AWM
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Aprio Wealth Management’s Markel Group MKL Stock Holding History

Aprio 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 		$264K Sell
135
-4
-3% -$7.47K 0.01% 547
2026
Q1 		$266K Buy
139
+10
+8% +$20.3K 0.01% 517
2025
Q4 		$299K Buy
+129
New +$261K 0.02% 438

Other funds holding MKL

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
TAM
Troy Asset Management London, United Kingdom $3.59B AUM 10.56% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
SC
Steginsky Capital Port Washington, New York $666M AUM 34.57% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
SFG
Sather Financial Group Victoria, Texas $1.74B AUM 15.15% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Aprio Wealth Management reduced its Markel Group (MKL) stake by 2.9% in Q2 2026, selling an estimated $7.47K and leaving 135 shares worth $264K. The position accounts for 0.01% of the portfolio, ranked #547.

Aprio Wealth Management first reported a position in MKL in Q4 2025 and has held it in 3 quarters since. The position peaked at $299K in Q4 2025. 338 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Aprio Wealth Management held 135 shares of Markel Group worth $264K as of Q2 2026.
  • Aprio Wealth Management sold 4 Markel Group shares in Q2 2026, an estimated $7.47K.
  • Markel Group made up 0.01% of Aprio Wealth Management's portfolio in Q2 2026, its #547 holding.
  • Aprio Wealth Management first reported a position in Markel Group in Q4 2025 and has held it in 3 quarters since.
  • Aprio Wealth Management's Markel Group position peaked at $299K in Q4 2025.
  • 338 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.