GeoWealth Management’s Markel Group MKL Stock Holding History

GeoWealth 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	-92	Closed	-$184K	–	1040
2025 Q2	$184K	Buy	+92	New	+$173K	0.01%	682
2025 Q1	–	Sell	-97	Closed	-$167K	–	1512
2024 Q4	$167K	Sell	97 -1	-1%	-$1.66K	0.01%	823
2024 Q3	$154K	Buy	+98	New	+$153K	0.01%	785

Other funds holding MKL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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 $21.8B AUM 23.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

GeoWealth Management's MKL Position: Q3 2025 in Review

GeoWealth Management sold out of Markel Group (MKL) in Q3 2025, closing a stake of 92 shares — an estimated $184K sold.

GeoWealth Management first reported a position in MKL in Q3 2024 and held it in 3 quarters. The position peaked at $184K in Q2 2025. 851 funds tracked by Wall St. Rank hold MKL as of Q3 2025.

GeoWealth Management reported no remaining Markel Group position as of Q3 2025 after selling out during the quarter.
GeoWealth Management sold 92 Markel Group shares in Q3 2025, an estimated $184K.
GeoWealth Management first reported a position in Markel Group in Q3 2024 and held it in 3 quarters.
GeoWealth Management's Markel Group position peaked at $184K in Q2 2025.
851 funds tracked by Wall St. Rank held Markel Group as of Q3 2025.

Based on GeoWealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.