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Golden State Wealth Management’s Markel Group MKL Stock Holding History

Golden State Wealth Management’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 		$234K Hold
120
– – 0.02% 397
2026
Q1 		$230K Hold
120
– – 0.03% 369
2025
Q4 		$258K Buy
+120
New +$243K 0.03% 350

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

Golden State Wealth Management's MKL Position: Q2 2026 in Review

Golden State Wealth Management held its Markel Group (MKL) position steady in Q2 2026 at 120 shares worth $234K. The position accounts for 0.02% of the portfolio, ranked #397.

Golden State Wealth Management first reported a position in MKL in Q4 2025 and has held it in 3 quarters since. The position peaked at $258K in Q4 2025. 925 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Golden State Wealth Management held 120 shares of Markel Group worth $234K as of Q2 2026.
  • Golden State Wealth Management left its Markel Group share count unchanged in Q2 2026.
  • Markel Group made up 0.02% of Golden State Wealth Management's portfolio in Q2 2026, its #397 holding.
  • Golden State Wealth Management first reported a position in Markel Group in Q4 2025 and has held it in 3 quarters since.
  • Golden State Wealth Management's Markel Group position peaked at $258K in Q4 2025.
  • 925 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.