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Sagespring Wealth Partners’s Markel Group MKL Stock Holding History

Sagespring Wealth 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
Q1 		$249K Buy
130
+7
+6% +$14.2K ﹤0.01% 719
2025
Q4 		$264K Sell
123
-16
-12% -$32.4K ﹤0.01% 665
2025
Q3 		$265K Hold
139
– – 0.01% 643
2025
Q2 		$278K Sell
139
-11
-7% -$20.6K 0.01% 602
2025
Q1 		$280K Buy
150
+15
+11% +$27.6K 0.01% 538
2024
Q4 		$233K Buy
+135
New +$224K 0.01% 549

Other funds holding MKL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
VLKIM
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return

Sagespring Wealth Partners's MKL Position: Q1 2026 in Review

Sagespring Wealth Partners increased its Markel Group (MKL) stake by 5.7% in Q1 2026, buying an estimated $14.2K and bringing the position to 130 shares worth $249K. The position accounts for ﹤0.01% of the portfolio, ranked #719.

Sagespring Wealth Partners first reported a position in MKL in Q4 2024 and has held it in 6 quarters since. The position peaked at $280K in Q1 2025. 927 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

  • Sagespring Wealth Partners held 130 shares of Markel Group worth $249K as of Q1 2026.
  • Sagespring Wealth Partners bought 7 Markel Group shares in Q1 2026, an estimated $14.2K.
  • Markel Group made up ﹤0.01% of Sagespring Wealth Partners's portfolio in Q1 2026, its #719 holding.
  • Sagespring Wealth Partners first reported a position in Markel Group in Q4 2024 and has held it in 6 quarters since.
  • Sagespring Wealth Partners's Markel Group position peaked at $280K in Q1 2025.
  • 927 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.