IWA
MKL icon

Icon Wealth Advisors’s Markel Group MKL Stock Holding History

Icon 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
-61
Closed -$122K – 543
2025
Q2 		$122K Hold
61
– – 0.01% 467
2025
Q1 		$114K Hold
61
– – 0.01% 457
2024
Q4 		$105K Buy
+61
New +$101K 0.01% 496

Other funds holding MKL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Select Equity Group
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

Icon Wealth Advisors sold out of Markel Group (MKL) in Q3 2025, closing a stake of 61 shares — an estimated $122K sold.

Icon Wealth Advisors first reported a position in MKL in Q4 2024 and held it in 3 quarters. The position peaked at $122K in Q2 2025. 851 funds tracked by Wall St. Rank hold MKL as of Q3 2025.

  • Icon Wealth Advisors reported no remaining Markel Group position as of Q3 2025 after selling out during the quarter.
  • Icon Wealth Advisors sold 61 Markel Group shares in Q3 2025, an estimated $122K.
  • Icon Wealth Advisors first reported a position in Markel Group in Q4 2024 and held it in 3 quarters.
  • Icon Wealth Advisors's Markel Group position peaked at $122K in Q2 2025.
  • 851 funds tracked by Wall St. Rank held Markel Group as of Q3 2025.

Based on Icon Wealth Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.