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Moneta Group Investment Advisors’s Markel Group MKL Stock Holding History

Moneta Group Investment 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 		$414K Sell
212
-24
-10% -$44.8K ﹤0.01% 602
2026
Q1 		$452K Buy
236
+118
+100% +$239K ﹤0.01% 532
2025
Q4 		$254K Buy
118
+5
+4% +$10.1K ﹤0.01% 685
2025
Q3 		$216K Buy
113
+8
+8% +$15.7K ﹤0.01% 729
2025
Q2 		$210K Buy
+105
New +$197K ﹤0.01% 664
2024
Q2 		– Sell
-134
Closed -$204K – 623
2024
Q1 		$204K Buy
+134
New +$196K ﹤0.01% 570
2015
Q4 		– Sell
-26
Closed -$21K – 309
2015
Q3 		$21K Buy
+26
New +$22K 0.01% 318

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

Moneta Group Investment Advisors's MKL Position: Q2 2026 in Review

Moneta Group Investment Advisors reduced its Markel Group (MKL) stake by 10% in Q2 2026, selling an estimated $44.8K and leaving 212 shares worth $414K. The position accounts for ﹤0.01% of the portfolio, ranked #602.

Moneta Group Investment Advisors first reported a position in MKL in Q3 2015 and has held it in 7 quarters since. The position peaked at $452K in Q1 2026. 927 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Moneta Group Investment Advisors held 212 shares of Markel Group worth $414K as of Q2 2026.
  • Moneta Group Investment Advisors sold 24 Markel Group shares in Q2 2026, an estimated $44.8K.
  • Markel Group made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #602 holding.
  • Moneta Group Investment Advisors first reported a position in Markel Group in Q3 2015 and has held it in 7 quarters since.
  • Moneta Group Investment Advisors's Markel Group position peaked at $452K in Q1 2026.
  • 927 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.