IPW
MKL icon

Inlet Private Wealth’s Markel Group MKL Stock Holding History

Inlet Private Wealth’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 		$695K Buy
356
+100
+39% +$187K 0.17% 91
2026
Q1 		$490K Sell
256
-51
-17% -$104K 0.13% 105
2025
Q4 		$660K Hold
307
– – 0.15% 94
2025
Q3 		$587K Hold
307
– – 0.13% 100
2025
Q2 		$613K Buy
307
+1
+0.3% +$1.88K 0.15% 97
2025
Q1 		$572K Buy
306
+55
+22% +$101K 0.15% 96
2024
Q4 		$433K Buy
251
+60
+31% +$99.6K 0.11% 102
2024
Q3 		$300K Hold
191
– – 0.08% 115
2024
Q2 		$301K Hold
191
– – 0.08% 111
2024
Q1 		$291K Buy
+191
New +$280K 0.08% 111

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

Inlet Private Wealth's MKL Position: Q2 2026 in Review

Inlet Private Wealth increased its Markel Group (MKL) stake by 39% in Q2 2026, buying an estimated $187K and bringing the position to 356 shares worth $695K. The position accounts for 0.17% of the portfolio, ranked #91.

Inlet Private Wealth first reported a position in MKL in Q1 2024 and has held it in 10 quarters since. 930 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Inlet Private Wealth held 356 shares of Markel Group worth $695K as of Q2 2026.
  • Inlet Private Wealth bought 100 Markel Group shares in Q2 2026, an estimated $187K.
  • Markel Group made up 0.17% of Inlet Private Wealth's portfolio in Q2 2026, its #91 holding.
  • Inlet Private Wealth first reported a position in Markel Group in Q1 2024 and has held it in 10 quarters since.
  • 930 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Inlet Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.