MW
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MBL Wealth’s Markel Group MKL Stock Holding History

MBL 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 		$316K Buy
162
+13
+9% +$24.3K 0.02% 272
2026
Q1 		$285K Hold
149
– – 0.02% 269
2025
Q4 		$320K Sell
149
-4
-3% -$8.1K 0.03% 229
2025
Q3 		$292K Hold
153
– – 0.03% 206
2025
Q2 		$306K Buy
153
+12
+9% +$22.5K 0.03% 188
2025
Q1 		$264K Buy
141
+2
+1% +$3.68K 0.03% 191
2024
Q4 		$240K Hold
139
– – 0.02% 197
2024
Q3 		$218K Buy
139
+1
+0.7% +$1.56K 0.02% 193
2024
Q2 		$217K Sell
138
-3
-2% -$4.66K 0.02% 187
2024
Q1 		$215K Hold
141
– – 0.02% 183
2023
Q4 		$200K Buy
141
+3
+2% +$4.26K 0.03% 180
2023
Q3 		$203K Buy
+138
New +$202K 0.03% 164

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

MBL Wealth's MKL Position: Q2 2026 in Review

MBL Wealth increased its Markel Group (MKL) stake by 8.7% in Q2 2026, buying an estimated $24.3K and bringing the position to 162 shares worth $316K. The position accounts for 0.02% of the portfolio, ranked #272.

MBL Wealth first reported a position in MKL in Q3 2023 and has held it in 12 quarters since. The position peaked at $320K in Q4 2025. 925 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • MBL Wealth held 162 shares of Markel Group worth $316K as of Q2 2026.
  • MBL Wealth bought 13 Markel Group shares in Q2 2026, an estimated $24.3K.
  • Markel Group made up 0.02% of MBL Wealth's portfolio in Q2 2026, its #272 holding.
  • MBL Wealth first reported a position in Markel Group in Q3 2023 and has held it in 12 quarters since.
  • MBL Wealth's Markel Group position peaked at $320K in Q4 2025.
  • 925 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.