Advisory Services Network’s Markel Group MKL Stock Holding History

Advisory Services Network’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	$348K	Sell	178 -1	-0.6%	-$1.87K	﹤0.01%	1644
2026 Q1	$343K	Buy	179 +11	+7%	+$22.3K	﹤0.01%	1500
2025 Q4	$361K	Buy	168 +27	+19%	+$54.7K	0.01%	1378
2025 Q3	$270K	Buy	141 +7	+5%	+$13.7K	﹤0.01%	1524
2025 Q2	$269K	Sell	134 -6	-4%	-$11.3K	﹤0.01%	1480
2025 Q1	$262K	Sell	140 -348	-71%	-$640K	0.01%	1386
2024 Q4	$842K	Sell	488 -63	-11%	-$105K	0.02%	817
2024 Q3	$868K	Hold	551	–	–	0.02%	769
2024 Q2	$868K	Hold	551	–	–	0.02%	769
2024 Q1	$838K	Buy	551 +5	+0.9%	+$7.33K	0.02%	757
2023 Q4	$775K	Sell	546 -44	-7%	-$62.4K	0.02%	735
2023 Q3	$869K	Sell	590 -24	-4%	-$35.1K	0.02%	685
2023 Q2	$849K	Sell	614 -16	-3%	-$21.5K	0.02%	688
2023 Q1	$805K	Hold	630	–	–	0.02%	697
2022 Q4	$830K	Sell	630 -51	-7%	-$63.1K	0.03%	657
2022 Q3	$738K	Buy	681 +5	+0.7%	+$6.1K	0.03%	646
2022 Q2	$874K	Sell	676 -12	-2%	-$16.5K	0.03%	598
2022 Q1	$1.01M	Buy	688 +5	+0.7%	+$6.46K	0.03%	626
2021 Q4	$842K	Sell	683 -24	-3%	-$30.3K	0.02%	689
2021 Q3	$845K	Sell	707 -22	-3%	-$27.1K	0.03%	666
2021 Q2	$865K	Hold	729	–	–	0.03%	653
2021 Q1	$831K	Sell	729 -142	-16%	-$153K	0.03%	620
2020 Q4	$899K	Buy	871 +279	+47%	+$278K	0.04%	529
2020 Q3	$577K	Sell	592 -47	-7%	-$47.7K	0.03%	574
2020 Q2	$591K	Sell	639 -79	-11%	-$71.8K	0.03%	545
2020 Q1	$667K	Sell	718 -22	-3%	-$25.2K	0.04%	444
2019 Q4	$846K	Sell	740 -25	-3%	-$28.5K	0.04%	467
2019 Q3	$834K	Hold	765	–	–	0.05%	427
2019 Q2	$834K	Sell	765 -14	-2%	-$14.7K	0.05%	426
2019 Q1	$777K	Sell	779 -22	-3%	-$22.3K	0.05%	409
2018 Q4	$832K	Sell	801 -79	-9%	-$86.4K	0.07%	349
2018 Q3	$1.05M	Sell	880 -18	-2%	-$21.2K	0.08%	336
2018 Q2	$1.04M	Sell	898 -302	-25%	-$341K	0.08%	337
2018 Q1	$1.4M	Buy	1,200 +100	+9%	+$113K	0.11%	239
2017 Q4	$1.25M	Buy	1,100 +1,028	+1,428%	+$1.12M	0.11%	248
2017 Q3	$77K	Sell	72 -10	-12%	-$10.3K	0.01%	948
2017 Q2	$80K	Buy	82 +8	+11%	+$7.76K	0.01%	907
2017 Q1	$72K	Buy	+74	New	+$69.9K	0.01%	889
2016 Q3	$2K	Buy	+2	New	+$1.87K	﹤0.01%	1790
2015 Q3	–	Sell	-3	Closed	-$2K	–	1565
2015 Q2	$2K	Buy	+3	New	+$2.33K	﹤0.01%	1276

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

Advisory Services Network's MKL Position: Q2 2026 in Review

Advisory Services Network reduced its Markel Group (MKL) stake by 0.56% in Q2 2026, selling an estimated $1.87K and leaving 178 shares worth $348K. The position accounts for ﹤0.01% of the portfolio, ranked #1644.

Advisory Services Network first reported a position in MKL in Q2 2015 and has held it in 40 quarters since. The position peaked at $1.4M in Q1 2018. 925 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

Advisory Services Network held 178 shares of Markel Group worth $348K as of Q2 2026.
Advisory Services Network sold 1 Markel Group share in Q2 2026, an estimated $1.87K.
Markel Group made up ﹤0.01% of Advisory Services Network's portfolio in Q2 2026, its #1644 holding.
Advisory Services Network first reported a position in Markel Group in Q2 2015 and has held it in 40 quarters since.
Advisory Services Network's Markel Group position peaked at $1.4M in Q1 2018.
925 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.