Vision Retirement’s Markel Group MKL Stock Holding History

Vision Retirement’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	-3	Closed	-$5.74K	–	668
2026 Q1	$5.74K	Hold	3	–	–	﹤0.01%	471
2025 Q4	$6.45K	Buy	+3	New	+$6.08K	﹤0.01%	451

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vision Retirement's MKL Position: Q2 2026 in Review

Vision Retirement sold out of Markel Group (MKL) in Q2 2026, closing a stake of 3 shares — an estimated $5.74K sold.

Vision Retirement first reported a position in MKL in Q4 2025 and held it in 2 quarters. The position peaked at $6.45K in Q4 2025. 882 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

Vision Retirement reported no remaining Markel Group position as of Q2 2026 after selling out during the quarter.
Vision Retirement sold 3 Markel Group shares in Q2 2026, an estimated $5.74K.
Vision Retirement first reported a position in Markel Group in Q4 2025 and held it in 2 quarters.
Vision Retirement's Markel Group position peaked at $6.45K in Q4 2025.
882 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.