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Wealth Enhancement Trust Services’s Markel Group MKL Stock Holding History

Wealth Enhancement Trust Services’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 		$5.86K Buy
+3
New +$5.6K ﹤0.01% 817

Other funds holding MKL

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VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPM
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Wealth Enhancement Trust Services's MKL Position: Q2 2026 in Review

Wealth Enhancement Trust Services opened a new position in Markel Group (MKL) in Q2 2026: 3 shares worth $5.86K. The stake represents ﹤0.01% of the portfolio and ranks #817 among its holdings.

739 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Wealth Enhancement Trust Services held 3 shares of Markel Group worth $5.86K as of Q2 2026.
  • Markel Group was a new Wealth Enhancement Trust Services position in Q2 2026.
  • Markel Group made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #817 holding.
  • 739 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.