Legacy Capital Wealth Partners’s Markel Group MKL Stock Holding History

Legacy Capital Wealth Partners’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	$430K	Hold	220	–	–	0.08%	225
2026 Q1	$421K	Buy	220 +2	+0.9%	+$4.06K	0.09%	235
2025 Q4	$469K	Sell	218 -12	-5%	-$24.3K	0.1%	212
2025 Q3	$440K	Hold	230	–	–	0.1%	228
2025 Q2	$459K	Buy	230 +4	+2%	+$7.5K	0.1%	214
2025 Q1	$423K	Buy	226 +1	+0.4%	+$1.84K	0.1%	218
2024 Q4	$388K	Buy	225 +5	+2%	+$8.3K	0.1%	225
2024 Q3	$345K	Buy	220 +26	+13%	+$40.7K	0.07%	257
2024 Q2	$306K	Buy	+194	New	+$301K	0.08%	238
2024 Q1	–	Sell	-156	Closed	-$222K	–	254
2023 Q4	$222K	Buy	156 +16	+11%	+$22.7K	0.06%	265
2023 Q3	$206K	Buy	+140	New	+$205K	0.06%	265

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 $3.38T AUM 44.17% 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

Legacy Capital Wealth Partners's MKL Position: Q2 2026 in Review

Legacy Capital Wealth Partners held its Markel Group (MKL) position steady in Q2 2026 at 220 shares worth $430K. The position accounts for 0.08% of the portfolio, ranked #225.

Legacy Capital Wealth Partners first reported a position in MKL in Q3 2023 and has held it in 11 quarters since. The position peaked at $469K in Q4 2025. 930 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

Legacy Capital Wealth Partners held 220 shares of Markel Group worth $430K as of Q2 2026.
Legacy Capital Wealth Partners left its Markel Group share count unchanged in Q2 2026.
Markel Group made up 0.08% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #225 holding.
Legacy Capital Wealth Partners first reported a position in Markel Group in Q3 2023 and has held it in 11 quarters since.
Legacy Capital Wealth Partners's Markel Group position peaked at $469K in Q4 2025.
930 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.