MWPCG
MKL icon

Measured Wealth Private Client Group’s Markel Group MKL Stock Holding History

Measured Wealth Private Client Group’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 		$29.3K Hold
15
– – 0.01% 414
2026
Q1 		$28.7K Hold
15
– – 0.01% 385
2025
Q4 		$32.2K Hold
15
– – 0.01% 375
2025
Q3 		$28.7K Buy
+15
New +$29.4K 0.01% 399
2018
Q4 		– Sell
-70
Closed -$82K – 461
2018
Q3 		$82K Buy
+70
New +$82.4K 0.05% 266

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

Measured Wealth Private Client Group's MKL Position: Q2 2026 in Review

Measured Wealth Private Client Group held its Markel Group (MKL) position steady in Q2 2026 at 15 shares worth $29.3K. The position accounts for 0.01% of the portfolio, ranked #414.

Measured Wealth Private Client Group first reported a position in MKL in Q3 2018 and has held it in 5 quarters since. The position peaked at $82K in Q3 2018. 924 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Measured Wealth Private Client Group held 15 shares of Markel Group worth $29.3K as of Q2 2026.
  • Measured Wealth Private Client Group left its Markel Group share count unchanged in Q2 2026.
  • Markel Group made up 0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #414 holding.
  • Measured Wealth Private Client Group first reported a position in Markel Group in Q3 2018 and has held it in 5 quarters since.
  • Measured Wealth Private Client Group's Markel Group position peaked at $82K in Q3 2018.
  • 924 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.