Global Assets Advisory’s Markel Group MKL Stock Holding History

Global Assets Advisory’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	–	Sell	-72	Closed	-$138K	–	477
2026 Q1	$138K	Buy	+72	New	+$146K	0.04%	258
2025 Q2	–	Sell	-153	Closed	-$272K	–	268
2025 Q1	$272K	Buy	+153	New	+$281K	0.05%	224
2024 Q2	–	Sell	-87,509	Closed	-$58K	–	332
2024 Q1	$58K	Buy	+87,509	New	+$128M	﹤0.01%	531

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

Global Assets Advisory's MKL Position: Q2 2026 in Review

Global Assets Advisory sold out of Markel Group (MKL) in Q2 2026, closing a stake of 72 shares — an estimated $138K sold.

Global Assets Advisory first reported a position in MKL in Q1 2024 and held it in 3 quarters. The position peaked at $272K in Q1 2025. 925 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

Global Assets Advisory reported no remaining Markel Group position as of Q2 2026 after selling out during the quarter.
Global Assets Advisory sold 72 Markel Group shares in Q2 2026, an estimated $138K.
Global Assets Advisory first reported a position in Markel Group in Q1 2024 and held it in 3 quarters.
Global Assets Advisory's Markel Group position peaked at $272K in Q1 2025.
925 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Global Assets Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.