JSW
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Journey Strategic Wealth’s Markel Group MKL Stock Holding History

Journey Strategic 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
Q1 		$251K Hold
131
– – 0.01% 647
2025
Q4 		$282K Buy
131
+1
+0.8% +$2.03K 0.01% 535
2025
Q3 		$248K Sell
130
-58
-31% -$114K 0.01% 557
2025
Q2 		$376K Buy
+188
New +$353K 0.01% 363

Other funds holding MKL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $113B AUM 38.87% 1-Year Est. Return
VLKIM
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return

Journey Strategic Wealth's MKL Position: Q1 2026 in Review

Journey Strategic Wealth held its Markel Group (MKL) position steady in Q1 2026 at 131 shares worth $251K. The position accounts for 0.01% of the portfolio, ranked #647.

Journey Strategic Wealth first reported a position in MKL in Q2 2025 and has held it in 4 quarters since. The position peaked at $376K in Q2 2025. 928 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

  • Journey Strategic Wealth held 131 shares of Markel Group worth $251K as of Q1 2026.
  • Journey Strategic Wealth left its Markel Group share count unchanged in Q1 2026.
  • Markel Group made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #647 holding.
  • Journey Strategic Wealth first reported a position in Markel Group in Q2 2025 and has held it in 4 quarters since.
  • Journey Strategic Wealth's Markel Group position peaked at $376K in Q2 2025.
  • 928 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.