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Clearstead Advisors’s Markel Group MKL Stock Holding History

Clearstead 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 		$1.25M Sell
639
-1,154
-64% -$2.15M 0.01% 496
2026
Q1 		$3.43M Sell
1,793
-64
-3% -$130K 0.03% 278
2025
Q4 		$3.99M Buy
1,857
+8
+0.4% +$16.2K 0.05% 232
2025
Q3 		$3.53M Sell
1,849
-1,112
-38% -$2.18M 0.05% 237
2025
Q2 		$5.91M Buy
2,961
+145
+5% +$272K 0.08% 176
2025
Q1 		$5.26M Buy
2,816
+741
+36% +$1.36M 0.08% 177
2024
Q4 		$3.58M Buy
2,075
+258
+14% +$428K 0.05% 214
2024
Q3 		$2.85M Buy
1,817
+1,240
+215% +$1.94M 0.04% 249
2024
Q2 		$909K Buy
577
+552
+2,208% +$857K 0.02% 411
2024
Q1 		$40.9K Hold
25
– – ﹤0.01% 811
2023
Q4 		$35.5K Sell
25
-25
-50% -$35.5K ﹤0.01% 825
2023
Q3 		$73.6K Buy
50
+25
+100% +$36.6K ﹤0.01% 807
2023
Q2 		$34.6K Hold
25
– – ﹤0.01% 806
2023
Q1 		$31.9K Buy
+25
New +$33.2K ﹤0.01% 758
2022
Q2 		– Sell
-26
Closed -$38K – 1377
2022
Q1 		$38K Buy
+26
New +$33.6K ﹤0.01% 732

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

Clearstead Advisors's MKL Position: Q2 2026 in Review

Clearstead Advisors reduced its Markel Group (MKL) stake by 64% in Q2 2026, selling an estimated $2.15M and leaving 639 shares worth $1.25M. The position accounts for 0.01% of the portfolio, ranked #496.

Clearstead Advisors first reported a position in MKL in Q1 2022 and has held it in 15 quarters since. The position peaked at $5.91M in Q2 2025. 925 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Clearstead Advisors held 639 shares of Markel Group worth $1.25M as of Q2 2026.
  • Clearstead Advisors sold 1,154 Markel Group shares in Q2 2026, an estimated $2.15M.
  • Markel Group made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #496 holding.
  • Clearstead Advisors first reported a position in Markel Group in Q1 2022 and has held it in 15 quarters since.
  • Clearstead Advisors's Markel Group position peaked at $5.91M in Q2 2025.
  • 925 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.