Plan A Wealth’s Markel Group MKL Stock Holding History

Plan A Wealth’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	–	Sell	-118	Closed	-$226K	–	203
2026 Q1	$226K	Hold	118	–	–	0.11%	148
2025 Q4	$254K	Sell	118 -3	-2%	-$6.08K	0.12%	134
2025 Q3	$231K	Sell	121 -3	-2%	-$5.88K	0.12%	140
2025 Q2	$248K	Hold	124	–	–	0.14%	127
2025 Q1	$232K	Hold	124	–	–	0.18%	95
2024 Q4	$214K	Buy	+124	New	+$206K	0.2%	78

Other funds holding MKL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Plan A Wealth's MKL Position: Q2 2026 in Review

Plan A Wealth sold out of Markel Group (MKL) in Q2 2026, closing a stake of 118 shares — an estimated $226K sold.

Plan A Wealth first reported a position in MKL in Q4 2024 and held it in 6 quarters. The position peaked at $254K in Q4 2025. 924 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

Plan A Wealth reported no remaining Markel Group position as of Q2 2026 after selling out during the quarter.
Plan A Wealth sold 118 Markel Group shares in Q2 2026, an estimated $226K.
Plan A Wealth first reported a position in Markel Group in Q4 2024 and held it in 6 quarters.
Plan A Wealth's Markel Group position peaked at $254K in Q4 2025.
924 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Plan A Wealth's 13F filing for Q2 2026, filed 14 Jul 2026.