IAA
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Independent Advisor Alliance’s Markel Group MKL Stock Holding History

Independent Advisor Alliance’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 		$473K Sell
247
-14
-5% -$28.4K 0.01% 1131
2025
Q4 		$562K Sell
261
-6
-2% -$12.2K 0.01% 615
2025
Q3 		$511K Buy
267
+109
+69% +$214K 0.01% 617
2025
Q2 		$316K Buy
158
+5
+3% +$9.38K 0.01% 708
2025
Q1 		$287K Buy
+153
New +$281K 0.01% 664

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

Independent Advisor Alliance's MKL Position: Q1 2026 in Review

Independent Advisor Alliance reduced its Markel Group (MKL) stake by 5.4% in Q1 2026, selling an estimated $28.4K and leaving 247 shares worth $473K. The position accounts for 0.01% of the portfolio, ranked #1131.

Independent Advisor Alliance first reported a position in MKL in Q1 2025 and has held it in 5 quarters since. The position peaked at $562K in Q4 2025. 925 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

  • Independent Advisor Alliance held 247 shares of Markel Group worth $473K as of Q1 2026.
  • Independent Advisor Alliance sold 14 Markel Group shares in Q1 2026, an estimated $28.4K.
  • Markel Group made up 0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1131 holding.
  • Independent Advisor Alliance first reported a position in Markel Group in Q1 2025 and has held it in 5 quarters since.
  • Independent Advisor Alliance's Markel Group position peaked at $562K in Q4 2025.
  • 925 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.