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Johnson Financial Group Inc (Wisconsin)’s Markel Group MKL Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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 		$15.6K Hold
8
– – ﹤0.01% 598
2026
Q1 		$15.3K Sell
8
-17
-68% -$34.5K ﹤0.01% 598
2025
Q4 		$53.7K Hold
25
– – ﹤0.01% 491
2025
Q3 		$47.8K Buy
25
+17
+213% +$33.3K ﹤0.01% 610
2025
Q2 		$16K Hold
8
– – ﹤0.01% 574
2025
Q1 		$15K Sell
8
-5
-38% -$9.2K ﹤0.01% 740
2024
Q4 		$23.8K Buy
13
+11
+550% +$18.3K ﹤0.01% 573
2024
Q3 		$3.14K Buy
+2
New +$3.13K ﹤0.01% 838
2023
Q3 		– Sell
-88
Closed -$122K – 675
2023
Q2 		$122K Buy
+88
New +$118K 0.01% 313
2020
Q2 		– Sell
-5
Closed -$5K – 472
2020
Q1 		$5K Hold
5
– – ﹤0.01% 411
2019
Q4 		$6K Hold
5
– – ﹤0.01% 452
2019
Q3 		$6K Buy
+5
New +$5.68K ﹤0.01% 476
2017
Q4 		– Sell
-25
Closed -$27K – 609
2017
Q3 		$27K Hold
25
– – ﹤0.01% 389
2017
Q2 		$24K Hold
25
– – ﹤0.01% 420
2017
Q1 		$24K Hold
25
– – ﹤0.01% 494
2016
Q4 		$23K Hold
25
– – ﹤0.01% 495
2016
Q3 		$23K Hold
25
– – ﹤0.01% 482
2016
Q2 		$24K Hold
25
– – ﹤0.01% 552
2016
Q1 		$22K Hold
25
– – ﹤0.01% 488
2015
Q4 		$22K Hold
25
– – ﹤0.01% 519
2015
Q3 		$20K Hold
25
– – ﹤0.01% 576
2015
Q2 		$20K Hold
25
– – ﹤0.01% 598
2015
Q1 		$19K Hold
25
– – ﹤0.01% 612
2014
Q4 		$17K Hold
25
– – ﹤0.01% 597
2014
Q3 		$16K Buy
+25
New +$16.1K ﹤0.01% 566

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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

Johnson Financial Group Inc (Wisconsin)'s MKL Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) held its Markel Group (MKL) position steady in Q2 2026 at 8 shares worth $15.6K. The position accounts for ﹤0.01% of the portfolio, ranked #598.

Johnson Financial Group Inc (Wisconsin) first reported a position in MKL in Q3 2014 and has held it in 25 quarters since. The position peaked at $122K in Q2 2023. 924 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Johnson Financial Group Inc (Wisconsin) held 8 shares of Markel Group worth $15.6K as of Q2 2026.
  • Johnson Financial Group Inc (Wisconsin) left its Markel Group share count unchanged in Q2 2026.
  • Markel Group made up ﹤0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q2 2026, its #598 holding.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Markel Group in Q3 2014 and has held it in 25 quarters since.
  • Johnson Financial Group Inc (Wisconsin)'s Markel Group position peaked at $122K in Q2 2023.
  • 924 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.