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Wellington Shields & Co’s Markel Group MKL Stock Holding History

Wellington Shields & Co’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 		$311K Hold
159
– – 0.07% 211
2026
Q1 		$304K Sell
159
-1
-0.6% -$2.03K 0.08% 196
2025
Q4 		$344K Buy
160
+5
+3% +$10.1K 0.08% 178
2025
Q3 		$296K Hold
155
– – 0.08% 188
2025
Q2 		$310K Buy
155
+5
+3% +$9.38K 0.09% 175
2025
Q1 		$280K Buy
150
+5
+3% +$9.2K 0.09% 180
2024
Q4 		$250K Buy
145
+6
+4% +$9.96K 0.08% 185
2024
Q3 		$218K Buy
139
+3
+2% +$4.7K 0.07% 213
2024
Q2 		$214K Buy
+136
New +$211K 0.07% 201

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

Wellington Shields & Co's MKL Position: Q2 2026 in Review

Wellington Shields & Co held its Markel Group (MKL) position steady in Q2 2026 at 159 shares worth $311K. The position accounts for 0.07% of the portfolio, ranked #211.

Wellington Shields & Co first reported a position in MKL in Q2 2024 and has held it in 9 quarters since. The position peaked at $344K in Q4 2025. 925 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Wellington Shields & Co held 159 shares of Markel Group worth $311K as of Q2 2026.
  • Wellington Shields & Co left its Markel Group share count unchanged in Q2 2026.
  • Markel Group made up 0.07% of Wellington Shields & Co's portfolio in Q2 2026, its #211 holding.
  • Wellington Shields & Co first reported a position in Markel Group in Q2 2024 and has held it in 9 quarters since.
  • Wellington Shields & Co's Markel Group position peaked at $344K in Q4 2025.
  • 925 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Wellington Shields & Co's 13F filing for Q2 2026, filed 10 Aug 2026.