Modern Wealth Management’s Markel Group MKL Stock Holding History

Modern 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 Q1	$2.85M	Sell	1,497 -22	-1%	-$44.6K	0.05%	262
2025 Q4	$3.27M	Buy	1,519 +8	+0.5%	+$16.2K	0.06%	236
2025 Q3	$2.89M	Buy	1,511 +17	+1%	+$33.3K	0.06%	240
2025 Q2	$2.98M	Buy	1,494 +21	+1%	+$39.4K	0.07%	221
2025 Q1	$2.75M	Buy	1,473 +29	+2%	+$53.4K	0.09%	185
2024 Q4	$2.49M	Buy	1,444 +23	+2%	+$38.2K	0.09%	164
2024 Q3	$2.23M	Hold	1,421	–	–	0.14%	103
2024 Q2	$2.24M	Hold	1,421	–	–	0.17%	82
2024 Q1	$2.16M	Buy	+1,421	New	+$2.08M	0.2%	68

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

Modern Wealth Management's MKL Position: Q1 2026 in Review

Modern Wealth Management reduced its Markel Group (MKL) stake by 1.4% in Q1 2026, selling an estimated $44.6K and leaving 1,497 shares worth $2.85M. The position accounts for 0.05% of the portfolio, ranked #262.

Modern Wealth Management first reported a position in MKL in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.27M in Q4 2025. 925 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

Modern Wealth Management held 1,497 shares of Markel Group worth $2.85M as of Q1 2026.
Modern Wealth Management sold 22 Markel Group shares in Q1 2026, an estimated $44.6K.
Markel Group made up 0.05% of Modern Wealth Management's portfolio in Q1 2026, its #262 holding.
Modern Wealth Management first reported a position in Markel Group in Q1 2024 and has held it in 9 quarters since.
Modern Wealth Management's Markel Group position peaked at $3.27M in Q4 2025.
925 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.