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Blue Zone Wealth Advisors’s Markel Group MKL Stock Holding History

Blue Zone 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 		– Sell
-121
Closed -$232K – 133
2026
Q1 		$232K Sell
121
-3,708
-97% -$7.53M 0.05% 120
2025
Q4 		$8.23M Buy
3,829
+4
+0.1% +$8.1K 1.57% 20
2025
Q3 		$7.31M Buy
3,825
+128
+3% +$251K 1.46% 26
2025
Q2 		$7.38M Buy
3,697
+38
+1% +$71.3K 1.84% 16
2025
Q1 		$6.84M Buy
3,659
+1,301
+55% +$2.39M 1.9% 14
2024
Q4 		$4.07M Buy
2,358
+62
+3% +$103K 1.17% 41
2024
Q3 		$3.6M Buy
2,296
+68
+3% +$106K 1.12% 44
2024
Q2 		$3.51M Sell
2,228
-40
-2% -$62.1K 1.21% 41
2024
Q1 		$3.45M Buy
2,268
+65
+3% +$95.3K 1.19% 41
2023
Q4 		$3.13M Buy
2,203
+64
+3% +$90.8K 1.25% 36
2023
Q3 		$3.15M Sell
2,139
-607
-22% -$889K 1.38% 36
2023
Q2 		$3.8M Buy
2,746
+21
+0.8% +$28.2K 1.75% 23
2023
Q1 		$3.48M Sell
2,725
-1
-0% -$1.33K 1.86% 17
2022
Q4 		$3.59M Buy
2,726
+31
+1% +$38.3K 1.92% 15
2022
Q3 		$2.92M Buy
2,695
+19
+0.7% +$23.2K 1.51% 22
2022
Q2 		$3.46M Buy
2,676
+11
+0.4% +$15.1K 1.57% 19
2022
Q1 		$3.93M Buy
2,665
+294
+12% +$380K 1.47% 25
2021
Q4 		$2.93M Buy
2,371
+129
+6% +$163K 0.97% 41
2021
Q3 		$2.68M Buy
2,242
+205
+10% +$253K 0.93% 45
2021
Q2 		$2.42M Buy
2,037
+217
+12% +$260K 0.91% 48
2021
Q1 		$2.07M Buy
+1,820
New +$1.96M 0.88% 47

Other funds holding MKL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Boston Partners
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

Blue Zone Wealth Advisors's MKL Position: Q2 2026 in Review

Blue Zone Wealth Advisors sold out of Markel Group (MKL) in Q2 2026, closing a stake of 121 shares — an estimated $232K sold.

Blue Zone Wealth Advisors first reported a position in MKL in Q1 2021 and held it in 21 quarters. The position peaked at $8.23M in Q4 2025. 925 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Blue Zone Wealth Advisors reported no remaining Markel Group position as of Q2 2026 after selling out during the quarter.
  • Blue Zone Wealth Advisors sold 121 Markel Group shares in Q2 2026, an estimated $232K.
  • Blue Zone Wealth Advisors first reported a position in Markel Group in Q1 2021 and held it in 21 quarters.
  • Blue Zone Wealth Advisors's Markel Group position peaked at $8.23M in Q4 2025.
  • 925 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

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