MPW
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Magnolia Private Wealth’s Markel Group MKL Stock Holding History

Magnolia Private 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
Q2 		$523K Sell
268
-8
-3% -$14.9K 0.29% 74
2026
Q1 		$528K Buy
276
+1
+0.4% +$2.03K 0.35% 67
2025
Q4 		$591K Hold
275
– – 0.41% 55
2025
Q3 		$526K Buy
275
+1
+0.4% +$1.96K 0.39% 57
2025
Q2 		$547K Buy
+274
New +$514K 0.42% 56

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

Magnolia Private Wealth's MKL Position: Q2 2026 in Review

Magnolia Private Wealth reduced its Markel Group (MKL) stake by 2.9% in Q2 2026, selling an estimated $14.9K and leaving 268 shares worth $523K. The position accounts for 0.29% of the portfolio, ranked #74.

Magnolia Private Wealth first reported a position in MKL in Q2 2025 and has held it in 5 quarters since. The position peaked at $591K in Q4 2025. 927 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Magnolia Private Wealth held 268 shares of Markel Group worth $523K as of Q2 2026.
  • Magnolia Private Wealth sold 8 Markel Group shares in Q2 2026, an estimated $14.9K.
  • Markel Group made up 0.29% of Magnolia Private Wealth's portfolio in Q2 2026, its #74 holding.
  • Magnolia Private Wealth first reported a position in Markel Group in Q2 2025 and has held it in 5 quarters since.
  • Magnolia Private Wealth's Markel Group position peaked at $591K in Q4 2025.
  • 927 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Magnolia Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.