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Summit Wealth Group (Colorado)’s Markel Group MKL Stock Holding History

Summit Wealth Group (Colorado)’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
Q4 		– Sell
-684
Closed -$252K – 377
2025
Q3 		$252K Buy
+684
New +$1.34M 0.04% 225

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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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Summit Wealth Group (Colorado)'s MKL Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Markel Group (MKL) in Q4 2025, closing a stake of 684 shares — an estimated $252K sold.

Summit Wealth Group (Colorado) first reported a position in MKL in Q3 2025 and held it in 1 quarter. The position peaked at $252K in Q3 2025. 919 funds tracked by Wall St. Rank hold MKL as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Markel Group position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 684 Markel Group shares in Q4 2025, an estimated $252K.
  • Summit Wealth Group (Colorado) first reported a position in Markel Group in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Markel Group position peaked at $252K in Q3 2025.
  • 919 funds tracked by Wall St. Rank held Markel Group as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.