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Virginia Estate & Retirement Planning Advisors’s Markel Group MKL Stock Holding History

Virginia Estate & Retirement Planning 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 		$27.3K Hold
14
– – 0.03% 71
2026
Q1 		$26.8K Buy
+14
New +$28.4K 0.05% 53

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

Virginia Estate & Retirement Planning Advisors's MKL Position: Q2 2026 in Review

Virginia Estate & Retirement Planning Advisors held its Markel Group (MKL) position steady in Q2 2026 at 14 shares worth $27.3K. The position accounts for 0.03% of the portfolio, ranked #71.

Virginia Estate & Retirement Planning Advisors first reported a position in MKL in Q1 2026 and has held it in 2 quarters since. 922 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Virginia Estate & Retirement Planning Advisors held 14 shares of Markel Group worth $27.3K as of Q2 2026.
  • Virginia Estate & Retirement Planning Advisors left its Markel Group share count unchanged in Q2 2026.
  • Markel Group made up 0.03% of Virginia Estate & Retirement Planning Advisors's portfolio in Q2 2026, its #71 holding.
  • Virginia Estate & Retirement Planning Advisors first reported a position in Markel Group in Q1 2026 and has held it in 2 quarters since.
  • 922 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Virginia Estate & Retirement Planning Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.