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 Q2	$311K	Sell	159 -2	-1%	-$3.73K	0.01%	966
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 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

Ashton Thomas Private Wealth's MKL Position: Q2 2026 in Review

Ashton Thomas Private Wealth reduced its Markel Group (MKL) stake by 1.2% in Q2 2026, selling an estimated $3.73K and leaving 159 shares worth $311K. The position accounts for 0.01% of the portfolio, ranked #966.

Ashton Thomas Private Wealth first reported a position in MKL in Q2 2023 and has held it in 11 quarters since. The position peaked at $564K in Q1 2024. 926 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

Ashton Thomas Private Wealth held 159 shares of Markel Group worth $311K as of Q2 2026.
Ashton Thomas Private Wealth sold 2 Markel Group shares in Q2 2026, an estimated $3.73K.
Markel Group made up 0.01% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #966 holding.
Ashton Thomas Private Wealth first reported a position in Markel Group in Q2 2023 and has held it in 11 quarters since.
Ashton Thomas Private Wealth's Markel Group position peaked at $564K in Q1 2024.
926 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.