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Solitude Financial Services’s Markel Group MKL Stock Holding History

Solitude Financial Services’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 		$2.63M Sell
1,346
-19
-1% -$35.5K 0.73% 18
2026
Q1 		$2.71M Buy
1,365
+112
+9% +$227K 0.8% 18
2025
Q4 		$2.69M Buy
1,253
+22
+2% +$44.6K 0.89% 17
2025
Q3 		$2.35M Buy
1,231
+31
+3% +$60.8K 0.81% 17
2025
Q2 		$2.4M Buy
1,200
+69
+6% +$129K 0.87% 17
2025
Q1 		$2.11M Buy
1,131
+88
+8% +$162K 0.82% 17
2024
Q4 		$1.8M Sell
1,043
-32
-3% -$53.1K 0.79% 15
2024
Q3 		$1.69M Buy
1,075
+325
+43% +$509K 0.72% 15
2024
Q2 		$1.18M Buy
+750
New +$1.16M 0.55% 16

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

Solitude Financial Services's MKL Position: Q2 2026 in Review

Solitude Financial Services reduced its Markel Group (MKL) stake by 1.4% in Q2 2026, selling an estimated $35.5K and leaving 1,346 shares worth $2.63M. The position accounts for 0.73% of the portfolio, ranked #18.

Solitude Financial Services first reported a position in MKL in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.71M in Q1 2026. 925 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Solitude Financial Services held 1,346 shares of Markel Group worth $2.63M as of Q2 2026.
  • Solitude Financial Services sold 19 Markel Group shares in Q2 2026, an estimated $35.5K.
  • Markel Group made up 0.73% of Solitude Financial Services's portfolio in Q2 2026, its #18 holding.
  • Solitude Financial Services first reported a position in Markel Group in Q2 2024 and has held it in 9 quarters since.
  • Solitude Financial Services's Markel Group position peaked at $2.71M in Q1 2026.
  • 925 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Solitude Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.