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Twin Peaks Wealth Advisors’s Markel Group MKL Stock Holding History

Twin Peaks Wealth Advisors’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 		– Sell
-1
Closed -$1.91K – 1417
2026
Q1 		$1.91K Buy
+1
New +$2.03K ﹤0.01% 1727
2025
Q3 		– Sell
-1
Closed -$1.93K – 1341
2025
Q2 		$1.93K Buy
+1
New +$1.88K ﹤0.01% 1636

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

Twin Peaks Wealth Advisors's MKL Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Markel Group (MKL) in Q2 2026, closing a stake of 1 share — an estimated $1.91K sold.

Twin Peaks Wealth Advisors first reported a position in MKL in Q2 2025 and held it in 2 quarters. The position peaked at $1.93K in Q2 2025. 928 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Markel Group position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 1 Markel Group share in Q2 2026, an estimated $1.91K.
  • Twin Peaks Wealth Advisors first reported a position in Markel Group in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Markel Group position peaked at $1.93K in Q2 2025.
  • 928 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.