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Kestra Private Wealth Services’s Markel Group MKL Stock Holding History

Kestra Private Wealth 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 		$459K Sell
235
-70
-23% -$131K 0.01% 1284
2026
Q1 		$584K Sell
305
-61
-17% -$124K 0.01% 1120
2025
Q4 		$787K Buy
366
+32
+10% +$64.8K 0.01% 914
2025
Q3 		$638K Buy
334
+3
+0.9% +$5.88K 0.01% 984
2025
Q2 		$661K Sell
331
-27
-8% -$50.6K 0.01% 914
2025
Q1 		$669K Buy
358
+43
+14% +$79.1K 0.01% 838
2024
Q4 		$544K Buy
315
+3
+1% +$4.98K 0.01% 886
2024
Q3 		$489K Sell
312
-38
-11% -$59.5K 0.01% 879
2024
Q2 		$551K Sell
350
-22
-6% -$34.2K 0.01% 792
2024
Q1 		$566K Buy
372
+16
+4% +$23.5K 0.01% 751
2023
Q4 		$505K Buy
356
+27
+8% +$38.3K 0.01% 724
2023
Q3 		$484K Buy
329
+34
+12% +$49.8K 0.02% 675
2023
Q2 		$408K Buy
295
+1
+0.3% +$1.34K 0.01% 706
2023
Q1 		$376K Sell
294
-10
-3% -$13.3K 0.01% 692
2022
Q4 		$401K Buy
304
+113
+59% +$140K 0.02% 582
2022
Q3 		$207K Buy
+191
New +$233K 0.01% 779

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 $3.38T AUM 44.17% 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

Kestra Private Wealth Services's MKL Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Markel Group (MKL) stake by 23% in Q2 2026, selling an estimated $131K and leaving 235 shares worth $459K. The position accounts for 0.01% of the portfolio, ranked #1284.

Kestra Private Wealth Services first reported a position in MKL in Q3 2022 and has held it in 16 quarters since. The position peaked at $787K in Q4 2025. 930 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Kestra Private Wealth Services held 235 shares of Markel Group worth $459K as of Q2 2026.
  • Kestra Private Wealth Services sold 70 Markel Group shares in Q2 2026, an estimated $131K.
  • Markel Group made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1284 holding.
  • Kestra Private Wealth Services first reported a position in Markel Group in Q3 2022 and has held it in 16 quarters since.
  • Kestra Private Wealth Services's Markel Group position peaked at $787K in Q4 2025.
  • 930 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

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