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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
VLKIM
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return

Pinnacle Wealth Planning Services's MKL Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Markel Group (MKL) stake by 25% in Q1 2026, buying an estimated $2.03K and bringing the position to 5 shares worth $9.57K. The position accounts for ﹤0.01% of the portfolio, ranked #2021.

Pinnacle Wealth Planning Services first reported a position in MKL in Q4 2020 and has held it in 3 quarters since. The position peaked at $12K in Q4 2020. 925 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

  • Pinnacle Wealth Planning Services held 5 shares of Markel Group worth $9.57K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 1 Markel Group share in Q1 2026, an estimated $2.03K.
  • Markel Group made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2021 holding.
  • Pinnacle Wealth Planning Services first reported a position in Markel Group in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Markel Group position peaked at $12K in Q4 2020.
  • 925 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.