Apollon Wealth Management’s Markel Group MKL Stock Holding History

Apollon 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	$3.73M	Buy	1,911 +1,598	+511%	+$2.98M	0.05%	331
2026 Q1	$599K	Sell	313 -9	-3%	-$18.3K	0.01%	788
2025 Q4	$692K	Sell	322 -7	-2%	-$14.2K	0.01%	714
2025 Q3	$629K	Sell	329 -17	-5%	-$33.3K	0.01%	741
2025 Q2	$691K	Sell	346 -1	-0.3%	-$1.88K	0.01%	678
2025 Q1	$649K	Sell	347 -16	-4%	-$29.4K	0.01%	639
2024 Q4	$627K	Buy	363 +65	+22%	+$108K	0.01%	667
2024 Q3	$467K	Sell	298 -27	-8%	-$42.3K	0.01%	746
2024 Q2	$512K	Sell	325 -32	-9%	-$49.7K	0.02%	670
2024 Q1	$543K	Sell	357 -2	-0.6%	-$2.93K	0.02%	666
2023 Q4	$510K	Buy	+359	New	+$509K	0.02%	642
2020 Q3	–	Sell	-20	Closed	-$18K	–	480
2020 Q2	$18K	Buy	+20	New	+$18.2K	0.01%	388

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

Apollon Wealth Management's MKL Position: Q2 2026 in Review

Apollon Wealth Management increased its Markel Group (MKL) stake by 511% in Q2 2026, buying an estimated $2.98M and bringing the position to 1,911 shares worth $3.73M. The position accounts for 0.05% of the portfolio, ranked #331.

Apollon Wealth Management first reported a position in MKL in Q2 2020 and has held it in 12 quarters since. 926 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

Apollon Wealth Management held 1,911 shares of Markel Group worth $3.73M as of Q2 2026.
Apollon Wealth Management bought 1,598 Markel Group shares in Q2 2026, an estimated $2.98M.
Markel Group made up 0.05% of Apollon Wealth Management's portfolio in Q2 2026, its #331 holding.
Apollon Wealth Management first reported a position in Markel Group in Q2 2020 and has held it in 12 quarters since.
926 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.