MYIA
MKL icon

Mount Yale Investment Advisors’s Markel Group MKL Stock Holding History

Mount Yale 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
Q1 		$568K Buy
297
+30
+11% +$60.9K 0.01% 680
2025
Q4 		$574K Buy
267
+23
+9% +$46.6K 0.03% 432
2025
Q3 		$466K Buy
244
+176
+259% +$345K 0.03% 431
2025
Q2 		$136K Buy
+68
New +$128K 0.01% 607
2024
Q4 		– Sell
-368
Closed -$577K – 597
2024
Q3 		$577K Sell
368
-9
-2% -$14.1K 0.06% 315
2024
Q2 		$594K Hold
377
– – 0.05% 310
2024
Q1 		$574K Sell
377
-12
-3% -$17.6K 0.04% 327
2023
Q4 		$552K Sell
389
-3
-0.8% -$4.26K 0.05% 303
2023
Q3 		$577K Sell
392
-210
-35% -$307K 0.06% 279
2023
Q2 		$833K Sell
602
-194
-24% -$260K 0.09% 224
2023
Q1 		$1.02M Sell
796
-365
-31% -$485K 0.11% 178
2022
Q4 		$1.53M Sell
1,161
-6
-0.5% -$7.42K 0.17% 134
2022
Q3 		$1.26M Buy
1,167
+1
+0.1% +$1.22K 0.17% 133
2022
Q2 		$1.51M Sell
1,166
-291
-20% -$399K 0.19% 119
2022
Q1 		$2.15M Sell
1,457
-182
-11% -$235K 0.23% 106
2021
Q4 		$2.02M Sell
1,639
-13
-0.8% -$16.4K 0.21% 115
2021
Q3 		$1.97M Sell
1,652
-93
-5% -$115K 0.23% 107
2021
Q2 		$2.07M Sell
1,745
-47
-3% -$56.3K 0.25% 87
2021
Q1 		$2.04M Buy
1,792
+1,024
+133% +$1.1M 0.27% 86
2020
Q4 		$794K Sell
768
-291
-27% -$290K 0.11% 194
2020
Q3 		$1.03M Buy
+1,059
New +$1.08M 0.15% 146
2018
Q4 		– Sell
-25
Closed -$28K – 586
2018
Q3 		$28K Sell
25
-22
-47% -$25.9K ﹤0.01% 715
2018
Q2 		$51K Buy
47
+1
+2% +$1.13K 0.01% 619
2018
Q1 		$54K Buy
+46
New +$51.8K 0.01% 598

Other funds holding MKL

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $11.4B AUM 16.77% 1-Year Est. Return

Mount Yale Investment Advisors's MKL Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Markel Group (MKL) stake by 11% in Q1 2026, buying an estimated $60.9K and bringing the position to 297 shares worth $568K. The position accounts for 0.01% of the portfolio, ranked #680.

Mount Yale Investment Advisors first reported a position in MKL in Q1 2018 and has held it in 24 quarters since. The position peaked at $2.15M in Q1 2022. 929 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

  • Mount Yale Investment Advisors held 297 shares of Markel Group worth $568K as of Q1 2026.
  • Mount Yale Investment Advisors bought 30 Markel Group shares in Q1 2026, an estimated $60.9K.
  • Markel Group made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #680 holding.
  • Mount Yale Investment Advisors first reported a position in Markel Group in Q1 2018 and has held it in 24 quarters since.
  • Mount Yale Investment Advisors's Markel Group position peaked at $2.15M in Q1 2022.
  • 929 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.