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Crewe Advisors’s Markel Group MKL Stock Holding History

Crewe 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 		$97.7K Hold
50
– – 0.01% 340
2026
Q1 		$95.7K Sell
50
-3
-6% -$6.09K 0.01% 299
2025
Q4 		$114K Hold
53
– – 0.01% 266
2025
Q3 		$101K Sell
53
-3
-5% -$5.88K 0.01% 291
2025
Q2 		$112K Hold
56
– – 0.02% 206
2025
Q1 		$105K Hold
56
– – 0.01% 195
2024
Q4 		$96.7K Buy
+56
New +$92.9K 0.01% 211
2024
Q3 		– Sell
-79
Closed -$124K – 885
2024
Q2 		$124K Buy
79
+26
+49% +$40.4K 0.01% 241
2024
Q1 		$80.6K Buy
+53
New +$77.7K 0.01% 306
2023
Q3 		– Sell
-6
Closed -$8.3K – 793
2023
Q2 		$8.3K Hold
6
– – ﹤0.01% 423
2023
Q1 		$7.67K Sell
6
-54
-90% -$71.7K ﹤0.01% 584
2022
Q4 		$79K Sell
60
-92
-61% -$114K 0.01% 251
2022
Q3 		$165K Hold
152
– – 0.03% 169
2022
Q2 		$197K Buy
152
+100
+192% +$137K 0.04% 131
2022
Q1 		$77K Buy
52
+37
+247% +$47.8K 0.02% 196
2021
Q4 		$19K Sell
15
-2
-12% -$2.52K ﹤0.01% 263
2021
Q3 		$20K Sell
17
-2
-11% -$2.47K ﹤0.01% 213
2021
Q2 		$23K Sell
19
-5
-21% -$5.99K 0.01% 208
2021
Q1 		$27K Buy
24
+9
+60% +$9.71K 0.01% 196
2020
Q4 		$15K Buy
15
+3
+25% +$2.99K 0.01% 222
2020
Q3 		$12K Buy
+12
New +$12.2K 0.01% 230
2019
Q3 		– Sell
-340
Closed -$370K – 284
2019
Q2 		$370K Buy
+340
New +$356K 0.12% 51

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

Crewe Advisors's MKL Position: Q2 2026 in Review

Crewe Advisors held its Markel Group (MKL) position steady in Q2 2026 at 50 shares worth $97.7K. The position accounts for 0.01% of the portfolio, ranked #340.

Crewe Advisors first reported a position in MKL in Q2 2019 and has held it in 22 quarters since. The position peaked at $370K in Q2 2019. 925 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Crewe Advisors held 50 shares of Markel Group worth $97.7K as of Q2 2026.
  • Crewe Advisors left its Markel Group share count unchanged in Q2 2026.
  • Markel Group made up 0.01% of Crewe Advisors's portfolio in Q2 2026, its #340 holding.
  • Crewe Advisors first reported a position in Markel Group in Q2 2019 and has held it in 22 quarters since.
  • Crewe Advisors's Markel Group position peaked at $370K in Q2 2019.
  • 925 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.