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Pinnacle Financial Partners (Georgia)’s Markel Group MKL Stock Holding History

Pinnacle Financial Partners (Georgia)’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 		$1.83M Hold
937
– – 0.01% 512
2026
Q1 		$1.79M Hold
937
– – 0.01% 480
2025
Q4 		$2.01M Buy
+937
New +$1.9M 0.02% 457

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DSA
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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

Pinnacle Financial Partners (Georgia)'s MKL Position: Q2 2026 in Review

Pinnacle Financial Partners (Georgia) held its Markel Group (MKL) position steady in Q2 2026 at 937 shares worth $1.83M. The position accounts for 0.01% of the portfolio, ranked #512.

Pinnacle Financial Partners (Georgia) first reported a position in MKL in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.01M in Q4 2025. 924 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Pinnacle Financial Partners (Georgia) held 937 shares of Markel Group worth $1.83M as of Q2 2026.
  • Pinnacle Financial Partners (Georgia) left its Markel Group share count unchanged in Q2 2026.
  • Markel Group made up 0.01% of Pinnacle Financial Partners (Georgia)'s portfolio in Q2 2026, its #512 holding.
  • Pinnacle Financial Partners (Georgia) first reported a position in Markel Group in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Financial Partners (Georgia)'s Markel Group position peaked at $2.01M in Q4 2025.
  • 924 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Pinnacle Financial Partners (Georgia)'s 13F filing for Q2 2026, filed 14 Aug 2026.