Level Four Advisory Services’s Markel Group MKL Stock Holding History

Level Four 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	$362K	Buy	189 +14	+8%	+$28.4K	0.01%	664
2025 Q4	$376K	Hold	175	–	–	0.01%	630
2025 Q3	$334K	Buy	175 +4	+2%	+$7.84K	0.01%	648
2025 Q2	$342K	Sell	171 -6	-3%	-$11.3K	0.01%	630
2025 Q1	$331K	Sell	177 -7	-4%	-$12.9K	0.01%	602
2024 Q4	$318K	Hold	184	–	–	0.01%	607
2024 Q3	$284K	Buy	184 +51	+38%	+$79.8K	0.01%	645
2024 Q2	$210K	Buy	+133	New	+$207K	0.01%	694
2023 Q4	–	Sell	-149	Closed	-$219K	–	829
2023 Q3	$219K	Sell	149 -16	-10%	-$23.4K	0.01%	665
2023 Q2	$228K	Sell	165 -1	-0.6%	-$1.34K	0.01%	699
2023 Q1	$212K	Buy	+166	New	+$221K	0.01%	675

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

Level Four Advisory Services's MKL Position: Q1 2026 in Review

Level Four Advisory Services increased its Markel Group (MKL) stake by 8% in Q1 2026, buying an estimated $28.4K and bringing the position to 189 shares worth $362K. The position accounts for 0.01% of the portfolio, ranked #664.

Level Four Advisory Services first reported a position in MKL in Q1 2023 and has held it in 11 quarters since. The position peaked at $376K in Q4 2025. 925 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

Level Four Advisory Services held 189 shares of Markel Group worth $362K as of Q1 2026.
Level Four Advisory Services bought 14 Markel Group shares in Q1 2026, an estimated $28.4K.
Markel Group made up 0.01% of Level Four Advisory Services's portfolio in Q1 2026, its #664 holding.
Level Four Advisory Services first reported a position in Markel Group in Q1 2023 and has held it in 11 quarters since.
Level Four Advisory Services's Markel Group position peaked at $376K in Q4 2025.
925 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.