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Arkadios Wealth Advisors’s Markel Group MKL Stock Holding History

Arkadios 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
2026
Q2 		$453K Buy
232
+19
+9% +$35.5K 0.01% 1177
2026
Q1 		$408K Buy
213
+12
+6% +$24.4K 0.01% 1209
2025
Q4 		$432K Buy
201
+74
+58% +$150K 0.01% 1077
2025
Q3 		$243K Buy
127
+19
+18% +$37.2K 0.01% 1257
2025
Q2 		$216K Buy
+108
New +$203K 0.01% 1187
2020
Q4 		– Sell
-15
Closed -$14.6K – 1427
2020
Q3 		$14.6K Buy
+15
New +$15.2K 0.01% 668

Other funds holding MKL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Boston Partners
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

Arkadios Wealth Advisors's MKL Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its Markel Group (MKL) stake by 8.9% in Q2 2026, buying an estimated $35.5K and bringing the position to 232 shares worth $453K. The position accounts for 0.01% of the portfolio, ranked #1177.

Arkadios Wealth Advisors first reported a position in MKL in Q3 2020 and has held it in 6 quarters since. 925 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Arkadios Wealth Advisors held 232 shares of Markel Group worth $453K as of Q2 2026.
  • Arkadios Wealth Advisors bought 19 Markel Group shares in Q2 2026, an estimated $35.5K.
  • Markel Group made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1177 holding.
  • Arkadios Wealth Advisors first reported a position in Markel Group in Q3 2020 and has held it in 6 quarters since.
  • 925 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.