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Ameritas Advisory Services’s Markel Group MKL Stock Holding History

Ameritas Advisory Services’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
Q4 		– Sell
-53
Closed -$101K – 1662
2025
Q3 		$101K Buy
53
+34
+179% +$66.7K 0.01% 836
2025
Q2 		$38K Buy
+19
New +$35.6K ﹤0.01% 1435
2023
Q2 		– Sell
-49
Closed -$62.7K – 1757
2023
Q1 		$62.7K Buy
+49
New +$65.1K ﹤0.01% 1178

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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Ameritas Advisory Services's MKL Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Markel Group (MKL) in Q4 2025, closing a stake of 53 shares — an estimated $101K sold.

Ameritas Advisory Services first reported a position in MKL in Q1 2023 and held it in 3 quarters. The position peaked at $101K in Q3 2025. 918 funds tracked by Wall St. Rank hold MKL as of Q4 2025.

  • Ameritas Advisory Services reported no remaining Markel Group position as of Q4 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 53 Markel Group shares in Q4 2025, an estimated $101K.
  • Ameritas Advisory Services first reported a position in Markel Group in Q1 2023 and held it in 3 quarters.
  • Ameritas Advisory Services's Markel Group position peaked at $101K in Q3 2025.
  • 918 funds tracked by Wall St. Rank held Markel Group as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.