Guardian Wealth Advisors (North Carolina)’s Markel Group MKL Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	$590K	Buy	302 +31	+11%	+$57.9K	0.03%	213
2026 Q1	$519K	Buy	271 +11	+4%	+$22.3K	0.03%	212
2025 Q4	$559K	Hold	260	–	–	0.03%	206
2025 Q3	$497K	Sell	260 -28	-10%	-$54.9K	0.03%	210
2025 Q2	$575K	Hold	288	–	–	0.04%	181
2025 Q1	$538K	Hold	288	–	–	0.04%	173
2024 Q4	$497K	Buy	288 +150	+109%	+$249K	0.04%	192
2024 Q3	$216K	Hold	138	–	–	0.02%	257
2024 Q2	$217K	Hold	138	–	–	0.03%	248
2024 Q1	$210K	Buy	+138	New	+$202K	0.03%	261
2023 Q4	–	Sell	-138	Closed	-$203K	–	455
2023 Q3	$203K	Buy	+138	New	+$202K	0.03%	235

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 $3.38T AUM 44.17% 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

Guardian Wealth Advisors (North Carolina)'s MKL Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) increased its Markel Group (MKL) stake by 11% in Q2 2026, buying an estimated $57.9K and bringing the position to 302 shares worth $590K. The position accounts for 0.03% of the portfolio, ranked #213.

Guardian Wealth Advisors (North Carolina) first reported a position in MKL in Q3 2023 and has held it in 11 quarters since. 930 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

Guardian Wealth Advisors (North Carolina) held 302 shares of Markel Group worth $590K as of Q2 2026.
Guardian Wealth Advisors (North Carolina) bought 31 Markel Group shares in Q2 2026, an estimated $57.9K.
Markel Group made up 0.03% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #213 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in Markel Group in Q3 2023 and has held it in 11 quarters since.
930 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.