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Global Financial Private Client’s Markel Group MKL Stock Holding History

Global Financial Private Client’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
2025
Q2 		– Sell
-4
Closed -$7.48K – 1051
2025
Q1 		$7.48K Buy
4
+3
+300% +$5.52K ﹤0.01% 628
2024
Q4 		$1.73K Buy
+1
New +$1.66K ﹤0.01% 734

Other funds holding MKL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Global Financial Private Client's MKL Position: Q2 2025 in Review

Global Financial Private Client sold out of Markel Group (MKL) in Q2 2025, closing a stake of 4 shares — an estimated $7.48K sold.

Global Financial Private Client first reported a position in MKL in Q4 2024 and held it in 2 quarters. The position peaked at $7.48K in Q1 2025. 852 funds tracked by Wall St. Rank hold MKL as of Q2 2025.

  • Global Financial Private Client reported no remaining Markel Group position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 4 Markel Group shares in Q2 2025, an estimated $7.48K.
  • Global Financial Private Client first reported a position in Markel Group in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's Markel Group position peaked at $7.48K in Q1 2025.
  • 852 funds tracked by Wall St. Rank held Markel Group as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.