Financial Security Advisor’s Markel Group MKL Stock Holding History

Financial Security Advisor’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	$748K	Sell	383 -17	-4%	-$31.7K	0.12%	77
2026 Q1	$766K	Sell	400 -21	-5%	-$42.6K	0.14%	66
2025 Q4	$905K	Sell	421 -21	-5%	-$42.5K	0.18%	56
2025 Q3	$845K	Sell	442 -6	-1%	-$11.8K	0.18%	53
2025 Q2	$895K	Hold	448	–	–	0.21%	49
2025 Q1	$838K	Hold	448	–	–	0.21%	51
2024 Q4	$773K	Sell	448 -4	-0.9%	-$6.64K	0.2%	51
2024 Q3	$709K	Sell	452 -14	-3%	-$21.9K	0.18%	52
2024 Q2	$734K	Sell	466 -33	-7%	-$51.2K	0.25%	47
2024 Q1	$759K	Buy	499 +33	+7%	+$48.4K	0.27%	48
2023 Q4	$662K	Buy	466 +89	+24%	+$126K	0.26%	47
2023 Q3	$555K	Buy	+377	New	+$552K	0.26%	50

Other funds holding MKL

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

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

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

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

Financial Security Advisor's MKL Position: Q2 2026 in Review

Financial Security Advisor reduced its Markel Group (MKL) stake by 4.3% in Q2 2026, selling an estimated $31.7K and leaving 383 shares worth $748K. The position accounts for 0.12% of the portfolio, ranked #77.

Financial Security Advisor first reported a position in MKL in Q3 2023 and has held it in 12 quarters since. The position peaked at $905K in Q4 2025. 925 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

Financial Security Advisor held 383 shares of Markel Group worth $748K as of Q2 2026.
Financial Security Advisor sold 17 Markel Group shares in Q2 2026, an estimated $31.7K.
Markel Group made up 0.12% of Financial Security Advisor's portfolio in Q2 2026, its #77 holding.
Financial Security Advisor first reported a position in Markel Group in Q3 2023 and has held it in 12 quarters since.
Financial Security Advisor's Markel Group position peaked at $905K in Q4 2025.
925 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Financial Security Advisor's 13F filing for Q2 2026, filed 11 Aug 2026.