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HFM Investment Advisors’s Markel Group MKL Stock Holding History

HFM Investment Advisors’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 		$1.95K Buy
+1
New +$1.87K ﹤0.01% 467
2025
Q3 		– Sell
-1
Closed -$2K – 1299
2025
Q2 		$2K Hold
1
– – ﹤0.01% 190
2025
Q1 		$1.87K Buy
+1
New +$1.84K ﹤0.01% 133

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

HFM Investment Advisors's MKL Position: Q2 2026 in Review

HFM Investment Advisors opened a new position in Markel Group (MKL) in Q2 2026: 1 share worth $1.95K. The stake represents ﹤0.01% of the portfolio and ranks #467 among its holdings. This is a return to the name: HFM Investment Advisors previously reported a position in MKL as recently as Q2 2025.

HFM Investment Advisors first reported a position in MKL in Q1 2025 and has held it in 3 quarters since. The position peaked at $2K in Q2 2025. 930 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • HFM Investment Advisors held 1 share of Markel Group worth $1.95K as of Q2 2026.
  • Markel Group was a new HFM Investment Advisors position in Q2 2026.
  • Markel Group made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #467 holding.
  • HFM Investment Advisors first reported a position in Markel Group in Q1 2025 and has held it in 3 quarters since.
  • HFM Investment Advisors's Markel Group position peaked at $2K in Q2 2025.
  • 930 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.