HWA
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Heritage Wealth Advisors’s Markel Group MKL Stock Holding History

Heritage 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
Q1 		$13.9M Sell
7,272
-693
-9% -$1.41M 0.54% 29
2025
Q4 		$17.1M Sell
7,965
-87
-1% -$176K 0.65% 30
2025
Q3 		$15.4M Buy
8,052
+1,987
+33% +$3.9M 0.67% 30
2025
Q2 		$12.1M Sell
6,065
-7
-0.1% -$13.1K 0.58% 31
2025
Q1 		$11.4M Sell
6,072
-1,148
-16% -$2.11M 0.58% 32
2024
Q4 		$12.5M Sell
7,220
-6,680
-48% -$11.1M 0.62% 31
2024
Q3 		$21.8M Buy
13,900
+53
+0.4% +$83K 1.02% 30
2024
Q2 		$21.8M Sell
13,847
-203
-1% -$315K 0.99% 29
2024
Q1 		$21.4M Sell
14,050
-380
-3% -$557K 0.98% 29
2023
Q4 		$20.5M Sell
14,430
-959
-6% -$1.36M 1.02% 29
2023
Q3 		$22.7M Sell
15,389
-765
-5% -$1.12M 1.24% 28
2023
Q2 		$22.3M Sell
16,154
-1,002
-6% -$1.34M 1.18% 27
2023
Q1 		$21.9M Sell
17,156
-1,472
-8% -$1.96M 1.22% 27
2022
Q4 		$24.5M Sell
18,628
-643
-3% -$795K 1.42% 26
2022
Q3 		$20.9M Hold
19,271
– – 1.52% 27
2022
Q2 		$24.9M Sell
19,271
-78
-0.4% -$107K 1.73% 20
2022
Q1 		$28.5M Sell
19,349
-1,988
-9% -$2.57M 1.58% 11
2021
Q4 		$26.3M Buy
21,337
+6,381
+43% +$8.05M 1.45% 12
2021
Q3 		$17.9M Sell
14,956
-549
-4% -$677K 1.09% 20
2021
Q2 		$18.4M Sell
15,505
-457
-3% -$548K 1.13% 16
2021
Q1 		$18.2M Sell
15,962
-17
-0.1% -$18.3K 1.1% 12
2020
Q4 		$16.5M Buy
15,979
+1,327
+9% +$1.32M 1.03% 10
2020
Q3 		$14.3M Sell
14,652
-202
-1% -$205K 1.84% 10
2020
Q2 		$13.7M Buy
14,854
+1,029
+7% +$935K 1.92% 9
2020
Q1 		$12.8M Sell
13,825
-475
-3% -$543K 2.3% 7
2019
Q4 		$16.3M Sell
14,300
-776
-5% -$884K 2.16% 9
2019
Q3 		$17.8M Sell
15,076
-3,318
-18% -$3.77M 2.63% 8
2019
Q2 		$20M Sell
18,394
-639
-3% -$670K 3.07% 6
2019
Q1 		$19M Sell
19,033
-4,239
-18% -$4.3M 3.12% 6
2018
Q4 		$24.2M Buy
23,272
+5,058
+28% +$5.53M 4.72% 5
2018
Q3 		$21.6M Sell
18,214
-977
-5% -$1.15M 4.24% 5
2018
Q2 		$20.8M Sell
19,191
-532
-3% -$601K 7.78% 3
2018
Q1 		$23.1M Sell
19,723
-784
-4% -$882K 9.58% 2
2017
Q4 		$23.4M Buy
20,507
+15,586
+317% +$17M 9.99% 2
2017
Q3 		$5.25M Sell
4,921
-9
-0.2% -$9.31K 2.64% 5
2017
Q2 		$4.81M Hold
4,930
– – 2.49% 6
2017
Q1 		$4.81M Sell
4,930
-353
-7% -$334K 2.59% 6
2016
Q4 		$4.78M Buy
5,283
+149
+3% +$133K 3.12% 6
2016
Q3 		$4.77M Sell
5,134
-55
-1% -$51.3K 3.3% 6
2016
Q2 		$4.94M Sell
5,189
-76
-1% -$70.8K 3.34% 6
2016
Q1 		$4.69M Buy
5,265
+4,010
+320% +$3.45M 3.68% 6
2015
Q4 		$1.11M Sell
1,255
-8,399
-87% -$7.31M 0.93% 17
2015
Q3 		$7.74M Buy
9,654
+8,399
+669% +$7.11M 6.65% 4
2015
Q2 		$1M Buy
1,255
+200
+19% +$156K 0.83% 21
2015
Q1 		$813K Hold
1,055
– – 0.67% 27
2014
Q4 		$720K Hold
1,055
– – 0.64% 28
2014
Q3 		$672K Hold
1,055
– – 0.7% 28
2014
Q2 		$692K Hold
1,055
– – 0.74% 28
2014
Q1 		$629K Hold
1,055
– – 0.73% 26
2013
Q4 		$613K Buy
+1,055
New +$572K 0.77% 24

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

Heritage Wealth Advisors's MKL Position: Q1 2026 in Review

Heritage Wealth Advisors reduced its Markel Group (MKL) stake by 8.7% in Q1 2026, selling an estimated $1.41M and leaving 7,272 shares worth $13.9M. The position accounts for 0.54% of the portfolio, ranked #29.

Heritage Wealth Advisors first reported a position in MKL in Q4 2013 and has held it in 50 quarters since. The position peaked at $28.5M in Q1 2022. 925 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

  • Heritage Wealth Advisors held 7,272 shares of Markel Group worth $13.9M as of Q1 2026.
  • Heritage Wealth Advisors sold 693 Markel Group shares in Q1 2026, an estimated $1.41M.
  • Markel Group made up 0.54% of Heritage Wealth Advisors's portfolio in Q1 2026, its #29 holding.
  • Heritage Wealth Advisors first reported a position in Markel Group in Q4 2013 and has held it in 50 quarters since.
  • Heritage Wealth Advisors's Markel Group position peaked at $28.5M in Q1 2022.
  • 925 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.