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Marks Group Wealth Management’s Markel Group MKL Stock Holding History

Marks Group 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 		$650K Sell
333
-19
-5% -$35.5K 0.06% 245
2026
Q1 		$674K Buy
352
+55
+19% +$112K 0.07% 218
2025
Q4 		$638K Sell
297
-1
-0.3% -$2.03K 0.06% 223
2025
Q3 		$570K Sell
298
-3
-1% -$5.88K 0.05% 216
2025
Q2 		$601K Sell
301
-1
-0.3% -$1.88K 0.06% 215
2025
Q1 		$565K Sell
302
-9
-3% -$16.6K 0.05% 228
2024
Q4 		$537K Sell
311
-1
-0.3% -$1.66K 0.05% 214
2024
Q3 		$489K Sell
312
-9
-3% -$14.1K 0.05% 224
2024
Q2 		$506K Sell
321
-19
-6% -$29.5K 0.05% 221
2024
Q1 		$517K Sell
340
-18
-5% -$26.4K 0.05% 218
2023
Q4 		$508K Buy
358
+80
+29% +$113K 0.06% 214
2023
Q3 		$409K Sell
278
-1
-0.4% -$1.46K 0.05% 223
2023
Q2 		$386K Sell
279
-2
-0.7% -$2.68K 0.05% 228
2023
Q1 		$359K Buy
281
+16
+6% +$21.3K 0.05% 233
2022
Q4 		$349K Buy
265
+3
+1% +$3.71K 0.05% 233
2022
Q3 		$284K Buy
262
+7
+3% +$8.54K 0.04% 242
2022
Q2 		$330K Buy
255
+2
+0.8% +$2.74K 0.05% 238
2022
Q1 		$373K Buy
253
+4
+2% +$5.17K 0.05% 255
2021
Q4 		$307K Sell
249
-13
-5% -$16.4K 0.04% 271
2021
Q3 		$313K Sell
262
-2
-0.8% -$2.47K 0.04% 241
2021
Q2 		$313K Sell
264
-12
-4% -$14.4K 0.04% 215
2021
Q1 		$315K Sell
276
-5
-2% -$5.39K 0.05% 208
2020
Q4 		$290K Sell
281
-13
-4% -$13K 0.05% 216
2020
Q3 		$286K Sell
294
-9
-3% -$9.14K 0.05% 203
2020
Q2 		$280K Hold
303
– – 0.06% 198
2020
Q1 		$281K Sell
303
-35
-10% -$40K 0.07% 179
2019
Q4 		$387K Buy
+338
New +$385K 0.08% 186

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

Marks Group Wealth Management's MKL Position: Q2 2026 in Review

Marks Group Wealth Management reduced its Markel Group (MKL) stake by 5.4% in Q2 2026, selling an estimated $35.5K and leaving 333 shares worth $650K. The position accounts for 0.06% of the portfolio, ranked #245.

Marks Group Wealth Management first reported a position in MKL in Q4 2019 and has held it in 27 quarters since. The position peaked at $674K in Q1 2026. 926 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Marks Group Wealth Management held 333 shares of Markel Group worth $650K as of Q2 2026.
  • Marks Group Wealth Management sold 19 Markel Group shares in Q2 2026, an estimated $35.5K.
  • Markel Group made up 0.06% of Marks Group Wealth Management's portfolio in Q2 2026, its #245 holding.
  • Marks Group Wealth Management first reported a position in Markel Group in Q4 2019 and has held it in 27 quarters since.
  • Marks Group Wealth Management's Markel Group position peaked at $674K in Q1 2026.
  • 926 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.