Lodestone Wealth Management’s Markel Group MKL Stock Holding History

Lodestone Wealth Management’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	$309K	Buy	158 +7	+5%	+$13.1K	0.11%	151
2026 Q1	$289K	Buy	151 +9	+6%	+$18.3K	0.11%	148
2025 Q4	$305K	Hold	142	–	–	0.12%	139
2025 Q3	$271K	Sell	142 -2	-1%	-$3.92K	0.12%	149
2025 Q2	$288K	Sell	144 -7	-5%	-$13.1K	0.14%	135
2025 Q1	$282K	Sell	151 -9	-6%	-$16.6K	0.15%	125
2024 Q4	$277K	Sell	160 -1	-0.6%	-$1.66K	0.14%	122
2024 Q3	$253K	Sell	161 -108	-40%	-$169K	0.13%	128
2024 Q2	$424K	Sell	269 -4	-1%	-$6.21K	0.22%	105
2024 Q1	$416K	Sell	273 -11	-4%	-$16.1K	0.22%	105
2023 Q4	$404K	Buy	284 +2	+0.7%	+$2.84K	0.23%	100
2023 Q3	$416K	Buy	282 +13	+5%	+$19K	0.29%	80
2023 Q2	$372K	Sell	269 -1	-0.4%	-$1.34K	0.26%	94
2023 Q1	$345K	Buy	+270	New	+$359K	0.27%	91

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 $3.37T AUM 44.26% 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

Lodestone Wealth Management's MKL Position: Q2 2026 in Review

Lodestone Wealth Management increased its Markel Group (MKL) stake by 4.6% in Q2 2026, buying an estimated $13.1K and bringing the position to 158 shares worth $309K. The position accounts for 0.11% of the portfolio, ranked #151.

Lodestone Wealth Management first reported a position in MKL in Q1 2023 and has held it in 14 quarters since. The position peaked at $424K in Q2 2024. 926 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

Lodestone Wealth Management held 158 shares of Markel Group worth $309K as of Q2 2026.
Lodestone Wealth Management bought 7 Markel Group shares in Q2 2026, an estimated $13.1K.
Markel Group made up 0.11% of Lodestone Wealth Management's portfolio in Q2 2026, its #151 holding.
Lodestone Wealth Management first reported a position in Markel Group in Q1 2023 and has held it in 14 quarters since.
Lodestone Wealth Management's Markel Group position peaked at $424K in Q2 2024.
926 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.