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WealthPlan Investment Management’s Markel Group MKL Stock Holding History

WealthPlan Investment Management’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 		$883K Buy
452
+9
+2% +$16.8K 0.04% 243
2026
Q1 		$848K Sell
443
-25
-5% -$50.7K 0.05% 234
2025
Q4 		$1.01M Sell
468
-129
-22% -$261K 0.06% 202
2025
Q3 		$1.14M Buy
597
+32
+6% +$62.7K 0.08% 172
2025
Q2 		$1.13M Sell
565
-20
-3% -$37.5K 0.08% 170
2025
Q1 		$1.09M Buy
585
+125
+27% +$230K 0.11% 128
2024
Q4 		$794K Buy
460
+46
+11% +$76.3K 0.08% 138
2024
Q3 		$649K Buy
414
+21
+5% +$32.9K 0.07% 140
2024
Q2 		$619K Buy
393
+159
+68% +$247K 0.09% 112
2024
Q1 		$356K Sell
234
-21
-8% -$30.8K 0.05% 146
2023
Q4 		$362K Hold
255
– – 0.06% 142
2023
Q3 		$375K Buy
255
+143
+128% +$209K 0.07% 132
2023
Q2 		$155K Sell
112
-143
-56% -$192K 0.05% 137
2023
Q1 		$326K Sell
255
-20
-7% -$26.6K 0.06% 135
2022
Q4 		$376K Sell
275
-5
-2% -$6.18K 0.03% 286
2022
Q3 		$362K Buy
+280
New +$342K 0.03% 281
2022
Q1 		$391K Buy
+289
New +$373K 0.03% 279

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

WealthPlan Investment Management's MKL Position: Q2 2026 in Review

WealthPlan Investment Management increased its Markel Group (MKL) stake by 2% in Q2 2026, buying an estimated $16.8K and bringing the position to 452 shares worth $883K. The position accounts for 0.04% of the portfolio, ranked #243.

WealthPlan Investment Management first reported a position in MKL in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.14M in Q3 2025. 930 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • WealthPlan Investment Management held 452 shares of Markel Group worth $883K as of Q2 2026.
  • WealthPlan Investment Management bought 9 Markel Group shares in Q2 2026, an estimated $16.8K.
  • Markel Group made up 0.04% of WealthPlan Investment Management's portfolio in Q2 2026, its #243 holding.
  • WealthPlan Investment Management first reported a position in Markel Group in Q1 2022 and has held it in 17 quarters since.
  • WealthPlan Investment Management's Markel Group position peaked at $1.14M in Q3 2025.
  • 930 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.