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High Point Wealth Management’s Markel Group MKL Stock Holding History

High Point 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 		$7.81K Hold
4
– – 0.01% 222
2026
Q1 		$7.66K Hold
4
– – 0.01% 222
2025
Q4 		$8.6K Buy
+4
New +$8.1K 0.01% 215

Other funds holding MKL

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CCM
Check Capital Management Costa Mesa, California $7.52B AUM 15.3% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

High Point Wealth Management's MKL Position: Q2 2026 in Review

High Point Wealth Management held its Markel Group (MKL) position steady in Q2 2026 at 4 shares worth $7.81K. The position accounts for 0.01% of the portfolio, ranked #222.

High Point Wealth Management first reported a position in MKL in Q4 2025 and has held it in 3 quarters since. The position peaked at $8.6K in Q4 2025. 485 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • High Point Wealth Management held 4 shares of Markel Group worth $7.81K as of Q2 2026.
  • High Point Wealth Management left its Markel Group share count unchanged in Q2 2026.
  • Markel Group made up 0.01% of High Point Wealth Management's portfolio in Q2 2026, its #222 holding.
  • High Point Wealth Management first reported a position in Markel Group in Q4 2025 and has held it in 3 quarters since.
  • High Point Wealth Management's Markel Group position peaked at $8.6K in Q4 2025.
  • 485 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on High Point Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.