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Stonebridge Financial Group (Pennsylvania)’s Markel Group MKL Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
2025
Q2 		– Sell
-63
Closed -$118K – 645
2025
Q1 		$118K Sell
63
-4
-6% -$7.36K 0.01% 277
2024
Q4 		$116K Buy
+67
New +$111K 0.01% 276

Other funds holding MKL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s MKL Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of Markel Group (MKL) in Q2 2025, closing a stake of 63 shares — an estimated $118K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in MKL in Q4 2024 and held it in 2 quarters. The position peaked at $118K in Q1 2025. 852 funds tracked by Wall St. Rank hold MKL as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining Markel Group position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 63 Markel Group shares in Q2 2025, an estimated $118K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Markel Group in Q4 2024 and held it in 2 quarters.
  • Stonebridge Financial Group (Pennsylvania)'s Markel Group position peaked at $118K in Q1 2025.
  • 852 funds tracked by Wall St. Rank held Markel Group as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.