HSA
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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 – 642
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 $5.7T 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 $18.8B 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