SSWM
MKL icon

Sheets Smith Wealth Management’s Markel Group MKL Stock Holding History

Sheets Smith 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 		$920K Buy
+471
New +$880K 0.09% 214

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

Sheets Smith Wealth Management's MKL Position: Q2 2026 in Review

Sheets Smith Wealth Management opened a new position in Markel Group (MKL) in Q2 2026: 471 shares worth $920K. The stake represents 0.09% of the portfolio and ranks #214 among its holdings.

925 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Sheets Smith Wealth Management held 471 shares of Markel Group worth $920K as of Q2 2026.
  • Markel Group was a new Sheets Smith Wealth Management position in Q2 2026.
  • Markel Group made up 0.09% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #214 holding.
  • 925 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.