Financial Advocates Investment Management’s Markel Group MKL Stock Holding History

Financial Advocates Investment 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
2025 Q3	–	Sell	-110	Closed	-$220K	–	380
2025 Q2	$220K	Sell	110 -1	-0.9%	-$1.88K	0.02%	570
2025 Q1	$208K	Sell	111 -178	-62%	-$327K	0.01%	667
2024 Q4	$499K	Buy	289 +30	+12%	+$49.8K	0.03%	446
2024 Q3	$406K	Buy	259 +8	+3%	+$12.5K	0.02%	523
2024 Q2	$395K	Buy	251 +6	+2%	+$9.32K	0.02%	499
2024 Q1	$373K	Buy	+245	New	+$359K	0.02%	526

Other funds holding MKL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Financial Advocates Investment Management's MKL Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Markel Group (MKL) in Q3 2025, closing a stake of 110 shares — an estimated $220K sold.

Financial Advocates Investment Management first reported a position in MKL in Q1 2024 and held it in 6 quarters. The position peaked at $499K in Q4 2024. 852 funds tracked by Wall St. Rank hold MKL as of Q3 2025.

Financial Advocates Investment Management reported no remaining Markel Group position as of Q3 2025 after selling out during the quarter.
Financial Advocates Investment Management sold 110 Markel Group shares in Q3 2025, an estimated $220K.
Financial Advocates Investment Management first reported a position in Markel Group in Q1 2024 and held it in 6 quarters.
Financial Advocates Investment Management's Markel Group position peaked at $499K in Q4 2024.
852 funds tracked by Wall St. Rank held Markel Group as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.