ZF
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Zhang Financial’s Markel Group MKL Stock Holding History

Zhang 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 		$221K Hold
113
– – 0.01% 375
2026
Q1 		$216K Sell
113
-36
-24% -$73.1K 0.01% 350
2025
Q4 		$320K Buy
149
+36
+32% +$72.9K 0.01% 263
2025
Q3 		$216K Hold
113
– – 0.01% 297
2025
Q2 		$226K Buy
+113
New +$212K 0.01% 272

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

Zhang Financial's MKL Position: Q2 2026 in Review

Zhang Financial held its Markel Group (MKL) position steady in Q2 2026 at 113 shares worth $221K. The position accounts for 0.01% of the portfolio, ranked #375.

Zhang Financial first reported a position in MKL in Q2 2025 and has held it in 5 quarters since. The position peaked at $320K in Q4 2025. 925 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Zhang Financial held 113 shares of Markel Group worth $221K as of Q2 2026.
  • Zhang Financial left its Markel Group share count unchanged in Q2 2026.
  • Markel Group made up 0.01% of Zhang Financial's portfolio in Q2 2026, its #375 holding.
  • Zhang Financial first reported a position in Markel Group in Q2 2025 and has held it in 5 quarters since.
  • Zhang Financial's Markel Group position peaked at $320K in Q4 2025.
  • 925 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.