SBK Financial
MKL icon

SBK Financial’s Markel Group MKL Stock Holding History

SBK Financial’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
Q3 		$25.7K Hold
15
– – 0.01% 144
2026
Q2 		$29.3K Buy
+15
New +$28K 0.02% 148
2022
Q1 		– Sell
-70
Closed -$86K – 105
2021
Q4 		$86K Buy
+70
New +$88.3K 0.07% 94

Other funds holding MKL

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Davis Selected Advisers
Davis Selected Advisers Tucson, Arizona $23.2B AUM 18.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $13.4B AUM 15.64% 1-Year Est. Return

SBK Financial's MKL Position: Q3 2026 in Review

SBK Financial held its Markel Group (MKL) position steady in Q3 2026 at 15 shares worth $25.7K. The position accounts for 0.01% of the portfolio, ranked #144.

SBK Financial first reported a position in MKL in Q4 2021 and has held it in 3 quarters since. The position peaked at $86K in Q4 2021. 756 funds tracked by Wall St. Rank hold MKL as of Q3 2026.

  • SBK Financial held 15 shares of Markel Group worth $25.7K as of Q3 2026.
  • SBK Financial left its Markel Group share count unchanged in Q3 2026.
  • Markel Group made up 0.01% of SBK Financial's portfolio in Q3 2026, its #144 holding.
  • SBK Financial first reported a position in Markel Group in Q4 2021 and has held it in 3 quarters since.
  • SBK Financial's Markel Group position peaked at $86K in Q4 2021.
  • 756 funds tracked by Wall St. Rank held Markel Group as of Q3 2026.

Based on SBK Financial's 13F filing for Q3 2026, filed 2 Nov 2026.