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Crestwood Advisors Group’s Markel Group MKL Stock Holding History

Crestwood Advisors Group’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 		$855K Sell
438
-52
-11% -$97.1K 0.01% 349
2026
Q1 		$938K Sell
490
-24
-5% -$48.7K 0.02% 304
2025
Q4 		$1.1M Sell
514
-156
-23% -$316K 0.02% 268
2025
Q3 		$1.28M Buy
670
+1
+0.1% +$1.96K 0.02% 261
2025
Q2 		$1.34M Sell
669
-2
-0.3% -$3.75K 0.02% 248
2025
Q1 		$1.25M Sell
671
-404
-38% -$743K 0.02% 251
2024
Q4 		$1.86M Sell
1,075
-9
-0.8% -$14.9K 0.03% 195
2024
Q3 		$1.7M Buy
1,084
+828
+323% +$1.3M 0.03% 201
2024
Q2 		$403K Sell
256
-2
-0.8% -$3.11K 0.01% 309
2024
Q1 		$393K Buy
258
+5
+2% +$7.33K 0.01% 310
2023
Q4 		$359K Buy
253
+3
+1% +$4.26K 0.01% 307
2023
Q3 		$368K Hold
250
– – 0.01% 274
2023
Q2 		$346K Hold
250
– – 0.01% 204
2023
Q1 		$319K Hold
250
– – 0.01% 219
2022
Q4 		$329K Hold
250
– – 0.01% 224
2022
Q3 		$271K Hold
250
– – 0.01% 227
2022
Q2 		$323K Hold
250
– – 0.01% 215
2022
Q1 		$369K Hold
250
– – 0.01% 228
2021
Q4 		$308K Hold
250
– – 0.01% 252
2021
Q3 		$299K Hold
250
– – 0.01% 231
2021
Q2 		$297K Hold
250
– – 0.01% 231
2021
Q1 		$285K Hold
250
– – 0.01% 221
2020
Q4 		$258K Hold
250
– – 0.01% 236
2020
Q3 		$243K Hold
250
– – 0.01% 214
2020
Q2 		$231K Sell
250
-1
-0.4% -$909 0.01% 210
2020
Q1 		$233K Buy
251
+1
+0.4% +$1.14K 0.01% 200
2019
Q4 		$286K Hold
250
– – 0.01% 219
2019
Q3 		$295K Buy
+250
New +$284K 0.01% 203

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

Crestwood Advisors Group's MKL Position: Q2 2026 in Review

Crestwood Advisors Group reduced its Markel Group (MKL) stake by 11% in Q2 2026, selling an estimated $97.1K and leaving 438 shares worth $855K. The position accounts for 0.01% of the portfolio, ranked #349.

Crestwood Advisors Group first reported a position in MKL in Q3 2019 and has held it in 28 quarters since. The position peaked at $1.86M in Q4 2024. 925 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Crestwood Advisors Group held 438 shares of Markel Group worth $855K as of Q2 2026.
  • Crestwood Advisors Group sold 52 Markel Group shares in Q2 2026, an estimated $97.1K.
  • Markel Group made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #349 holding.
  • Crestwood Advisors Group first reported a position in Markel Group in Q3 2019 and has held it in 28 quarters since.
  • Crestwood Advisors Group's Markel Group position peaked at $1.86M in Q4 2024.
  • 925 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.