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Womack Financial’s Markel Group MKL Stock Holding History

Womack Financial’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 		$3.86M Buy
1,978
+4
+0.2% +$7.47K 2.56% 13
2026
Q1 		$3.78M Sell
1,974
-25
-1% -$50.7K 2.78% 12
2025
Q4 		$4.3M Buy
1,999
+11
+0.6% +$22.3K 3.17% 11
2025
Q3 		$3.8M Buy
1,988
+3
+0.2% +$5.88K 2.88% 11
2025
Q2 		$3.96M Buy
1,985
+5
+0.3% +$9.38K 3.3% 11
2025
Q1 		$3.7M Sell
1,980
-36
-2% -$66.2K 3.39% 9
2024
Q4 		$3.48M Buy
+2,016
New +$3.35M 3.09% 9

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

Womack Financial's MKL Position: Q2 2026 in Review

Womack Financial increased its Markel Group (MKL) stake by 0.2% in Q2 2026, buying an estimated $7.47K and bringing the position to 1,978 shares worth $3.86M. The position accounts for 2.56% of the portfolio, ranked #13.

Womack Financial first reported a position in MKL in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.3M in Q4 2025. 924 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Womack Financial held 1,978 shares of Markel Group worth $3.86M as of Q2 2026.
  • Womack Financial bought 4 Markel Group shares in Q2 2026, an estimated $7.47K.
  • Markel Group made up 2.56% of Womack Financial's portfolio in Q2 2026, its #13 holding.
  • Womack Financial first reported a position in Markel Group in Q4 2024 and has held it in 7 quarters since.
  • Womack Financial's Markel Group position peaked at $4.3M in Q4 2025.
  • 924 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Womack Financial's 13F filing for Q2 2026, filed 14 Aug 2026.