MWM
MKL icon

Modern Wealth Management’s Markel Group MKL Stock Holding History

Modern 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 		$3.01M Buy
1,541
+44
+3% +$82.2K 0.04% 326
2026
Q1 		$2.85M Sell
1,497
-22
-1% -$44.6K 0.05% 262
2025
Q4 		$3.27M Buy
1,519
+8
+0.5% +$16.2K 0.06% 236
2025
Q3 		$2.89M Buy
1,511
+17
+1% +$33.3K 0.06% 240
2025
Q2 		$2.98M Buy
1,494
+21
+1% +$39.4K 0.07% 221
2025
Q1 		$2.75M Buy
1,473
+29
+2% +$53.4K 0.09% 185
2024
Q4 		$2.49M Buy
1,444
+23
+2% +$38.2K 0.09% 164
2024
Q3 		$2.23M Hold
1,421
– – 0.14% 103
2024
Q2 		$2.24M Hold
1,421
– – 0.17% 82
2024
Q1 		$2.16M Buy
+1,421
New +$2.08M 0.2% 68

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

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

Modern Wealth Management increased its Markel Group (MKL) stake by 2.9% in Q2 2026, buying an estimated $82.2K and bringing the position to 1,541 shares worth $3.01M. The position accounts for 0.04% of the portfolio, ranked #326.

Modern Wealth Management first reported a position in MKL in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.27M in Q4 2025. 926 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Modern Wealth Management held 1,541 shares of Markel Group worth $3.01M as of Q2 2026.
  • Modern Wealth Management bought 44 Markel Group shares in Q2 2026, an estimated $82.2K.
  • Markel Group made up 0.04% of Modern Wealth Management's portfolio in Q2 2026, its #326 holding.
  • Modern Wealth Management first reported a position in Markel Group in Q1 2024 and has held it in 10 quarters since.
  • Modern Wealth Management's Markel Group position peaked at $3.27M in Q4 2025.
  • 926 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.