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

Private Wealth Management Group’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 		$37.1K Hold
19
– – 0.01% 269
2026
Q1 		$36.4K Hold
19
– – 0.01% 234
2025
Q4 		$40.8K Hold
19
– – 0.01% 214
2025
Q3 		$36.3K Hold
19
– – 0.01% 224
2025
Q2 		$38K Hold
19
– – 0.01% 202
2025
Q1 		$35.5K Hold
19
– – 0.01% 209
2024
Q4 		$32.8K Hold
19
– – 0.01% 219
2024
Q3 		$29.8K Hold
19
– – 0.01% 224
2024
Q2 		$29.9K Buy
19
+6
+46% +$9.32K 0.01% 211
2024
Q1 		$19.8K Buy
13
+1
+8% +$1.47K 0.01% 272
2023
Q4 		$17K Buy
+12
New +$17K 0.01% 290

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 Management Group's MKL Position: Q2 2026 in Review

Private Wealth Management Group held its Markel Group (MKL) position steady in Q2 2026 at 19 shares worth $37.1K. The position accounts for 0.01% of the portfolio, ranked #269.

Private Wealth Management Group first reported a position in MKL in Q4 2023 and has held it in 11 quarters since. The position peaked at $40.8K in Q4 2025. 924 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Private Wealth Management Group held 19 shares of Markel Group worth $37.1K as of Q2 2026.
  • Private Wealth Management Group left its Markel Group share count unchanged in Q2 2026.
  • Markel Group made up 0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #269 holding.
  • Private Wealth Management Group first reported a position in Markel Group in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's Markel Group position peaked at $40.8K in Q4 2025.
  • 924 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.