IA
MKL icon

IFG Advisory’s Markel Group MKL Stock Holding History

IFG 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
-121
Closed -$260K – 684
2025
Q4 		$260K Hold
121
– – 0.01% 673
2025
Q3 		$231K Hold
121
– – 0.01% 709
2025
Q2 		$242K Sell
121
-6
-5% -$11.3K 0.01% 670
2025
Q1 		$237K Hold
127
– – 0.01% 622
2024
Q4 		$219K Buy
+127
New +$211K 0.01% 626
2024
Q3 		– Sell
-132
Closed -$208K – 533
2024
Q2 		$208K Buy
+132
New +$205K 0.01% 588

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

IFG Advisory's MKL Position: Q1 2026 in Review

IFG Advisory sold out of Markel Group (MKL) in Q1 2026, closing a stake of 121 shares — an estimated $260K sold.

IFG Advisory first reported a position in MKL in Q2 2024 and held it in 6 quarters. The position peaked at $260K in Q4 2025. 925 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

  • IFG Advisory reported no remaining Markel Group position as of Q1 2026 after selling out during the quarter.
  • IFG Advisory sold 121 Markel Group shares in Q1 2026, an estimated $260K.
  • IFG Advisory first reported a position in Markel Group in Q2 2024 and held it in 6 quarters.
  • IFG Advisory's Markel Group position peaked at $260K in Q4 2025.
  • 925 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.