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Mills Wealth Advisors’s Markel Group MKL Stock Holding History

Mills Wealth Advisors’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 		$363K Sell
186
-1
-0.5% -$1.87K 0.11% 59
2026
Q1 		$358K Buy
187
+1
+0.5% +$2.03K 0.13% 53
2025
Q4 		$400K Sell
186
-60
-24% -$122K 0.16% 50
2025
Q3 		$470K Hold
246
– – 0.19% 48
2025
Q2 		$491K Buy
246
+1
+0.4% +$1.88K 0.23% 44
2025
Q1 		$458K Buy
245
+1
+0.4% +$1.84K 0.24% 42
2024
Q4 		$421K Buy
244
+48
+24% +$79.6K 0.24% 39
2024
Q3 		$307K Buy
+196
New +$307K 0.21% 41

Other funds holding MKL

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
SC
Steginsky Capital Port Washington, New York $666M AUM 34.57% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
LC
Lincoln Capital Lincoln, Nebraska $562M AUM 15.09% 1-Year Est. Return
CIA
Citadel Investment Advisory Chesterland, Ohio $220M AUM 14.19% 1-Year Est. Return

Mills Wealth Advisors's MKL Position: Q2 2026 in Review

Mills Wealth Advisors reduced its Markel Group (MKL) stake by 0.53% in Q2 2026, selling an estimated $1.87K and leaving 186 shares worth $363K. The position accounts for 0.11% of the portfolio, ranked #59.

Mills Wealth Advisors first reported a position in MKL in Q3 2024 and has held it in 8 quarters since. The position peaked at $491K in Q2 2025. 217 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Mills Wealth Advisors held 186 shares of Markel Group worth $363K as of Q2 2026.
  • Mills Wealth Advisors sold 1 Markel Group share in Q2 2026, an estimated $1.87K.
  • Markel Group made up 0.11% of Mills Wealth Advisors's portfolio in Q2 2026, its #59 holding.
  • Mills Wealth Advisors first reported a position in Markel Group in Q3 2024 and has held it in 8 quarters since.
  • Mills Wealth Advisors's Markel Group position peaked at $491K in Q2 2025.
  • 217 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Mills Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.