KAS
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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
VLKIM
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return

Kestra Advisory Services's MKL Position: Q1 2026 in Review

Kestra Advisory Services increased its Markel Group (MKL) stake by 6.6% in Q1 2026, buying an estimated $79.1K and bringing the position to 629 shares worth $1.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1599.

Kestra Advisory Services first reported a position in MKL in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.65M in Q4 2022. 925 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

  • Kestra Advisory Services held 629 shares of Markel Group worth $1.2M as of Q1 2026.
  • Kestra Advisory Services bought 39 Markel Group shares in Q1 2026, an estimated $79.1K.
  • Markel Group made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1599 holding.
  • Kestra Advisory Services first reported a position in Markel Group in Q3 2020 and has held it in 23 quarters since.
  • Kestra Advisory Services's Markel Group position peaked at $1.65M in Q4 2022.
  • 925 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.