MWA
MKL icon

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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Boston Partners
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

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. 926 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.
  • 926 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.