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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
VLKIM
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s MKL Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) increased its Markel Group (MKL) stake by 4.2% in Q1 2026, buying an estimated $22.3K and bringing the position to 271 shares worth $519K. The position accounts for 0.03% of the portfolio, ranked #212.

Guardian Wealth Advisors (North Carolina) first reported a position in MKL in Q3 2023 and has held it in 10 quarters since. The position peaked at $575K in Q2 2025. 925 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

  • Guardian Wealth Advisors (North Carolina) held 271 shares of Markel Group worth $519K as of Q1 2026.
  • Guardian Wealth Advisors (North Carolina) bought 11 Markel Group shares in Q1 2026, an estimated $22.3K.
  • Markel Group made up 0.03% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #212 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Markel Group in Q3 2023 and has held it in 10 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s Markel Group position peaked at $575K in Q2 2025.
  • 925 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.