Compass Ion Advisors’s Markel Group MKL Stock Holding History

Compass Ion 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	$1.49M	Hold	765	–	–	0.13%	87
2026 Q1	$1.46M	Hold	765	–	–	0.14%	80
2025 Q4	$1.64M	Hold	765	–	–	0.16%	74
2025 Q3	$1.46M	Hold	765	–	–	0.14%	78
2025 Q2	$1.53M	Hold	765	–	–	0.17%	71
2025 Q1	$1.43M	Sell	765 -19	-2%	-$35K	0.17%	74
2024 Q4	$1.35M	Hold	784	–	–	0.16%	78
2024 Q3	$1.23M	Buy	784 +6	+0.8%	+$9.39K	0.15%	83
2024 Q2	$1.18M	Hold	778	–	–	0.17%	71
2024 Q1	$1.18M	Sell	778 -335	-30%	-$491K	0.17%	72
2023 Q4	$1.58M	Hold	1,113	–	–	0.25%	60
2023 Q3	$1.64M	Buy	+1,113	New	+$1.63M	0.28%	52

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

Compass Ion Advisors's MKL Position: Q2 2026 in Review

Compass Ion Advisors held its Markel Group (MKL) position steady in Q2 2026 at 765 shares worth $1.49M. The position accounts for 0.13% of the portfolio, ranked #87.

Compass Ion Advisors first reported a position in MKL in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.64M in Q4 2025. 925 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

Compass Ion Advisors held 765 shares of Markel Group worth $1.49M as of Q2 2026.
Compass Ion Advisors left its Markel Group share count unchanged in Q2 2026.
Markel Group made up 0.13% of Compass Ion Advisors's portfolio in Q2 2026, its #87 holding.
Compass Ion Advisors first reported a position in Markel Group in Q3 2023 and has held it in 12 quarters since.
Compass Ion Advisors's Markel Group position peaked at $1.64M in Q4 2025.
925 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Compass Ion Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.