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 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 $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 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 New York $19.5B AUM 17.33% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Legacy Capital Wealth Partners's MKL Position: Q1 2026 in Review

Legacy Capital Wealth Partners increased its Markel Group (MKL) stake by 0.92% in Q1 2026, buying an estimated $4.06K and bringing the position to 220 shares worth $421K. The position accounts for 0.09% of the portfolio, ranked #235.

Legacy Capital Wealth Partners first reported a position in MKL in Q3 2023 and has held it in 10 quarters since. The position peaked at $469K in Q4 2025. 925 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

Legacy Capital Wealth Partners held 220 shares of Markel Group worth $421K as of Q1 2026.
Legacy Capital Wealth Partners bought 2 Markel Group shares in Q1 2026, an estimated $4.06K.
Markel Group made up 0.09% of Legacy Capital Wealth Partners's portfolio in Q1 2026, its #235 holding.
Legacy Capital Wealth Partners first reported a position in Markel Group in Q3 2023 and has held it in 10 quarters since.
Legacy Capital Wealth Partners's Markel Group position peaked at $469K in Q4 2025.
925 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.