HHM Wealth Advisors’s Markel Group MKL Stock Holding History

HHM 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
2025 Q3	–	Sell	-1	Closed	-$2K	–	904
2025 Q2	$2K	Hold	1	–	–	﹤0.01%	764
2025 Q1	$1.87K	Hold	1	–	–	﹤0.01%	761
2024 Q4	$1.73K	Buy	+1	New	+$1.66K	﹤0.01%	771

Other funds holding MKL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

HHM Wealth Advisors's MKL Position: Q3 2025 in Review

HHM Wealth Advisors sold out of Markel Group (MKL) in Q3 2025, closing a stake of 1 share — an estimated $2K sold.

HHM Wealth Advisors first reported a position in MKL in Q4 2024 and held it in 3 quarters. The position peaked at $2K in Q2 2025. 851 funds tracked by Wall St. Rank hold MKL as of Q3 2025.

HHM Wealth Advisors reported no remaining Markel Group position as of Q3 2025 after selling out during the quarter.
HHM Wealth Advisors sold 1 Markel Group share in Q3 2025, an estimated $2K.
HHM Wealth Advisors first reported a position in Markel Group in Q4 2024 and held it in 3 quarters.
HHM Wealth Advisors's Markel Group position peaked at $2K in Q2 2025.
851 funds tracked by Wall St. Rank held Markel Group as of Q3 2025.

Based on HHM Wealth Advisors's 13F filing for Q3 2025, filed 29 Oct 2025.