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SIMA Wealth Partners’s Markel Group MKL Stock Holding History

SIMA 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 		$31.2K Hold
16
– – 0.02% 92
2026
Q1 		$30.6K Hold
16
– – 0.02% 91
2025
Q4 		$34.4K Hold
16
– – 0.03% 89
2025
Q3 		$30.6K Hold
16
– – 0.02% 94
2025
Q2 		$32K Hold
16
– – 0.03% 90
2025
Q1 		$29.9K Hold
16
– – 0.02% 105
2024
Q4 		$27.6K Hold
16
– – 0.02% 110
2024
Q3 		$25.1K Hold
16
– – 0.02% 104
2024
Q2 		$25.2K Buy
+16
New +$24.8K 0.02% 103

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

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

SIMA Wealth Partners held its Markel Group (MKL) position steady in Q2 2026 at 16 shares worth $31.2K. The position accounts for 0.02% of the portfolio, ranked #92.

SIMA Wealth Partners first reported a position in MKL in Q2 2024 and has held it in 9 quarters since. The position peaked at $34.4K in Q4 2025. 924 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • SIMA Wealth Partners held 16 shares of Markel Group worth $31.2K as of Q2 2026.
  • SIMA Wealth Partners left its Markel Group share count unchanged in Q2 2026.
  • Markel Group made up 0.02% of SIMA Wealth Partners's portfolio in Q2 2026, its #92 holding.
  • SIMA Wealth Partners first reported a position in Markel Group in Q2 2024 and has held it in 9 quarters since.
  • SIMA Wealth Partners's Markel Group position peaked at $34.4K in Q4 2025.
  • 924 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on SIMA Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.