Axxcess Wealth Management’s Markel Group MKL Stock Holding History

Axxcess Wealth Management’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	$1.66M	Buy	+849	New	+$1.59M	0.03%	425
2026 Q1	–	Sell	-864	Closed	-$1.86M	–	758
2025 Q4	$1.86M	Sell	864 -9	-1%	-$18.2K	0.03%	389
2025 Q3	$1.67M	Buy	873 +2	+0.2%	+$3.92K	0.04%	354
2025 Q2	$1.74M	Sell	871 -7	-0.8%	-$13.1K	0.04%	311
2025 Q1	$1.64M	Buy	878 +6	+0.7%	+$11K	0.04%	294
2024 Q4	$1.51M	Sell	872 -9	-1%	-$14.9K	0.04%	334
2024 Q3	$1.38M	Sell	881 -3	-0.3%	-$4.7K	0.03%	327
2024 Q2	$1.39M	Sell	884 -2	-0.2%	-$3.11K	0.04%	318
2024 Q1	$1.35M	Buy	886 +306	+53%	+$449K	0.04%	320
2023 Q4	$824K	Sell	580 -20	-3%	-$28.4K	0.02%	396
2023 Q3	$883K	Buy	600 +4	+0.7%	+$5.86K	0.03%	341
2023 Q2	$824K	Buy	596 +250	+72%	+$335K	0.06%	260
2023 Q1	$442K	Buy	346 +1	+0.3%	+$1.33K	0.03%	402
2022 Q4	$455K	Buy	+345	New	+$427K	0.04%	371

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

Axxcess Wealth Management's MKL Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in Markel Group (MKL) in Q2 2026: 849 shares worth $1.66M. The stake represents 0.03% of the portfolio and ranks #425 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in MKL as recently as Q4 2025.

Axxcess Wealth Management first reported a position in MKL in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.86M in Q4 2025. 925 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

Axxcess Wealth Management held 849 shares of Markel Group worth $1.66M as of Q2 2026.
Markel Group was a new Axxcess Wealth Management position in Q2 2026.
Markel Group made up 0.03% of Axxcess Wealth Management's portfolio in Q2 2026, its #425 holding.
Axxcess Wealth Management first reported a position in Markel Group in Q4 2022 and has held it in 14 quarters since.
Axxcess Wealth Management's Markel Group position peaked at $1.86M in Q4 2025.
925 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.