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Vise Technologies’s Markel Group MKL Stock Holding History

Vise Technologies’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 		$556K Sell
285
-36
-11% -$67.2K 0.01% 1093
2026
Q1 		$690K Hold
321
– – 0.01% 719
2025
Q4 		$690K Buy
321
+102
+47% +$207K 0.01% 724
2025
Q3 		$419K Sell
219
-5
-2% -$9.8K 0.02% 745
2025
Q2 		$447K Buy
+224
New +$420K 0.02% 684
2024
Q4 		$205K Buy
+119
New +$197K 0.02% 767

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 $3.38T AUM 44.17% 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

Vise Technologies's MKL Position: Q2 2026 in Review

Vise Technologies reduced its Markel Group (MKL) stake by 11% in Q2 2026, selling an estimated $67.2K and leaving 285 shares worth $556K. The position accounts for 0.01% of the portfolio, ranked #1093.

Vise Technologies first reported a position in MKL in Q4 2024 and has held it in 6 quarters since. The position peaked at $690K in Q1 2026. 930 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Vise Technologies held 285 shares of Markel Group worth $556K as of Q2 2026.
  • Vise Technologies sold 36 Markel Group shares in Q2 2026, an estimated $67.2K.
  • Markel Group made up 0.01% of Vise Technologies's portfolio in Q2 2026, its #1093 holding.
  • Vise Technologies first reported a position in Markel Group in Q4 2024 and has held it in 6 quarters since.
  • Vise Technologies's Markel Group position peaked at $690K in Q1 2026.
  • 930 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.