CreativeOne Wealth’s Markel Group MKL Stock Holding History

CreativeOne Wealth’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	–	Sell	-110	Closed	-$211K	–	1248
2026 Q1	$211K	Buy	+110	New	+$223K	﹤0.01%	1115

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

CreativeOne Wealth's MKL Position: Q2 2026 in Review

CreativeOne Wealth sold out of Markel Group (MKL) in Q2 2026, closing a stake of 110 shares — an estimated $211K sold.

CreativeOne Wealth first reported a position in MKL in Q1 2026 and held it in 1 quarter. The position peaked at $211K in Q1 2026. 925 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

CreativeOne Wealth reported no remaining Markel Group position as of Q2 2026 after selling out during the quarter.
CreativeOne Wealth sold 110 Markel Group shares in Q2 2026, an estimated $211K.
CreativeOne Wealth first reported a position in Markel Group in Q1 2026 and held it in 1 quarter.
CreativeOne Wealth's Markel Group position peaked at $211K in Q1 2026.
925 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.