IWC
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Integrated Wealth Concepts’s Markel Group MKL Stock Holding History

Integrated Wealth Concepts’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 		$608K Buy
311
+83
+36% +$155K ﹤0.01% 1663
2026
Q1 		$437K Buy
228
+99
+77% +$201K ﹤0.01% 1621
2025
Q4 		$278K Buy
+129
New +$261K ﹤0.01% 1355
2025
Q2 		– Sell
-186
Closed -$348K – 1968
2025
Q1 		$348K Sell
186
-76
-29% -$140K ﹤0.01% 1321
2024
Q4 		$452K Sell
262
-24
-8% -$39.8K 0.01% 1174
2024
Q3 		$449K Sell
286
-34
-11% -$53.2K 0.01% 1130
2024
Q2 		$504K Sell
320
-74
-19% -$115K 0.01% 1044
2024
Q1 		$599K Buy
394
+10
+3% +$14.7K 0.01% 971
2023
Q4 		$545K Sell
384
-23
-6% -$32.6K 0.01% 962
2023
Q3 		$599K Buy
407
+2
+0.5% +$2.93K 0.01% 902
2023
Q2 		$560K Sell
405
-13
-3% -$17.4K 0.01% 936
2023
Q1 		$534K Buy
418
+120
+40% +$159K 0.01% 827
2022
Q4 		$393K Sell
298
-5
-2% -$6.18K 0.01% 730
2022
Q3 		$329K Buy
303
+14
+5% +$17.1K 0.01% 707
2022
Q2 		$374K Sell
289
-1
-0.3% -$1.37K 0.01% 683
2022
Q1 		$428K Buy
290
+1
+0.3% +$1.29K 0.01% 617
2021
Q4 		$357K Buy
289
+25
+9% +$31.5K 0.01% 703
2021
Q3 		$316K Buy
+264
New +$325K 0.01% 724

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 $3.37T AUM 44.26% 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

Integrated Wealth Concepts's MKL Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Markel Group (MKL) stake by 36% in Q2 2026, buying an estimated $155K and bringing the position to 311 shares worth $608K. The position accounts for ﹤0.01% of the portfolio, ranked #1663.

Integrated Wealth Concepts first reported a position in MKL in Q3 2021 and has held it in 18 quarters since. 925 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Integrated Wealth Concepts held 311 shares of Markel Group worth $608K as of Q2 2026.
  • Integrated Wealth Concepts bought 83 Markel Group shares in Q2 2026, an estimated $155K.
  • Markel Group made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1663 holding.
  • Integrated Wealth Concepts first reported a position in Markel Group in Q3 2021 and has held it in 18 quarters since.
  • 925 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.