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PFG Investments’s Markel Group MKL Stock Holding History

PFG Investments’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 		$428K Buy
219
+40
+22% +$74.7K 0.02% 747
2026
Q1 		$343K Buy
179
+69
+63% +$140K 0.02% 786
2025
Q4 		$236K Hold
110
– – 0.01% 931
2025
Q3 		$210K Hold
110
– – 0.01% 950
2025
Q2 		$220K Hold
110
– – 0.01% 875
2025
Q1 		$206K Buy
+110
New +$202K 0.01% 872

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

PFG Investments's MKL Position: Q2 2026 in Review

PFG Investments increased its Markel Group (MKL) stake by 22% in Q2 2026, buying an estimated $74.7K and bringing the position to 219 shares worth $428K. The position accounts for 0.02% of the portfolio, ranked #747.

PFG Investments first reported a position in MKL in Q1 2025 and has held it in 6 quarters since. 925 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • PFG Investments held 219 shares of Markel Group worth $428K as of Q2 2026.
  • PFG Investments bought 40 Markel Group shares in Q2 2026, an estimated $74.7K.
  • Markel Group made up 0.02% of PFG Investments's portfolio in Q2 2026, its #747 holding.
  • PFG Investments first reported a position in Markel Group in Q1 2025 and has held it in 6 quarters since.
  • 925 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.