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Congress Wealth Management’s Markel Group MKL Stock Holding History

Congress Wealth Management’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
2025
Q2 		$691K Sell
346
-163
-32% -$306K 0.01% 820
2025
Q1 		$952K Buy
+509
New +$936K 0.01% 644

Other funds holding MKL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 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 $3.38T AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Congress Wealth Management's MKL Position: Q2 2025 in Review

Congress Wealth Management reduced its Markel Group (MKL) stake by 32% in Q2 2025, selling an estimated $306K and leaving 346 shares worth $691K. The position accounts for 0.01% of the portfolio, ranked #820.

Congress Wealth Management first reported a position in MKL in Q1 2025 and has held it in 2 quarters since. The position peaked at $952K in Q1 2025. 854 funds tracked by Wall St. Rank hold MKL as of Q2 2025.

  • Congress Wealth Management held 346 shares of Markel Group worth $691K as of Q2 2025.
  • Congress Wealth Management sold 163 Markel Group shares in Q2 2025, an estimated $306K.
  • Markel Group made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #820 holding.
  • Congress Wealth Management first reported a position in Markel Group in Q1 2025 and has held it in 2 quarters since.
  • Congress Wealth Management's Markel Group position peaked at $952K in Q1 2025.
  • 854 funds tracked by Wall St. Rank held Markel Group as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.