Cetera Investment Advisers
MKL icon

Cetera Investment Advisers’s Markel Group MKL Stock Holding History

Cetera Investment Advisers’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 		$5.58M Sell
2,857
-70
-2% -$131K 0.01% 1535
2026
Q1 		$5.6M Buy
2,927
+176
+6% +$357K 0.01% 1433
2025
Q4 		$5.91M Buy
2,751
+167
+6% +$338K 0.01% 1350
2025
Q3 		$4.94M Buy
2,584
+863
+50% +$1.69M 0.01% 1413
2025
Q2 		$3.44M Buy
1,721
+59
+4% +$111K 0.01% 1460
2025
Q1 		$3.11M Buy
1,662
+13
+0.8% +$23.9K 0.01% 1414
2024
Q4 		$2.85M Buy
1,649
+125
+8% +$207K 0.01% 1395
2024
Q3 		$2.39M Buy
1,524
+71
+5% +$111K 0.01% 1504
2024
Q2 		$2.29M Buy
1,453
+200
+16% +$311K 0.01% 1462
2024
Q1 		$1.91M Buy
1,253
+793
+172% +$1.16M ﹤0.01% 1587
2023
Q4 		$653K Sell
460
-20
-4% -$28.4K 0.01% 1343
2023
Q3 		$707K Sell
480
-13
-3% -$19K 0.01% 1245
2023
Q2 		$682K Buy
493
+1
+0.2% +$1.34K 0.01% 1275
2023
Q1 		$628K Sell
492
-19
-4% -$25.2K 0.01% 1293
2022
Q4 		$673K Buy
511
+154
+43% +$191K 0.01% 1201
2022
Q3 		$387K Sell
357
-85
-19% -$104K 0.01% 1120
2022
Q2 		$572K Sell
442
-38
-8% -$52.1K 0.01% 1018
2022
Q1 		$708K Sell
480
-5
-1% -$6.46K 0.01% 963
2021
Q4 		$598K Sell
485
-39
-7% -$49.2K 0.01% 1079
2021
Q3 		$626K Buy
524
+17
+3% +$21K 0.01% 1006
2021
Q2 		$602K Buy
507
+292
+136% +$350K 0.01% 1024
2021
Q1 		$245K Sell
215
-267
-55% -$288K ﹤0.01% 1358
2020
Q4 		$498K Buy
+482
New +$480K 0.01% 963

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

Cetera Investment Advisers's MKL Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Markel Group (MKL) stake by 2.4% in Q2 2026, selling an estimated $131K and leaving 2,857 shares worth $5.58M. The position accounts for 0.01% of the portfolio, ranked #1535.

Cetera Investment Advisers first reported a position in MKL in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.91M in Q4 2025. 928 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Cetera Investment Advisers held 2,857 shares of Markel Group worth $5.58M as of Q2 2026.
  • Cetera Investment Advisers sold 70 Markel Group shares in Q2 2026, an estimated $131K.
  • Markel Group made up 0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1535 holding.
  • Cetera Investment Advisers first reported a position in Markel Group in Q4 2020 and has held it in 23 quarters since.
  • Cetera Investment Advisers's Markel Group position peaked at $5.91M in Q4 2025.
  • 928 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.