Avantax Advisory Services’s Markel Group MKL Stock Holding History

Avantax Advisory Services’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	$807K	Buy	404 +105	+35%	+$197K	﹤0.01%	1298
2025 Q1	$559K	Hold	299	–	–	﹤0.01%	1440
2024 Q4	$516K	Buy	299 +32	+12%	+$53.1K	﹤0.01%	1423
2024 Q3	$419K	Sell	267 -6	-2%	-$9.39K	﹤0.01%	1536
2024 Q2	$430K	Buy	273 +82	+43%	+$127K	﹤0.01%	1465
2024 Q1	$291K	Sell	191 -6	-3%	-$8.8K	﹤0.01%	1314
2023 Q4	$280K	Sell	197 -30	-13%	-$42.6K	﹤0.01%	1275
2023 Q3	$334K	Buy	227 +18	+9%	+$26.3K	﹤0.01%	1135
2023 Q2	$289K	Sell	209 -2	-0.9%	-$2.68K	﹤0.01%	1207
2023 Q1	$270K	Buy	211 +11	+6%	+$14.6K	﹤0.01%	1211
2022 Q4	$263K	Buy	+200	New	+$247K	﹤0.01%	1170
2020 Q4	–	Sell	-256	Closed	-$252K	–	1186
2020 Q3	$252K	Buy	+256	New	+$260K	﹤0.01%	1108

Other funds holding MKL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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 New York $19.5B AUM 17.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Avantax Advisory Services's MKL Position: Q2 2025 in Review

Avantax Advisory Services increased its Markel Group (MKL) stake by 35% in Q2 2025, buying an estimated $197K and bringing the position to 404 shares worth $807K. The position accounts for ﹤0.01% of the portfolio, ranked #1298.

Avantax Advisory Services first reported a position in MKL in Q3 2020 and has held it in 12 quarters since. 852 funds tracked by Wall St. Rank hold MKL as of Q2 2025.

Avantax Advisory Services held 404 shares of Markel Group worth $807K as of Q2 2025.
Avantax Advisory Services bought 105 Markel Group shares in Q2 2025, an estimated $197K.
Markel Group made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1298 holding.
Avantax Advisory Services first reported a position in Markel Group in Q3 2020 and has held it in 12 quarters since.
852 funds tracked by Wall St. Rank held Markel Group as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.