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HBK Sorce Advisory’s Markel Group MKL Stock Holding History

HBK Sorce 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
Q1 		– Sell
-106
Closed -$223K – 689
2025
Q4 		$223K Buy
+106
New +$215K 0.01% 557
2025
Q3 		– Sell
-103
Closed -$206K – 641
2025
Q2 		$206K Sell
103
-28
-21% -$52.5K 0.01% 549
2025
Q1 		$245K Buy
+131
New +$241K 0.01% 497
2023
Q1 		– Sell
-194
Closed -$256K – 751
2022
Q4 		$256K Buy
+194
New +$240K 0.01% 592

Other funds holding MKL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Boston Partners
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

HBK Sorce Advisory's MKL Position: Q1 2026 in Review

HBK Sorce Advisory sold out of Markel Group (MKL) in Q1 2026, closing a stake of 106 shares — an estimated $223K sold.

HBK Sorce Advisory first reported a position in MKL in Q4 2022 and held it in 4 quarters. The position peaked at $256K in Q4 2022. 929 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

  • HBK Sorce Advisory reported no remaining Markel Group position as of Q1 2026 after selling out during the quarter.
  • HBK Sorce Advisory sold 106 Markel Group shares in Q1 2026, an estimated $223K.
  • HBK Sorce Advisory first reported a position in Markel Group in Q4 2022 and held it in 4 quarters.
  • HBK Sorce Advisory's Markel Group position peaked at $256K in Q4 2022.
  • 929 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on HBK Sorce Advisory's 13F filing for Q1 2026, filed 11 May 2026.