AIA
MKL icon

Affinity Investment Advisors’s Markel Group MKL Stock Holding History

Affinity Investment Advisors’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
2025
Q2 		– Sell
-123
Closed -$230K – 150
2025
Q1 		$230K Buy
+123
New +$226K 0.19% 127

Other funds holding MKL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Affinity Investment Advisors's MKL Position: Q2 2025 in Review

Affinity Investment Advisors sold out of Markel Group (MKL) in Q2 2025, closing a stake of 123 shares — an estimated $230K sold.

Affinity Investment Advisors first reported a position in MKL in Q1 2025 and held it in 1 quarter. The position peaked at $230K in Q1 2025. 852 funds tracked by Wall St. Rank hold MKL as of Q2 2025.

  • Affinity Investment Advisors reported no remaining Markel Group position as of Q2 2025 after selling out during the quarter.
  • Affinity Investment Advisors sold 123 Markel Group shares in Q2 2025, an estimated $230K.
  • Affinity Investment Advisors first reported a position in Markel Group in Q1 2025 and held it in 1 quarter.
  • Affinity Investment Advisors's Markel Group position peaked at $230K in Q1 2025.
  • 852 funds tracked by Wall St. Rank held Markel Group as of Q2 2025.

Based on Affinity Investment Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.