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Crestmont Private Wealth’s Markel Group MKL Stock Holding History

Crestmont Private 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 		$844K Sell
432
-13
-3% -$24.3K 0.24% 33
2026
Q1 		$852K Buy
445
+28
+7% +$56.8K 0.27% 32
2025
Q4 		$896K Buy
417
+8
+2% +$16.2K 0.29% 25
2025
Q3 		$782K Buy
409
+21
+5% +$41.2K 0.26% 33
2025
Q2 		$775K Buy
388
+37
+11% +$69.4K 0.28% 24
2025
Q1 		$656K Buy
351
+50
+17% +$92K 0.28% 27
2024
Q4 		$520K Buy
301
+14
+5% +$23.2K 0.23% 31
2024
Q3 		$450K Buy
287
+22
+8% +$34.4K 0.2% 38
2024
Q2 		$418K Sell
265
-8
-3% -$12.4K 0.2% 37
2024
Q1 		$415K Buy
273
+33
+14% +$48.4K 0.21% 31
2023
Q4 		$341K Sell
240
-6
-2% -$8.51K 0.17% 30
2023
Q3 		$362K Sell
246
-71
-22% -$104K 0.22% 21
2023
Q2 		$438K Buy
317
+32
+11% +$42.9K 0.26% 25
2023
Q1 		$364K Buy
285
+42
+17% +$55.8K 0.24% 22
2022
Q4 		$320K Buy
+243
New +$301K 0.22% 23

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

Crestmont Private Wealth's MKL Position: Q2 2026 in Review

Crestmont Private Wealth reduced its Markel Group (MKL) stake by 2.9% in Q2 2026, selling an estimated $24.3K and leaving 432 shares worth $844K. The position accounts for 0.24% of the portfolio, ranked #33.

Crestmont Private Wealth first reported a position in MKL in Q4 2022 and has held it in 15 quarters since. The position peaked at $896K in Q4 2025. 926 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Crestmont Private Wealth held 432 shares of Markel Group worth $844K as of Q2 2026.
  • Crestmont Private Wealth sold 13 Markel Group shares in Q2 2026, an estimated $24.3K.
  • Markel Group made up 0.24% of Crestmont Private Wealth's portfolio in Q2 2026, its #33 holding.
  • Crestmont Private Wealth first reported a position in Markel Group in Q4 2022 and has held it in 15 quarters since.
  • Crestmont Private Wealth's Markel Group position peaked at $896K in Q4 2025.
  • 926 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Crestmont Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.