Kestra Advisory Services’s Markel Group MKL Stock Holding History

Kestra Advisory Services’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	$1.3M	Buy	667 +38	+6%	+$71K	﹤0.01%	1642
2026 Q1	$1.2M	Buy	629 +39	+7%	+$79.1K	﹤0.01%	1599
2025 Q4	$1.27M	Buy	590 +112	+23%	+$227K	0.01%	1488
2025 Q3	$914K	Sell	478 -23	-5%	-$45.1K	﹤0.01%	1656
2025 Q2	$1M	Buy	501 +65	+15%	+$122K	﹤0.01%	1477
2025 Q1	$815K	Sell	436 -39	-8%	-$71.8K	﹤0.01%	1511
2024 Q4	$820K	Sell	475 -97	-17%	-$161K	﹤0.01%	1528
2024 Q3	$897K	Sell	572 -51	-8%	-$79.8K	﹤0.01%	1387
2024 Q2	$933K	Sell	623 -16	-3%	-$24.8K	0.01%	1366
2024 Q1	$972K	Buy	639 +20	+3%	+$29.3K	0.01%	1260
2023 Q4	$879K	Hold	619	–	–	0.01%	1197
2023 Q3	$911K	Buy	619 +6	+1%	+$8.78K	0.01%	1039
2023 Q2	$848K	Sell	613 -58	-9%	-$77.8K	0.01%	1059
2023 Q1	$857K	Sell	671 -585	-47%	-$777K	0.01%	1015
2022 Q4	$1.65M	Buy	1,256 +377	+43%	+$466K	0.01%	824
2022 Q3	$953K	Buy	879 +68	+8%	+$83K	0.01%	993
2022 Q2	$1.05M	Sell	811 -8	-1%	-$11K	0.01%	958
2022 Q1	$1.21M	Sell	819 -119	-13%	-$154K	0.01%	875
2021 Q4	$1.16M	Sell	938 -73	-7%	-$92.1K	0.01%	919
2021 Q3	$1.21M	Sell	1,011 -153	-13%	-$189K	0.01%	914
2021 Q2	$1.38M	Sell	1,164 -90	-7%	-$108K	0.02%	792
2021 Q1	$1.43M	Buy	1,254 +398	+46%	+$429K	0.02%	720
2020 Q4	$873K	Buy	856 +849	+12,129%	+$846K	0.01%	922
2020 Q3	$671K	Buy	+7	New	+$7.11K	0.01%	759

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

Kestra Advisory Services's MKL Position: Q2 2026 in Review

Kestra Advisory Services increased its Markel Group (MKL) stake by 6% in Q2 2026, buying an estimated $71K and bringing the position to 667 shares worth $1.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1642.

Kestra Advisory Services first reported a position in MKL in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.65M in Q4 2022. 928 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

Kestra Advisory Services held 667 shares of Markel Group worth $1.3M as of Q2 2026.
Kestra Advisory Services bought 38 Markel Group shares in Q2 2026, an estimated $71K.
Markel Group made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1642 holding.
Kestra Advisory Services first reported a position in Markel Group in Q3 2020 and has held it in 24 quarters since.
Kestra Advisory Services's Markel Group position peaked at $1.65M in Q4 2022.
928 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.