RFP
MKL icon

Root Financial Partners’s Markel Group MKL Stock Holding History

Root Financial Partners’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
-39
Closed -$74.6K – 2076
2026
Q1 		$74.6K Sell
39
-2
-5% -$4.06K ﹤0.01% 700
2025
Q4 		$88.1K Buy
41
+5
+14% +$10.1K ﹤0.01% 514
2025
Q3 		$68.8K Buy
+36
New +$70.6K ﹤0.01% 564

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

Root Financial Partners's MKL Position: Q2 2026 in Review

Root Financial Partners sold out of Markel Group (MKL) in Q2 2026, closing a stake of 39 shares — an estimated $74.6K sold.

Root Financial Partners first reported a position in MKL in Q3 2025 and held it in 3 quarters. The position peaked at $88.1K in Q4 2025. 926 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Root Financial Partners reported no remaining Markel Group position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 39 Markel Group shares in Q2 2026, an estimated $74.6K.
  • Root Financial Partners first reported a position in Markel Group in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Markel Group position peaked at $88.1K in Q4 2025.
  • 926 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.