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Advisornet Financial’s Markel Group MKL Stock Holding History

Advisornet 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
Q1 		$544K Sell
284
-4
-1% -$8.12K 0.03% 365
2025
Q4 		$619K Buy
288
+10
+4% +$20.3K 0.03% 348
2025
Q3 		$531K Sell
278
-7
-2% -$13.7K 0.03% 361
2025
Q2 		$569K Sell
285
-68
-19% -$128K 0.04% 341
2025
Q1 		$660K Buy
353
+13
+4% +$23.9K 0.05% 295
2024
Q4 		$587K Sell
340
-6
-2% -$9.96K 0.05% 278
2024
Q3 		$543K Buy
346
+39
+13% +$61K 0.04% 316
2024
Q2 		$484K Buy
307
+28
+10% +$43.5K 0.04% 311
2024
Q1 		$424K Sell
279
-1
-0.4% -$1.47K 0.04% 329
2023
Q4 		$398K Buy
280
+58
+26% +$82.3K 0.04% 356
2023
Q3 		$327K Hold
222
– – 0.03% 371
2023
Q2 		$307K Buy
222
+9
+4% +$12.1K 0.03% 395
2023
Q1 		$272K Sell
213
-7
-3% -$9.3K 0.02% 414
2022
Q4 		$290K Buy
220
+3
+1% +$3.71K 0.03% 402
2022
Q3 		$235K Sell
217
-4
-2% -$4.88K 0.02% 474
2022
Q2 		$286K Sell
221
-3
-1% -$4.12K 0.03% 427
2022
Q1 		$330K Sell
224
-190
-46% -$245K 0.02% 443
2021
Q4 		$511K Sell
414
-1
-0.2% -$1.26K 0.03% 402
2021
Q3 		$496K Sell
415
-14
-3% -$17.3K 0.03% 369
2021
Q2 		$509K Sell
429
-7
-2% -$8.39K 0.03% 378
2021
Q1 		$497K Sell
436
-377
-46% -$407K 0.04% 365
2020
Q4 		$840K Sell
813
-6
-0.7% -$5.98K 0.07% 247
2020
Q3 		$797K Buy
819
+124
+18% +$126K 0.07% 246
2020
Q2 		$642K Buy
695
+613
+748% +$557K 0.05% 295
2020
Q1 		$76K Sell
82
-32
-28% -$36.6K 0.01% 680
2019
Q4 		$130K Sell
114
-4
-3% -$4.56K 0.01% 612
2019
Q3 		$139K Buy
118
+34
+40% +$38.6K 0.01% 590
2019
Q2 		$92K Buy
84
+68
+425% +$71.3K 0.01% 637
2019
Q1 		$16K Hold
16
– – ﹤0.01% 1062
2018
Q4 		$17K Hold
16
– – ﹤0.01% 967
2018
Q3 		$19K Buy
16
+2
+14% +$2.35K ﹤0.01% 976
2018
Q2 		$15K Hold
14
– – ﹤0.01% 1020
2018
Q1 		$16K Hold
14
– – ﹤0.01% 971
2017
Q4 		$16K Buy
+14
New +$15.3K ﹤0.01% 910

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

Advisornet Financial's MKL Position: Q1 2026 in Review

Advisornet Financial reduced its Markel Group (MKL) stake by 1.4% in Q1 2026, selling an estimated $8.12K and leaving 284 shares worth $544K. The position accounts for 0.03% of the portfolio, ranked #365.

Advisornet Financial first reported a position in MKL in Q4 2017 and has held it in 34 quarters since. The position peaked at $840K in Q4 2020. 925 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

  • Advisornet Financial held 284 shares of Markel Group worth $544K as of Q1 2026.
  • Advisornet Financial sold 4 Markel Group shares in Q1 2026, an estimated $8.12K.
  • Markel Group made up 0.03% of Advisornet Financial's portfolio in Q1 2026, its #365 holding.
  • Advisornet Financial first reported a position in Markel Group in Q4 2017 and has held it in 34 quarters since.
  • Advisornet Financial's Markel Group position peaked at $840K in Q4 2020.
  • 925 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.