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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
Q2 		$209K Sell
107
-23
-18% -$42.9K ﹤0.01% 813
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 $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

Sagespring Wealth Partners's MKL Position: Q2 2026 in Review

Sagespring Wealth Partners reduced its Markel Group (MKL) stake by 18% in Q2 2026, selling an estimated $42.9K and leaving 107 shares worth $209K. The position accounts for ﹤0.01% of the portfolio, ranked #813.

Sagespring Wealth Partners first reported a position in MKL in Q4 2024 and has held it in 7 quarters since. The position peaked at $280K in Q1 2025. 927 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Sagespring Wealth Partners held 107 shares of Markel Group worth $209K as of Q2 2026.
  • Sagespring Wealth Partners sold 23 Markel Group shares in Q2 2026, an estimated $42.9K.
  • Markel Group made up ﹤0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #813 holding.
  • Sagespring Wealth Partners first reported a position in Markel Group in Q4 2024 and has held it in 7 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 Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.