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Allworth Financial’s Markel Group MKL Stock Holding History

Allworth 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
Q2 		$763K Buy
391
+76
+24% +$142K ﹤0.01% 830
2026
Q1 		$604K Buy
315
+12
+4% +$24.4K ﹤0.01% 875
2025
Q4 		$652K Buy
303
+36
+13% +$72.9K ﹤0.01% 827
2025
Q3 		$511K Buy
267
+101
+61% +$198K ﹤0.01% 887
2025
Q2 		$332K Buy
166
+46
+38% +$86.3K ﹤0.01% 976
2025
Q1 		$218K Sell
120
-10
-8% -$18.4K ﹤0.01% 916
2024
Q4 		$236K Hold
130
– – ﹤0.01% 895
2024
Q3 		$205K Buy
130
+4
+3% +$6.26K ﹤0.01% 818
2024
Q2 		$199K Buy
126
+28
+29% +$43.5K ﹤0.01% 815
2024
Q1 		$149K Sell
98
-3
-3% -$4.4K ﹤0.01% 878
2023
Q4 		$143K Sell
101
-2
-2% -$2.84K ﹤0.01% 820
2023
Q3 		$152K Sell
103
-52
-34% -$76.1K ﹤0.01% 756
2023
Q2 		$214K Sell
155
-4
-3% -$5.36K ﹤0.01% 680
2023
Q1 		$203K Hold
159
– – ﹤0.01% 650
2022
Q4 		$209K Buy
159
+1
+0.6% +$1.24K ﹤0.01% 616
2022
Q3 		$171K Buy
158
+2
+1% +$2.44K ﹤0.01% 627
2022
Q2 		$202K Sell
156
-8
-5% -$11K ﹤0.01% 552
2022
Q1 		$242K Buy
164
+18
+12% +$23.3K ﹤0.01% 518
2021
Q4 		$180K Buy
146
+39
+36% +$49.2K ﹤0.01% 552
2021
Q3 		$128K Buy
+107
New +$132K ﹤0.01% 569

Other funds holding MKL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Boston Partners
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

Allworth Financial's MKL Position: Q2 2026 in Review

Allworth Financial increased its Markel Group (MKL) stake by 24% in Q2 2026, buying an estimated $142K and bringing the position to 391 shares worth $763K. The position accounts for ﹤0.01% of the portfolio, ranked #830.

Allworth Financial first reported a position in MKL in Q3 2021 and has held it in 20 quarters since. 925 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Allworth Financial held 391 shares of Markel Group worth $763K as of Q2 2026.
  • Allworth Financial bought 76 Markel Group shares in Q2 2026, an estimated $142K.
  • Markel Group made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #830 holding.
  • Allworth Financial first reported a position in Markel Group in Q3 2021 and has held it in 20 quarters since.
  • 925 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.