Benjamin Edwards Inc’s Markel Group MKL Stock Holding History

Benjamin Edwards Inc’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	$2.69M	Sell	1,378 -67	-5%	-$125K	0.02%	487
2026 Q1	$2.77M	Buy	1,445 +82	+6%	+$166K	0.03%	457
2025 Q4	$2.93M	Buy	1,363 +130	+11%	+$263K	0.03%	415
2025 Q3	$2.36M	Buy	1,233 +24	+2%	+$47K	0.03%	451
2025 Q2	$2.41M	Buy	1,209 +196	+19%	+$368K	0.03%	420
2025 Q1	$1.89M	Buy	1,013 +145	+17%	+$267K	0.03%	429
2024 Q4	$1.5M	Buy	868 +382	+79%	+$634K	0.02%	500
2024 Q3	$762K	Buy	+486	New	+$761K	0.01%	667
2023 Q2	–	Sell	-5	Closed	-$6K	–	704
2023 Q1	$6K	Buy	+5	New	+$6.64K	﹤0.01%	618

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

Benjamin Edwards Inc's MKL Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its Markel Group (MKL) stake by 4.6% in Q2 2026, selling an estimated $125K and leaving 1,378 shares worth $2.69M. The position accounts for 0.02% of the portfolio, ranked #487.

Benjamin Edwards Inc first reported a position in MKL in Q1 2023 and has held it in 9 quarters since. The position peaked at $2.93M in Q4 2025. 924 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

Benjamin Edwards Inc held 1,378 shares of Markel Group worth $2.69M as of Q2 2026.
Benjamin Edwards Inc sold 67 Markel Group shares in Q2 2026, an estimated $125K.
Markel Group made up 0.02% of Benjamin Edwards Inc's portfolio in Q2 2026, its #487 holding.
Benjamin Edwards Inc first reported a position in Markel Group in Q1 2023 and has held it in 9 quarters since.
Benjamin Edwards Inc's Markel Group position peaked at $2.93M in Q4 2025.
924 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.