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Founders Grove Wealth Partners’s Markel Group MKL Stock Holding History

Founders Grove 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 		$377K Hold
193
– – 0.08% 126
2026
Q1 		$369K Sell
193
-1
-0.5% -$2.03K 0.08% 118
2025
Q4 		$417K Buy
194
+1
+0.5% +$2.03K 0.09% 111
2025
Q3 		$369K Hold
193
– – 0.09% 113
2025
Q2 		$385K Hold
193
– – 0.1% 103
2025
Q1 		$361K Hold
193
– – 0.1% 95
2024
Q4 		$333K Buy
+193
New +$320K 0.1% 97

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

Founders Grove Wealth Partners's MKL Position: Q2 2026 in Review

Founders Grove Wealth Partners held its Markel Group (MKL) position steady in Q2 2026 at 193 shares worth $377K. The position accounts for 0.08% of the portfolio, ranked #126.

Founders Grove Wealth Partners first reported a position in MKL in Q4 2024 and has held it in 7 quarters since. The position peaked at $417K in Q4 2025. 926 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Founders Grove Wealth Partners held 193 shares of Markel Group worth $377K as of Q2 2026.
  • Founders Grove Wealth Partners left its Markel Group share count unchanged in Q2 2026.
  • Markel Group made up 0.08% of Founders Grove Wealth Partners's portfolio in Q2 2026, its #126 holding.
  • Founders Grove Wealth Partners first reported a position in Markel Group in Q4 2024 and has held it in 7 quarters since.
  • Founders Grove Wealth Partners's Markel Group position peaked at $417K in Q4 2025.
  • 926 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Founders Grove Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.