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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
Q2 		$9.77K Buy
5
+3
+150% +$5.6K ﹤0.01% 992
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
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 $3.38T AUM 44.17% 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

SHP Wealth Management's MKL Position: Q2 2026 in Review

SHP Wealth Management increased its Markel Group (MKL) stake by 150% in Q2 2026, buying an estimated $5.6K and bringing the position to 5 shares worth $9.77K. The position accounts for ﹤0.01% of the portfolio, ranked #992.

SHP Wealth Management first reported a position in MKL in Q1 2026 and has held it in 2 quarters since. 930 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • SHP Wealth Management held 5 shares of Markel Group worth $9.77K as of Q2 2026.
  • SHP Wealth Management bought 3 Markel Group shares in Q2 2026, an estimated $5.6K.
  • Markel Group made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #992 holding.
  • SHP Wealth Management first reported a position in Markel Group in Q1 2026 and has held it in 2 quarters since.
  • 930 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.