Horst & Graben Wealth Management’s Markel Group MKL Stock Holding History

Horst & Graben 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	$1.3M	Hold	677	–	–	0.17%	77
2026 Q1	$1.28M	Sell	677 -2	-0.3%	-$4.06K	0.18%	71
2025 Q4	$1.46M	Buy	679 +1	+0.1%	+$2.03K	0.22%	61
2025 Q3	$1.3M	Buy	678 +1	+0.1%	+$1.96K	0.2%	64
2025 Q2	$1.35M	Buy	677 +1	+0.1%	+$1.88K	0.22%	62
2025 Q1	$1.26M	Hold	676	–	–	0.23%	61
2024 Q4	$1.17M	Hold	676	–	–	0.21%	58
2024 Q3	$1.06M	Hold	676	–	–	0.19%	57
2024 Q2	$1.07M	Hold	676	–	–	0.2%	56
2024 Q1	$1.03M	Sell	676 -424	-39%	-$622K	0.21%	55
2023 Q4	$1.56M	Hold	1,100	–	–	0.34%	40
2023 Q3	$1.62M	Hold	1,100	–	–	0.4%	34
2023 Q2	$1.52M	Hold	1,100	–	–	0.36%	31
2023 Q1	$1.41M	Hold	1,100	–	–	0.35%	34
2022 Q4	$1.45M	Hold	1,100	–	–	0.38%	37
2022 Q3	$1.19M	Hold	1,100	–	–	0.34%	37
2022 Q2	$1.42M	Hold	1,100	–	–	0.39%	39
2022 Q1	$1.62M	Hold	1,100	–	–	0.4%	36
2021 Q4	$1.36M	Hold	1,100	–	–	0.34%	42
2021 Q3	$1.31M	Hold	1,100	–	–	0.36%	40
2021 Q2	$1.3M	Hold	1,100	–	–	0.36%	39
2021 Q1	$1.25M	Hold	1,100	–	–	0.39%	37
2020 Q4	$1.14M	Hold	1,100	–	–	0.39%	35
2020 Q3	$1.07M	Hold	1,100	–	–	0.42%	35
2020 Q2	$1.01M	Hold	1,100	–	–	0.45%	31
2020 Q1	$1.02M	Buy	+1,100	New	+$1.26M	0.54%	23

Other funds holding MKL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Horst & Graben Wealth Management's MKL Position: Q2 2026 in Review

Horst & Graben Wealth Management held its Markel Group (MKL) position steady in Q2 2026 at 677 shares worth $1.3M. The position accounts for 0.17% of the portfolio, ranked #77.

Horst & Graben Wealth Management first reported a position in MKL in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.62M in Q1 2022. 925 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

Horst & Graben Wealth Management held 677 shares of Markel Group worth $1.3M as of Q2 2026.
Horst & Graben Wealth Management left its Markel Group share count unchanged in Q2 2026.
Markel Group made up 0.17% of Horst & Graben Wealth Management's portfolio in Q2 2026, its #77 holding.
Horst & Graben Wealth Management first reported a position in Markel Group in Q1 2020 and has held it in 26 quarters since.
Horst & Graben Wealth Management's Markel Group position peaked at $1.62M in Q1 2022.
925 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Horst & Graben Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.