AE Wealth Management’s Markel Group MKL Stock Holding History

AE Wealth Management’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	$205K	Buy	107 +8	+8%	+$16.2K	﹤0.01%	1591
2025 Q4	$213K	Buy	+99	New	+$201K	﹤0.01%	1495
2024 Q3	–	Sell	-194	Closed	-$306K	–	1295
2024 Q2	$306K	Buy	194 +33	+20%	+$51.2K	﹤0.01%	1028
2024 Q1	$245K	Sell	161 -252	-61%	-$370K	﹤0.01%	1030
2023 Q4	$609K	Buy	+413	New	+$586K	﹤0.01%	1339
2023 Q3	–	Sell	-149	Closed	-$206K	–	2030
2023 Q2	$206K	Buy	+149	New	+$200K	﹤0.01%	1736
2022 Q3	–	Sell	-160	Closed	-$207K	–	1824
2022 Q2	$207K	Sell	160 -1	-0.6%	-$1.37K	﹤0.01%	1585
2022 Q1	$238K	Buy	+161	New	+$208K	﹤0.01%	1521
2020 Q2	–	Sell	-220	Closed	-$204K	–	1313
2020 Q1	$204K	Buy	220 +30	+16%	+$34.3K	﹤0.01%	1003
2019 Q4	$217K	Buy	+190	New	+$216K	﹤0.01%	1038
2019 Q3	–	Sell	-193	Closed	-$210K	–	1035
2019 Q2	$210K	Buy	+193	New	+$202K	0.01%	887

Other funds holding MKL

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

Morgan Stanley New York $1.66T AUM 25.57% 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

VLKIM

Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return

AE Wealth Management's MKL Position: Q1 2026 in Review

AE Wealth Management increased its Markel Group (MKL) stake by 8.1% in Q1 2026, buying an estimated $16.2K and bringing the position to 107 shares worth $205K. The position accounts for ﹤0.01% of the portfolio, ranked #1591.

AE Wealth Management first reported a position in MKL in Q2 2019 and has held it in 11 quarters since. The position peaked at $609K in Q4 2023. 925 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

AE Wealth Management held 107 shares of Markel Group worth $205K as of Q1 2026.
AE Wealth Management bought 8 Markel Group shares in Q1 2026, an estimated $16.2K.
Markel Group made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1591 holding.
AE Wealth Management first reported a position in Markel Group in Q2 2019 and has held it in 11 quarters since.
AE Wealth Management's Markel Group position peaked at $609K in Q4 2023.
925 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.