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Iron Horse Wealth Management’s Markel Group MKL Stock Holding History

Iron Horse 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
2025
Q2 		$2K Hold
1
– – ﹤0.01% 477
2025
Q1 		$1.87K Buy
+1
New +$1.84K ﹤0.01% 469

Other funds holding MKL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Iron Horse Wealth Management's MKL Position: Q2 2025 in Review

Iron Horse Wealth Management held its Markel Group (MKL) position steady in Q2 2025 at 1 share worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #477.

Iron Horse Wealth Management first reported a position in MKL in Q1 2025 and has held it in 2 quarters since. 852 funds tracked by Wall St. Rank hold MKL as of Q2 2025.

  • Iron Horse Wealth Management held 1 share of Markel Group worth $2K as of Q2 2025.
  • Iron Horse Wealth Management left its Markel Group share count unchanged in Q2 2025.
  • Markel Group made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #477 holding.
  • Iron Horse Wealth Management first reported a position in Markel Group in Q1 2025 and has held it in 2 quarters since.
  • 852 funds tracked by Wall St. Rank held Markel Group as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.