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Kelleher Financial Advisors’s Markel Group MKL Stock Holding History

Kelleher Financial Advisors’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 		$78.1K Buy
40
+20
+100% +$37.3K 0.01% 400
2026
Q1 		$38.3K Hold
20
– – 0.01% 411
2025
Q4 		$43K Hold
20
– – 0.01% 422
2025
Q3 		$38.2K Buy
+20
New +$39.2K 0.01% 365

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

Kelleher Financial Advisors's MKL Position: Q2 2026 in Review

Kelleher Financial Advisors increased its Markel Group (MKL) stake by 100% in Q2 2026, buying an estimated $37.3K and bringing the position to 40 shares worth $78.1K. The position accounts for 0.01% of the portfolio, ranked #400.

Kelleher Financial Advisors first reported a position in MKL in Q3 2025 and has held it in 4 quarters since. 925 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Kelleher Financial Advisors held 40 shares of Markel Group worth $78.1K as of Q2 2026.
  • Kelleher Financial Advisors bought 20 Markel Group shares in Q2 2026, an estimated $37.3K.
  • Markel Group made up 0.01% of Kelleher Financial Advisors's portfolio in Q2 2026, its #400 holding.
  • Kelleher Financial Advisors first reported a position in Markel Group in Q3 2025 and has held it in 4 quarters since.
  • 925 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.