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Pinnacle Wealth Planning Services’s Markel Group MKL Stock Holding History

Pinnacle Wealth Planning Services’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 		$19.5K Buy
10
+5
+100% +$9.34K ﹤0.01% 1792
2026
Q1 		$9.57K Buy
5
+1
+25% +$2.03K ﹤0.01% 2021
2025
Q4 		$8.6K Buy
+4
New +$8.1K ﹤0.01% 2070
2021
Q1 		– Sell
-12
Closed -$12K – 1302
2020
Q4 		$12K Buy
+12
New +$12K ﹤0.01% 1334

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

Pinnacle Wealth Planning Services's MKL Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Markel Group (MKL) stake by 100% in Q2 2026, buying an estimated $9.34K and bringing the position to 10 shares worth $19.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1792.

Pinnacle Wealth Planning Services first reported a position in MKL in Q4 2020 and has held it in 4 quarters since. 926 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Pinnacle Wealth Planning Services held 10 shares of Markel Group worth $19.5K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 5 Markel Group shares in Q2 2026, an estimated $9.34K.
  • Markel Group made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1792 holding.
  • Pinnacle Wealth Planning Services first reported a position in Markel Group in Q4 2020 and has held it in 4 quarters since.
  • 926 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.