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Diversify Wealth Management’s Markel Group MKL Stock Holding History

Diversify Wealth Management’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 		$1.37M Sell
681
-5
-0.7% -$9.34K 0.02% 529
2026
Q1 		$1.21M Buy
686
+139
+25% +$282K 0.02% 540
2025
Q4 		$1.15M Sell
547
-223
-29% -$452K 0.05% 297
2025
Q3 		$1.51M Buy
770
+25
+3% +$49K 0.09% 215
2025
Q2 		$1.44M Buy
745
+96
+15% +$180K 0.09% 218
2025
Q1 		$1.18M Buy
649
+88
+16% +$162K 0.09% 219
2024
Q4 		$931K Buy
561
+135
+32% +$224K 0.07% 230
2024
Q3 		$668K Buy
426
+50
+13% +$78.3K 0.06% 253
2024
Q2 		$568K Buy
+376
New +$584K 0.07% 243

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

Diversify Wealth Management's MKL Position: Q2 2026 in Review

Diversify Wealth Management reduced its Markel Group (MKL) stake by 0.73% in Q2 2026, selling an estimated $9.34K and leaving 681 shares worth $1.37M. The position accounts for 0.02% of the portfolio, ranked #529.

Diversify Wealth Management first reported a position in MKL in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.51M in Q3 2025. 925 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Diversify Wealth Management held 681 shares of Markel Group worth $1.37M as of Q2 2026.
  • Diversify Wealth Management sold 5 Markel Group shares in Q2 2026, an estimated $9.34K.
  • Markel Group made up 0.02% of Diversify Wealth Management's portfolio in Q2 2026, its #529 holding.
  • Diversify Wealth Management first reported a position in Markel Group in Q2 2024 and has held it in 9 quarters since.
  • Diversify Wealth Management's Markel Group position peaked at $1.51M in Q3 2025.
  • 925 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.