TritonPoint Wealth’s Markel Group MKL Stock Holding History

TritonPoint Wealth’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	$508K	Sell	260 -2	-0.8%	-$3.73K	0.05%	176
2026 Q1	$501K	Hold	262	–	–	0.05%	174
2025 Q4	$563K	Hold	262	–	–	0.06%	166
2025 Q3	$501K	Hold	262	–	–	0.04%	221
2025 Q2	$523K	Sell	262 -2	-0.8%	-$3.75K	0.05%	205
2025 Q1	$494K	Buy	264 +3	+1%	+$5.52K	0.05%	216
2024 Q4	$450K	Buy	261 +1	+0.4%	+$1.66K	0.04%	219
2024 Q3	$407K	Sell	260 -5	-2%	-$7.83K	0.04%	234
2024 Q2	$417K	Hold	265	–	–	0.04%	224
2024 Q1	$371K	Buy	265 +4	+2%	+$5.87K	0.04%	235
2023 Q4	$371K	Buy	+261	New	+$370K	0.04%	244

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

TritonPoint Wealth's MKL Position: Q2 2026 in Review

TritonPoint Wealth reduced its Markel Group (MKL) stake by 0.76% in Q2 2026, selling an estimated $3.73K and leaving 260 shares worth $508K. The position accounts for 0.05% of the portfolio, ranked #176.

TritonPoint Wealth first reported a position in MKL in Q4 2023 and has held it in 11 quarters since. The position peaked at $563K in Q4 2025. 928 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

TritonPoint Wealth held 260 shares of Markel Group worth $508K as of Q2 2026.
TritonPoint Wealth sold 2 Markel Group shares in Q2 2026, an estimated $3.73K.
Markel Group made up 0.05% of TritonPoint Wealth's portfolio in Q2 2026, its #176 holding.
TritonPoint Wealth first reported a position in Markel Group in Q4 2023 and has held it in 11 quarters since.
TritonPoint Wealth's Markel Group position peaked at $563K in Q4 2025.
928 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on TritonPoint Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.