Accordant Advisory Group’s Markel Group MKL Stock Holding History

Accordant Advisory Group’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
2025 Q2	–	Sell	-3	Closed	-$5.61K	–	181
2025 Q1	$5.61K	Buy	+3	New	+$5.52K	0.01%	125

Other funds holding MKL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Accordant Advisory Group's MKL Position: Q2 2025 in Review

Accordant Advisory Group sold out of Markel Group (MKL) in Q2 2025, closing a stake of 3 shares — an estimated $5.61K sold.

Accordant Advisory Group first reported a position in MKL in Q1 2025 and held it in 1 quarter. The position peaked at $5.61K in Q1 2025. 852 funds tracked by Wall St. Rank hold MKL as of Q2 2025.

Accordant Advisory Group reported no remaining Markel Group position as of Q2 2025 after selling out during the quarter.
Accordant Advisory Group sold 3 Markel Group shares in Q2 2025, an estimated $5.61K.
Accordant Advisory Group first reported a position in Markel Group in Q1 2025 and held it in 1 quarter.
Accordant Advisory Group's Markel Group position peaked at $5.61K in Q1 2025.
852 funds tracked by Wall St. Rank held Markel Group as of Q2 2025.

Based on Accordant Advisory Group's 13F filing for Q2 2025, filed 12 Aug 2025.