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Rialto Wealth Management’s Markel Group MKL Stock Holding History

Rialto Wealth 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 		$5.86K Buy
3
+2
+200% +$3.73K ﹤0.01% 690
2026
Q1 		$1.92K Hold
1
– – ﹤0.01% 880
2025
Q4 		$2.15K Hold
1
– – ﹤0.01% 722
2025
Q3 		$1.91K Buy
+1
New +$1.96K ﹤0.01% 685

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 $3.38T AUM 44.17% 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

Rialto Wealth Management's MKL Position: Q2 2026 in Review

Rialto Wealth Management increased its Markel Group (MKL) stake by 200% in Q2 2026, buying an estimated $3.73K and bringing the position to 3 shares worth $5.86K. The position accounts for ﹤0.01% of the portfolio, ranked #690.

Rialto Wealth Management first reported a position in MKL in Q3 2025 and has held it in 4 quarters since. 930 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Rialto Wealth Management held 3 shares of Markel Group worth $5.86K as of Q2 2026.
  • Rialto Wealth Management bought 2 Markel Group shares in Q2 2026, an estimated $3.73K.
  • Markel Group made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #690 holding.
  • Rialto Wealth Management first reported a position in Markel Group in Q3 2025 and has held it in 4 quarters since.
  • 930 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

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