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HB Wealth Management’s Markel Group MKL Stock Holding History

HB 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 		$2.99M Sell
1,529
-61
-4% -$114K 0.02% 378
2026
Q1 		$3.04M Sell
1,590
-112
-7% -$227K 0.02% 336
2025
Q4 		$3.66M Sell
1,702
-29
-2% -$58.8K 0.02% 299
2025
Q3 		$3.31M Buy
1,731
+48
+3% +$94.1K 0.02% 315
2025
Q2 		$3.36M Sell
1,683
-78
-4% -$146K 0.03% 281
2025
Q1 		$3.29M Buy
1,761
+1,132
+180% +$2.08M 0.03% 292
2024
Q4 		$1.09M Buy
629
+37
+6% +$61.4K 0.01% 397
2024
Q3 		$929K Buy
592
+8
+1% +$12.5K 0.01% 412
2024
Q2 		$920K Buy
584
+73
+14% +$113K 0.01% 386
2024
Q1 		$777K Buy
511
+363
+245% +$532K 0.01% 394
2023
Q4 		$210K Sell
148
-15
-9% -$21.3K ﹤0.01% 727
2023
Q3 		$240K Buy
163
+2
+1% +$2.93K ﹤0.01% 642
2023
Q2 		$223K Buy
+161
New +$216K ﹤0.01% 642
2022
Q3 		– Sell
-175
Closed -$226K – 600
2022
Q2 		$226K Buy
175
+35
+25% +$48K ﹤0.01% 513
2022
Q1 		$207K Sell
140
-52
-27% -$67.2K ﹤0.01% 559
2021
Q4 		$237K Buy
+192
New +$242K ﹤0.01% 446

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

HB Wealth Management's MKL Position: Q2 2026 in Review

HB Wealth Management reduced its Markel Group (MKL) stake by 3.8% in Q2 2026, selling an estimated $114K and leaving 1,529 shares worth $2.99M. The position accounts for 0.02% of the portfolio, ranked #378.

HB Wealth Management first reported a position in MKL in Q4 2021 and has held it in 16 quarters since. The position peaked at $3.66M in Q4 2025. 924 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • HB Wealth Management held 1,529 shares of Markel Group worth $2.99M as of Q2 2026.
  • HB Wealth Management sold 61 Markel Group shares in Q2 2026, an estimated $114K.
  • Markel Group made up 0.02% of HB Wealth Management's portfolio in Q2 2026, its #378 holding.
  • HB Wealth Management first reported a position in Markel Group in Q4 2021 and has held it in 16 quarters since.
  • HB Wealth Management's Markel Group position peaked at $3.66M in Q4 2025.
  • 924 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.