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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
VLKIM
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return

Accretive Wealth Partners's MKL Position: Q1 2026 in Review

Accretive Wealth Partners held its Markel Group (MKL) position steady in Q1 2026 at 143 shares worth $274K. The position accounts for 0.08% of the portfolio, ranked #148.

Accretive Wealth Partners first reported a position in MKL in Q1 2024 and has held it in 9 quarters since. The position peaked at $307K in Q4 2025. 925 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

  • Accretive Wealth Partners held 143 shares of Markel Group worth $274K as of Q1 2026.
  • Accretive Wealth Partners left its Markel Group share count unchanged in Q1 2026.
  • Markel Group made up 0.08% of Accretive Wealth Partners's portfolio in Q1 2026, its #148 holding.
  • Accretive Wealth Partners first reported a position in Markel Group in Q1 2024 and has held it in 9 quarters since.
  • Accretive Wealth Partners's Markel Group position peaked at $307K in Q4 2025.
  • 925 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on Accretive Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.