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Ashton Thomas Private Wealth’s Markel Group MKL Stock Holding History

Ashton Thomas Private Wealth’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 		$308K Buy
161
+53
+49% +$108K 0.01% 875
2025
Q4 		$232K Buy
108
+1
+0.9% +$2.03K 0.01% 912
2025
Q3 		$205K Sell
107
-35
-25% -$68.6K 0.01% 928
2025
Q2 		$284K Buy
142
+21
+17% +$39.4K 0.01% 695
2025
Q1 		$226K Buy
+121
New +$223K 0.01% 747
2024
Q3 		– Sell
-292
Closed -$460K – 1343
2024
Q2 		$460K Sell
292
-79
-21% -$123K 0.03% 438
2024
Q1 		$564K Sell
371
-16
-4% -$23.5K 0.03% 396
2023
Q4 		$550K Buy
387
+17
+5% +$24.1K 0.03% 403
2023
Q3 		$545K Hold
370
– – 0.04% 382
2023
Q2 		$512K Buy
+370
New +$496K 0.04% 392

Other funds holding MKL

BlackRock
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
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
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
VLKIM
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return

Ashton Thomas Private Wealth's MKL Position: Q1 2026 in Review

Ashton Thomas Private Wealth increased its Markel Group (MKL) stake by 49% in Q1 2026, buying an estimated $108K and bringing the position to 161 shares worth $308K. The position accounts for 0.01% of the portfolio, ranked #875.

Ashton Thomas Private Wealth first reported a position in MKL in Q2 2023 and has held it in 10 quarters since. The position peaked at $564K in Q1 2024. 925 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

  • Ashton Thomas Private Wealth held 161 shares of Markel Group worth $308K as of Q1 2026.
  • Ashton Thomas Private Wealth bought 53 Markel Group shares in Q1 2026, an estimated $108K.
  • Markel Group made up 0.01% of Ashton Thomas Private Wealth's portfolio in Q1 2026, its #875 holding.
  • Ashton Thomas Private Wealth first reported a position in Markel Group in Q2 2023 and has held it in 10 quarters since.
  • Ashton Thomas Private Wealth's Markel Group position peaked at $564K in Q1 2024.
  • 925 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q1 2026, filed 11 May 2026.