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Sunrise Financial Services’s Markel Group MKL Stock Holding History

Sunrise Financial Services’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 		$5.86K Hold
3
– – ﹤0.01% 269
2026
Q1 		$5.74K Hold
3
– – ﹤0.01% 271
2025
Q4 		$6.45K Buy
+3
New +$6.08K ﹤0.01% 236

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

Sunrise Financial Services's MKL Position: Q2 2026 in Review

Sunrise Financial Services held its Markel Group (MKL) position steady in Q2 2026 at 3 shares worth $5.86K. The position accounts for ﹤0.01% of the portfolio, ranked #269.

Sunrise Financial Services first reported a position in MKL in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.45K in Q4 2025. 925 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Sunrise Financial Services held 3 shares of Markel Group worth $5.86K as of Q2 2026.
  • Sunrise Financial Services left its Markel Group share count unchanged in Q2 2026.
  • Markel Group made up ﹤0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #269 holding.
  • Sunrise Financial Services first reported a position in Markel Group in Q4 2025 and has held it in 3 quarters since.
  • Sunrise Financial Services's Markel Group position peaked at $6.45K in Q4 2025.
  • 925 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

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