Accretive Wealth Partners’s Markel Group MKL Stock Holding History

Accretive Wealth Partners’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	$279K	Hold	143	–	–	0.07%	150
2026 Q1	$274K	Hold	143	–	–	0.08%	148
2025 Q4	$307K	Hold	143	–	–	0.09%	125
2025 Q3	$273K	Hold	143	–	–	0.08%	131
2025 Q2	$286K	Hold	143	–	–	0.09%	127
2025 Q1	$268K	Hold	143	–	–	0.09%	131
2024 Q4	$247K	Hold	143	–	–	0.1%	121
2024 Q3	$224K	Hold	143	–	–	0.09%	126
2024 Q2	$225K	Hold	143	–	–	0.09%	127
2024 Q1	$226K	Buy	+143	New	+$210K	0.1%	130

Other funds holding MKL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

VLKIM

Van Lanschot Kempen Investment Management Amsterdam, Netherlands $13.1B AUM 19.56% 1-Year Est. Return

Accretive Wealth Partners's MKL Position: Q2 2026 in Review

Accretive Wealth Partners held its Markel Group (MKL) position steady in Q2 2026 at 143 shares worth $279K. The position accounts for 0.07% of the portfolio, ranked #150.

Accretive Wealth Partners first reported a position in MKL in Q1 2024 and has held it in 10 quarters since. The position peaked at $307K in Q4 2025. 926 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

Accretive Wealth Partners held 143 shares of Markel Group worth $279K as of Q2 2026.
Accretive Wealth Partners left its Markel Group share count unchanged in Q2 2026.
Markel Group made up 0.07% of Accretive Wealth Partners's portfolio in Q2 2026, its #150 holding.
Accretive Wealth Partners first reported a position in Markel Group in Q1 2024 and has held it in 10 quarters since.
Accretive Wealth Partners's Markel Group position peaked at $307K in Q4 2025.
926 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Accretive Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.