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Ironwood Financial’s Markel Group MKL Stock Holding History

Ironwood Financial’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 		$224K Hold
114
– – 0.04% 171
2026
Q1 		$218K Hold
114
– – 0.04% 165
2025
Q4 		$242K Buy
+114
New +$231K 0.04% 157

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 $3.37T 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
VLKIM
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $13.1B AUM 19.56% 1-Year Est. Return

Ironwood Financial's MKL Position: Q2 2026 in Review

Ironwood Financial held its Markel Group (MKL) position steady in Q2 2026 at 114 shares worth $224K. The position accounts for 0.04% of the portfolio, ranked #171.

Ironwood Financial first reported a position in MKL in Q4 2025 and has held it in 3 quarters since. The position peaked at $242K in Q4 2025. 925 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Ironwood Financial held 114 shares of Markel Group worth $224K as of Q2 2026.
  • Ironwood Financial left its Markel Group share count unchanged in Q2 2026.
  • Markel Group made up 0.04% of Ironwood Financial's portfolio in Q2 2026, its #171 holding.
  • Ironwood Financial first reported a position in Markel Group in Q4 2025 and has held it in 3 quarters since.
  • Ironwood Financial's Markel Group position peaked at $242K in Q4 2025.
  • 925 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Ironwood Financial's 13F filing for Q2 2026, filed 17 Jul 2026.