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Arete Wealth Advisors’s Markel Group MKL Stock Holding History

Arete Wealth 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
2025
Q2 		– Sell
-611
Closed -$1.14M – 786
2025
Q1 		$1.14M Buy
611
+47
+8% +$86.5K 0.09% 231
2024
Q4 		$974K Buy
564
+43
+8% +$71.4K 0.07% 258
2024
Q3 		$812K Sell
521
-9
-2% -$14.1K 0.07% 263
2024
Q2 		$831K Buy
+530
New +$823K 0.07% 272
2024
Q1 		– Sell
-277
Closed -$393K – 589
2023
Q4 		$393K Buy
277
+97
+54% +$138K 0.03% 473
2023
Q3 		$265K Buy
+180
New +$263K 0.05% 374

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

Arete Wealth Advisors's MKL Position: Q2 2025 in Review

Arete Wealth Advisors sold out of Markel Group (MKL) in Q2 2025, closing a stake of 611 shares — an estimated $1.14M sold.

Arete Wealth Advisors first reported a position in MKL in Q3 2023 and held it in 6 quarters. The position peaked at $1.14M in Q1 2025. 852 funds tracked by Wall St. Rank hold MKL as of Q2 2025.

  • Arete Wealth Advisors reported no remaining Markel Group position as of Q2 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 611 Markel Group shares in Q2 2025, an estimated $1.14M.
  • Arete Wealth Advisors first reported a position in Markel Group in Q3 2023 and held it in 6 quarters.
  • Arete Wealth Advisors's Markel Group position peaked at $1.14M in Q1 2025.
  • 852 funds tracked by Wall St. Rank held Markel Group as of Q2 2025.

Based on Arete Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.