IHT Wealth Management’s Markel Group MKL Stock Holding History

IHT Wealth Management’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	$545K	Sell	279 -7	-2%	-$13.1K	0.01%	801
2026 Q1	$547K	Buy	286 +3	+1%	+$6.09K	0.01%	789
2025 Q4	$608K	Hold	283	–	–	0.01%	702
2025 Q3	$541K	Buy	283 +61	+27%	+$120K	0.01%	710
2025 Q2	$443K	Hold	222	–	–	0.01%	739
2025 Q1	$415K	Hold	222	–	–	0.01%	732
2024 Q4	$383K	Sell	222 -1	-0.4%	-$1.66K	0.01%	774
2024 Q3	$350K	Buy	223 +2	+0.9%	+$3.13K	0.01%	852
2024 Q2	$348K	Buy	221 +1	+0.5%	+$1.55K	0.01%	749
2024 Q1	$335K	Buy	220 +5	+2%	+$7.33K	0.01%	763
2023 Q4	$305K	Sell	215 -7	-3%	-$9.93K	0.01%	759
2023 Q3	$327K	Buy	222 +1	+0.5%	+$1.46K	0.02%	697
2023 Q2	$306K	Sell	221 -46	-17%	-$61.7K	0.02%	721
2023 Q1	$341K	Buy	+267	New	+$355K	0.02%	651

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

IHT Wealth Management's MKL Position: Q2 2026 in Review

IHT Wealth Management reduced its Markel Group (MKL) stake by 2.4% in Q2 2026, selling an estimated $13.1K and leaving 279 shares worth $545K. The position accounts for 0.01% of the portfolio, ranked #801.

IHT Wealth Management first reported a position in MKL in Q1 2023 and has held it in 14 quarters since. The position peaked at $608K in Q4 2025. 925 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

IHT Wealth Management held 279 shares of Markel Group worth $545K as of Q2 2026.
IHT Wealth Management sold 7 Markel Group shares in Q2 2026, an estimated $13.1K.
Markel Group made up 0.01% of IHT Wealth Management's portfolio in Q2 2026, its #801 holding.
IHT Wealth Management first reported a position in Markel Group in Q1 2023 and has held it in 14 quarters since.
IHT Wealth Management's Markel Group position peaked at $608K in Q4 2025.
925 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.