Focus Partners Wealth
MKL icon

Focus Partners Wealth’s Markel Group MKL Stock Holding History

Focus Partners Wealth’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 		$15.7M Sell
8,015
-247
-3% -$461K 0.02% 578
2026
Q1 		$15.8M Sell
8,262
-18
-0.2% -$36.5K 0.02% 571
2025
Q4 		$17.8M Buy
8,280
+212
+3% +$429K 0.02% 517
2025
Q3 		$15.4M Sell
8,068
-2,391
-23% -$4.69M 0.02% 454
2025
Q2 		$20.9M Buy
10,459
+2,579
+33% +$4.84M 0.05% 348
2025
Q1 		$14.7M Sell
7,880
-203
-3% -$373K 0.04% 392
2024
Q4 		$14M Sell
8,083
-208
-3% -$345K 0.04% 391
2024
Q3 		$13M Sell
8,291
-9,273
-53% -$14.5M 0.04% 356
2024
Q2 		$27.7M Buy
17,564
+8,625
+96% +$13.4M 0.09% 205
2024
Q1 		$13.6M Buy
8,939
+1,801
+25% +$2.64M 0.11% 181
2023
Q4 		$10.1M Buy
+7,138
New +$10.1M 0.13% 149

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

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

Focus Partners Wealth reduced its Markel Group (MKL) stake by 3% in Q2 2026, selling an estimated $461K and leaving 8,015 shares worth $15.7M. The position accounts for 0.02% of the portfolio, ranked #578.

Focus Partners Wealth first reported a position in MKL in Q4 2023 and has held it in 11 quarters since. The position peaked at $27.7M in Q2 2024. 926 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Focus Partners Wealth held 8,015 shares of Markel Group worth $15.7M as of Q2 2026.
  • Focus Partners Wealth sold 247 Markel Group shares in Q2 2026, an estimated $461K.
  • Markel Group made up 0.02% of Focus Partners Wealth's portfolio in Q2 2026, its #578 holding.
  • Focus Partners Wealth first reported a position in Markel Group in Q4 2023 and has held it in 11 quarters since.
  • Focus Partners Wealth's Markel Group position peaked at $27.7M in Q2 2024.
  • 926 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.