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True Wealth Design’s Markel Group MKL Stock Holding History

True Wealth Design’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 		$41K Buy
21
+9
+75% +$16.8K 0.01% 566
2026
Q1 		$23K Buy
12
+1
+9% +$2.03K 0.01% 665
2025
Q4 		$23.6K Hold
11
– – 0.01% 554
2025
Q3 		$21K Hold
11
– – 0.01% 592
2025
Q2 		$22K Hold
11
– – 0.01% 365
2025
Q1 		$20.6K Buy
11
+1
+10% +$1.84K 0.01% 336
2024
Q4 		$17.3K Hold
10
– – 0.01% 339
2024
Q3 		$15.7K Buy
+10
New +$15.7K 0.01% 356
2023
Q2 		– Sell
-2
Closed -$2.56K – 840
2023
Q1 		$2.56K Buy
+2
New +$2.66K ﹤0.01% 320

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

True Wealth Design's MKL Position: Q2 2026 in Review

True Wealth Design increased its Markel Group (MKL) stake by 75% in Q2 2026, buying an estimated $16.8K and bringing the position to 21 shares worth $41K. The position accounts for 0.01% of the portfolio, ranked #566.

True Wealth Design first reported a position in MKL in Q1 2023 and has held it in 9 quarters since. 924 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • True Wealth Design held 21 shares of Markel Group worth $41K as of Q2 2026.
  • True Wealth Design bought 9 Markel Group shares in Q2 2026, an estimated $16.8K.
  • Markel Group made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #566 holding.
  • True Wealth Design first reported a position in Markel Group in Q1 2023 and has held it in 9 quarters since.
  • 924 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.