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SHP Wealth Management’s Markel Group MKL Stock Holding History

SHP 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
Q1 		$3.83K Buy
+2
New +$4.06K ﹤0.01% 1132

Other funds holding MKL

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $204B AUM 27.99% 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 $3.37T AUM 44.26% 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 $11.4B AUM 16.77% 1-Year Est. Return

SHP Wealth Management's MKL Position: Q1 2026 in Review

SHP Wealth Management opened a new position in Markel Group (MKL) in Q1 2026: 2 shares worth $3.83K. The stake represents ﹤0.01% of the portfolio and ranks #1132 among its holdings.

929 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

  • SHP Wealth Management held 2 shares of Markel Group worth $3.83K as of Q1 2026.
  • Markel Group was a new SHP Wealth Management position in Q1 2026.
  • Markel Group made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1132 holding.
  • 929 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.