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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
VLKIM
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return

Twin Peaks Wealth Advisors's MKL Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Markel Group (MKL) in Q1 2026: 1 share worth $1.91K. The stake represents ﹤0.01% of the portfolio and ranks #1727 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in MKL as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in MKL in Q2 2025 and has held it in 2 quarters since. The position peaked at $1.93K in Q2 2025. 925 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

  • Twin Peaks Wealth Advisors held 1 share of Markel Group worth $1.91K as of Q1 2026.
  • Markel Group was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Markel Group made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1727 holding.
  • Twin Peaks Wealth Advisors first reported a position in Markel Group in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's Markel Group position peaked at $1.93K in Q2 2025.
  • 925 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.