KPWS
MKL icon

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
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 $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 Private Wealth Services's MKL Position: Q1 2026 in Review

Kestra Private Wealth Services reduced its Markel Group (MKL) stake by 17% in Q1 2026, selling an estimated $124K and leaving 305 shares worth $584K. The position accounts for 0.01% of the portfolio, ranked #1120.

Kestra Private Wealth Services first reported a position in MKL in Q3 2022 and has held it in 15 quarters since. The position peaked at $787K in Q4 2025. 925 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

  • Kestra Private Wealth Services held 305 shares of Markel Group worth $584K as of Q1 2026.
  • Kestra Private Wealth Services sold 61 Markel Group shares in Q1 2026, an estimated $124K.
  • Markel Group made up 0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #1120 holding.
  • Kestra Private Wealth Services first reported a position in Markel Group in Q3 2022 and has held it in 15 quarters since.
  • Kestra Private Wealth Services's Markel Group position peaked at $787K in Q4 2025.
  • 925 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.