination Wealth Management bought 2 Markel Group shares in Q2 2026, an estimated $3.73K.
Markel Group made up 0.01% of Destination Wealth Management's portfolio in Q2 2026, its #221 holding.
Destination Wealth Management first reported a position in Markel Group in Q1 2018 and has held it in 8 quarters since.
Destination Wealth Management's Markel Group position peaked at $537K in Q4 2025.
926 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Destination Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.