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Sound Income Strategies’s Markel Group MKL Stock Holding History

Sound Income Strategies’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 		– Sell
-60
Closed -$114K – 1633
2026
Q1 		$114K Sell
60
-26
-30% -$52.8K 0.01% 557
2025
Q4 		$177K Buy
86
+9
+12% +$18.2K 0.01% 448
2025
Q3 		$150K Hold
77
– – 0.01% 338
2025
Q2 		$154K Buy
+77
New +$144K 0.01% 321

Other funds holding MKL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CCM
Check Capital Management Costa Mesa, California $7.52B AUM 15.3% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Sound Income Strategies's MKL Position: Q2 2026 in Review

Sound Income Strategies sold out of Markel Group (MKL) in Q2 2026, closing a stake of 60 shares — an estimated $114K sold.

Sound Income Strategies first reported a position in MKL in Q2 2025 and held it in 4 quarters. The position peaked at $177K in Q4 2025. 704 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Sound Income Strategies reported no remaining Markel Group position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 60 Markel Group shares in Q2 2026, an estimated $114K.
  • Sound Income Strategies first reported a position in Markel Group in Q2 2025 and held it in 4 quarters.
  • Sound Income Strategies's Markel Group position peaked at $177K in Q4 2025.
  • 704 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.