Aptus Capital Advisors’s Markel Group MKL Stock Holding History

Aptus Capital Advisors’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	$723K	Buy	370 +31	+9%	+$57.9K	﹤0.01%	691
2026 Q1	$649K	Sell	339 -19	-5%	-$38.6K	0.01%	656
2025 Q4	$770K	Buy	358 +1	+0.3%	+$2.03K	0.01%	631
2025 Q3	$682K	Sell	357 -12	-3%	-$23.5K	0.01%	631
2025 Q2	$737K	Hold	369	–	–	0.01%	595
2025 Q1	$690K	Buy	369 +2	+0.5%	+$3.68K	0.01%	576
2024 Q4	$634K	Buy	367 +151	+70%	+$251K	0.01%	576
2024 Q3	$339K	Buy	216 +16	+8%	+$25K	0.01%	633
2024 Q2	$315K	Hold	200	–	–	0.01%	614
2024 Q1	$304K	Buy	200 +33	+20%	+$48.4K	0.01%	628
2023 Q4	$237K	Sell	167 -7	-4%	-$9.93K	0.01%	510
2023 Q3	$256K	Buy	+174	New	+$255K	0.01%	506
2022 Q2	–	Sell	-138	Closed	-$204K	–	709
2022 Q1	$204K	Buy	+138	New	+$178K	0.01%	422

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

Aptus Capital Advisors's MKL Position: Q2 2026 in Review

Aptus Capital Advisors increased its Markel Group (MKL) stake by 9.1% in Q2 2026, buying an estimated $57.9K and bringing the position to 370 shares worth $723K. The position accounts for ﹤0.01% of the portfolio, ranked #691.

Aptus Capital Advisors first reported a position in MKL in Q1 2022 and has held it in 13 quarters since. The position peaked at $770K in Q4 2025. 926 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

Aptus Capital Advisors held 370 shares of Markel Group worth $723K as of Q2 2026.
Aptus Capital Advisors bought 31 Markel Group shares in Q2 2026, an estimated $57.9K.
Markel Group made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #691 holding.
Aptus Capital Advisors first reported a position in Markel Group in Q1 2022 and has held it in 13 quarters since.
Aptus Capital Advisors's Markel Group position peaked at $770K in Q4 2025.
926 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.