B. Riley Wealth Advisors’s Markel Group MKL Stock Holding History

B. Riley 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	$227K	Buy	116 +4	+4%	+$7.47K	0.01%	724
2026 Q1	$211K	Sell	112 -11	-9%	-$22.3K	0.01%	705
2025 Q4	$264K	Buy	123 +13	+12%	+$26.3K	0.01%	750
2025 Q3	$210K	Sell	110 -22	-17%	-$43.1K	0.01%	878
2025 Q2	$264K	Sell	132 -4	-3%	-$7.5K	0.01%	766
2025 Q1	$254K	Buy	+136	New	+$250K	0.01%	1051
2015 Q1	–	Sell	-35	Closed	-$24K	–	1412
2014 Q4	$24K	Buy	+35	New	+$23.7K	﹤0.01%	2464
2014 Q3	–	Sell	-41	Closed	-$26.8K	–	1390
2014 Q2	$26.8K	Buy	+41	New	+$25.8K	0.01%	1335

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

B. Riley Wealth Advisors's MKL Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its Markel Group (MKL) stake by 3.6% in Q2 2026, buying an estimated $7.47K and bringing the position to 116 shares worth $227K. The position accounts for 0.01% of the portfolio, ranked #724.

B. Riley Wealth Advisors first reported a position in MKL in Q2 2014 and has held it in 8 quarters since. The position peaked at $264K in Q4 2025. 927 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

B. Riley Wealth Advisors held 116 shares of Markel Group worth $227K as of Q2 2026.
B. Riley Wealth Advisors bought 4 Markel Group shares in Q2 2026, an estimated $7.47K.
Markel Group made up 0.01% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #724 holding.
B. Riley Wealth Advisors first reported a position in Markel Group in Q2 2014 and has held it in 8 quarters since.
B. Riley Wealth Advisors's Markel Group position peaked at $264K in Q4 2025.
927 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.