IAA
MKL icon

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
Q2 		$482K Hold
247
– – 0.01% 676
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Boston Partners
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

Independent Advisor Alliance's MKL Position: Q2 2026 in Review

Independent Advisor Alliance held its Markel Group (MKL) position steady in Q2 2026 at 247 shares worth $482K. The position accounts for 0.01% of the portfolio, ranked #676.

Independent Advisor Alliance first reported a position in MKL in Q1 2025 and has held it in 6 quarters since. The position peaked at $562K in Q4 2025. 930 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Independent Advisor Alliance held 247 shares of Markel Group worth $482K as of Q2 2026.
  • Independent Advisor Alliance left its Markel Group share count unchanged in Q2 2026.
  • Markel Group made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #676 holding.
  • Independent Advisor Alliance first reported a position in Markel Group in Q1 2025 and has held it in 6 quarters since.
  • Independent Advisor Alliance's Markel Group position peaked at $562K in Q4 2025.
  • 930 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.