Bogart Wealth LLC’s Markel Group MKL Stock Holding History

Bogart Wealth LLC’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	$17.6K	Sell	9 -4	-31%	-$7.47K	﹤0.01%	832
2026 Q1	$24.9K	Buy	13 +2	+18%	+$4.06K	﹤0.01%	663
2025 Q4	$23.6K	Buy	11 +1	+10%	+$2.03K	﹤0.01%	637
2025 Q3	$19.1K	Buy	10 +1	+11%	+$1.96K	﹤0.01%	677
2025 Q2	$18K	Hold	9	–	–	﹤0.01%	658
2025 Q1	$16.8K	Sell	9 -2	-18%	-$3.68K	﹤0.01%	625
2024 Q4	$19K	Buy	11 +2	+22%	+$3.32K	﹤0.01%	596
2024 Q3	$14.1K	Sell	9 -30	-77%	-$47K	﹤0.01%	613
2024 Q2	$61.5K	Hold	39	–	–	﹤0.01%	366
2024 Q1	$59.3K	Hold	39	–	–	﹤0.01%	354
2023 Q4	$55.4K	Hold	39	–	–	﹤0.01%	359
2023 Q3	$57.4K	Buy	39 +3	+8%	+$4.39K	﹤0.01%	329
2023 Q2	$49.8K	Hold	36	–	–	﹤0.01%	329
2023 Q1	$46K	Buy	36 +6	+20%	+$7.97K	﹤0.01%	328
2022 Q4	$39.5K	Hold	30	–	–	﹤0.01%	325
2022 Q3	$33K	Hold	30	–	–	﹤0.01%	363
2022 Q2	$39K	Buy	+30	New	+$41.2K	﹤0.01%	318

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

Bogart Wealth LLC's MKL Position: Q2 2026 in Review

Bogart Wealth LLC reduced its Markel Group (MKL) stake by 31% in Q2 2026, selling an estimated $7.47K and leaving 9 shares worth $17.6K. The position accounts for ﹤0.01% of the portfolio, ranked #832.

Bogart Wealth LLC first reported a position in MKL in Q2 2022 and has held it in 17 quarters since. The position peaked at $61.5K in Q2 2024. 925 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

Bogart Wealth LLC held 9 shares of Markel Group worth $17.6K as of Q2 2026.
Bogart Wealth LLC sold 4 Markel Group shares in Q2 2026, an estimated $7.47K.
Markel Group made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #832 holding.
Bogart Wealth LLC first reported a position in Markel Group in Q2 2022 and has held it in 17 quarters since.
Bogart Wealth LLC's Markel Group position peaked at $61.5K in Q2 2024.
925 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.