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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
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 $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 $187B AUM 18.48% 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 $95.5B AUM 28.4% 1-Year Est. Return
VLKIM
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return

Magnolia Private Wealth's MKL Position: Q1 2026 in Review

Magnolia Private Wealth increased its Markel Group (MKL) stake by 0.36% in Q1 2026, buying an estimated $2.03K and bringing the position to 276 shares worth $528K. The position accounts for 0.35% of the portfolio, ranked #67.

Magnolia Private Wealth first reported a position in MKL in Q2 2025 and has held it in 4 quarters since. The position peaked at $591K in Q4 2025. 927 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

  • Magnolia Private Wealth held 276 shares of Markel Group worth $528K as of Q1 2026.
  • Magnolia Private Wealth bought 1 Markel Group share in Q1 2026, an estimated $2.03K.
  • Markel Group made up 0.35% of Magnolia Private Wealth's portfolio in Q1 2026, its #67 holding.
  • Magnolia Private Wealth first reported a position in Markel Group in Q2 2025 and has held it in 4 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 Q1 2026.

Based on Magnolia Private Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.