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Maridea Wealth Management’s Markel Group MKL Stock Holding History

Maridea Wealth Management’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 		$551K Hold
282
– – 0.06% 281
2026
Q1 		$540K Sell
282
-3
-1% -$6.09K 0.08% 241
2025
Q4 		$613K Buy
285
+32
+13% +$64.8K 0.09% 212
2025
Q3 		$483K Buy
+253
New +$496K 0.08% 254

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

Maridea Wealth Management's MKL Position: Q2 2026 in Review

Maridea Wealth Management held its Markel Group (MKL) position steady in Q2 2026 at 282 shares worth $551K. The position accounts for 0.06% of the portfolio, ranked #281.

Maridea Wealth Management first reported a position in MKL in Q3 2025 and has held it in 4 quarters since. The position peaked at $613K in Q4 2025. 926 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Maridea Wealth Management held 282 shares of Markel Group worth $551K as of Q2 2026.
  • Maridea Wealth Management left its Markel Group share count unchanged in Q2 2026.
  • Markel Group made up 0.06% of Maridea Wealth Management's portfolio in Q2 2026, its #281 holding.
  • Maridea Wealth Management first reported a position in Markel Group in Q3 2025 and has held it in 4 quarters since.
  • Maridea Wealth Management's Markel Group position peaked at $613K in Q4 2025.
  • 926 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.