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Global Retirement Partners’s Markel Group MKL Stock Holding History

Global Retirement 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 		$137K Buy
+70
New +$131K ﹤0.01% 1842
2025
Q4 		$189K Sell
88
-9
-9% -$18.2K ﹤0.01% 1509
2025
Q3 		$185K Buy
97
+70
+259% +$137K ﹤0.01% 1219
2025
Q2 		$53.9K Buy
+27
New +$50.6K ﹤0.01% 1726
2024
Q4 		$44.9K Hold
26
– – ﹤0.01% 1668
2024
Q3 		$40.8K Hold
26
– – ﹤0.01% 1658
2024
Q2 		$41K Hold
26
– – ﹤0.01% 1641
2024
Q1 		$39.6K Hold
26
– – ﹤0.01% 1506
2023
Q4 		$37.2K Buy
26
+3
+13% +$4.26K ﹤0.01% 1499
2023
Q3 		$33.6K Hold
23
– – ﹤0.01% 1443
2023
Q2 		$31.8K Hold
23
– – ﹤0.01% 1477
2023
Q1 		$30.9K Buy
23
+1
+5% +$1.33K ﹤0.01% 1449
2022
Q4 		$29K Hold
22
– – ﹤0.01% 1321
2022
Q3 		$27K Buy
22
+12
+120% +$14.6K ﹤0.01% 1263
2022
Q2 		$13K Hold
10
– – ﹤0.01% 1528
2022
Q1 		$13K Buy
+10
New +$12.9K ﹤0.01% 1522
2021
Q1 		– Sell
-10
Closed -$10K – 1845
2020
Q4 		$10K Hold
10
– – ﹤0.01% 1265
2020
Q3 		$10K Buy
+10
New +$10.2K ﹤0.01% 1142
2019
Q2 		– Sell
-6
Closed -$6K – 1662
2019
Q1 		$6K Hold
6
– – ﹤0.01% 1203
2018
Q4 		$6K Hold
6
– – ﹤0.01% 1115
2018
Q3 		$7K Hold
6
– – ﹤0.01% 1138
2018
Q2 		$7K Hold
6
– – ﹤0.01% 1102
2018
Q1 		$7K Hold
6
– – ﹤0.01% 1076
2017
Q4 		$7K Hold
6
– – ﹤0.01% 1023
2017
Q3 		$6K Hold
6
– – ﹤0.01% 967
2017
Q2 		$6K Hold
6
– – ﹤0.01% 905
2017
Q1 		$6K Hold
6
– – ﹤0.01% 872
2016
Q4 		$5K Buy
+6
New +$5.35K ﹤0.01% 848

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 $3.38T AUM 44.17% 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

Global Retirement Partners's MKL Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Markel Group (MKL) in Q2 2026: 70 shares worth $137K. The stake represents ﹤0.01% of the portfolio and ranks #1842 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in MKL as recently as Q4 2025.

Global Retirement Partners first reported a position in MKL in Q4 2016 and has held it in 28 quarters since. The position peaked at $189K in Q4 2025. 930 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Global Retirement Partners held 70 shares of Markel Group worth $137K as of Q2 2026.
  • Markel Group was a new Global Retirement Partners position in Q2 2026.
  • Markel Group made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1842 holding.
  • Global Retirement Partners first reported a position in Markel Group in Q4 2016 and has held it in 28 quarters since.
  • Global Retirement Partners's Markel Group position peaked at $189K in Q4 2025.
  • 930 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.