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Strategent Financial’s Markel Group MKL Stock Holding History

Strategent Financial’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 		$1.64M Buy
842
+33
+4% +$61.6K 0.95% 20
2026
Q1 		$1.55M Buy
809
+52
+7% +$106K 1.05% 20
2025
Q4 		$1.63M Hold
757
– – 1.03% 19
2025
Q3 		$1.45M Hold
757
– – 1.03% 18
2025
Q2 		$1.51M Buy
757
+20
+3% +$37.5K 1.18% 17
2025
Q1 		$1.38M Hold
737
– – 1.25% 16
2024
Q4 		$1.27M Buy
+737
New +$1.22M 1.26% 14

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

Strategent Financial's MKL Position: Q2 2026 in Review

Strategent Financial increased its Markel Group (MKL) stake by 4.1% in Q2 2026, buying an estimated $61.6K and bringing the position to 842 shares worth $1.64M. The position accounts for 0.95% of the portfolio, ranked #20.

Strategent Financial first reported a position in MKL in Q4 2024 and has held it in 7 quarters since. 925 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Strategent Financial held 842 shares of Markel Group worth $1.64M as of Q2 2026.
  • Strategent Financial bought 33 Markel Group shares in Q2 2026, an estimated $61.6K.
  • Markel Group made up 0.95% of Strategent Financial's portfolio in Q2 2026, its #20 holding.
  • Strategent Financial first reported a position in Markel Group in Q4 2024 and has held it in 7 quarters since.
  • 925 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Strategent Financial's 13F filing for Q2 2026, filed 3 Aug 2026.