Diversify Advisory Services’s Markel Group MKL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.37M Buy
+681
New +$1.27M 0.02% 529
2026
Q1
Sell
-116
Closed -$239K 608
2025
Q4
$239K Buy
116
+5
+5% +$10.1K 0.01% 820
2025
Q3
$217K Buy
111
+4
+4% +$7.84K 0.01% 824
2025
Q2
$206K Buy
+107
New +$201K 0.01% 791
2024
Q3
Sell
-170
Closed -$264K 662
2024
Q2
$264K Sell
170
-207
-55% -$321K 0.01% 540
2024
Q1
$569K Buy
+377
New +$553K 0.03% 389

Other funds holding MKL

Diversify Advisory Services's MKL Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Markel Group (MKL) in Q2 2026: 681 shares worth $1.37M. The stake represents 0.02% of the portfolio and ranks #529 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in MKL as recently as Q4 2025.

Diversify Advisory Services first reported a position in MKL in Q1 2024 and has held it in 6 quarters since. 926 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Diversify Advisory Services held 681 shares of Markel Group worth $1.37M as of Q2 2026.
  • Markel Group was a new Diversify Advisory Services position in Q2 2026.
  • Markel Group made up 0.02% of Diversify Advisory Services's portfolio in Q2 2026, its #529 holding.
  • Diversify Advisory Services first reported a position in Markel Group in Q1 2024 and has held it in 6 quarters since.
  • 926 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.