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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

VLKIM

Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return

Apollon Wealth Management's MKL Position: Q1 2026 in Review

Apollon Wealth Management reduced its Markel Group (MKL) stake by 2.8% in Q1 2026, selling an estimated $18.3K and leaving 313 shares worth $599K. The position accounts for 0.01% of the portfolio, ranked #788.

Apollon Wealth Management first reported a position in MKL in Q2 2020 and has held it in 11 quarters since. The position peaked at $692K in Q4 2025. 925 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

Apollon Wealth Management held 313 shares of Markel Group worth $599K as of Q1 2026.
Apollon Wealth Management sold 9 Markel Group shares in Q1 2026, an estimated $18.3K.
Markel Group made up 0.01% of Apollon Wealth Management's portfolio in Q1 2026, its #788 holding.
Apollon Wealth Management first reported a position in Markel Group in Q2 2020 and has held it in 11 quarters since.
Apollon Wealth Management's Markel Group position peaked at $692K in Q4 2025.
925 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.