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IMG Wealth Management’s Markel Group MKL Stock Holding History

IMG 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
Q1 		– Sell
-2
Closed -$4.3K – 575
2025
Q4 		$4.3K Hold
2
– – ﹤0.01% 423
2025
Q3 		$3.82K Hold
2
– – ﹤0.01% 379
2025
Q2 		$4K Buy
+2
New +$3.75K ﹤0.01% 374

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

IMG Wealth Management's MKL Position: Q1 2026 in Review

IMG Wealth Management sold out of Markel Group (MKL) in Q1 2026, closing a stake of 2 shares — an estimated $4.3K sold.

IMG Wealth Management first reported a position in MKL in Q2 2025 and held it in 3 quarters. The position peaked at $4.3K in Q4 2025. 929 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

  • IMG Wealth Management reported no remaining Markel Group position as of Q1 2026 after selling out during the quarter.
  • IMG Wealth Management sold 2 Markel Group shares in Q1 2026, an estimated $4.3K.
  • IMG Wealth Management first reported a position in Markel Group in Q2 2025 and held it in 3 quarters.
  • IMG Wealth Management's Markel Group position peaked at $4.3K in Q4 2025.
  • 929 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on IMG Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.