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	$493K	Buy	252 +24	+11%	+$44.8K	﹤0.01%	1657
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 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 $3.38T AUM 44.17% 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

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

Integrated Wealth Concepts increased its Markel Group (MKL) stake by 11% in Q2 2026, buying an estimated $44.8K and bringing the position to 252 shares worth $493K. The position accounts for ﹤0.01% of the portfolio, ranked #1657.

Integrated Wealth Concepts first reported a position in MKL in Q3 2021 and has held it in 18 quarters since. The position peaked at $599K in Q1 2024. 930 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

Integrated Wealth Concepts held 252 shares of Markel Group worth $493K as of Q2 2026.
Integrated Wealth Concepts bought 24 Markel Group shares in Q2 2026, an estimated $44.8K.
Markel Group made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1657 holding.
Integrated Wealth Concepts first reported a position in Markel Group in Q3 2021 and has held it in 18 quarters since.
Integrated Wealth Concepts's Markel Group position peaked at $599K in Q1 2024.
930 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.