BFC Planning, Inc.’s Markel Group MKL Stock Holding History

BFC Planning, Inc.’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	$420K	Buy	215 +20	+10%	+$37.3K	0.02%	666
2026 Q1	$373K	Hold	195	–	–	0.02%	658
2025 Q4	$419K	Sell	195 -2	-1%	-$4.05K	0.02%	602
2025 Q3	$377K	Buy	197 +11	+6%	+$21.6K	0.03%	459
2025 Q2	$372K	Sell	186 -2	-1%	-$3.75K	0.03%	431
2025 Q1	$351K	Buy	188 +6	+3%	+$11K	0.03%	422
2024 Q4	$314K	Buy	+182	New	+$302K	0.03%	462

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

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 $3.38T AUM 44.17% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Van Lanschot Kempen Investment Management Amsterdam, Netherlands $13.1B AUM 19.56% 1-Year Est. Return

BFC Planning, Inc.'s MKL Position: Q2 2026 in Review

BFC Planning, Inc. increased its Markel Group (MKL) stake by 10% in Q2 2026, buying an estimated $37.3K and bringing the position to 215 shares worth $420K. The position accounts for 0.02% of the portfolio, ranked #666.

BFC Planning, Inc. first reported a position in MKL in Q4 2024 and has held it in 7 quarters since. 936 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

BFC Planning, Inc. held 215 shares of Markel Group worth $420K as of Q2 2026.
BFC Planning, Inc. bought 20 Markel Group shares in Q2 2026, an estimated $37.3K.
Markel Group made up 0.02% of BFC Planning, Inc.'s portfolio in Q2 2026, its #666 holding.
BFC Planning, Inc. first reported a position in Markel Group in Q4 2024 and has held it in 7 quarters since.
936 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.