Williams Jones Wealth Management’s Markel Group MKL Stock Holding History

Williams Jones Wealth 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	$262K	Buy	+134	New	+$250K	﹤0.01%	469

Other funds holding MKL

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CCM

Check Capital Management Costa Mesa, California $7.52B AUM 15.3% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

TAM

Troy Asset Management London, United Kingdom $3.59B AUM 10.56% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Williams Jones Wealth Management's MKL Position: Q2 2026 in Review

Williams Jones Wealth Management opened a new position in Markel Group (MKL) in Q2 2026: 134 shares worth $262K. The stake represents ﹤0.01% of the portfolio and ranks #469 among its holdings.

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

Williams Jones Wealth Management held 134 shares of Markel Group worth $262K as of Q2 2026.
Markel Group was a new Williams Jones Wealth Management position in Q2 2026.
Markel Group made up ﹤0.01% of Williams Jones Wealth Management's portfolio in Q2 2026, its #469 holding.
411 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.