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Krilogy Financial’s Markel Group MKL Stock Holding History

Krilogy 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 		$234K Buy
+120
New +$224K 0.01% 910
2015
Q4 		– Sell
-29
Closed -$23K – 538
2015
Q3 		$23K Buy
+29
New +$24.5K 0.01% 298

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

Krilogy Financial's MKL Position: Q2 2026 in Review

Krilogy Financial opened a new position in Markel Group (MKL) in Q2 2026: 120 shares worth $234K. The stake represents 0.01% of the portfolio and ranks #910 among its holdings. This is a return to the name: Krilogy Financial previously reported a position in MKL as recently as Q3 2015.

Krilogy Financial first reported a position in MKL in Q3 2015 and has held it in 2 quarters since. 926 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Krilogy Financial held 120 shares of Markel Group worth $234K as of Q2 2026.
  • Markel Group was a new Krilogy Financial position in Q2 2026.
  • Markel Group made up 0.01% of Krilogy Financial's portfolio in Q2 2026, its #910 holding.
  • Krilogy Financial first reported a position in Markel Group in Q3 2015 and has held it in 2 quarters since.
  • 926 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.