Heartwood Wealth Advisors’s Markel Group MKL Stock Holding History

Heartwood Wealth Advisors’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	$430K	Buy	220 +26	+13%	+$48.6K	0.03%	153
2026 Q1	$371K	Sell	194 -2	-1%	-$4.06K	0.03%	153
2025 Q4	$421K	Buy	196 +2	+1%	+$4.05K	0.04%	127
2025 Q3	$371K	Hold	194	–	–	0.03%	142
2025 Q2	$387K	Hold	194	–	–	0.04%	122
2025 Q1	$363K	Sell	194 -1	-0.5%	-$1.84K	0.04%	120
2024 Q4	$337K	Buy	195 +1	+0.5%	+$1.66K	0.04%	125
2024 Q3	$304K	Hold	194	–	–	0.03%	133
2024 Q2	$306K	Hold	194	–	–	0.04%	132
2024 Q1	$295K	Hold	194	–	–	0.04%	117
2023 Q4	$275K	Hold	194	–	–	0.04%	113
2023 Q3	$286K	Buy	194 +11	+6%	+$16.1K	0.04%	109
2023 Q2	$253K	Buy	183 +17	+10%	+$22.8K	0.04%	120
2023 Q1	$212K	Buy	+166	New	+$221K	0.03%	123

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

Heartwood Wealth Advisors's MKL Position: Q2 2026 in Review

Heartwood Wealth Advisors increased its Markel Group (MKL) stake by 13% in Q2 2026, buying an estimated $48.6K and bringing the position to 220 shares worth $430K. The position accounts for 0.03% of the portfolio, ranked #153.

Heartwood Wealth Advisors first reported a position in MKL in Q1 2023 and has held it in 14 quarters since. 925 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

Heartwood Wealth Advisors held 220 shares of Markel Group worth $430K as of Q2 2026.
Heartwood Wealth Advisors bought 26 Markel Group shares in Q2 2026, an estimated $48.6K.
Markel Group made up 0.03% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #153 holding.
Heartwood Wealth Advisors first reported a position in Markel Group in Q1 2023 and has held it in 14 quarters since.
925 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.