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Private Wealth Asset Management’s Markel Group MKL Stock Holding History

Private Wealth Asset Management’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 		$21.5K Buy
11
+8
+267% +$14.9K ﹤0.01% 554
2026
Q1 		$5.74K Hold
3
– – ﹤0.01% 769
2025
Q4 		$6.45K Hold
3
– – ﹤0.01% 741
2025
Q3 		$5.73K Sell
3
-1
-25% -$1.96K ﹤0.01% 740
2025
Q2 		$7.99K Hold
4
– – ﹤0.01% 703
2025
Q1 		$7.48K Buy
+4
New +$7.36K ﹤0.01% 672

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

Private Wealth Asset Management's MKL Position: Q2 2026 in Review

Private Wealth Asset Management increased its Markel Group (MKL) stake by 267% in Q2 2026, buying an estimated $14.9K and bringing the position to 11 shares worth $21.5K. The position accounts for ﹤0.01% of the portfolio, ranked #554.

Private Wealth Asset Management first reported a position in MKL in Q1 2025 and has held it in 6 quarters since. 924 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Private Wealth Asset Management held 11 shares of Markel Group worth $21.5K as of Q2 2026.
  • Private Wealth Asset Management bought 8 Markel Group shares in Q2 2026, an estimated $14.9K.
  • Markel Group made up ﹤0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #554 holding.
  • Private Wealth Asset Management first reported a position in Markel Group in Q1 2025 and has held it in 6 quarters since.
  • 924 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.