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Strategic Investment Solutions’s Markel Group MKL Stock Holding History

Strategic Investment Solutions’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
-15
Closed -$28K – 653
2025
Q1 		$28K Hold
15
– – 0.01% 254
2024
Q4 		$25.9K Hold
15
– – 0.01% 282
2024
Q3 		$23.5K Hold
15
– – 0.01% 263
2024
Q2 		$17.9K Buy
+15
New +$23.3K 0.01% 273
2023
Q4 		$21.3K Sell
15
-930
-98% -$1.32M ﹤0.01% 644
2023
Q3 		$1.38M Buy
945
+930
+6,200% +$1.36M 0.02% 269
2023
Q2 		$20K Hold
15
– – ﹤0.01% 463
2023
Q1 		$19.2K Buy
+15
New +$19.9K ﹤0.01% 542

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

Strategic Investment Solutions's MKL Position: Q2 2025 in Review

Strategic Investment Solutions sold out of Markel Group (MKL) in Q2 2025, closing a stake of 15 shares — an estimated $28K sold.

Strategic Investment Solutions first reported a position in MKL in Q1 2023 and held it in 8 quarters. The position peaked at $1.38M in Q3 2023. 852 funds tracked by Wall St. Rank hold MKL as of Q2 2025.

  • Strategic Investment Solutions reported no remaining Markel Group position as of Q2 2025 after selling out during the quarter.
  • Strategic Investment Solutions sold 15 Markel Group shares in Q2 2025, an estimated $28K.
  • Strategic Investment Solutions first reported a position in Markel Group in Q1 2023 and held it in 8 quarters.
  • Strategic Investment Solutions's Markel Group position peaked at $1.38M in Q3 2023.
  • 852 funds tracked by Wall St. Rank held Markel Group as of Q2 2025.

Based on Strategic Investment Solutions's 13F filing for Q2 2025, filed 16 Jul 2025.