Alpha Omega Wealth Management’s Markel Group MKL Stock Holding History

Alpha Omega 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 Q2	$6.84M	Buy	3,502 +57	+2%	+$106K	1.04%	26
2026 Q1	$6.59M	Buy	3,445 +101	+3%	+$205K	1.07%	20
2025 Q4	$7.19M	Sell	3,344 -31	-0.9%	-$62.8K	1.19%	20
2025 Q3	$6.45M	Buy	3,375 +17	+0.5%	+$33.3K	1.07%	21
2025 Q2	$6.71M	Sell	3,358 -219	-6%	-$411K	1.2%	22
2025 Q1	$6.69M	Buy	3,577 +220	+7%	+$405K	1.28%	20
2024 Q4	$5.79M	Buy	3,357 +17	+0.5%	+$28.2K	1.1%	21
2024 Q3	$5.24M	Buy	3,340 +22	+0.7%	+$34.4K	0.96%	26
2024 Q2	$5.23M	Buy	3,318 +26	+0.8%	+$40.4K	1%	24
2024 Q1	$5.01M	Sell	3,292 -69	-2%	-$101K	0.93%	31
2023 Q4	$4.77M	Sell	3,361 -6	-0.2%	-$8.51K	0.79%	28
2023 Q3	$4.96M	Sell	3,367 -50	-1%	-$73.2K	0.85%	27
2023 Q2	$4.73M	Sell	3,417 -5	-0.1%	-$6.71K	0.8%	29
2023 Q1	$4.37M	Sell	3,422 -71	-2%	-$94.3K	0.76%	33
2022 Q4	$4.6M	Buy	3,493 +5	+0.1%	+$6.18K	0.82%	33
2022 Q3	$3.78M	Sell	3,488 -120	-3%	-$146K	0.72%	39
2022 Q2	$4.67M	Sell	3,608 -84	-2%	-$115K	0.83%	31
2022 Q1	$5.45M	Hold	3,692	–	–	0.86%	26
2021 Q4	$4.69M	Sell	3,692 -5	-0.1%	-$6.31K	0.72%	36
2021 Q3	$4.42M	Hold	3,697	–	–	0.72%	36
2021 Q2	$4.39M	Sell	3,697 -101	-3%	-$121K	0.72%	38
2021 Q1	$4.33M	Sell	3,798 -7	-0.2%	-$7.55K	0.76%	38
2020 Q4	$3.93M	Sell	3,805 -18	-0.5%	-$17.9K	0.67%	36
2020 Q3	$3.72M	Hold	3,823	–	–	0.53%	35
2020 Q2	$3.53M	Sell	3,823 -125	-3%	-$114K	0.54%	33
2020 Q1	$3.66M	Buy	3,948 +397	+11%	+$454K	0.68%	21
2019 Q4	$4.06M	Sell	3,551 -60	-2%	-$68.3K	0.65%	30
2019 Q3	$4.21M	Buy	3,611 +3,042	+535%	+$3.46M	0.68%	24
2019 Q2	$620K	Buy	569 +50	+10%	+$52.4K	0.26%	73
2019 Q1	$517K	Buy	519 +8	+2%	+$8.12K	0.23%	83
2018 Q4	$530K	Buy	511 +10	+2%	+$10.9K	0.27%	74
2018 Q3	$595K	Hold	501	–	–	0.27%	69
2018 Q2	$543K	Buy	501 +10	+2%	+$11.3K	0.27%	75
2018 Q1	$575K	Buy	491 +7	+1%	+$7.88K	0.29%	70
2017 Q4	$551K	Sell	484 -65	-12%	-$71.1K	0.27%	72
2017 Q3	$586K	Buy	549 +4	+0.7%	+$4.14K	0.29%	69
2017 Q2	$532K	Buy	545 +34	+7%	+$33K	0.27%	74
2017 Q1	$499K	Hold	511	–	–	0.27%	76
2016 Q4	$462K	Buy	+511	New	+$456K	0.24%	78

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

Alpha Omega Wealth Management's MKL Position: Q2 2026 in Review

Alpha Omega Wealth Management increased its Markel Group (MKL) stake by 1.7% in Q2 2026, buying an estimated $106K and bringing the position to 3,502 shares worth $6.84M. The position accounts for 1.04% of the portfolio, ranked #26.

Alpha Omega Wealth Management first reported a position in MKL in Q4 2016 and has held it in 39 quarters since. The position peaked at $7.19M in Q4 2025. 925 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

Alpha Omega Wealth Management held 3,502 shares of Markel Group worth $6.84M as of Q2 2026.
Alpha Omega Wealth Management bought 57 Markel Group shares in Q2 2026, an estimated $106K.
Markel Group made up 1.04% of Alpha Omega Wealth Management's portfolio in Q2 2026, its #26 holding.
Alpha Omega Wealth Management first reported a position in Markel Group in Q4 2016 and has held it in 39 quarters since.
Alpha Omega Wealth Management's Markel Group position peaked at $7.19M in Q4 2025.
925 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Alpha Omega Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.