Kestra Advisory Services
MKL icon

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
Q3 		$1.4M Buy
816
+149
+22% +$277K ﹤0.01% 1718
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

Davis Selected Advisers
Davis Selected Advisers Tucson, Arizona $23.2B AUM 18.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Troy Asset Management
Troy Asset Management London, United Kingdom $4.2B AUM 11.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

Kestra Advisory Services's MKL Position: Q3 2026 in Review

Kestra Advisory Services increased its Markel Group (MKL) stake by 22% in Q3 2026, buying an estimated $277K and bringing the position to 816 shares worth $1.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1718.

Kestra Advisory Services first reported a position in MKL in Q3 2020 and has held it in 25 quarters since. The position peaked at $1.65M in Q4 2022. 543 funds tracked by Wall St. Rank hold MKL as of Q3 2026.

  • Kestra Advisory Services held 816 shares of Markel Group worth $1.4M as of Q3 2026.
  • Kestra Advisory Services bought 149 Markel Group shares in Q3 2026, an estimated $277K.
  • Markel Group made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #1718 holding.
  • Kestra Advisory Services first reported a position in Markel Group in Q3 2020 and has held it in 25 quarters since.
  • Kestra Advisory Services's Markel Group position peaked at $1.65M in Q4 2022.
  • 543 funds tracked by Wall St. Rank held Markel Group as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.