Trust Point Inc’s Markel Group MKL Stock Holding History

Trust Point Inc’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	$471K	Sell	241 -131	-35%	-$245K	0.04%	240
2026 Q1	$712K	Buy	372 +58	+18%	+$118K	0.06%	169
2025 Q4	$675K	Sell	314 -4	-1%	-$8.1K	0.05%	174
2025 Q3	$608K	Buy	318 +35	+12%	+$68.6K	0.05%	189
2025 Q2	$565K	Sell	283 -101	-26%	-$189K	0.05%	172
2025 Q1	$718K	Sell	384 -18	-4%	-$33.1K	0.07%	162
2024 Q4	$694K	Buy	+402	New	+$667K	0.05%	221

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 $3.38T AUM 44.17% 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

Trust Point Inc's MKL Position: Q2 2026 in Review

Trust Point Inc reduced its Markel Group (MKL) stake by 35% in Q2 2026, selling an estimated $245K and leaving 241 shares worth $471K. The position accounts for 0.04% of the portfolio, ranked #240.

Trust Point Inc first reported a position in MKL in Q4 2024 and has held it in 7 quarters since. The position peaked at $718K in Q1 2025. 930 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

Trust Point Inc held 241 shares of Markel Group worth $471K as of Q2 2026.
Trust Point Inc sold 131 Markel Group shares in Q2 2026, an estimated $245K.
Markel Group made up 0.04% of Trust Point Inc's portfolio in Q2 2026, its #240 holding.
Trust Point Inc first reported a position in Markel Group in Q4 2024 and has held it in 7 quarters since.
Trust Point Inc's Markel Group position peaked at $718K in Q1 2025.
930 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Trust Point Inc's 13F filing for Q2 2026, filed 8 Jul 2026.