Summit Financial’s Markel Group MKL Stock Holding History

Summit 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	$252K	Buy	129 +22	+21%	+$41.1K	﹤0.01%	1409
2026 Q1	$205K	Buy	+107	New	+$217K	﹤0.01%	1342

Other funds holding MKL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Summit Financial's MKL Position: Q2 2026 in Review

Summit Financial increased its Markel Group (MKL) stake by 21% in Q2 2026, buying an estimated $41.1K and bringing the position to 129 shares worth $252K. The position accounts for ﹤0.01% of the portfolio, ranked #1409.

Summit Financial first reported a position in MKL in Q1 2026 and has held it in 2 quarters since. 925 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

Summit Financial held 129 shares of Markel Group worth $252K as of Q2 2026.
Summit Financial bought 22 Markel Group shares in Q2 2026, an estimated $41.1K.
Markel Group made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1409 holding.
Summit Financial first reported a position in Markel Group in Q1 2026 and has held it in 2 quarters since.
925 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.